Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q1 2026 (March 31)435holders +5
42new positions
37sold out
2famous investors
$42.48avg. 13F price*
At the end of Q1 2026, 435 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 5 from Q4 2025. 42 opened new positions and 37 sold out. The largest holders were Goldman Sachs Group Inc. ($2.0B), Coldstream Capital Management Inc. ($252.0M) and Envestnet Asset Management Inc. ($195.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $142.4M |
| Exits | 37 | $15.9M |
All 13F filers, Q4 2025 → Q1 2026: 9,187,552 shares bought and 9,964,178 shares sold, net −776,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 435 holders
| Goldman Sachs Group Inc. | 0.27% | Reduce -4.6% | 48,091,087 | $2.0B |
| Coldstream Capital Management Inc. | 3.13% | Add +4.8% | 5,929,029 | $252.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +216.9% | 4,591,882 | $195.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -12.9% | 4,272,968 | $181.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 4,222,263 | $175.3M |
| Morgan Stanley | 0.01% | Add +4.2% | 3,781,496 | $160.7M |
| Partners Capital Investment Group, LLP | 5.73% | Add +4.0% | 3,579,217 | $152.1M |
| LPL Financial LLC | 0.04% | Reduce -2.2% | 3,542,299 | $150.5M |
| Dynasty Wealth Management, LLC | 1.29% | Reduce -2.3% | 3,473,227 | $147.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -2.8% | 3,454,761 | $146.8M |
| Quotient Wealth Partners, LLC | 3.77% | Reduce -3.0% | 3,367,759 | $143.1M |
| United Capital Financial Advisors, LLC | 0.88% | Reduce -5.1% | 3,344,417 | $142.3M |
| NorthRock Partners, LLC | 2.11% | Add +13.3% | 3,074,762 | $130.7M |
| Wells Fargo & Company | 0.02% | Reduce -3.0% | 2,043,672 | $86.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 1,980,647 | $84.2M |
| Waverly Advisors, LLC | 0.61% | Reduce -22.6% | 1,927,453 | $81.9M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,689,813 | $71.8M |
| Cetera Investment Advisers | 0.06% | Add +4.7% | 1,409,864 | $59.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -8.0% | 1,248,667 | $53.1M |
| MML Investors Services, LLC | 0.13% | Reduce -9.8% | 1,135,613 | $48.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +9.3% | 1,033,324 | $43.9M |
| Jordan Park Group LLC | 2.25% | Reduce -1.1% | 995,388 | $42.3M |
| Flow Traders U.S. LLC | 1.33% | New | 984,500 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Add +7.0% | 937,602 | $39.8M |
| Mariner, LLC | 0.04% | Reduce -10.9% | 881,418 | $37.5M |
| Verde Capital Management | 7.56% | Add +7.4% | 831,540 | $35.3M |
| Blankinship & Foster, LLC | 7.41% | Reduce -2.6% | 789,104 | $33.5M |
| US Bancorp \de | 0.04% | Reduce -4.9% | 780,909 | $33.2M |
| Sachem Hill LLC | 5.70% | Reduce -0.4% | 693,072 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +44.1% | 645,820 | $27.4M |
| Crumly & Associates Inc. | 5.51% | Add +35.6% | 616,666 | $26.2M |
| Elevation Point Wealth Partners, LLC | 0.53% | New | 524,043 | $22.3M |
| Vestmark Advisory Solutions, Inc. | 0.24% | New | 518,815 | $22.0M |
| Act Wealth Management, LLC | 7.39% | Reduce -0.4% | 517,694 | $22.0M |
| UBS Group AG | 0.00% | Reduce -49.2% | 510,381 | $21.7M |
| Bokf, NA | 0.31% | Add +9.3% | 481,203 | $20.4M |
| Prasad Wealth Partners, LLC | 5.11% | Add +1.3% | 441,387 | $18.8M |
| Tulsa Wealth Advisors, INC | 3.18% | New | 427,085 | $18.1M |
| Paradigm, Strategies in Wealth Management, LLC | 11.44% | Reduce -8.7% | 396,691 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.5% | 359,081 | $15.3M |
| Csenge Advisory Group | 0.69% | Reduce -5.9% | 353,633 | $15.0M |
| WESCAP Management Group, Inc. | 2.93% | Add +2.0% | 350,321 | $14.9M |
| Denver PWM, LLC | 5.11% | Reduce -17.7% | 332,933 | $14.9M |
