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Disclosery

SUB ISHARES TR

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ETF (fund)

854 managers (864 13F filers) reported a position in SUB shares at 2025-12-31, 82,022,034 shares in all. 49 filers opened a position and 47 filers sold out during the quarter.

Managers
854
13F filers
864
New
49
Added
392
Reduced
248
Sold out
47
Shares held by filers
82,022,034

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
2UniFi Bank903$96.3K0.05%013F-HRTimeline
WFA of San Diego, LLC894$95.4K0.07%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.806$86K0.01%013F-HRTimelineGroup
Collier Financial777$83K0.06%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC763$81.4K0.01%013F-HRTimeline
DT Investment Partners, LLC728$77.7K0.01%+19313F-HRTimeline
HHM Wealth Advisors, LLC700$74.7K0.01%013F-HRTimeline
Stone House Investment Management, LLC688$73.4K0.01%+52613F-HRTimeline
Capital Investment Counsel, Inc659$70.3K0.01%new13F-HRTimeline
Field & Main Bank651$69.5K0.02%+10113F-HRTimeline
MOTCO637$68K0.01%013F-HRTimeline
Pacifica Partners Inc.625$66.7K0.03%013F-HRTimeline
Monetary Solutions, Ltd510$54.4K0.05%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC471$50.3K0.02%013F-HRTimeline
Bernard Wealth Management Corp.450$48K0.02%013F-HRTimeline
10Elms LLP435$46.4K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC405$43.2K<0.01%+40213F-HRTimeline
Boreal Capital Management LLC400$42.7K0.03%013F-HRTimeline
Rossby Financial, LCC365$38.9K0.01%-81213F-HRTimeline
Signature Equity Partners, LLC355$37.9K0.02%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$35.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp321$34.3K<0.01%-5513F-HRTimelineGroup
Mascoma Wealth Management LLC309$33K0.01%-14113F-HRTimeline
OPTIMA CAPITAL LLC306$32.6K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.294$31.4K0.01%+1413F-HRTimeline
ABOUND FINANCIAL, LLC264$28.2K0.01%new13F-HR/ATimeline
AdvisorNet Financial, Inc256$27.3K<0.01%-6713F-HRTimeline
Financial Network Wealth Advisors LLC243$25.9K0.03%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO234$25K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC234$25K<0.01%+2013F-HRTimeline
Cornerstone Planning Group LLC205$21.9K<0.01%-1513F-HRTimeline
Caldwell Trust Co201$21.4K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$21.3K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.189$20.1K0.01%new13F-HRTimeline
TRUST CO OF VERMONT160$17.1K<0.01%new13F-HRTimeline
Balentine LLC144$15.4K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC118$12.6K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC116$12.4K0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…114$12.2K<0.01%-113F-HRTimelineGroup
Elyxium Wealth, LLC90$9.6K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC85$9K<0.01%013F-HRTimeline
EPG Wealth Management LLC61$6.51K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.56$5.97K0.01%013F-HRTimeline
Viewpoint Capital Management LLC50$5.33K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36$3.84K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC31$3.31K<0.01%013F-HRTimeline
EASTERN BANK31$3.31K<0.01%-39213F-HRTimeline
Clarity Asset Management, Inc.30$3.22K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.26$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vermillion Wealth Management, Inc.18$1.92K<0.01%-3013F-HRTimeline
Midwest Capital Advisors, LLC1$108<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1$107<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1$107<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1$101<0.01%013F-HRTimeline