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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
3 top institutions tracked
Last 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
454 filers reported a long position in HEFA for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $2.3B | 48.5M | +0.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $214M | 4.6M | -23.1% |
| ENVESTNET ASSET MANAGEMENT INC | $206.8M | 4.4M | -4% |
| JPMORGAN CHASE & CO | $201.3M | 4.3M | +2.1% |
| AMERIPRISE FINANCIAL INC | $192.1M | 4.1M | -4.3% |
| MORGAN STANLEY | $168.2M | 3.6M | -5.2% |
| Dynasty Wealth Management, LLC | $167.2M | 3.6M | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $165.6M | 3.5M | +2.1% |
| Quotient Wealth Partners, LLC | $161.4M | 3.4M | +2.1% |
| LPL Financial LLC | $161.2M | 3.4M | -3% |
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