| Lighthouse Wealth Management Inc. | 9.95% | Add +3.6% | 344,555 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 333,755 | $14.2M |
| Modern Wealth Management, LLC | 0.24% | Reduce -1.1% | 320,077 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +32.2% | 333,680 | $13.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.8% | 311,823 | $13.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.05% | — | 305,201 | $13.0M |
| PCA Investment Advisory Services Inc. | 4.20% | Add +13.8% | 295,941 | $12.6M |
| CX Institutional | 0.35% | Add +19.9% | 273,350 | $11.6M |
| Pathstone Holdings, LLC | 0.05% | No change | 270,886 | $11.5M |
| Perspective Wealth Advisors LLC | 7.22% | Add +12.2% | 261,821 | $11.1M |
| Vertex Planning Partners, LLC | 2.12% | Add +2.4% | 256,973 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 255,080 | $10.8M |
| Lido Advisors, LLC | 0.04% | Reduce -25.5% | 253,975 | $10.8M |
| Deutsche Bank AG | 0.00% | No change | 250,000 | $10.6M |
| Cyr Financial Inc. | 6.21% | Add +7.6% | 248,421 | $10.6M |
| Nepc LLC | 0.20% | No change | 241,150 | $10.2M |
| Independent Advisor Alliance | 0.11% | New | 237,809 | $10.1M |
| Darrow Company, Inc. | 4.27% | Add +0.4% | 223,202 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.30% | Add +0.0% | 221,510 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +3.6% | 220,549 | $9.4M |
| Crescent Grove Advisors, LLC | 0.92% | Add +7.5% | 218,230 | $9.3M |
| Weaver Capital Management LLC | 1.96% | Reduce -2.9% | 212,575 | $9.0M |
| Blair William & Co. | 0.03% | Add +6.2% | 211,689 | $9.0M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -6.8% | 207,565 | $8.9M |
| Wellington-Altus USA Inc. | 4.84% | Add +4.2% | 175,139 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 192,344 | $8.2M |
| RFG Advisory, LLC | 0.15% | Add +19.4% | 188,497 | $8.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -73.4% | 168,096 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +90.5% | 166,967 | $7.1M |
| Delta Wealth Advisors LLC | 5.24% | Add +12.9% | 161,958 | $6.9M |
| Burns Matteson Capital Management, LLC | 2.53% | Add +67.9% | 153,040 | $6.5M |
| Arq Wealth Advisors, LLC | 1.15% | Add +7.2% | 149,851 | $6.4M |
| Keystone Financial Group | 0.44% | Add +2326.3% | 149,704 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.7% | 146,329 | $6.2M |
| Ifrah Financial Services, Inc. | 1.63% | Reduce -1.6% | 145,489 | $6.2M |
| Citigroup Inc. | 0.00% | Add +4.8% | 142,517 | $6.1M |
| Adamsbrown Wealth Consultants LLC | 1.58% | Reduce -5.1% | 140,570 | $6.0M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.6% | 140,329 | $6.0M |
| Bigelow Investment Advisors, LLC | 2.38% | Add +19.5% | 140,130 | $6.0M |
| First Interstate Bank | 0.33% | Reduce -90.3% | 137,540 | $5.8M |
| Summit Asset Management, LLC | 0.80% | No change | 135,870 | $5.8M |
| IVC Wealth Advisors LLC | 2.38% | Add +21.0% | 128,985 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.2% | 122,184 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 120,199 | $5.1M |
| Clarity Retirement & Wealth, LLC | 4.10% | Reduce -14.2% | 119,745 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +49.3% | 118,144 | $5.0M |
| Friedenthal Financial | 2.48% | Add +3.8% | 116,371 | $4.9M |
| Precision Wealth Strategies, LLC | 1.63% | Reduce -11.8% | 115,963 | $4.9M |
| Roof Eidam Maycock Peralta, LLC | 1.12% | No change | 114,975 | $4.9M |
| Cornerstone Planning Group LLC | 0.65% | Reduce -0.4% | 110,171 | $4.9M |
| Fiduciary Trust Co | 0.06% | No change | 112,698 | $4.8M |
| DecisionMap Wealth Management, LLC | 3.02% | Reduce -3.0% | 109,895 | $4.7M |
| Capital Asset Advisory Services LLC | 0.18% | Reduce -1.6% | 103,397 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.3% | 108,639 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -23.0% | 100,417 | $4.3M |
