HEFA — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (HEFA)? 18 institutions reported holding $118.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Crumly & Associates Inc. ($31.5M), Act Wealth Management, LLC ($24.5M), CX Institutional ($18.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $31.5M | 678,254 | Added |
| 2 | ACT WEALTH MANAGEMENT, LLC | $24.5M | 528,691 | Added |
| 3 | CX Institutional | $18.7M | 403,920 | Added |
| 4 | Farther Finance Advisors, LLC | $13.4M | 289,601 | Added |
| 5 | Avidian Wealth Enterprises, LLC | $10.5M | 225,967 | Added |
| 6 | Delta Wealth Advisors LLC | $7.7M | 165,636 | Added |
| 7 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.0M | 65,413 | Trimmed |
| 8 | Apella Capital, LLC | $2.6M | 55,141 | Trimmed |
| 9 | Grove Bank & Trust | $2.2M | 47,500 | Hold |
| 10 | Valeo Financial Advisors, LLC | $1.6M | 34,822 | Trimmed |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $1.2M | 25,613 | Trimmed |
| 12 | Wedmont Private Capital | $669,891 | 14,519 | Hold |
| 13 | Balefire, LLC | $617,405 | 13,309 | Trimmed |
| 14 | CYPRESS FINANCIAL PLANNING LLC | $404,521 | 8,720 | Trimmed |
| 15 | Retirement Wealth Solutions LLC | $195,674 | 4,218 | Hold |
| 16 | CoreCap Advisors, LLC | $140,354 | 3,025 | Trimmed |
| 17 | Noble Wealth Management PBC | $34,793 | 750 | Hold |
| 18 | Trust Co | $2,206 | 48 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30