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Who owns HEFAWhat HEFA owns — n/a

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Institutional ownership of HEFA from SEC Form 13F filings across 266 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.

266

13F holders

$5.11B

value, 2026 filers

70.4%

of shares outstanding (110.6M sh)

41

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 HEFA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1GOLDMAN SACHS GROUP INC48.5M$2.28B0.2%30.8%+0.8%
2COLDSTREAM CAPITAL MANAGEMENT INC4.6M$214.0M2.7%2.9%-23.1%
3ENVESTNET ASSET MANAGEMENT INC4.4M$206.8M0.0%2.8%-4.0%
4JPMORGAN CHASE & CO4.3M$201.3M0.0%2.7%+2.1%
5AMERIPRISE FINANCIAL INC4.1M$192.1M0.0%2.6%-4.3%
6MORGAN STANLEY3.6M$168.2M0.0%2.3%-5.2%
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.5M$165.6M0.1%2.2%+2.1%
8Quotient Wealth Partners, LLC3.4M$161.4M3.8%2.2%+2.1%
9LPL Financial LLC3.4M$161.2M0.0%2.2%-3.0%
10NorthRock Partners, LLC2.8M$133.3M1.9%1.8%-7.6%
11WELLS FARGO & COMPANY/MN2.0M$95.7M0.0%1.3%-0.2%
12NORTHERN TRUST CORP2.0M$94.4M0.0%1.3%+1.6%
13BANK OF AMERICA CORP /DE/1.9M$91.0M0.0%1.2%+14.7%
14Waverly Advisors, LLC1.7M$79.5M0.5%1.1%-12.1%
15Cetera Investment Advisers1.5M$71.9M0.1%1%+8.7%
16OSAIC HOLDINGS, INC.1.4M$63.8M0.1%0.9%+8.9%
17Cambridge Investment Research Advisors, Inc.1.3M$62,8740.1%0.9%+107.5%
18PNC Financial Services Group, Inc.1.1M$51.3M0.0%0.7%+5.8%
19RAYMOND JAMES FINANCIAL INC986,887$46.3M0.0%0.6%+5.3%
20US BANCORP \DE\779,571$36.6M0.0%0.5%-0.2%
21Crumly & Associates Inc.618,984$29.0M5.6%0.4%+0.4%
22UBS Group AG551,360$25.9M0.0%0.4%+8.0%
23MML INVESTORS SERVICES, LLC537,596$25.2M0.1%0.3%-52.7%
24BOKF, NA477,453$22.4M0.3%0.3%-0.8%
25JONES FINANCIAL COMPANIES LLLP421,122$19.6M0.0%0.3%+26.2%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.