| Advyzon Investment Management, LLC | 0.39% | New | 101,330 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +4.2% | 101,277 | $4.3M |
| CVFG LLC | 0.53% | Add +3.3% | 100,564 | $4.3M |
| Alliancebernstein L.P. | 0.00% | New | 100,067 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.30% | Reduce -4.5% | 97,329 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +21.8% | 96,276 | $4.1M |
| Matters Capital LLC | 3.63% | No change | 96,271 | $4.1M |
| Cypress Capital, LLC | 1.14% | Reduce -1.0% | 94,203 | $4.0M |
| Mutual Advisors, LLC | 0.08% | Reduce -3.1% | 92,689 | $3.9M |
| Traveka Wealth, LLC | 1.46% | Reduce -11.9% | 90,153 | $3.8M |
| Sigma Planning Corp | 0.10% | Reduce -13.1% | 87,800 | $3.7M |
| TritonPoint Partners, LLC | 1.34% | Reduce -5.5% | 85,670 | $3.6M |
| Strategic Financial Concepts, LLC | 0.85% | New | 79,597 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 79,600 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -9.9% | 79,337 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -5.2% | 79,277 | $3.4M |
| MAI Capital Management | 0.02% | Add +3.6% | 79,228 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +5.4% | 78,634 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 77,945 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -3.2% | 76,273 | $3.2M |
| Summitpoint Capital Management | 3.71% | — | 70,634 | $2.9M |
| Harbour Investments, Inc. | 0.04% | Add +11483.5% | 68,574 | $2.9M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -3.4% | 68,543 | $2.9M |
| Stewardship Concepts Financial Services LLC | 2.24% | Reduce -57.8% | 67,247 | $2.9M |
| Savvy Advisors, Inc. | 0.08% | Add +8.9% | 66,436 | $2.8M |
| Citadel Advisors | 0.00% | New | 65,873 | $2.8M |
| Future Financial Wealth Managment LLC | 1.80% | Reduce -44.5% | 62,643 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 64,576 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +2.9% | 64,455 | $2.7M |
| FMR LLC | 0.00% | Add +3.8% | 64,291 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -74.0% | 62,183 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +0.0% | 61,355 | $2.6M |
| Apella Capital, LLC | 0.04% | Reduce -6.3% | 57,021 | $2.6M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.6% | 59,304 | $2.5M |
| Envision Financial Transparency, LLC | 2.44% | — | 59,136 | $2.5M |
| TRUE Private Wealth Advisors | 0.24% | Add +38.0% | 58,532 | $2.5M |
| Shepherd Street Advisors LLC | 2.44% | Add +18.8% | 58,218 | $2.5M |
| Retirement Planning Group, LLC / NY | 1.57% | Add +3.0% | 57,323 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.4% | 56,707 | $2.4M |
| Capital Developers, LLC | 2.11% | Reduce -3.7% | 55,028 | $2.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -13.9% | 54,356 | $2.3M |
| Absolute Capital Management, LLC | 0.74% | Add +3.4% | 52,444 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +17.2% | 50,458 | $2.1M |
| Valmark Advisers, Inc. | 0.03% | Add +3.5% | 49,723 | $2.1M |
| Ascentis Independent Advisors | 0.16% | Add +21.8% | 49,439 | $2.1M |
| Signal Advisors Wealth, LLC | 0.14% | Add +87.5% | 48,127 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +7.5% | 47,879 | $2.0M |
| Grove Bank & Trust | 0.23% | No change | 47,500 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -1.3% | 46,465 | $2.0M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -17.4% | 44,138 | $1.9M |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -15.9% | 43,502 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Reduce -3.7% | 43,399 | $1.8M |
| Win Advisors, Inc. | 0.78% | New | 40,237 | $1.7M |
| Disciplined Investors, L.L.C. | 1.02% | Reduce -0.6% | 40,175 | $1.7M |
