HEEM(HEEM)
HEEM
Institutional Ownership
Top 70 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 717.04K | Mar 31, 26 | +717.04K | 11.46% |
| WELLS FARGO & COMPANY/MN | 448.14K | Mar 31, 26 | +44.59K | 7.16% |
| BANK OF AMERICA CORP /DE/ | 412.30K | Mar 31, 26 | +53.09K | 6.59% |
| MORGAN STANLEY | 361.13K | Mar 31, 26 | +10.12K | 5.77% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 302.15K | Mar 31, 26 | -1.72K | 4.83% |
| Pictet Asset Management Holding SA | 265.51K | Mar 31, 26 | -86.52K | 4.24% |
| Vertex Planning Partners, LLC | 185.27K | Mar 31, 26 | -612 | 2.96% |
| Friedenthal Financial | 136.75K | Mar 31, 26 | -15 | 2.19% |
| ENVESTNET ASSET MANAGEMENT INC | 134.42K | Mar 31, 26 | +105.85K | 2.15% |
| Cetera Investment Advisers | 116.42K | Mar 31, 26 | +598 | 1.86% |
| TRUIST FINANCIAL CORP | 105.64K | Mar 31, 26 | +105.64K | 1.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | 96.29K | Mar 31, 26 | +23.87K | 1.54% |
| KINGSWOOD WEALTH ADVISORS, LLC | 77.73K | Mar 31, 26 | +77.73K | 1.24% |
| LPL Financial LLC | 67.70K | Mar 31, 26 | +12.43K | 1.08% |
| Forefront Analytics, LLC | 58.54K | Mar 31, 26 | -1.63K | 0.94% |
| AMERIPRISE FINANCIAL INC | 40.92K | Mar 31, 26 | +15.94K | 0.65% |
| Savant Capital, LLC | 35.13K | Mar 31, 26 | -- | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.46K | Mar 31, 26 | +32.46K | 0.52% |
| UBS Group AG | 26.89K | Mar 31, 26 | -1.77K | 0.43% |
| Wealth Preservation Advisors, LLC | 19.16K | Mar 31, 26 | +1.72K | 0.31% |
| TIAA TRUST, NATIONAL ASSOCIATION | 17.67K | Mar 31, 26 | -635.51K | 0.28% |
| Wharton Business Group, LLC | 16.30K | Mar 31, 26 | -1.23K | 0.26% |
| PARK AVENUE SECURITIES LLC | 13.56K | Mar 31, 26 | +462 | 0.22% |
| Advisory Services Network, LLC | 10.74K | Mar 31, 26 | -1.23K | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 9.98K | Mar 31, 26 | -602 | 0.16% |
| Prospera Financial Services Inc | 9.78K | Mar 31, 26 | -- | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 9.10K | Mar 31, 26 | -21.28K | 0.15% |
| HighTower Advisors, LLC | 8.91K | Mar 31, 26 | -- | 0.14% |
| Cranbrook Wealth Management, LLC | 8.17K | Mar 31, 26 | -- | 0.13% |
| Atria Investments, Inc | 7.36K | Mar 31, 26 | -530 | 0.12% |
| BLAIR WILLIAM & CO/IL | 6.88K | Mar 31, 26 | -- | 0.11% |
| ROYAL BANK OF CANADA | 4.55K | Mar 31, 26 | -- | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.77K | Mar 31, 26 | -- | 0.06% |
| BANK OF MONTREAL /CAN/ | 3.00K | Mar 31, 26 | -- | 0.05% |
| Golden State Wealth Management, LLC | 2.98K | Mar 31, 26 | -1.39K | 0.05% |
| Harbor Asset Planning, Inc. | 2.03K | Mar 31, 26 | -- | 0.03% |
| AE Wealth Management LLC | 1.43K | Mar 31, 26 | -13 | 0.02% |
| FMR LLC | 1.25K | Mar 31, 26 | +33 | 0.02% |
| Triumph Capital Management | 700 | Mar 31, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 614 | Mar 31, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 550 | Mar 31, 26 | +550 | 0.01% |
| Whipplewood Advisors, LLC | 358 | Mar 31, 26 | -- | 0.01% |
| ASSETMARK, INC | 303 | Mar 31, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 212 | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 128 | Mar 31, 26 | -- | 0.00% |
| OPTIMA CAPITAL LLC | -- | Mar 31, 26 | -107 | -- |
| SYM FINANCIAL Corp | -- | Mar 31, 26 | -72 | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -13.67K | -- |
| MML INVESTORS SERVICES, LLC | -- | Mar 31, 26 | -15.25K | -- |
| OLD MISSION CAPITAL LLC | -- | Mar 31, 26 | -7.20K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -603 | -- |
| Global Retirement Partners, LLC | 201 | Dec 31, 25 | -47 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 102.75K | Jun 30, 25 | -2.11K | 1.64% |
| Capital A Wealth Management, LLC | 211 | Jun 30, 25 | +211 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 10.59K | Sep 30, 24 | +193 | 0.17% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.48K | Sep 30, 23 | +4 | 0.17% |
| TIAA, FSB | 333.53K | Jun 30, 23 | +83.56K | 5.33% |
| KARLINSKI ANDREW C | 450 | Sep 30, 22 | -- | 0.01% |
| LifePlan Financial Group, Inc | 4.29K | Sep 30, 20 | +743 | 0.07% |
| Advisor Group, Inc. | 11.90K | Dec 31, 19 | +279 | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 681 | Dec 31, 19 | -- | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 82.78K | Mar 31, 19 | -6.28K | 1.32% |
| Commonwealth Equity Services, Inc | 10.34K | Jun 30, 17 | -- | 0.17% |
| 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 | 1.59% |
| CITY NATIONAL BANK | 18.27K | Sep 30, 15 | +18.27K | 0.29% |
| Platte River Capital LLC | -- | Sep 30, 15 | -10.50K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 31.50K | Jun 30, 15 | +2.45K | 0.50% |