ISHA CURR HEDGED MSCI EAFE HEFA
$46.35
+0.8% 52w: $36.93 – $46.42
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data36.9341.6846.42
Aug 18, 2025 Jul 2, 2026
Institutional holders
434
+6 QoQ
13F value
$5.85B
+2.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HEFA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 48.1M | $2.04B | 0.3% | -4.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 5.9M | $252.0M | 3.1% | +4.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.6M | $195.1M | 0.1% | +216.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.3M | $181.6M | 0.0% | -12.9% |
| JPMORGAN CHASE & CO | Bank broker | 4.2M | $175.3M | 0.0% | -3.1% |
| MORGAN STANLEY | Bank broker | 3.8M | $160.7M | 0.0% | +4.2% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 3.6M | $152.1M | 5.7% | +4.0% |
| LPL Financial LLC | Bank broker | 3.5M | $150.5M | 0.0% | -2.2% |
| Dynasty Wealth Management, LLC | Wealth advisor | 3.5M | $147.6M | 1.3% | -2.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.5M | $146.8M | 0.1% | -2.8% |
| Quotient Wealth Partners, LLC | Wealth advisor | 3.4M | $143.1M | 3.8% | -3.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 3.3M | $142.3M | 0.9% | -5.1% |
| NorthRock Partners, LLC | Wealth advisor | 3.1M | $130.7M | 2.1% | +13.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.0M | $86.8M | 0.0% | -3.0% |
| NORTHERN TRUST CORP | Index provider | 2.0M | $84.2M | 0.0% | -0.5% |
| Waverly Advisors, LLC | Wealth advisor | 1.9M | $81.9M | 0.6% | -22.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $71.8M | 0.0% | -7.3% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $59.9M | 0.1% | +4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $53.1M | 0.1% | -8.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.1M | $48.3M | 0.1% | -9.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.0M | $43.9M | 0.0% | +9.3% |
| Jordan Park Group LLC | Wealth advisor | 995.4K | $42.3M | 2.3% | -1.1% |
| FLOW TRADERS U.S. LLC | Market maker | 984.5K | $41.8M | — | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 937.6K | $39.8M | 0.0% | +7.0% |
| Mariner, LLC | Diversified mechanical | 881.4K | $37.5M | 0.0% | -10.9% |
| Verde Capital Management | Wealth advisor | 831.5K | $35.3M | 7.6% | +7.4% |
| Blankinship & Foster, LLC | Wealth advisor | 789.1K | $33.5M | 7.4% | -2.6% |
| US BANCORP \DE\ | Wealth advisor | 780.9K | $33.2M | 0.0% | -4.9% |
| SACHEM HILL LLC | Wealth advisor | 693.1K | $29.5M | 5.7% | -0.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 645.8K | $27.4M | 0.1% | +44.1% |
| Crumly & Associates Inc. | Wealth advisor | 616.7K | $26.2M | 5.5% | +35.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 524.0K | $22.3M | — | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 518.8K | $22.0M | 0.2% | New |
| ACT WEALTH MANAGEMENT, LLC | Wealth advisor | 517.7K | $22.0M | — | -0.4% |
| UBS Group AG | Bank broker | 510.4K | $21.7M | 0.0% | -49.2% |
| BOKF, NA | Diversified mechanical | 481.2K | $20.4M | 0.3% | +9.3% |
| Prasad Wealth Partners, LLC | Wealth advisor | 441.4K | $18.8M | 5.1% | +1.3% |
| Tulsa Wealth Advisors, INC | Wealth advisor | 427.1K | $18.1M | 3.2% | New |
| Paradigm, Strategies in Wealth Management, LLC | Wealth advisor | 396.7K | $16.9M | 11.4% | -8.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 359.1K | $15.3M | 0.0% | -17.5% |
| Csenge Advisory Group | Wealth advisor | 353.6K | $15.0M | 0.7% | -5.9% |
| WESCAP Management Group, Inc. | Wealth advisor | 350.3K | $14.9M | 2.9% | +2.0% |
| Denver PWM, LLC | Wealth advisor | 332.9K | $14.9M | 5.1% | -17.7% |
| Lighthouse Wealth Management Inc. | Wealth advisor | 344.6K | $14.6M | — | +3.6% |
| ROYAL BANK OF CANADA | Bank broker | 333.8K | $14.2M | 0.0% | -3.2% |
| Modern Wealth Management, LLC | Wealth advisor | 320.1K | $13.8M | 0.2% | -1.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 333.7K | $13.8M | 0.0% | +32.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 311.8K | $13.3M | 0.2% | -4.8% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 305.2K | $13.0M | 0.0% | — |
| PCA Investment Advisory Services Inc. | Wealth advisor | 295.9K | $12.6M | — | +13.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.