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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
TIAA Trust National Association | 471,667 | $11,594 | 12/31/2023 | HEEM | 471,667 | $11,594 | 12/31/2023 | Bank of America Corp DE | 361,691 | $8,890 | 12/31/2023 | HEEM | 361,691 | $8,890 | 12/31/2023 | Coldstream Capital Management Inc. | 336,498 | $8,271 | 12/31/2023 | HEEM | 336,498 | $8,271 | 12/31/2023 | Wells Fargo & Company MN | 207,702 | $5,105 | 12/31/2023 | HEEM | 207,702 | $5,105 | 12/31/2023 | Pictet Asset Management Holding SA | 156,500 | $3,847 | 12/31/2023 | HEEM | 156,500 | $3,847 | 12/31/2023 | Morgan Stanley | 115,770 | $2,846 | 12/31/2023 | HEEM | 115,770 | $2,846 | 12/31/2023 | AE Wealth Management LLC | 116,578 | $2,804 | 12/31/2023 | HEEM | 116,578 | $2,804 | 12/31/2023 | Avantax Advisory Services Inc. | 77,021 | $1,893 | 12/31/2023 | HEEM | 77,021 | $1,893 | 12/31/2023 | Forefront Analytics LLC | 64,527 | $1,586 | 12/31/2023 | HEEM | 64,527 | $1,586 | 12/31/2023 | UBS Group AG | 60,328 | $1,483 | 12/31/2023 | HEEM | 60,328 | $1,483 | 12/31/2023 | Jane Street Group LLC | 56,639 | $1,392 | 12/31/2023 | HEEM | 56,639 | $1,392 | 12/31/2023 | Commonwealth Equity Services LLC | 52,390 | $1,288 | 12/31/2023 | HEEM | 52,390 | $1,288 | 12/31/2023 | Savant Capital LLC | 48,960 | $1,203 | 12/31/2023 | HEEM | 48,960 | $1,203 | 12/31/2023 | Blair William & Co. IL | 46,218 | $1,136 | 12/31/2023 | HEEM | 46,218 | $1,136 | 12/31/2023 | LPL Financial LLC | 43,905 | $1,079 | 12/31/2023 | HEEM | 43,905 | $1,079 | 12/31/2023 | Concord Wealth Partners | 42,959 | $1,056 | 12/31/2023 | HEEM | 42,959 | $1,056 | 12/31/2023 | Wharton Business Group LLC | 40,595 | $998 | 12/31/2023 | HEEM | 40,595 | $998 | 12/31/2023 | Citadel Advisors LLC | 37,773 | $928 | 12/31/2023 | HEEM | 37,773 | $928 | 12/31/2023 | Susquehanna International Group LLP | 30,770 | $756 | 12/31/2023 | HEEM | 30,770 | $756 | 12/31/2023 | OLD Mission Capital LLC | 26,508 | $652 | 12/31/2023 | HEEM | 26,508 | $652 | 12/31/2023 | Flow Traders U.S. LLC | 17,294 | $425 | 12/31/2023 | HEEM | 17,294 | $425 | 12/31/2023 | Clear Creek Financial Management LLC | 14,309 | $352 | 12/31/2023 | HEEM | 14,309 | $352 | 12/31/2023 | Envestnet Asset Management Inc. | 13,077 | $321 | 12/31/2023 | HEEM | 13,077 | $321 | 12/31/2023 | JPMorgan Chase & Co. | 10,486 | $258 | 12/31/2023 | HEEM | 10,486 | $258 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 9,416 | $231 | 12/31/2023 | HEEM | 9,416 | $231 | 12/31/2023 | Banque Cantonale Vaudoise | 4,910 | $126 | 03/31/2024 | HEEM | 4,910 | $126 | 03/31/2024 | Advisory Services Network LLC | 5,053 | $124 | 12/31/2023 | HEEM | 5,053 | $124 | 12/31/2023 | Royal Bank of Canada | 3,859 | $95 | 12/31/2023 | HEEM | 3,859 | $95 | 12/31/2023 | Bank of Montreal Can | 3,000 | $74 | 12/31/2023 | HEEM | 3,000 | $74 | 12/31/2023 | National Bank of Canada FI | 1,874 | $46 | 12/31/2023 | HEEM | 1,874 | $46 | 12/31/2023 | Principal Securities Inc. | 1,230 | $30 | 12/31/2023 | HEEM | 1,230 | $30 | 12/31/2023 | Comerica Bank | 1,000 | $25 | 12/31/2023 | HEEM | 1,000 | $25 | 12/31/2023 | Capital Analysts LLC | 1,000 | $25 | 12/31/2023 | HEEM | 1,000 | $25 | 12/31/2023 | Colonial Trust Co SC | 656 | $16 | 12/31/2023 | HEEM | 656 | $16 | 12/31/2023 | The PNC Financial Services Group Inc. | 192 | $5 | 12/31/2023 | HEEM | 192 | $5 | 12/31/2023 | Advisor Group Holdings Inc. | 108 | $3 | 12/31/2023 | HEEM | 108 | $3 | 12/31/2023 | FMR LLC | 85 | $2 | 12/31/2023 | HEEM | 85 | $2 | 12/31/2023 | Harbour Investments Inc. | 43 | $1 | 12/31/2023 | HEEM | 43 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | HEEM | 0 | $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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