Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q1 2025 (March 31)525holders +95
133new positions
34sold out
4famous investors
$36.28avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 95 from Q4 2024. 133 opened new positions and 34 sold out. The largest holders were Goldman Sachs Group Inc. ($1.9B), Envestnet Asset Management Inc. ($755.6M) and JPMorgan Chase & Co. ($317.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $245.1M |
| Exits | 34 | $27.4M |
All 13F filers, Q4 2024 → Q1 2025: 57,862,663 shares bought and 4,490,235 shares sold, net +53,372,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Goldman Sachs Group Inc. | 0.35% | Add +1.7% | 51,331,182 | $1.9B |
| Envestnet Asset Management Inc. | 0.24% | Add +182.8% | 20,819,921 | $755.6M |
| JPMorgan Chase & Co. | 0.02% | Add +56.1% | 8,743,968 | $317.3M |
| LPL Financial LLC | 0.11% | Add +145.8% | 7,967,935 | $289.2M |
| Partners Capital Investment Group, LLP | 3.74% | Add +168.6% | 6,089,415 | $221.0M |
| Ameriprise Financial Inc. | 0.06% | Add +121.5% | 5,769,905 | $209.4M |
| Coldstream Capital Management Inc. | 4.13% | Add +3.8% | 5,345,402 | $194.0M |
| United Capital Financial Advisors, LLC | 1.40% | Add +5.3% | 4,503,439 | $163.4M |
| Morgan Stanley | 0.01% | Add +53.0% | 4,055,260 | $147.2M |
| Dynasty Wealth Management, LLC | 2.35% | Reduce -13.0% | 3,883,488 | $140.9M |
| Quotient Wealth Partners, LLC | 4.35% | Reduce -15.0% | 3,755,287 | $136.3M |
| Tiaa Trust, National Association | 0.33% | Add +5.6% | 2,946,662 | $106.9M |
| Bank of America Corp. | 0.01% | Reduce -11.2% | 2,597,779 | $94.3M |
| First Interstate Bank | 5.39% | Reduce -0.9% | 2,489,732 | $90.4M |
| Northern Trust Corp. | 0.01% | Add +20.2% | 2,478,558 | $89.9M |
| MML Investors Services, LLC | 0.29% | Add +93.6% | 2,438,005 | $88.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +15.9% | 2,238,813 | $81.2M |
| Wells Fargo & Company | 0.02% | Add +13.5% | 2,185,373 | $79.3M |
| Cwm, LLC | 0.31% | Add +438.9% | 2,121,162 | $77.0M |
| Waverly Advisors, LLC | 0.86% | Add +2115.8% | 1,952,026 | $70.8M |
| LVW Advisors, LLC | 7.65% | Add +2.3% | 1,749,918 | $63.5M |
| Cetera Investment Advisers | 0.12% | Add +94.3% | 1,704,310 | $61.8M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +614.0% | 1,571,536 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Add +53.3% | 1,446,453 | $52.5M |
| UBS Group AG | 0.01% | Add +151.3% | 1,199,436 | $43.5M |
| McMorgan & Co. LLC | 6.86% | Add +623.2% | 1,182,002 | $42.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +31.5% | 1,181,475 | $42.9M |
| US Bancorp \de | 0.05% | Add +10.8% | 1,046,349 | $38.0M |
| Jordan Park Group LLC | 2.75% | Reduce -9.5% | 1,041,990 | $37.8M |
| OneDigital Investment Advisors LLC | 0.41% | Add +237.3% | 944,281 | $34.3M |
| Sachem Hill LLC | 6.11% | Reduce -0.3% | 857,281 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Add +199.8% | 850,625 | $30.9M |
| CX Institutional | 1.16% | Reduce -31.6% | 843,256 | $30.6M |
| Blankinship & Foster, LLC | 7.36% | Reduce -4.0% | 803,100 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +51.8% | 778,649 | $28.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.8% | 723,539 | $26.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.3% | 672,594 | $24.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -40.2% | 654,964 | $23.8M |
| Foundations Investment Advisors, LLC | 0.43% | Add +695.7% | 644,647 | $23.4M |
| Verde Capital Management | 6.27% | Add +2.1% | 607,242 | $22.0M |
| NewEdge Advisors, LLC | 0.13% | Add +394.0% | 606,227 | $22.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +19.8% | 604,781 | $21.9M |
| Mariner, LLC | 0.03% | Add +21.4% | 572,280 | $20.8M |
| JB Capital LLC | 1.06% | New | 529,422 | $19.2M |
| Adamsbrown Wealth Consultants LLC | 5.62% | Reduce -10.1% | 492,942 | $17.9M |
| Act Wealth Management, LLC | 8.09% | Add +2.7% | 492,706 | $17.9M |
| Valeo Financial Advisors, LLC | 0.49% | Reduce -1.4% | 482,788 | $17.5M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -24.9% | 471,948 | $17.1M |
| Advocacy Wealth Management, LLC | 1.13% | New | 456,158 | $16.6M |
| Crumly & Associates Inc. | 4.38% | Add +0.4% | 437,598 | $15.9M |
| Gitterman Wealth Management, LLC | 4.17% | New | 432,513 | $15.7M |
| Sofi Wealth, LLC | 1.17% | Add +4540.7% | 427,734 | $15.5M |
| Bokf, NA | 0.27% | Add +13.1% | 419,722 | $15.2M |
| Paradigm, Strategies in Wealth Management, LLC | 10.18% | New | 416,175 | $15.1M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 412,749 | $15.0M |
