HALBERT HARGROVE GLOBAL ADVISORS, LLC

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CIK 1484205

13F portfolio (2026-Q1)

$2.1B

Positions

361

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

361

Top 5

57.6%

Top 10

84.8%

Effective N

11.2

HHI

0.090

This quarter

23 new · 1 exit →

By sector

Unclassified98.4%

Information Technology0.4%

Industrials0.4%

Communication Services0.3%

Consumer Discretionary0.2%

Health Care0.2%

Financials0.1%

Real Estate0.0%

Other0.1%

By market cap

Unknown98.4%

Mega (>$200B)0.9%

Large ($10–200B)0.7%

Mid ($2–10B)0.0%

Micro (<$300M)0.0%

By region

Other98.4%

North America1.6%

Europe0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	98.38%	230
Software & IT Services	0.19%	5
Software	0.19%	9
Commercial Services & Supplies	0.18%	6
Specialty Retail	0.18%	7
Technology Hardware & Equipment	0.15%	7
Machinery	0.15%	8
Health Care Equipment & Supplies	0.11%	4
Banks	0.10%	11
Pharmaceuticals & Biotechnology	0.10%	6
Diversified Telecommunication Services	0.08%	2
Equity Real Estate Investment Trusts (REITs)	0.03%	4
Automobiles & Components	0.03%	3
Semiconductors & Semiconductor Equipment	0.02%	7
Aerospace & Defense	0.02%	4
Oil, Gas & Consumable Fuels	0.02%	8
Chemicals	0.01%	5
Hotels, Restaurants & Leisure	0.01%	3
Utilities	0.01%	4
Electrical Equipment & Components	0.01%	3
Beverages	0.01%	2
Capital Markets	0.01%	2
Insurance	0.01%	4
Coal & Consumable Fuels	0.00%	1
Metals & Mining	0.00%	3
Airlines	0.00%	1
Road & Rail	0.00%	2
Transportation Infrastructure	0.00%	2
Media & Entertainment	0.00%	2
Food Products	0.00%	1
Tobacco	0.00%	1
Agricultural Products	0.00%	1
Communications Equipment	0.00%	1
Professional Services	0.00%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	15.95%
2	NTSX	WISDOMTREE TR	Unclassified	13.73%
3	LRGF	ISHARES TR	Unclassified	11.63%
4	IEFA	ISHARES TR	Unclassified	8.18%
5	WAMA	WISDOMTREE TR	Unclassified	8.13%
6	IEMG	ISHARES INC	Unclassified	7.67%
7	NTSI	WISDOMTREE TR	Unclassified	6.68%
8	INTF	ISHARES TR	Unclassified	6.32%
9	AIMS	SERIES PORTFOLIOS TR	Unclassified	3.51%
10	EEM	ISHARES TR	Unclassified	3.00%

132/361 names classified · sector 1.6% of weight · industry 1.6% · mkt cap 1.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, ADI, ORCL, ADBE, CSCO · other

FinancialsJPM, V, BAC, BRK.B, ALL · other

Communication ServicesGOOGL, META, T, VZ, GOOG · other

IndustrialsIR, MMM, BA, ADT, AES · other

Consumer DiscretionaryAMZN, SBUX, TGT, SHW, AEO · other

Health CareMRK, JNJ, ABBV, AMGN, ABT · other

EnergyXOM, CVX, COP, PSX, BP · other

Consumer StaplesCVS, PEP, MDLZ, MO, SFM · other

MaterialsPG, ECL, RIO, EL, APD · other

Real EstateAMT, AVB, PSA, PLD, DOC · other

UtilitiesAEP, KMI, NEE, AWR, ETR · other

UnclassifiedIWB, EFA, AGG, SHV, AMERICAN EQTY INVT LIFE HLD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 1% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (109 classified)HALBERT HARGROVE GLOBAL ADVISORS, LLC centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsFinancialsReal EstateEnergyMaterialsConsumer StaplesUtilities

Style box summary for HALBERT HARGROVE GLOBAL ADVISORS, LLC: centroid Large Core. Heaviest cells: Large Growth 0.6%, Large Core 0.3%, Large Value 0.2%.

