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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
87 filers reported a long position in HEQT for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Private Advisor Group, LLC | $23.4M | 698.2K | +30% |
| LPL Financial LLC | $15.2M | 454.1K | -19.3% |
| WealthPlan Investment Management, LLC | $10.1M | 300.2K | -19.3% |
| Orion Porfolio Solutions, LLC | $9.6M | 286.2K | -1.2% |
| Rockefeller Capital Management L.P. | $8.4M | 250.6K | +12.1% |
| Independent Wealth Advisors LLC | $6.9M | 204.8K | +10.2% |
| ARQ WEALTH ADVISORS, LLC | $6.6M | 195.1K | -35.5% |
| OneDigital Investment Advisors LLC | $6.5M | 192.9K | +70.8% |
| Kovack Advisors, Inc. | $6.4M | 189.6K | -18.1% |
| HighTower Advisors, LLC | $6.2M | 184.7K | +2.6% |
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