| Prasad Wealth Partners, LLC | 4.83% | Add +10.0% | 407,741 | $14.8M |
| Weaver Capital Management LLC | 3.94% | Add +271.2% | 407,149 | $14.8M |
| Merit Financial Group, LLC | 0.21% | Add +1809.2% | 392,782 | $14.3M |
| Stifel Financial Corp. | 0.02% | Add +217.3% | 391,557 | $14.2M |
| Denver PWM, LLC | 5.00% | Add +8.5% | 383,168 | $13.9M |
| Virtue Capital Management, LLC | 1.59% | New | 375,642 | $13.6M |
| Farther Finance Advisors, LLC | 0.34% | Add +18.8% | 370,300 | $13.5M |
| Sanctuary Advisors, LLC | 0.09% | Add +316.0% | 369,998 | $13.4M |
| Lighthouse Wealth Management Inc. | 11.36% | Add +1.9% | 341,560 | $12.4M |
| Kovack Advisors, Inc. | 1.30% | New | 339,002 | $12.3M |
| Clark Wealth Partners | 9.02% | Reduce -3.2% | 335,262 | $12.2M |
| Win Advisors, Inc. | 6.23% | New | 334,071 | $12.1M |
| WESCAP Management Group, Inc. | 2.87% | Reduce -3.5% | 324,259 | $11.8M |
| Modern Wealth Management, LLC | 0.37% | Reduce -10.4% | 321,105 | $11.7M |
| Meridian Wealth Management, LLC | 0.56% | Add +0.6% | 319,471 | $11.6M |
| Exchange Capital Management, Inc. | 1.82% | Add +1.1% | 309,169 | $11.2M |
| Ascent Group, LLC | 0.48% | Add +3089.5% | 307,914 | $11.2M |
| Csenge Advisory Group | 0.63% | Add +5.3% | 324,774 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +107.7% | 299,025 | $10.9M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -1.2% | 290,024 | $10.5M |
| Clarity Asset Management, Inc. | 6.77% | Add +219.0% | 289,708 | $10.5M |
| Vertex Planning Partners, LLC | 2.18% | Add +22.2% | 275,303 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -1.6% | 270,886 | $9.8M |
| Seaview Investment Managers LLC | 2.29% | Add +49.7% | 260,138 | $9.4M |
| Ameritas Investment Partners, Inc. | 0.32% | New | 258,106 | $9.4M |
| Avidian Wealth Enterprises, LLC | 0.41% | Add +2.7% | 251,965 | $9.1M |
| Austin Private Wealth, LLC | 0.81% | New | 247,855 | $9.0M |
| Renaissance Technologies | 0.01% | Add +123.0% | 235,500 | $8.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +112.7% | 230,833 | $8.4M |
| AE Wealth Management LLC | 0.06% | Add +923.4% | 205,709 | $7.5M |
| Nepc LLC | 0.20% | No change | 200,973 | $7.3M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -1.4% | 200,474 | $7.3M |
| PCA Investment Advisory Services Inc. | 3.75% | Add +12.1% | 195,216 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +393.9% | 186,164 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.2% | 185,796 | $6.7M |
| Atria Investments, Inc | 0.09% | Add +282.8% | 183,945 | $6.7M |
| Darrow Company, Inc. | 3.70% | Add +17.1% | 182,877 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Add +13.4% | 182,135 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +5.1% | 176,379 | $6.4M |
| Icon Wealth Advisors, LLC | 0.52% | Add +389.5% | 175,546 | $6.4M |
| MA Private Wealth | 1.17% | Add +25.2% | 171,537 | $6.2M |
| RFG Advisory, LLC | 0.17% | Add +23.6% | 168,274 | $6.1M |
| Cyr Financial Inc. | 5.31% | Add +4.3% | 163,776 | $5.9M |
| Ifrah Financial Services, Inc. | 1.64% | Add +2.7% | 157,451 | $5.7M |
| Vermillion & White Wealth Management Group, LLC | 4.03% | Add +3626.9% | 153,475 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +336.9% | 151,747 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.0% | 146,786 | $5.3M |
| Regal Investment Advisors LLC | 0.42% | Add +48.2% | 141,339 | $5.1M |
| Traveka Wealth, LLC | 2.87% | Reduce -5.5% | 141,128 | $5.1M |
| Summit Asset Management, LLC | 0.86% | No change | 136,474 | $5.0M |
| West Wealth Group, LLC | 1.45% | Add +302.1% | 134,499 | $4.9M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.4% | 129,746 | $4.6M |
| Sigma Planning Corp | 0.15% | Add +40.0% | 126,890 | $4.6M |
| Integrity Alliance, Llc. | 0.18% | New | 126,123 | $4.6M |
| Stokes Family Office, LLC | 0.51% | New | 125,752 | $4.6M |
| WT Wealth Management | 1.47% | Add +0.5% | 124,280 | $4.5M |
| Roof Eidam Maycock Peralta, LLC | 1.18% | Add +77.0% | 122,603 | $4.4M |
| Scarborough Advisors, LLC | 0.63% | New | 122,188 | $4.4M |
| Delta Wealth Advisors LLC | 4.01% | Add +0.8% | 121,640 | $4.4M |
| Citigroup Inc. | 0.00% | Add +2.4% | 118,405 | $4.3M |
| Titleist Asset Management, LLC | 0.49% | Reduce -0.9% | 117,212 | $4.3M |
| Future Financial Wealth Managment LLC | 3.10% | Add +3.3% | 116,328 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +74.7% | 115,036 | $4.2M |
| Blair William & Co. | 0.01% | Add +35.1% | 115,378 | $4.2M |