Classified: 1.4% of book weight (109/361 names) · unclassified 98.6%: IVV, NTSX, LRGF, IEFA, WAMA, IEMG, NTSI, INTF, AIMS, EEM +242 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 361 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	502,323	$328M	15.9%	HOLD
2	NTSXWISDOMTREE TR	5,417,096	$283M	13.7%	HOLD
3	LRGFISHARES TR	3,626,489	$239M	11.6%	HOLD
4	IEFAISHARES TR	1,860,132	$168M	8.2%	HOLD
5	WAMAWISDOMTREE TR	6,953,723	$167M	8.1%	NEW
6	IEMGISHARES INC	2,262,667	$158M	7.7%	HOLD
7	NTSIWISDOMTREE TR	3,120,693	$137M	6.7%	HOLD
8	INTFISHARES TR	3,339,669	$130M	6.3%	HOLD
9	AIMSSERIES PORTFOLIOS TR	3,048,593	$72M	3.5%	NEW
10	EEMISHARES TR	1,087,714	$62M	3.0%	TRIM −2%
11	WIMAWISDOMTREE TR	1,531,615	$60M	2.9%	NEW
12	SPDWSPDR INDEX SHS FDS	1,156,018	$53M	2.6%	TRIM −27%
13	SCZISHARES TR	375,064	$29M	1.4%	TRIM −2%
14	IWMISHARES TR	85,512	$21M	1.0%	TRIM −77%
15	IWCISHARES TR	84,985	$14M	0.7%	TRIM −3%
16	VEAVANGUARD TAX-MANAGED FDS	194,501	$12M	0.6%	TRIM −3%
17	VONEVanguard Russell 1000 ETF	30,906	$9M	0.4%	TRIM −7%
18	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	298,169	$8M	0.4%	TRIM −4%
19	IWBISHARES TR	18,987	$7M	0.3%	TRIM −96%
20	BONDPIMCO ETF TR	72,059	$7M	0.3%	TRIM −5%
21	JPIBJ P MORGAN EXCHANGE TRADED F	127,589	$6M	0.3%	TRIM −4%
22	IWVISHARES TR	15,454	$6M	0.3%	TRIM −13%
23	ESGUISHARES TR	40,008	$6M	0.3%	HOLD
24	EFAISHARES TR	55,185	$5M	0.3%	TRIM −87%
25	MINTPIMCO ETF TR	45,358	$5M	0.2%	TRIM −10%
26	ABNBAIRBNB INC	26,500	$3M	0.2%	HOLD
27	AAPLAPPLE INC	11,691	$3M	0.1%	TRIM −11%
28	MSFTMICROSOFT CORP	7,970	$3M	0.1%	TRIM −6%
29	BALLBALL CORP	48,809	$3M	0.1%	HOLD
30	ESGDISHARES TR	25,261	$2M	0.1%	HOLD
31	GOOGLALPHABET INC	8,235	$2M	0.1%	HOLD
32	VFMFVANGUARD WELLINGTON FD	13,558	$2M	0.1%	HOLD
33	VTWOVANGUARD SCOTTSDALE FDS	20,743	$2M	0.1%	TRIM −43%
34	ISRGINTUITIVE SURGICAL INC	4,350	$2M	0.1%	HOLD
35	TMUST-MOBILE US INC	7,804	$2M	0.1%	HOLD
36	LLYELI LILLY & CO	1,746	$2M	0.1%	TRIM −3%
37	HDHOME DEPOT INC	4,511	$1M	0.1%	HOLD
38	QQQINVESCO QQQ TR	2,534	$1M	0.1%	TRIM −3%
39	ESGEISHARES INC	31,874	$1M	0.1%	TRIM −3%
40	GOOGALPHABET INC	4,712	$1M	0.1%	HOLD
41	DESWISDOMTREE TR	35,099	$1M	0.1%	TRIM −3%
42	ZIONZIONS BANCORPORATION N A	19,109	$1M	0.1%	HOLD