| VERITY Wealth Advisors | 1.14% | Reduce -45.0% | 40,000 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +271.2% | 38,650 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 37,738 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.1% | 37,172 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -91.5% | 36,858 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +22.2% | 36,687 | $1.6M |
| Flagstar Securities, Inc. | 0.56% | Reduce -17.1% | 36,430 | $1.5M |
| Quadrature Capital Ltd | 0.02% | Reduce -56.2% | 35,914 | $1.5M |
| MRWM Advisors, LLC | 0.82% | Reduce -3.2% | 35,783 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -12.2% | 35,552 | $1.5M |
| Firestone Capital Management | 0.31% | No change | 35,015 | $1.5M |
| National Bank of Canada | 0.00% | Add +3.4% | 34,680 | $1.5M |
| Nova Wealth Management, Inc. | 0.95% | Add +35.6% | 34,460 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 34,196 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 34,527 | $1.4M |
| Wealth Preservation Advisors, LLC | 1.17% | Reduce -15.5% | 33,274 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Add +14.0% | 32,459 | $1.4M |
| Trinity Wealth Management, LLC | 0.49% | Reduce -1.2% | 31,594 | $1.3M |
| Liberty Wealth Management LLC | 0.17% | Reduce -42.3% | 31,518 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -5.9% | 30,989 | $1.3M |
| Osprey Private Wealth LLC | 0.38% | Reduce -11.4% | 30,700 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -14.8% | 30,156 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.7% | 30,107 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | New | 28,961 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +32.5% | 28,344 | $1.2M |
| Integrity Alliance, Llc. | 0.05% | Add +5.4% | 28,319 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.3% | 28,117 | $1.2M |
| Dimension Capital Management LLC | 0.17% | Reduce -2.4% | 28,025 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +0.6% | 27,951 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 27,816 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -10.6% | 27,512 | $1.2M |
| Immaculate Wealth Management LLC | 9.17% | — | 27,321 | $1.2M |
| BCR Wealth Strategies, LLC | 0.36% | Add +19.7% | 26,748 | $1.1M |
| Burkett Financial Services, LLC | 0.39% | Reduce -3.3% | 26,513 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -63.3% | 25,716 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +17.5% | 26,292 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -43.4% | 25,488 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Reduce -24.8% | 25,163 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +67816.2% | 25,129 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.15% | Reduce -1.6% | 24,968 | $1.1M |
| Cedar Wealth Management, LLC | 0.31% | No change | 24,812 | $1.1M |
| Hirtle & Co., LLC | 0.04% | No change | 24,199 | $1.0M |
| Hobbs Group Advisors, LLC | 0.30% | No change | 23,955 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +8.7% | 23,318 | $991K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -7.6% | 22,583 | $960K |
| LexAurum Advisors, LLC | 0.12% | — | 22,140 | $941K |
| Choate Investment Advisors | 0.02% | No change | 22,056 | $937K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -89.5% | 21,222 | $902K |
| MA Private Wealth | 0.15% | Reduce -7.3% | 21,161 | $899K |
| World Investment Advisors | 0.01% | Add +1.4% | 21,005 | $893K |
| IFP Advisors, Inc | 0.02% | Add +429.1% | 20,695 | $879K |
| Lodestar Private Asset Management LLC | 0.09% | No change | 20,665 | $878K |
| Kestra Investment Management, LLC | 0.01% | Add +2.2% | 20,493 | $871K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -53.1% | 20,129 | $855K |
