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Funds Holding HEEM

On this page, we present all of the funds holding HEEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HEEM, with a link to that fund's top holdings. The next columns indicate the amount of HEEM stock held by each of the funds holding HEEM, followed by the HEEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 38 funds holding HEEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TIAA Trust National Association. For more details on the positions held by TIAA Trust National Association (or by any of the other funds holding HEEM), click the fund name in the "Holder" column of the funds-holding-HEEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association471,667$11,594 12/31/2023
     HEEM471,667$11,594 12/31/2023
Bank of America Corp DE361,691$8,890 12/31/2023
     HEEM361,691$8,890 12/31/2023
Coldstream Capital Management Inc.336,498$8,271 12/31/2023
     HEEM336,498$8,271 12/31/2023
Wells Fargo & Company MN207,702$5,105 12/31/2023
     HEEM207,702$5,105 12/31/2023
Pictet Asset Management Holding SA156,500$3,847 12/31/2023
     HEEM156,500$3,847 12/31/2023
Morgan Stanley115,770$2,846 12/31/2023
     HEEM115,770$2,846 12/31/2023
AE Wealth Management LLC116,578$2,804 12/31/2023
     HEEM116,578$2,804 12/31/2023
Avantax Advisory Services Inc.77,021$1,893 12/31/2023
     HEEM77,021$1,893 12/31/2023
Forefront Analytics LLC64,527$1,586 12/31/2023
     HEEM64,527$1,586 12/31/2023
UBS Group AG60,328$1,483 12/31/2023
     HEEM60,328$1,483 12/31/2023
Jane Street Group LLC56,639$1,392 12/31/2023
     HEEM56,639$1,392 12/31/2023
Commonwealth Equity Services LLC52,390$1,288 12/31/2023
     HEEM52,390$1,288 12/31/2023
Savant Capital LLC48,960$1,203 12/31/2023
     HEEM48,960$1,203 12/31/2023
Blair William & Co. IL46,218$1,136 12/31/2023
     HEEM46,218$1,136 12/31/2023
LPL Financial LLC43,905$1,079 12/31/2023
     HEEM43,905$1,079 12/31/2023
Concord Wealth Partners42,959$1,056 12/31/2023
     HEEM42,959$1,056 12/31/2023
Wharton Business Group LLC40,595$998 12/31/2023
     HEEM40,595$998 12/31/2023
Citadel Advisors LLC37,773$928 12/31/2023
     HEEM37,773$928 12/31/2023
Susquehanna International Group LLP30,770$756 12/31/2023
     HEEM30,770$756 12/31/2023
OLD Mission Capital LLC26,508$652 12/31/2023
     HEEM26,508$652 12/31/2023
Flow Traders U.S. LLC17,294$425 12/31/2023
     HEEM17,294$425 12/31/2023
Clear Creek Financial Management LLC14,309$352 12/31/2023
     HEEM14,309$352 12/31/2023
Envestnet Asset Management Inc.13,077$321 12/31/2023
     HEEM13,077$321 12/31/2023
JPMorgan Chase & Co.10,486$258 12/31/2023
     HEEM10,486$258 12/31/2023
Raymond James Financial Services Advisors Inc.9,416$231 12/31/2023
     HEEM9,416$231 12/31/2023
Banque Cantonale Vaudoise4,910$126 03/31/2024
     HEEM4,910$126 03/31/2024
Advisory Services Network LLC5,053$124 12/31/2023
     HEEM5,053$124 12/31/2023
Royal Bank of Canada3,859$95 12/31/2023
     HEEM3,859$95 12/31/2023
Bank of Montreal Can3,000$74 12/31/2023
     HEEM3,000$74 12/31/2023
National Bank of Canada FI1,874$46 12/31/2023
     HEEM1,874$46 12/31/2023
Principal Securities Inc.1,230$30 12/31/2023
     HEEM1,230$30 12/31/2023
Comerica Bank1,000$25 12/31/2023
     HEEM1,000$25 12/31/2023
Capital Analysts LLC1,000$25 12/31/2023
     HEEM1,000$25 12/31/2023
Colonial Trust Co SC656$16 12/31/2023
     HEEM656$16 12/31/2023
The PNC Financial Services Group Inc.192$5 12/31/2023
     HEEM192$5 12/31/2023
Advisor Group Holdings Inc.108$3 12/31/2023
     HEEM108$3 12/31/2023
FMR LLC85$2 12/31/2023
     HEEM85$2 12/31/2023
Harbour Investments Inc.43$1 12/31/2023
     HEEM43$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HEEM0$0 12/31/2023

See Summary: Institutional Holders of HEEM
See Details: Top 10 Hedge Funds Holding HEEM
Also See: HEEM Holdings Changes

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