43	VSSVANGUARD INTL EQUITY INDEX F	7,039	$1M	0.0%	HOLD
44	AMZNAMAZON COM INC	4,757	$990,741	0.0%	ADD 1655%
45	VTIVANGUARD INDEX FDS	2,630	$843,818	0.0%	ADD 4%
46	VWOVANGUARD INTL EQUITY INDEX F	14,519	$784,761	0.0%	HOLD
47	USRTISHARES TR	11,916	$705,325	0.0%	HOLD
48	LOWLOWES COS INC	2,560	$604,877	0.0%	HOLD
49	SPYSTATE STR SPDR S&P 500 ETF T	920	$598,021	0.0%	TRIM −11%
50	IWFISHARES TR	1,384	$590,188	0.0%	HOLD
51	SDGISHARES TR	6,948	$583,339	0.0%	HOLD
52	TSLATESLA INC	1,522	$565,804	0.0%	HOLD
53	ESGVVanguard ESG US Stock - ETF	5,004	$561,807	0.0%	TRIM −2%
54	VOOVANGUARD INDEX FDS	898	$536,897	0.0%	TRIM −12%
55	WMTWALMART INC	4,196	$521,479	0.0%	ADD 9%
56	VUGVANGUARD INDEX FDS	1,173	$512,552	0.0%	TRIM −6%
57	UUNITY SOFTWARE INC	21,725	$476,647	0.0%	HOLD
58	AGGISHARES TR	4,675	$464,076	0.0%	HOLD
59	LDURPIMCO ETF TR	4,692	$449,635	0.0%	HOLD
60	AORISHARES TR	6,640	$427,282	0.0%	TRIM −10%
61	PSAPUBLIC STORAGE OPER CO	1,533	$415,260	0.0%	HOLD
62	USBUS BANCORP	7,584	$394,444	0.0%	HOLD
63	QGRWWISDOMTREE TR	7,139	$381,438	0.0%	ADD 2%
64	XLYSELECT SECTOR SPDR TR	3,270	$356,367	0.0%	HOLD
65	JPMJPMORGAN CHASE & CO	1,182	$347,691	0.0%	HOLD
66	TECLDIREXION SHS ETF TR	4,000	$346,200	0.0%	NEW
67	ITOTISHARES TR	2,412	$343,595	0.0%	HOLD
68	SNOWSNOWFLAKE INC	2,250	$339,345	0.0%	HOLD
69	VBVANGUARD INDEX FDS	1,133	$296,872	0.0%	HOLD
70	XLISELECT SECTOR SPDR TR	1,810	$292,708	0.0%	HOLD
71	CRBNISHARES TR	1,265	$281,779	0.0%	TRIM −12%
72	NTSEWISDOMTREE TR	6,558	$260,697	0.0%	HOLD
73	FBTCFIDELITY WISE ORIGIN BITCOIN	4,337	$256,014	0.0%	HOLD
74	VXUSVANGUARD STAR FDS	3,243	$250,068	0.0%	TRIM −50%
75	VSGXVANGUARD WORLD FD	3,198	$229,396	0.0%	TRIM −5%
76	ABBVABBVIE INC	1,050	$228,365	0.0%	HOLD
77	DGRWWISDOMTREE TR	2,523	$221,621	0.0%	HOLD
78	CHICALAMOS CONV OPP AND INC FD	20,050	$215,337	0.0%	HOLD
79	WCBRWISDOMTREE TR	8,610	$214,775	0.0%	ADD 4%
80	BABOEING CO	1,079	$214,754	0.0%	ADD 8%
81	SUSCISHARES TR	9,242	$213,839	0.0%	HOLD
82	XCEMCOLUMBIA ETF TR II	5,136	$209,601	0.0%	HOLD
83	HPIHANCOCK JOHN PFD INCOME FD	13,248	$207,862	0.0%	HOLD
84	VVISA INC	671	$202,804	0.0%	TRIM −6%
85	WTAIWISDOMTREE TR	6,922	$195,400	0.0%	ADD 3%
86	QUALISHARES TR	1,001	$192,033	0.0%	ADD 3%