| Summit Investment Advisory Services, LLC | 0.32% | Reduce -1.1% | 20,035 | $851K |
| Creative Planning | 0.00% | Reduce -8.9% | 19,712 | $838K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.8% | 19,466 | $827K |
| Benjamin Edwards Inc. | 0.01% | Reduce -46.2% | 19,188 | $815K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.0% | 18,910 | $804K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.7% | 18,356 | $780K |
| OneAscent Wealth Management LLC | 0.26% | Add +16.4% | 18,228 | $775K |
| Berkeley, Inc | 0.25% | Reduce -3.0% | 17,823 | $757K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -19.5% | 17,561 | $746K |
| MTM Financial Group, LLC | 0.35% | Add +1.6% | 17,509 | $744K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -24.1% | 17,361 | $738K |
| Meridian Wealth Advisors, LLC | 0.10% | Add +13.9% | 17,221 | $732K |
| Glenmede Trust Co. NA | 0.00% | No change | 17,152 | $729K |
| Arkadios Wealth Advisors | 0.01% | Add +46.8% | 17,029 | $724K |
| 71 West Capital Partners | 0.03% | New | 17,022 | $723K |
| Arax Advisory Partners | 0.02% | Add +289.1% | 16,807 | $714K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.6% | 16,731 | $711K |
| &partners | 0.00% | Reduce -14.9% | 16,344 | $695K |
| ProVise Management Group, LLC | 0.05% | Add +9.3% | 16,233 | $690K |
| Balefire, LLC | 0.13% | Reduce -3.8% | 16,181 | $688K |
| AQR Capital Management | 0.00% | Add +62.5% | 16,141 | $686K |
| Detalus Advisors, LLC | 0.16% | Reduce -1.1% | 16,040 | $682K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,906 | $676K |
| DAVENPORT & Co LLC | 0.00% | Add +50.6% | 15,809 | $672K |
| M Wealth Management, LLC | 0.57% | Reduce -3.7% | 15,804 | $672K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 15,736 | $669K |
| Natixis Advisors, LLC | 0.00% | New | 15,698 | $667K |
| Provident Living Financial Services, Inc. | 0.71% | Reduce -2.1% | 15,192 | $646K |
| Wellington Grp LLC | 0.20% | No change | 15,112 | $642K |
| Strategic Blueprint, LLC | 0.04% | Reduce -7.0% | 15,071 | $640K |
| Aspen Grove Capital, LLC | 0.12% | No change | 15,025 | $638K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.0% | 14,697 | $625K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 14,296 | $622K |
| Headinvest, LLC | 0.13% | No change | 14,580 | $620K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | Reduce -0.6% | 14,546 | $618K |
| Concorde Asset Management, LLC | 0.29% | Reduce -1.4% | 13,939 | $592K |
| MOR Wealth Management, LLC | 0.27% | No change | 13,860 | $589K |
| Wealthfront Advisers LLC | 0.00% | Add +29.6% | 13,580 | $577K |
| 5T Wealth, LLC | 0.22% | Reduce -1.3% | 13,379 | $569K |
| First American Trust, FSB | 0.04% | Reduce -4.4% | 12,761 | $542K |
| Cranbrook Wealth Management, LLC | 0.11% | No change | 12,572 | $534K |
| Parallel Advisors, LLC | 0.01% | Add +163.3% | 12,505 | $531K |
| PFG Advisors | 0.03% | Add +5.1% | 12,228 | $520K |
| Merkkuri Wealth Advisors LLC | 0.34% | No change | 12,152 | $516K |
| Redwood Financial Network Corp | 0.34% | Reduce -2.0% | 12,138 | $516K |
| Mach-1 Financial Group, LLC | 0.18% | Add +27.9% | 11,980 | $509K |
| Canopy Partners, LLC | 0.17% | No change | 11,970 | $509K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 11,582 | $492K |
| Daviman Financial, LLC | 0.29% | Reduce -20.5% | 11,525 | $490K |
| Savant Capital, LLC | 0.00% | Add +63.3% | 11,296 | $480K |
| One Wealth Advisors, LLC | 0.06% | Reduce -16.7% | 11,144 | $474K |
| Interchange Capital Partners, LLC | 0.15% | New | 12,739 | $462K |
| Stone Summit Wealth LLC | 0.13% | Reduce -80.6% | 10,683 | $454K |
