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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: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: neutral
Last trade: buy 84 days ago
Red flags: 0
36 filers reported a long position in HEQ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Karpus Management, Inc. | $10.4M | 909.6K | +75.4% |
| Bulldog Investors, LLP | $6.3M | 551K | -1.3% |
| BANK OF AMERICA CORP /DE/ | $3.5M | 306.7K | +0.7% |
| Pathstone Holdings, LLC | $2.7M | 232.2K | -55.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | $2M | 171.8K | +11.5% |
| Invesco Ltd. | $1.8M | 159.1K | +21.8% |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 154.3K | +12.3% |
| PRINCIPAL SECURITIES, INC. | $1.8M | 153.4K | +4.1% |
| MORGAN STANLEY | $1.6M | 142.9K | -3.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 109.7K | +0.3% |
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