87	VBRVANGUARD INDEX FDS	870	$188,924	0.0%	HOLD
88	MMM3M CO	1,300	$188,799	0.0%	HOLD
89	VYMVANGUARD WHITEHALL FDS	1,232	$182,416	0.0%	HOLD
90	VTVVANGUARD INDEX FDS	922	$180,897	0.0%	HOLD
91	ESMLISHARES TR	3,740	$175,878	0.0%	TRIM −15%
92	ILCGISHARES TR	1,796	$171,450	0.0%	HOLD
93	BRK.BBERKSHIRE HATHAWAY INC DEL	356	$170,680	0.0%	HOLD
94	VCITVANGUARD SCOTTSDALE FDS	2,050	$169,626	0.0%	HOLD
95	LABUDIREXION SHS ETF TR	1,000	$166,090	0.0%	NEW
96	METAMETA PLATFORMS INC	289	$165,346	0.0%	HOLD
97	TXNTEXAS INSTRS INC	849	$164,825	0.0%	HOLD
98	SCHVSCHWAB STRATEGIC TR	5,320	$162,252	0.0%	HOLD
99	BLOKAMPLIFY ETF TR	3,173	$158,034	0.0%	HOLD
100	WCLDWISDOMTREE TR	5,710	$155,998	0.0%	ADD 6%
101	AOAISHARES TR	1,731	$153,157	0.0%	TRIM −8%
102	IBMINTERNATIONAL BUSINESS MACHS	628	$152,221	0.0%	HOLD
103	HONHONEYWELL INTL INC	659	$148,954	0.0%	TRIM −23%
104	IDVISHARES TR	3,486	$148,365	0.0%	TRIM −8%
105	BACBANK AMERICA CORP	3,000	$146,250	0.0%	HOLD
106	SCHBSCHWAB STRATEGIC TR	5,664	$142,167	0.0%	HOLD
107	CVXCHEVRON CORP NEW	686	$142,035	0.0%	ADD 50%
108	ARKFARK ETF TR	3,688	$140,181	0.0%	HOLD
109	CSQCALAMOS STRATEGIC TOTAL RETU	7,837	$134,170	0.0%	HOLD
110	XOMEXXON MOBIL CORP	788	$133,693	0.0%	TRIM −4%
111	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	4,465	$130,068	0.0%	TRIM −2%
112	VVVANGUARD INDEX FDS	427	$127,609	0.0%	HOLD
113	MCDMCDONALDS CORP	400	$124,316	0.0%	TRIM −11%
114	IJHISHARES TR	1,798	$121,419	0.0%	ADD 8%
115	DHSWISDOMTREE TR	1,102	$120,361	0.0%	HOLD
116	XEXGXEATON VANCE TAX-MANAGED GLOB	13,500	$116,910	0.0%	ADD 6%
117	PGPROCTER AND GAMBLE CO	807	$116,564	0.0%	NEW
118	KOCOCA COLA CO	1,522	$115,761	0.0%	HOLD
119	VOVANGUARD INDEX FDS	401	$115,265	0.0%	TRIM −12%
120	MSMORGAN STANLEY	699	$115,035	0.0%	HOLD
121	VNQVANGUARD INDEX FDS	1,281	$113,588	0.0%	ADD 3%
122	SCHXSCHWAB U.S. LARGE-CAP ETF	4,328	$110,963	0.0%	HOLD
123	COSTCOSTCO WHSL CORP NEW	111	$110,534	0.0%	HOLD
124	SCHKSCHWAB STRATEGIC TR	3,510	$109,972	0.0%	HOLD
125	WDEFWISDOMTREE EUROPE DEFENSE FD E	3,538	$109,472	0.0%	ADD 13%
126	SDYSPDR SER TR	749	$109,261	0.0%	HOLD
127	VBKVANGUARD INDEX FDS	358	$108,096	0.0%	HOLD
128	SPGIS&P GLOBAL INC	250	$106,335	0.0%	HOLD
129	ABTABBOTT LABS	1,022	$104,929	0.0%	HOLD