| DecisionMap Wealth Management, LLC | 3.16% | Reduce -0.1% | 114,578 | $4.2M |
| Scissortail Wealth Management, LLC | 1.06% | New | 113,995 | $4.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +25747.4% | 113,987 | $4.1M |
| Tritonpoint Wealth, LLC | 0.39% | Reduce -9.7% | 113,650 | $4.1M |
| Spire Wealth Management | 0.13% | Reduce -1.7% | 113,210 | $4.1M |
| Fiduciary Trust Co | 0.05% | No change | 112,698 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.36% | Reduce -1.4% | 112,088 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +4.8% | 111,076 | $4.0M |
| AdvisorNet Financial, Inc | 0.29% | Add +2.9% | 109,330 | $4.0M |
| SteelPeak Wealth, LLC | 0.17% | New | 108,107 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +76.9% | 100,465 | $3.6M |
| Detalus Advisors, LLC | 1.14% | Add +307.6% | 99,655 | $3.6M |
| Stonebrook Private Inc. | 0.94% | Add +866.1% | 99,209 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.28% | Add +1.0% | 98,755 | $3.6M |
| Cypress Capital, LLC | 1.03% | Reduce -48.2% | 98,430 | $3.6M |
| Cornerstone Planning Group LLC | 0.85% | Add +0.4% | 101,113 | $3.6M |
| PFG Advisors | 0.20% | Add +90.2% | 97,991 | $3.6M |
| Stone House Investment Management, LLC | 0.71% | Add +927.7% | 96,868 | $3.5M |
| Strategic Blueprint, LLC | 0.19% | Reduce -45.4% | 93,864 | $3.4M |
| Sharkey, Howes & Javer | 0.48% | Add +768.1% | 92,326 | $3.4M |
| High Falls Advisors, Inc | 0.79% | New | 92,315 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Add +229.6% | 91,819 | $3.3M |
| CVFG LLC | 3.00% | Add +3.5% | 90,985 | $3.3M |
| ONE Advisory Partners, LLC | 1.41% | New | 90,975 | $3.3M |
| Keystone Financial Group | 0.34% | Reduce -48.7% | 90,789 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -0.3% | 89,679 | $3.3M |
| Ancora Advisors LLC | 0.07% | Add +7.7% | 89,042 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.29% | New | 88,355 | $3.2M |
| Spectrum Wealth Counsel, LLC | 0.38% | Add +3101.5% | 86,664 | $3.1M |
| IVC Wealth Advisors LLC | 1.68% | New | 85,923 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.53% | Add +22729.0% | 85,152 | $3.1M |
| Horst & Graben Wealth Management LLC | 0.55% | New | 84,860 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +485.1% | 84,796 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +485.1% | 84,796 | $3.1M |
| PAX Financial Group, LLC | 0.54% | Add +218.8% | 84,084 | $3.1M |
| Apella Capital, LLC | 0.10% | New | 85,723 | $3.0M |
| One Wealth Advisors, LLC | 0.44% | Add +886.1% | 81,321 | $3.0M |
| Wealth Alliance, LLC | 0.36% | New | 81,017 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +50.5% | 79,697 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +110.7% | 79,318 | $2.9M |
| Blue Trust, Inc. | 0.04% | Add +3737.4% | 78,666 | $2.9M |
| Keystone Financial Services | 1.07% | New | 77,082 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -64.2% | 75,489 | $2.7M |
| Aaron Wealth Advisors LLC | 0.31% | Reduce -9.3% | 75,072 | $2.7M |
| Deutsche Bank AG | 0.00% | New | 75,000 | $2.7M |
| Apollon Wealth Management, LLC | 0.06% | Add +31.8% | 74,294 | $2.7M |
| Financial Advisors, LLC | 0.53% | No change | 74,218 | $2.7M |
| Advisory Services Network, LLC | 0.05% | Add +184.9% | 73,547 | $2.7M |
| VERITY Wealth Advisors | 1.92% | Reduce -12.1% | 71,565 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 70,494 | $2.6M |
| Capital Asset Advisory Services LLC | 0.13% | Add +4.3% | 68,385 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Add +4.9% | 68,212 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.17% | Add +0.1% | 68,024 | $2.5M |
| Cypress Wealth Services, LLC | 0.50% | Add +370.5% | 67,540 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +238.4% | 66,021 | $2.4M |
| Financial Life Advisors | 0.86% | Add +18.8% | 63,826 | $2.3M |
| MAI Capital Management | 0.02% | Add +0.4% | 63,758 | $2.3M |
| Kilter Group LLC | 1.47% | New | 62,063 | $2.3M |
| Marks Group Wealth Management, Inc | 0.22% | New | 61,961 | $2.2M |
| Stone Summit Wealth LLC | 0.75% | Add +0.7% | 61,291 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | New | 61,125 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -5.9% | 60,909 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -3.8% | 58,801 | $2.1M |
| Trek Financial, LLC | 0.15% | New | 58,654 | $2.1M |
| Foresight Capital Management Advisors, Inc. | 1.28% | Reduce -54.1% | 56,850 | $2.1M |
| TSA Wealth Managment LLC | 0.80% | New | 55,144 | $2.0M |
