HEQ(HEQ)
HEQ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Bulldog Investors, LLP | 558.29K | Mar 31, 26 | +176.53K | 4.62% |
| Pathstone Holdings, LLC | 522.04K | Mar 31, 26 | +274.38K | 4.32% |
| Karpus Management, Inc. | 518.50K | Mar 31, 26 | +518.50K | 4.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 154.11K | Mar 31, 26 | +3.67K | 1.27% |
| MORGAN STANLEY | 147.72K | Mar 31, 26 | -158.10K | 1.22% |
| PRINCIPAL SECURITIES, INC. | 147.28K | Mar 31, 26 | -94 | 1.22% |
| ENVESTNET ASSET MANAGEMENT INC | 137.47K | Mar 31, 26 | +1.38K | 1.14% |
| 1607 Capital Partners, LLC | 133.91K | Mar 31, 26 | +4.13K | 1.11% |
| Invesco Ltd. | 130.66K | Mar 31, 26 | +11.21K | 1.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 109.33K | Mar 31, 26 | +11.35K | 0.90% |
| AMERIPRISE FINANCIAL INC | 79.38K | Mar 31, 26 | +2.71K | 0.66% |
| WELLS FARGO & COMPANY/MN | 67.98K | Mar 31, 26 | -102 | 0.56% |
| Kovack Advisors, Inc. | 60.60K | Mar 31, 26 | +7.36K | 0.50% |
| ROYAL BANK OF CANADA | 46.31K | Mar 31, 26 | -104 | 0.38% |
| LPL Financial LLC | 42.88K | Mar 31, 26 | -1.10K | 0.35% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 40.50K | Mar 31, 26 | +24.27K | 0.33% |
| Kestra Advisory Services, LLC | 38.46K | Mar 31, 26 | -5.92K | 0.32% |
| SAX WEALTH ADVISORS, LLC | 33.95K | Mar 31, 26 | -- | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 31.66K | Mar 31, 26 | +5.39K | 0.26% |
| Shaker Financial Services, LLC | 27.98K | Mar 31, 26 | -105.09K | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 24.18K | Mar 31, 26 | -10.22K | 0.20% |
| Cetera Investment Advisers | 18.52K | Mar 31, 26 | -111 | 0.15% |
| NWF Advisory Services Inc. | 18.40K | Mar 31, 26 | -- | 0.15% |
| B. Riley Wealth Advisors, Inc. | 16.15K | Mar 31, 26 | +283 | 0.13% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 13.38K | Mar 31, 26 | -20.40K | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.00K | Mar 31, 26 | +10.00K | 0.08% |
| UBS Group AG | 6.52K | Mar 31, 26 | -10.48K | 0.05% |
| FIFTH THIRD BANCORP | 4.29K | Mar 31, 26 | +4.29K | 0.04% |
| Colonial Trust Co / SC | 2.37K | Mar 31, 26 | +2.37K | 0.02% |
| Advisory Services Network, LLC | 1.30K | Mar 31, 26 | +1.30K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.10K | Mar 31, 26 | +1.10K | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 217 | Mar 31, 26 | +217 | 0.00% |
| XTX Topco Ltd | -- | Mar 31, 26 | -13.35K | -- |
| Advisors Asset Management, Inc. | -- | Mar 31, 26 | -22.42K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Mar 31, 26 | -27.36K | -- |
| AQR Arbitrage LLC | -- | Mar 31, 26 | -76.02K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Mar 31, 26 | -47.58K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -36.56K | -- |
| Saba Capital Management, L.P. | -- | Mar 31, 26 | -281.33K | -- |
| MORGAN STANLEY | 305.82K | Dec 31, 25 | -122.65K | 2.53% |
| BANK OF AMERICA CORP /DE/ | 292.61K | Dec 31, 25 | +4.58K | 2.42% |
| 1607 Capital Partners, LLC | 129.78K | Dec 31, 25 | +7.44K | 1.07% |
| AMERIPRISE FINANCIAL INC | 76.67K | Dec 31, 25 | +10.97K | 0.63% |
| AQR Arbitrage LLC | 76.02K | Dec 31, 25 | -39.84K | 0.63% |
| Verition Fund Management LLC | 36.56K | Dec 31, 25 | +10.00K | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 26.27K | Dec 31, 25 | +201 | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 16.23K | Dec 31, 25 | +16.23K | 0.13% |
| COMERICA BANK | 4.29K | Dec 31, 25 | +96 | 0.04% |
| Motiv8 Investments LLC | 589 | Dec 31, 25 | +589 | 0.00% |
| GUGGENHEIM CAPITAL LLC | -- | Dec 31, 25 | -30.83K | -- |
| Karpus Management, Inc. | -- | Dec 31, 25 | -10.71K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -1.41K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 16.55K | Jun 30, 25 | -961 | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 18.70K | Sep 30, 24 | -- | 0.15% |
| ADVISOR PARTNERS II, LLC | 15.67K | Sep 30, 23 | +15.67K | 0.13% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.00K | Sep 30, 22 | +18.00K | 0.15% |
| American Portfolios Advisors | 100 | Sep 30, 22 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12.70K | Sep 30, 21 | +12.70K | 0.11% |
| Advisor Group, Inc. | 15.27K | Dec 31, 19 | -- | 0.13% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7.92K | Dec 31, 19 | +343 | 0.07% |
| SUNTRUST BANKS INC | 12.49K | Sep 30, 19 | +98 | 0.10% |
| Commonwealth Equity Services, Inc | 36.38K | Jun 30, 17 | +1.80K | 0.30% |
| MSI Financial Services Inc | 2.90K | Dec 31, 16 | +300 | 0.02% |
| Alerus Investment Advisors Corp | 325 | Mar 31, 16 | -- | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 315 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.40K | Dec 31, 14 | -100 | 0.01% |
| UBS AG | 71.59K | Sep 30, 14 | +12.62K | 0.59% |
| Compass Efficient Model Portfolios, LLC | 2.50K | Dec 31, 13 | -- | 0.02% |