130	GLDSPDR GOLD TR	242	$104,131	0.0%	HOLD
131	AVGOBROADCOM INC	331	$102,413	0.0%	TRIM −8%
132	PDXPIMCO DYNAMIC INCOME STRATEG	4,500	$99,270	0.0%	HOLD
133	JPCNUVEEN PFD & INCOME OPPORTUN	13,000	$98,020	0.0%	HOLD
134	SPGSIMON PPTY GROUP INC NEW	521	$97,183	0.0%	HOLD
135	IJRISHARES TR	764	$94,968	0.0%	TRIM −32%
136	ARTYISHARES TR	2,040	$94,922	0.0%	HOLD
137	VEUVANGUARD INTL EQUITY INDEX F	1,260	$94,626	0.0%	HOLD
138	TSMTAIWAN SEMICONDUCTOR MFG LTD	274	$92,661	0.0%	HOLD
139	VGTVANGUARD WORLD FD	130	$90,540	0.0%	TRIM −5%
140	PSLVSPROTT ASSET MANAGEMENT LP	3,700	$90,243	0.0%	HOLD
141	DOCHEALTHPEAK PROPERTIES INC	5,472	$89,905	0.0%	HOLD
142	CLXCLOROX CO DEL	848	$87,879	0.0%	HOLD
143	DEMWISDOMTREE TR	1,760	$87,455	0.0%	HOLD
144	RDVYFIRST TR EXCHANGE TRADED FD	1,257	$85,828	0.0%	HOLD
145	PHYSSprott Physical Gold Trust	2,400	$85,056	0.0%	HOLD
146	SASEABRIDGE GOLD INC	3,000	$85,020	0.0%	HOLD
147	ACPABRDN INCOME CREDIT STRATEGI	16,385	$83,564	0.0%	HOLD
148	EPDENTERPRISE PRODS PARTNERS L	2,150	$81,356	0.0%	HOLD
149	VUSBVANGUARD BD INDEX FDS	1,610	$80,154	0.0%	HOLD
150	SCHDSCHWAB STRATEGIC TR	2,604	$79,876	0.0%	HOLD
151	IFGLISHARES TR	3,405	$76,132	0.0%	HOLD
152	XLKSELECT SECTOR SPDR TR	564	$74,956	0.0%	HOLD
153	GEGE AEROSPACE	258	$73,162	0.0%	TRIM −3%
154	COWZPACER FDS TR	1,165	$72,883	0.0%	TRIM −35%
155	HIGHARTFORD INSURANCE GROUP INC	533	$72,078	0.0%	HOLD
156	IDEVISHARES TR	852	$71,240	0.0%	HOLD
157	BILSPDR SERIES TRUST	772	$70,706	0.0%	ADD 77100%
158	IBITISHARES BITCOIN TRUST ETF	1,735	$66,659	0.0%	HOLD
159	TDVPROSHARES TR	769	$65,142	0.0%	HOLD
160	MGKVanguard Mega Cap Growth ETF	177	$65,037	0.0%	HOLD
161	DEDEERE & CO	114	$64,217	0.0%	HOLD
162	GSLCGOLDMAN SACHS ETF TR	498	$62,315	0.0%	HOLD
163	MAMASTERCARD INCORPORATED	124	$62,182	0.0%	HOLD
164	SCHFSCHWAB STRATEGIC TR	2,459	$60,859	0.0%	ADD 23%
165	SPEMSPDR INDEX SHS FDS	1,280	$60,045	0.0%	HOLD
166	ASMLASML HOLDING N V	45	$59,567	0.0%	HOLD
167	ARLPALLIANCE RESOURCE PARTNERS L	2,100	$58,065	0.0%	ADD 5%
168	TAT&T INC	2,000	$57,980	0.0%	HOLD
169	EMXCISHARES INC	736	$57,894	0.0%	HOLD
170	NOBLPROSHARES TR	545	$57,776	0.0%	HOLD
171	RSPINVESCO EXCHANGE TRADED FD T	300	$57,576	0.0%	HOLD
172	SMHVANECK ETF TRUST	149	$57,275	0.0%	HOLD