| Comerica Bank | 0.01% | Add +0.3% | 54,648 | $2.0M |
| VestGen Advisors, LLC | 0.09% | — | 54,252 | $2.0M |
| Invst, LLC | 0.26% | New | 52,763 | $1.9M |
| Apeiron RIA LLC | 0.55% | New | 50,248 | $1.8M |
| First Horizon Advisors, Inc. | 0.05% | Add +1063.8% | 49,288 | $1.8M |
| Keebeck Wealth Management | 0.26% | New | 49,268 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Add +405.6% | 48,942 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.84% | New | 48,133 | $1.7M |
| Grove Bank & Trust | 0.23% | No change | 47,500 | $1.7M |
| &partners | 0.02% | Add +83.8% | 47,047 | $1.7M |
| Retirement Planning Group, LLC / NY | 1.72% | Add +11.3% | 46,496 | $1.7M |
| Rothschild Wealth LLC | 0.45% | New | 44,277 | $1.6M |
| Trivium Point Advisory, LLC | 0.20% | Add +28.6% | 44,260 | $1.6M |
| Citizens Financial Group Inc. | 0.03% | Reduce -1.3% | 44,023 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +184.5% | 43,707 | $1.6M |
| Kelly Financial Services LLC | 0.55% | New | 43,396 | $1.6M |
| Certus Wealth Management, LLC | 1.04% | Add +389.2% | 40,808 | $1.5M |
| Sovran Advisors, LLC | 0.20% | Add +115.8% | 44,560 | $1.5M |
| WealthShield Partners, LLC | 0.20% | Add +624.8% | 41,989 | $1.5M |
| Synergy Investment Management, LLC | 0.63% | Add +507.2% | 41,816 | $1.5M |
| Absolute Capital Management, LLC | 0.87% | Add +86.1% | 41,299 | $1.5M |
| Apex Wealth Management, LLC | 1.33% | Reduce -10.1% | 40,850 | $1.5M |
| Summit Financial, LLC | 0.04% | New | 40,786 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +16.6% | 40,371 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | New | 40,134 | $1.5M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -49.5% | 40,120 | $1.5M |
| CW Advisors, LLC | 0.02% | New | 39,576 | $1.4M |
| Swmg, LLC | 0.57% | New | 39,994 | $1.4M |
| Ascentis Independent Advisors | 0.28% | New | 39,330 | $1.4M |
| Wealth Preservation Advisors, LLC | 1.02% | — | 39,259 | $1.4M |
| Hobbs Wealth Management, LLC | 1.55% | New | 38,448 | $1.4M |
| Firestone Capital Management | 0.37% | Reduce -1.8% | 38,374 | $1.4M |
| Disciplined Investors, L.L.C. | 1.26% | Add +17.0% | 38,359 | $1.4M |
| Flagstar Securities, Inc. | 0.35% | Add +23.4% | 38,032 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -15.8% | 37,738 | $1.4M |
| MRWM Advisors, LLC | 0.95% | Reduce -45.1% | 37,637 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.0% | 37,597 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Add +265.0% | 37,474 | $1.4M |
| Maia Wealth LLC | 0.30% | New | 39,587 | $1.3M |
| Cobblestone Asset Management LLC | 0.78% | New | 36,807 | $1.3M |
| Maltin Wealth Management, Inc. | 0.62% | Reduce -0.2% | 36,453 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.33% | New | 36,375 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.70% | Add +9.5% | 35,922 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.20% | New | 35,718 | $1.3M |
| Elequin Capital, LP | 0.34% | New | 35,458 | $1.3M |
| Ehrlich Financial Group | 0.94% | Add +477.0% | 35,389 | $1.3M |
| Bay Harbor Wealth Management, LLC | 0.41% | Add +41913.1% | 35,291 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +2.9% | 34,907 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +214.6% | 34,807 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +513.2% | 34,699 | $1.3M |
| Trinity Wealth Management, LLC | 0.57% | Add +1.6% | 34,456 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +2084.1% | 33,788 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +110.2% | 33,531 | $1.2M |
| One Wealth Capital Management, LLC | 0.65% | Add +233.1% | 33,429 | $1.2M |
| Gen-Wealth Partners Inc | 0.50% | Add +268.1% | 33,227 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +13.7% | 32,802 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | New | 32,460 | $1.2M |
| M1 Capital Management LLC | 0.74% | New | 32,425 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | New | 32,175 | $1.2M |
| National Bank of Canada | 0.00% | Add +2.3% | 31,201 | $1.1M |
| D. Scott Neal, Inc. | 0.62% | Add +3.5% | 30,711 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | Reduce -3.7% | 30,521 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +2.2% | 30,454 | $1.1M |
| Braun-Bostich & Associates Inc. | 0.81% | New | 30,340 | $1.1M |
| LexAurum Advisors, LLC | 0.21% | Add +5.3% | 30,319 | $1.1M |
| Sage Mountain Advisors LLC | 0.08% | Add +1.5% | 29,155 | $1.1M |
| Burkett Financial Services, LLC | 0.43% | Reduce -2.1% | 29,148 | $1.1M |
