HEFA — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（HEFA）？2026年Q3（报告期截至 2026-09-30）共有 18 家机构在 SEC 13F 申报中报告持有，合计 1.19 亿美元。前几大持有机构：Crumly & Associates Inc.（3,150.00 万美元）、Act Wealth Management, LLC（2,450.00 万美元）、CX Institutional（1,870.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $31.5M | 678,254 | 增持 |
| 2 | ACT WEALTH MANAGEMENT, LLC | $24.5M | 528,691 | 增持 |
| 3 | CX Institutional | $18.7M | 403,920 | 增持 |
| 4 | Farther Finance Advisors, LLC | $13.4M | 289,601 | 增持 |
| 5 | Avidian Wealth Enterprises, LLC | $10.5M | 225,967 | 增持 |
| 6 | Delta Wealth Advisors LLC | $7.7M | 165,636 | 增持 |
| 7 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.0M | 65,413 | 减持 |
| 8 | Apella Capital, LLC | $2.6M | 55,141 | 减持 |
| 9 | Grove Bank & Trust | $2.2M | 47,500 | 持平 |
| 10 | Valeo Financial Advisors, LLC | $1.6M | 34,822 | 减持 |
| 11 | BURKETT FINANCIAL SERVICES, LLC | $1.2M | 25,613 | 减持 |
| 12 | Wedmont Private Capital | $669,891 | 14,519 | 持平 |
| 13 | Balefire, LLC | $617,405 | 13,309 | 减持 |
| 14 | CYPRESS FINANCIAL PLANNING LLC | $404,521 | 8,720 | 减持 |
| 15 | Retirement Wealth Solutions LLC | $195,674 | 4,218 | 持平 |
| 16 | CoreCap Advisors, LLC | $140,354 | 3,025 | 减持 |
| 17 | Noble Wealth Management PBC | $34,793 | 750 | 持平 |
| 18 | Trust Co | $2,206 | 48 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30