173	EFVISHARES TR	750	$55,798	0.0%	ADD 21%
174	JEPQJ P MORGAN EXCHANGE TRADED F	1,000	$55,520	0.0%	HOLD
175	GEVGE VERNOVA INC	62	$54,349	0.0%	TRIM −5%
176	CATCATERPILLAR INC	74	$52,712	0.0%	HOLD
177	IXNISHARES TR	514	$51,385	0.0%	HOLD
178	XBISPDR SERIES TRUST	400	$51,092	0.0%	HOLD
179	LYGLLOYDS BANKING GROUP PLC	10,096	$50,783	0.0%	HOLD
180	TQQQPROSHARES TR	1,202	$50,102	0.0%	ADD 41%
181	AMDADVANCED MICRO DEVICES INC	244	$49,637	0.0%	HOLD
182	NJRNEW JERSEY RES CORP	900	$49,428	0.0%	HOLD
183	XYLDGLOBAL X FDS	1,250	$48,913	0.0%	NEW
184	GNOMGLOBAL X FDS	1,093	$47,813	0.0%	HOLD
185	CEFSPROTT ASSET MANAGEMENT LP	1,000	$47,720	0.0%	HOLD
186	DGROISHARES CORE DIVIDEND GROWTH ETF	678	$47,583	0.0%	HOLD
187	NEENEXTERA ENERGY INC	510	$47,369	0.0%	HOLD
188	IWDISHARES TR	221	$47,181	0.0%	TRIM −25%
189	LVSLAS VEGAS SANDS CORP	867	$46,714	0.0%	HOLD
190	ALKAlaska Air Group, Inc.	1,256	$46,196	0.0%	HOLD
191	MTUMISHARES TR	183	$43,983	0.0%	ADD 14%
192	RSPTINVESCO EXCHANGE TRADED FD T	955	$43,224	0.0%	HOLD
193	JEPIJPMorgan Equity Premium Income ETF	750	$42,510	0.0%	HOLD
194	QDPLPACER FDS TR	1,000	$40,139	0.0%	HOLD
195	ORCLORACLE CORP	270	$39,720	0.0%	TRIM −5%
196	XJQCXNUVEEN CR STRATEGIES INCOME	8,000	$38,960	0.0%	HOLD
197	UNPUNION PAC CORP	158	$38,334	0.0%	HOLD
198	YUMYUM BRANDS INC	246	$38,210	0.0%	HOLD
199	WMWASTE MGMT INC DEL	166	$38,146	0.0%	HOLD
200	SPYMSPDR SERIES TRUST	474	$36,282	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

505K

499K

497K

502K

501K

502K

$328M

NTSXWISDOMTREE TR

6.1M

6.0M

5.5M

5.4M

$283M

LRGFISHARES TR

3.3M

3.4M

3.5M

3.6M

$239M

IEFAISHARES TR

1.8M

1.9M

$168M

WAMAWISDOMTREE TR

—

7.0M

$167M

IEMGISHARES INC

2.2M

2.3M

$158M

NTSIWISDOMTREE TR

3.1M

$137M

INTFISHARES TR

3.1M

3.2M

3.3M

$130M

AIMSSERIES PORTFOLIOS TR

—

3.0M

$72M

EEMISHARES TR

1.3M

1.2M

1.1M

$62M

WIMAWISDOMTREE TR

—

1.5M

$60M

SPDWSPDR INDEX SHS FDS

—

1.6M

1.2M

$53M

SCZISHARES TR

452K

421K

399K

385K

383K

375K

$29M

IWMISHARES TR

352K

353K

359K

366K

369K

86K

$21M

IWCISHARES TR

97K

101K

92K

90K

87K

85K

$14M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆HALBERT HARGROVE GLOBAL ADVISORS, LLC