| Dimension Capital Management LLC | 0.18% | No change | 28,703 | $1.0M |
| Savvy Advisors, Inc. | 0.10% | New | 28,089 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 27,816 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -53.3% | 27,667 | $1.0M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.4% | 26,999 | $980K |
| Kathleen S. Wright Associates Inc. | 0.40% | No change | 26,850 | $974K |
| Independent Financial Group, LLC | 0.03% | Add +28.3% | 26,789 | $972K |
| OneAscent Wealth Management LLC | 0.41% | Add +92.3% | 26,261 | $953K |
| True Vision MN LLC | 0.57% | New | 26,078 | $946K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +7.3% | 25,241 | $916K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.1% | 24,996 | $907K |
| Hobbs Group Advisors, LLC | 0.34% | Add +4.6% | 24,849 | $902K |
| Cedar Wealth Management, LLC | 0.32% | No change | 24,812 | $900K |
| Firethorn Wealth Partners, LLC | 0.43% | New | 24,798 | $900K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.2% | 24,393 | $885K |
| Lifelong Wealth Advisors, Inc. | 0.41% | New | 24,107 | $875K |
| BlackRock, Inc. | 0.00% | Add +1669.5% | 23,870 | $866K |
| Twin Peaks Wealth Advisors, LLC | 0.39% | New | 25,045 | $862K |
| World Investment Advisors | 0.02% | Add +45.0% | 23,451 | $851K |
| 5T Wealth, LLC | 0.48% | Add +129.3% | 23,311 | $846K |
| Endeavor Private Wealth, Inc. | 0.46% | New | 23,155 | $840K |
| Creative Planning | 0.00% | Reduce -20.2% | 22,757 | $826K |
| Barnes Wealth Management Group, Inc | 0.53% | New | 22,666 | $823K |
| Tradition Wealth Management, LLC | 0.07% | New | 22,585 | $820K |
| Choate Investment Advisors | 0.02% | No change | 22,056 | $800K |
| Principal Securities, Inc. | 0.02% | Add +2.9% | 22,760 | $791K |
| Merkkuri Wealth Advisors LLC | 0.68% | Add +20.1% | 21,793 | $791K |
| Lantz Financial LLC | 0.21% | Add +184.4% | 21,440 | $778K |
| Hoxton Planning & Management, LLC | 0.30% | New | 21,389 | $776K |
| Summit Investment Advisory Services, LLC | 0.38% | Reduce -12.4% | 21,095 | $766K |
| Elevation Point Wealth Partners, LLC | 0.07% | New | 21,090 | $765K |
| FMR LLC | 0.00% | Add +35.9% | 20,967 | $761K |
| Baird Financial Group, Inc. | 0.00% | Add +116.0% | 20,555 | $746K |
| Forte Capital LLC | 0.08% | No change | 19,608 | $712K |
| Sowell Financial Services LLC | 0.03% | Add +8.2% | 19,541 | $709K |
| Park Square Financial Group, LLC | 0.56% | Reduce -28.8% | 19,454 | $706K |
| Copperleaf Capital, LLC | 0.42% | New | 19,433 | $705K |
| Roman Butler Fullerton & Co. | 0.27% | Add +20.5% | 20,179 | $694K |
| Old National Bancorp | 0.02% | No change | 18,898 | $686K |
| Kestra Investment Management, LLC | 0.01% | Add +49.0% | 18,410 | $668K |
| McNaughton Wealth Management, LLC | 0.32% | New | 18,375 | $667K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 18,213 | $661K |
| Retirement Wealth Solutions LLC | 0.53% | Add +137.4% | 18,193 | $660K |
| Berkeley, Inc | 0.31% | Reduce -5.2% | 18,158 | $659K |
| Family Investment Center, Inc. | 0.16% | Reduce -8.8% | 17,782 | $645K |
| IFG Advisory, LLC | 0.04% | New | 17,758 | $644K |
| Gateway Wealth Partners, LLC | 0.14% | New | 17,682 | $642K |
| Signet Financial Management, LLC | 0.08% | New | 17,345 | $629K |
| Verus Capital Partners, LLC | 0.06% | New | 17,304 | $628K |
| Nwam LLC | 0.05% | Add +73.0% | 17,141 | $622K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +14.2% | 16,497 | $599K |
| Gries Financial LLC | 0.12% | Reduce -82.8% | 16,489 | $598K |
| My Legacy Advisors, LLC | 0.23% | New | 16,379 | $594K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +42.8% | 16,280 | $591K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.4% | 16,259 | $591K |
| Rovin Capital /Ut/ | 0.19% | Reduce -2.1% | 16,195 | $588K |
| SWP Financial LLC | 0.36% | New | 16,194 | $588K |
| Simplicity Wealth,LLC | 0.05% | New | 16,138 | $586K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 16,023 | $581K |
| M Wealth Management, LLC | 0.54% | No change | 15,842 | $575K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +2.5% | 15,490 | $562K |
| Arkadios Wealth Advisors | 0.02% | Add +34.7% | 15,454 | $561K |
| First American Trust, FSB | 0.05% | Reduce -2.5% | 15,386 | $558K |
| BridgePort Financial Solutions, LLC | 0.25% | Add +29.1% | 15,375 | $558K |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 15,230 | $553K |
| Mather Group, Llc. | 0.01% | Add +22.2% | 15,184 | $551K |