| Assetmark, Inc. | 0.00% | Add +5.0% | 10,565 | $449K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.7% | 10,526 | $447K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -6.0% | 10,452 | $444K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 10,101 | $429K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 10,039 | $427K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.0% | 10,028 | $426K |
| Compound Planning, Inc. | 0.01% | Reduce -5.8% | 9,993 | $425K |
| Mission Wealth Management, LP | 0.01% | No change | 9,691 | $412K |
| Cannon Wealth Management Services, LLC | 0.27% | Reduce -0.2% | 9,557 | $406K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 9,717 | $403K |
| PAX Financial Group, LLC | 0.07% | Reduce -13.4% | 9,350 | $397K |
| Milestone Asset Management Group, LLC | 0.23% | No change | 9,167 | $390K |
| Highland Capital Management, LLC | 0.02% | No change | 9,131 | $388K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 9,019 | $383K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +598.4% | 9,002 | $383K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.1% | 8,953 | $380K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -2.5% | 8,952 | $380K |
| Cypress Financial Planning LLC | 0.11% | Reduce -0.7% | 8,929 | $379K |
| GC Wealth Management RIA, LLC | 0.02% | New | 8,898 | $378K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.2% | 8,727 | $371K |
| Financial Life Advisors | 0.11% | Reduce -37.7% | 8,659 | $368K |
| Evanson Asset Management, LLC | 0.02% | No change | 8,522 | $362K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -3.6% | 8,493 | $361K |
| JPL Wealth Management, LLC | 0.08% | No change | 8,419 | $358K |
| Mgo One Seven LLC | 0.01% | Add +3.8% | 8,398 | $357K |
| Turning Point Benefit Group, Inc. | 0.23% | Add +128.0% | 10,769 | $356K |
| Leo Wealth, LLC | 0.03% | No change | 8,271 | $351K |
| Keebeck Wealth Management | 0.04% | Reduce -6.6% | 8,264 | $351K |
| Chesley Taft & Associates LLC | 0.01% | No change | 8,214 | $349K |
| Maltin Wealth Management, Inc. | 0.13% | Reduce -80.9% | 8,147 | $346K |
| Heritage Wealth Advisors | 0.01% | No change | 8,103 | $344K |
| Nwam LLC | 0.02% | Reduce -0.3% | 8,071 | $343K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 8,069 | $343K |
| Vise Technologies, Inc. | 0.01% | No change | 8,237 | $341K |
| Arwa LLC | 0.17% | No change | 7,677 | $340K |
| Regions Financial Corp. | 0.00% | New | 7,900 | $336K |
| Quantinno Capital Management LP | 0.00% | Reduce -21.6% | 7,890 | $335K |
| Ascent Group, LLC | 0.01% | Reduce -3.7% | 7,875 | $335K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 7,346 | $325K |
| Diversify Wealth Management, LLC | 0.01% | New | 7,462 | $325K |
| SMART Wealth LLC | 0.09% | New | 7,613 | $324K |
| SIMA Wealth Partners, LLC | 0.24% | No change | 7,479 | $318K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.6% | 7,467 | $317K |
| Guardian Capital, LLC | 0.29% | New | 7,210 | $306K |
| Richardson Capital Management LLC | 0.15% | Add +0.1% | 7,178 | $305K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -14.1% | 7,132 | $303K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 7,084 | $301K |
| PUREfi Wealth, LLC | 0.20% | Reduce -11.4% | 7,030 | $299K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -14.0% | 6,878 | $292K |
| SHP Wealth Management | 0.02% | New | 6,734 | $286K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -20.8% | 6,557 | $279K |
| City State Bank | 0.07% | No change | 6,550 | $278K |
| Modera Wealth Management, LLC | 0.00% | Add +1.1% | 6,440 | $274K |
| LVW Advisors, LLC | 0.03% | No change | 6,321 | $269K |
| National Wealth Management Group, LLC | 0.10% | New | 6,281 | $267K |
| RAM Investment Partners, LLC | 0.05% | New | 6,270 | $266K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -65.7% | 5,927 | $252K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,897 | $251K |
