HEEM(HEEM)
HEEM
Institutional Ownership
Top 74 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 697.77K | Jun 30, 26 | -19.27K | 9.75% |
| WELLS FARGO & COMPANY/MN | 518.56K | Jun 30, 26 | +70.41K | 7.24% |
| MORGAN STANLEY | 410.26K | Jun 30, 26 | +49.13K | 5.73% |
| BANK OF AMERICA CORP /DE/ | 389.93K | Jun 30, 26 | -22.37K | 5.45% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 299.83K | Jun 30, 26 | -2.31K | 4.19% |
| Pictet Asset Management Holding SA | 252.30K | Jun 30, 26 | -13.21K | 3.52% |
| Vertex Planning Partners, LLC | 213.74K | Jun 30, 26 | +28.47K | 2.99% |
| ENVESTNET ASSET MANAGEMENT INC | 135.16K | Jun 30, 26 | +739 | 1.89% |
| Friedenthal Financial | 133.97K | Jun 30, 26 | -2.78K | 1.87% |
| Cetera Investment Advisers | 118.23K | Jun 30, 26 | +1.80K | 1.65% |
| TRUIST FINANCIAL CORP | 108.39K | Jun 30, 26 | +2.75K | 1.51% |
| KINGSWOOD WEALTH ADVISORS, LLC | 79.16K | Jun 30, 26 | +1.43K | 1.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 77.72K | Jun 30, 26 | -18.57K | 1.09% |
| LPL Financial LLC | 73.83K | Jun 30, 26 | +6.13K | 1.03% |
| Forefront Analytics, LLC | 58.20K | Jun 30, 26 | -337 | 0.81% |
| AMERIPRISE FINANCIAL INC | 40.46K | Jun 30, 26 | -452 | 0.57% |
| SCOTIA CAPITAL INC. | 40.22K | Jun 30, 26 | +40.22K | 0.56% |
| Savant Capital, LLC | 35.13K | Jun 30, 26 | -- | 0.49% |
| UBS Group AG | 31.56K | Jun 30, 26 | +4.67K | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 30.23K | Jun 30, 26 | +21.13K | 0.42% |
| Wealth Preservation Advisors, LLC | 22.46K | Jun 30, 26 | +3.30K | 0.31% |
| TIAA TRUST, NATIONAL ASSOCIATION | 17.24K | Jun 30, 26 | -432 | 0.24% |
| Wharton Business Group, LLC | 15.87K | Jun 30, 26 | -435 | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 15.26K | Jun 30, 26 | +5.27K | 0.21% |
| Global Retirement Partners, LLC | 14.36K | Jun 30, 26 | +14.36K | 0.20% |
| MML INVESTORS SERVICES, LLC | 12.25K | Jun 30, 26 | +12.25K | 0.17% |
| BLAIR WILLIAM & CO/IL | 11.51K | Jun 30, 26 | +4.63K | 0.16% |
| Advisory Services Network, LLC | 11.29K | Jun 30, 26 | +550 | 0.16% |
| Prospera Financial Services Inc | 9.78K | Jun 30, 26 | -- | 0.14% |
| PARK AVENUE SECURITIES LLC | 9.26K | Jun 30, 26 | -4.30K | 0.13% |
| HighTower Advisors, LLC | 8.91K | Jun 30, 26 | -- | 0.12% |
| EverSource Wealth Advisors, LLC | 8.67K | Jun 30, 26 | +8.67K | 0.12% |
| Cranbrook Wealth Management, LLC | 8.17K | Jun 30, 26 | -- | 0.11% |
| OLD MISSION CAPITAL LLC | 6.62K | Jun 30, 26 | +6.62K | 0.09% |
| Atria Investments, Inc | 6.56K | Jun 30, 26 | -796 | 0.09% |
| CITADEL ADVISORS LLC | 4.72K | Jun 30, 26 | +4.72K | 0.07% |
| Gladstone Institutional Advisory LLC | 4.70K | Jun 30, 26 | +4.70K | 0.07% |
| Invst, LLC | 4.67K | Jun 30, 26 | +4.67K | 0.07% |
| ROYAL BANK OF CANADA | 4.31K | Jun 30, 26 | -234 | 0.06% |
| FIDUCIARY FINANCIAL ADVISORS | 3.21K | Jun 30, 26 | +3.21K | 0.04% |
| BANK OF MONTREAL /CAN/ | 3.00K | Jun 30, 26 | -- | 0.04% |
| Golden State Wealth Management, LLC | 2.36K | Jun 30, 26 | -614 | 0.03% |
| LFA - Lugano Financial Advisors SA | 2.10K | Jun 30, 26 | +2.10K | 0.03% |
| Harbor Asset Planning, Inc. | 2.03K | Jun 30, 26 | -- | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.64K | Jun 30, 26 | +1.09K | 0.02% |
| AE Wealth Management LLC | 1.43K | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 1.12K | Jun 30, 26 | -125 | 0.02% |
| Steward Partners Investment Advisory, LLC | 716 | Jun 30, 26 | +716 | 0.01% |
| Triumph Capital Management | 700 | Jun 30, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 614 | Jun 30, 26 | -- | 0.01% |
| Whipplewood Advisors, LLC | 358 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 303 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 212 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 128 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -3.77K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -32.46K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 102.75K | Jun 30, 25 | -2.11K | 1.44% |
| Capital A Wealth Management, LLC | 211 | Jun 30, 25 | +211 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 10.59K | Sep 30, 24 | +193 | 0.15% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.48K | Sep 30, 23 | +4 | 0.15% |
| TIAA, FSB | 333.53K | Jun 30, 23 | +83.56K | 4.66% |
| KARLINSKI ANDREW C | 450 | Sep 30, 22 | -- | 0.01% |
| LifePlan Financial Group, Inc | 4.29K | Sep 30, 20 | +743 | 0.06% |
| Advisor Group, Inc. | 11.90K | Dec 31, 19 | +279 | 0.17% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 681 | Dec 31, 19 | -- | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 82.78K | Mar 31, 19 | -6.28K | 1.16% |
| Commonwealth Equity Services, Inc | 10.34K | Jun 30, 17 | -- | 0.14% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -10.57K | -- |
| MSI Financial Services Inc | 510 | Dec 31, 16 | -- | 0.01% |
| BlackRock Investment Management, LLC | 90 | Dec 31, 16 | -- | 0.00% |
| Hoxton Financial, Inc. | 99.61K | Mar 31, 16 | -5.37K | 1.39% |
| CITY NATIONAL BANK | 18.27K | Sep 30, 15 | +18.27K | 0.26% |
| Platte River Capital LLC | -- | Sep 30, 15 | -10.50K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 31.50K | Jun 30, 15 | +2.45K | 0.44% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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