| Davis Wealth Advisors, LLC | 0.62% | New | 15,093 | $548K |
| Aspen Grove Capital, LLC | 0.10% | No change | 15,025 | $545K |
| Theory Financial LLC | 0.23% | New | 14,932 | $542K |
| Lodestar Private Asset Management LLC | 0.07% | Add +20.3% | 14,810 | $537K |
| Nova Wealth Management, Inc. | 0.46% | Reduce -21.9% | 14,667 | $532K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -12.4% | 14,651 | $532K |
| IFP Advisors, Inc | 0.02% | Add +74.9% | 14,639 | $531K |
| Headinvest, LLC | 0.10% | No change | 14,580 | $529K |
| CoreCap Advisors, LLC | 0.02% | Add +414.3% | 14,463 | $525K |
| Impact Capital Partners LLC | 0.19% | New | 14,400 | $523K |
| CreativeOne Wealth, LLC | 0.02% | Add +18.2% | 14,076 | $511K |
| Hamilton Wealth, LLC | 0.12% | New | 13,713 | $498K |
| AQR Capital Management | 0.00% | Add +16.4% | 13,657 | $496K |
| Wealthgarden F.S. LLC | 0.47% | New | 13,491 | $490K |
| Bush Investment Group, LLC | 0.37% | New | 13,376 | $485K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.7% | 13,364 | $485K |
| Cannon Wealth Management Services, LLC | 0.43% | Reduce -4.0% | 13,107 | $480K |
| Interchange Capital Partners, LLC | 0.13% | New | 12,866 | $467K |
| Bestgate Wealth Advisors, LLC | 0.97% | Reduce -0.2% | 12,848 | $466K |
| Concorde Asset Management, LLC | 0.25% | Add +1.3% | 13,502 | $466K |
| ProVise Management Group, LLC | 0.04% | Add +8.7% | 12,697 | $461K |
| Synovus Financial Corp. | 0.01% | No change | 12,640 | $459K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -1.9% | 12,572 | $456K |
| Turning Point Benefit Group, Inc. | 0.43% | Reduce -46.0% | 14,061 | $456K |
| RCS Financial Planning, LLC | 0.24% | New | 12,532 | $455K |
| Saxony Capital Management, LLC | 0.39% | Reduce -36.4% | 12,385 | $449K |
| JPL Wealth Management, LLC | 0.13% | Add +1.0% | 12,226 | $444K |
| Shared Vision Wealth Group LLC | 0.24% | New | 12,149 | $441K |
| Canopy Partners, LLC | 0.17% | No change | 11,970 | $434K |
| Watershed Private Wealth LLC | 0.17% | Add +20.0% | 11,857 | $430K |
| Western Wealth Management, LLC | 0.03% | Add +18.1% | 11,707 | $425K |
| Allie Family Office LLC | 0.23% | Add +53.7% | 11,692 | $424K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 11,582 | $420K |
| Compass Ion Advisors, LLC | 0.05% | No change | 11,527 | $418K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.4% | 11,479 | $417K |
| Blalock Williams, LLC | 0.47% | New | 11,474 | $416K |
| Commonwealth Retirement Investments LLC | 0.17% | New | 11,459 | $416K |
| Diversified Trust Co. | 0.01% | No change | 11,459 | $416K |
| KPP Advisory Services LLC | 0.08% | New | 11,360 | $412K |
| Ameliora Wealth Management Ltd. | 0.15% | No change | 11,311 | $410K |
| Tandem Investment Partners LLC | 0.41% | Reduce -7.4% | 11,300 | $410K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 11,367 | $395K |
| LifePlan Investment Advisors, Inc. | 0.22% | New | 10,619 | $385K |
| Clear Creek Financial Management, LLC | 0.04% | New | 10,463 | $380K |
| Venturi Wealth Management, LLC | 0.02% | Add +3936.4% | 10,414 | $378K |
| Smith, Moore & Co. | 0.03% | Reduce -35.2% | 10,373 | $376K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -20.0% | 10,351 | $376K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 10,335 | $375K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 10,101 | $367K |
| Diversify Advisory Services, LLC | 0.02% | Add +50.9% | 10,170 | $366K |
| Evanson Asset Management, LLC | 0.03% | No change | 9,831 | $357K |
| Mission Wealth Management, LP | 0.01% | No change | 9,787 | $355K |
| Redwood Financial Network Corp | 0.26% | Add +17.6% | 9,500 | $345K |
| WealthPLAN Partners, LLC | 0.05% | New | 9,380 | $340K |
| Milestone Asset Management Group, LLC | 0.31% | Reduce -9.2% | 9,328 | $339K |
| Glenmede Trust Co. NA | 0.00% | No change | 9,268 | $336K |
| Financial Advocates Investment Management | 0.02% | New | 9,180 | $333K |
| Highland Capital Management, LLC | 0.02% | No change | 9,131 | $331K |
| Sutton Place Investors LLC | 0.22% | New | 9,076 | $329K |
| Sovereign Financial Group, Inc. | 0.08% | New | 9,065 | $329K |
| Fullcircle Wealth LLC | 0.14% | New | 9,160 | $328K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -19.4% | 9,019 | $327K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 8,980 | $326K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | New | 8,839 | $321K |
| Raleigh Capital Management Inc. | 0.14% | New | 8,685 | $315K |
| W Advisors, LLC | 0.19% | New | 8,446 | $307K |