| Spire Wealth Management | 0.01% | Reduce -1.9% | 5,860 | $249K |
| Curtis Advisory Group, LLC | 0.05% | Reduce -0.7% | 5,773 | $245K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -98.1% | 5,772 | $245K |
| Glenview Trust Co | 0.00% | No change | 5,770 | $245K |
| Yukon Wealth Management, Inc. | 0.15% | Reduce -11.9% | 5,769 | $245K |
| Demars Financial Group, LLC | 0.08% | No change | 5,734 | $244K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 5,690 | $242K |
| Commerce Bank | 0.00% | New | 5,606 | $238K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -32.9% | 5,587 | $237K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -23.7% | 5,564 | $236K |
| Brooklyn Investment Group | 0.01% | New | 5,507 | $234K |
| LongView Wealth Management | 0.06% | No change | 5,178 | $231K |
| Kovack Advisors, Inc. | 0.01% | Reduce -2.2% | 5,383 | $231K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -26.7% | 5,431 | $231K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -17.4% | 5,415 | $230K |
| Vanguard National Trust Co | 0.01% | — | 5,390 | $229K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 5,380 | $229K |
| Mosley Wealth Management | 0.10% | No change | 5,758 | $228K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 5,300 | $225K |
| Captrust Financial Advisors | 0.00% | Reduce -31.9% | 5,293 | $225K |
| Optima Capital LLC | 0.10% | Add +163.1% | 5,285 | $225K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +30.0% | 5,320 | $224K |
| Paladin Advisory Group, LLC | 0.17% | No change | 5,181 | $220K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.2% | 5,106 | $217K |
| Betterment LLC | 0.00% | Reduce -15.8% | 5,069 | $215K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 5,042 | $214K |
| Park Square Financial Group, LLC | 1.59% | Reduce -23.6% | 4,923 | $209K |
| Hamilton Wealth, LLC | 0.04% | Reduce -51.5% | 4,890 | $208K |
| OneAscent Family Office, LLC | 0.14% | New | 4,879 | $207K |
| Sharkey, Howes & Javer | 0.03% | Reduce -10.3% | 4,862 | $207K |
| Colonial Trust Advisors | 0.02% | No change | 4,800 | $204K |
| Tortoise Investment Management, LLC | 0.02% | New | 4,767 | $203K |
| Capital Square, LLC | 0.09% | New | 4,582 | $202K |
| Ancora Advisors LLC | 0.00% | Reduce -1.4% | 4,419 | $188K |
| Retirement Wealth Solutions LLC | 0.11% | No change | 4,218 | $179K |
| Mather Group, Llc. | 0.00% | New | 3,982 | $169K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.1% | 3,880 | $165K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,864 | $160K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.0% | 3,493 | $148K |
| Whittier Trust Co. | 0.00% | No change | 3,099 | $134K |
| Lanark Financial, Inc. | 0.01% | Add +79.7% | 3,078 | $131K |
| Founders Financial Alliance, LLC | 0.02% | Add +7.6% | 2,794 | $119K |
| Manchester Capital Management LLC | 0.01% | No change | 2,279 | $97K |
| Bank of Montreal | 0.00% | No change | 1,900 | $81K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,860 | $79K |
| Allworth Financial LP | 0.00% | Reduce -4.8% | 1,831 | $78K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | No change | 1,807 | $77K |
| Tiaa Trust, National Association | 0.00% | Reduce -99.4% | 1,658 | $70K |
| Stone House Investment Management, LLC | 0.01% | Reduce -8.4% | 1,580 | $67K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,559 | $66K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 1,497 | $64K |
| Capital Analysts, LLC | 0.00% | No change | 1,398 | $59K |
| Triumph Capital Management | 0.01% | No change | 1,243 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,240 | $53K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.2% | 1,232 | $52K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,206 | $51K |
