HEFA institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding449
Shares held134,692,031
Reported value$6.3bn
Quarter flows54 new, 122 added, 170 trimmed, 38 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GOLDMAN SACHS GROUP INC48,492,631$2.3bn0.2%
COLDSTREAM CAPITAL MANAGEMENT INC4,561,052$214.0m2.0%
ENVESTNET ASSET MANAGEMENT INC4,406,631$206.8m0.0%
JPMORGAN CHASE & CO4,310,684$201.3m0.0%
AMERIPRISE FINANCIAL INC4,090,734$192.1m0.0%
MORGAN STANLEY3,584,090$168.2m0.0%
Dynasty Wealth Management, LLC3,562,756$167.2m1.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,528,604$165.6m0.1%
Quotient Wealth Partners, LLC3,439,589$161.4m3.8%
LPL Financial LLC3,434,779$161.2m0.0%
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,419,467$160.5m5.7%
UNITED CAPITAL FINANCIAL ADVISORS, LLC3,126,452$146.7m0.8%
NorthRock Partners, LLC2,840,162$133.3m1.9%
WELLS FARGO & COMPANY/MN2,039,824$95.7m0.0%
NORTHERN TRUST CORP2,012,676$94.4m0.0%
BANK OF AMERICA CORP /DE/1,938,755$91.0m0.0%
Waverly Advisors, LLC1,694,704$79.5m0.5%
Cetera Investment Advisers1,532,638$71.9m0.1%
OSAIC HOLDINGS, INC.1,360,026$63.8m0.1%
Cambridge Investment Research Advisors, Inc.1,339,894$62.9m0.1%
PNC Financial Services Group, Inc.1,092,847$51.3m0.0%
RAYMOND JAMES FINANCIAL INC986,887$46.3m0.0%
Jordan Park Group LLC980,903$46.0m2.3%
Private Advisor Group, LLC965,338$45.3m0.2%
Verde Capital Management881,454$41.4m7.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEFA"). HEFA price history · All 13F data

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