| Leo Wealth, LLC | 0.04% | No change | 8,271 | $300K |
| Chesley Taft & Associates LLC | 0.01% | New | 8,214 | $298K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 8,113 | $294K |
| Heritage Wealth Advisors | 0.01% | No change | 8,103 | $294K |
| Mgo One Seven LLC | 0.01% | Add +35.8% | 8,082 | $293K |
| SIMA Wealth Partners, LLC | 0.24% | Reduce -1.6% | 7,966 | $289K |
| Fisher Asset Management | 0.00% | New | 7,933 | $288K |
| Capital Advisory Group Advisory Services, LLC | 0.11% | Add +9.8% | 7,709 | $280K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.4% | 7,797 | $275K |
| Colonial Trust Advisors | 0.02% | No change | 7,558 | $274K |
| Golden State Wealth Management, LLC | 0.04% | Add +236.7% | 7,545 | $274K |
| Aspire Private Capital, LLC | 0.07% | New | 7,504 | $272K |
| Opes Wealth Management LLC | 0.05% | No change | 7,452 | $270K |
| Accelerate Investment Advisors LLC | 0.23% | New | 7,418 | $269K |
| Yukon Wealth Management, Inc. | 0.11% | — | 7,410 | $269K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,278 | $267K |
| FFG Retirement Advisors LLC | 0.18% | New | 7,286 | $264K |
| PKS Advisory Services, LLC | 0.07% | Reduce -26.4% | 7,098 | $258K |
| Richardson Capital Management LLC | 0.16% | Add +47.4% | 7,053 | $256K |
| Clearview Wealth Advisors LLC | 0.19% | New | 6,984 | $253K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.4% | 6,944 | $252K |
| City State Bank | 0.08% | No change | 6,900 | $250K |
| Wealthfront Advisers LLC | 0.00% | New | 6,888 | $250K |
| Optivise Advisory Services LLC | 0.14% | Reduce -7.2% | 6,866 | $249K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | New | 6,836 | $248K |
| Oppenheimer & Co. Inc. | 0.00% | Add +7.2% | 6,832 | $248K |
| Sierra Ocean, LLC | 0.20% | Reduce -1.8% | 6,725 | $247K |
| Harbour Investments, Inc. | 0.01% | Add +172.2% | 6,799 | $247K |
| Affinity Capital Advisors, LLC | 0.05% | New | 7,300 | $246K |
| Demars Financial Group, LLC | 0.10% | No change | 6,755 | $245K |
| First Hawaiian Bank | 0.04% | No change | 6,655 | $242K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.5% | 6,605 | $240K |
| WealthTrak Capital Management LLC | 0.20% | New | 6,546 | $238K |
| Lido Advisors, LLC | 0.00% | Add +3.3% | 6,531 | $237K |
| Millennium Management | 0.00% | New | 6,456 | $234K |
| Modera Wealth Management, LLC | 0.00% | New | 6,359 | $231K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 6,213 | $225K |
| Glenview Trust Co | 0.00% | Reduce -17.0% | 6,210 | $225K |
| Lion Street Advisors, LLC | 0.07% | Reduce -37.6% | 6,155 | $223K |
| Compound Planning, Inc. | 0.01% | New | 6,033 | $219K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,933 | $215K |
| Schechter Investment Advisors, LLC | 0.02% | New | 5,889 | $214K |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 5,853 | $212K |
| Savant Capital, LLC | 0.00% | Reduce -23.5% | 5,792 | $210K |
| LongView Wealth Management | 0.06% | New | 5,709 | $207K |
| Rwa Wealth Partners, LLC | 0.00% | New | 5,690 | $206K |
| Creative Financial Designs Inc. | 0.02% | Add +236.7% | 5,674 | $206K |
| Lifeworks Advisors, LLC | 0.03% | New | 5,670 | $206K |
| Eq LLC | 0.10% | New | 5,639 | $205K |
| Beacon Financial Advisory LLC | 0.06% | New | 5,595 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +18.4% | 5,518 | $200K |
| Brooklyn Investment Group | 0.04% | Add +38.7% | 5,352 | $194K |
| Private Trust Co. NA | 0.02% | Add +38.7% | 4,917 | $178K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.9% | 4,795 | $174K |
| Tortoise Investment Management, LLC | 0.02% | No change | 4,767 | $173K |
| GeoWealth Management, LLC | 0.01% | Add +969.8% | 4,386 | $159K |
| Semmax Financial Advisors Inc. | 0.04% | Add +428800.0% | 4,289 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +237.4% | 4,231 | $154K |
| LGT Financial Advisors LLC | 0.43% | Add +527.0% | 3,894 | $141K |
| Headlands Technologies LLC | 0.01% | New | 3,517 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.4% | 3,937 | $126K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,189 | $116K |
| Whittier Trust Co. | 0.00% | No change | 3,099 | $112K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -1.9% | 2,997 | $109K |
| SVB Wealth LLC | 0.00% | New | 2,250 | $82K |
| Bank of Montreal | 0.00% | Add +2200.0% | 2,231 | $81K |
| Northwest Capital Management Inc | 0.03% | Reduce -22.4% | 1,885 | $68K |
| Zions Bancorporation, National Association | 0.00% | — | 1,860 | $67K |