| Bessemer Group Inc. | 0.00% | Add +39.9% | 1,186 | $50K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.3% | 1,034 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 895 | $38K |
| Blue Trust, Inc. | 0.00% | No change | 881 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -78.5% | 860 | $37K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 837 | $36K |
| Vision Retirement, LLC | 0.01% | Reduce -28.2% | 752 | $32K |
| Noble Wealth Management PBC | 0.02% | No change | 750 | $32K |
| Hantz Financial Services, Inc. | 0.00% | New | 729 | $31K |
| Millstone Evans Group, LLC | 0.02% | No change | 707 | $30K |
| Private Trust Co. NA | 0.00% | No change | 670 | $28K |
| Clark Wealth Partners | 0.02% | Reduce -99.1% | 649 | $28K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 645 | $27K |
| Synergy Investment Management, LLC | 0.01% | New | 626 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 612 | $26K |
| Vanguard Advisers Inc. | 0.00% | — | 597 | $25K |
| YANKCOM Partnership | 0.01% | New | 580 | $25K |
| Scarborough Advisors, LLC | 0.00% | Reduce -50.8% | 538 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 510 | $22K |
| Investment Counsel Co. of Nevada | 0.05% | No change | 488 | $21K |
| Realta Investment Advisors | 0.01% | No change | 458 | $19K |
| Evermay Wealth Management LLC | 0.00% | New | 453 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -0.7% | 441 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 409 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 389 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 385 | $16K |
| Global Trust Asset Management, LLC | 0.00% | New | 300 | $13K |
| Collier Financial | 0.01% | Add +0.3% | 298 | $13K |
| JDM Financial Group LLC | 0.00% | New | 296 | $13K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 286 | $12K |
| Capital Advisor Network LLC | 0.02% | — | 279 | $12K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 253 | $11K |
| Sunrise Financial Services, LLC | 0.01% | No change | 245 | $10K |
| Sofi Wealth, LLC | 0.00% | Add +0.8% | 237 | $10K |
| Team Financial Group, LLC | 0.00% | No change | 223 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 203 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 192 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 182 | $8K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 180 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 169 | $7K |
| Smithfield Trust Co | 0.00% | No change | 176 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -38.0% | 132 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 121 | $5K |
| Networth Advisors, LLC | 0.00% | No change | 114 | $5K |
| NorthAvenue LLC | 0.00% | No change | 97 | $4K |
| Asset Dedication, LLC | 0.00% | New | 97 | $4K |
| Tidemark, LLC | 0.00% | No change | 86 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 83 | $4K |
| Birchwood Financial Partners, Inc. | 0.00% | No change | 71 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 61 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 57 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 53 | $2K |
| Trust Co | 0.00% | New | 48 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 44 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -85.0% | 34 | $1K |
| CENTRAL TRUST Co | 0.00% | Reduce -79.6% | 32 | $1K |
| Root Financial Partners, LLC | 0.00% | No change | 31 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 28 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 23 | $977 |
| WFA of San Diego, LLC | 0.00% | No change | 19 | $807 |
| EPG Wealth Management LLC | 0.00% | No change | 17 | $722 |
| Provident Wealth Management, LLC | 0.00% | No change | 12 | $510 |
"% 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.