Who owns FHEQWhat FHEQ owns — n/a

Who owns FHEQ?

Institutional ownership of FHEQ from SEC Form 13F filings across 43 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

13F holders

$758.0M

value, 2026 filers

23.2M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FHEQ's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	FMR LLC	13.9M	$459.1M	0.0%	—	-16.8%
2	KEYBANK NATIONAL ASSOCIATION/OH	1.9M	$62.6M	0.2%	—	+10.1%
3	Southern Financial Group, LLCNEW	1.1M	$35.2M	9.0%	—	new
4	Cetera Investment Advisers	1.1M	$34.7M	0.0%	—	+148.4%
5	CGC Financial Services, LLCNEW	882,395	$29.1M	6.5%	—	new
6	GREAT VALLEY ADVISOR GROUP, INC.	745,968	$24.6M	0.4%	—	+100.9%
7	MML INVESTORS SERVICES, LLC	482,669	$15.9M	0.0%	—	+16.8%
8	ENVESTNET ASSET MANAGEMENT INC	461,134	$15.2M	0.0%	—	-1.6%
9	COMMONWEALTH EQUITY SERVICES, LLC	415,196	$13.7M	0.0%	—	-10.7%
10	STIFEL FINANCIAL CORP	362,171	$11.9M	0.0%	—	-27.9%
11	TRUIST FINANCIAL CORP	223,537	$7.4M	0.0%	—	-7.5%
12	HighTower Advisors, LLC	200,795	$6.6M	0.0%	—	+24.2%
13	Cambridge Investment Research Advisors, Inc.	192,024	$6,324	0.0%	—	+327.2%
14	Kestra Advisory Services, LLC	168,610	$5.6M	0.0%	—	+1.5%
15	RAYMOND JAMES FINANCIAL INC	157,649	$5.2M	0.0%	—	+8.9%
16	LPL Financial LLC	154,574	$5.1M	0.0%	—	+1289.2%
17	Aptus Capital Advisors, LLC	154,258	$5.1M	0.0%	—	+1.5%
18	Prime Capital Investment Advisors, LLC	150,778	$5.0M	0.0%	—	+24.1%
19	OSAIC HOLDINGS, INC.	99,737	$3.3M	0.0%	—	+15.6%
20	MONECO ADVISORS, LLCNEW	70,041	$2.3M	0.1%	—	new
21	Summit Wealth Partners, LLC	58,449	$1.9M	0.3%	—	+259.5%
22	Koshinski Asset Management, Inc.	34,699	$1.1M	0.1%	—	0.0%
23	CRA Financial Services, LLC	32,660	$1.1M	0.1%	—	-4.5%
24	HARBOUR INVESTMENTS, INC.	32,479	$1.1M	0.0%	—	+2.0%
25	OLD MISSION CAPITAL LLCNEW	30,552	$1.0M	0.0%	—	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.