| Park Place Capital Corp | 0.02% | Reduce -7.0% | 1,838 | $67K |
| Cape Investment Advisory, Inc. | 0.03% | Add +491.2% | 1,809 | $66K |
| New Republic Capital, LLC | 0.03% | Add +9533.3% | 1,734 | $63K |
| Lanark Financial, Inc. | 0.01% | — | 1,713 | $62K |
| Allworth Financial LP | 0.00% | Reduce -14.2% | 1,652 | $59K |
| ZynergyRetirementPlanningLLC | 0.04% | No change | 1,657 | $58K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,559 | $57K |
| Noble Wealth Management PBC | 0.04% | No change | 1,500 | $54K |
| Colonial Trust Co / SC | 0.01% | Reduce -25.4% | 1,470 | $53K |
| Continuum Advisory, LLC | 0.01% | New | 1,427 | $52K |
| ORG Partners LLC | 0.01% | Add +111.1% | 1,404 | $51K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,272 | $46K |
| Global Financial Private Client, LLC | 0.02% | New | 1,251 | $45K |
| Sandy Spring Bank | 0.00% | No change | 1,240 | $45K |
| Friedenthal Financial | 0.03% | Add +11910.0% | 1,201 | $44K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,187 | $43K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,184 | $43K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +88.6% | 1,126 | $41K |
| HM Payson & Co. | 0.00% | New | 1,063 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +5.9% | 976 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 848 | $31K |
| Avion Wealth | 0.01% | No change | 854 | $29K |
| NorthRock Partners, LLC | 0.00% | Add +22.1% | 797 | $29K |
| Transce3nd, LLC | 0.01% | New | 783 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 743 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -39.0% | 744 | $27K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 728 | $26K |
| Collier Financial | 0.02% | Reduce -7.0% | 689 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +80.8% | 611 | $22K |
| Capital A Wealth Management, LLC | 0.02% | Add +628.9% | 605 | $22K |
| Realta Investment Advisors | 0.01% | No change | 458 | $17K |
| Paladin Advisory Group, LLC | 0.01% | No change | 435 | $16K |
| Wells Financial Advisors INC | 0.02% | No change | 425 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -59.7% | 412 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.6% | 405 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 330 | $12K |
| Rossby Financial, LCC | 0.00% | New | 314 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 290 | $11K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 286 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 283 | $10K |
| Tidemark, LLC | 0.00% | Reduce -58.1% | 262 | $10K |
| PSI Advisors, LLC | 0.00% | New | 198 | $7K |
| AlphaCore Capital LLC | 0.00% | New | 196 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 192 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 191 | $7K |
| Hoey Investments, Inc. | 0.00% | New | 186 | $7K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 178 | $6K |
| Signaturefd, LLC | 0.00% | No change | 178 | $6K |
| Investors Research Corp | 0.00% | No change | 170 | $6K |
| Smithfield Trust Co | 0.00% | No change | 176 | $6K |
| IMG Wealth Management, Inc. | 0.01% | New | 159 | $6K |
| Archer Investment Corp | 0.00% | No change | 143 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Add +1311.1% | 127 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +235.1% | 124 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 122 | $4K |
| Qube Research & Technologies Ltd | 0.00% | New | 120 | $4K |
| Kiker Wealth Management, LLC | 0.00% | No change | 114 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 83 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 59 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 57 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -68.4% | 49 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -24.2% | 47 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 37 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $1K |
| North Capital, Inc. | 0.00% | — | 31 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 28 | $1K |
| Larson Financial Group LLC | 0.00% | Add +200.0% | 24 | $871 |
| Affinity Wealth LLC | 0.00% | No change | 20 | $726 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.2% | 20 | $726 |
| EPG Wealth Management LLC | 0.00% | No change | 17 | $617 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $581 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10 | $363 |
"% of holder's portfolio" is HEFA's weight in each manager's 13F, not the share of Isha Curr Hedged MSCI Eafe the manager owns.