HoldingsChannel.com
Funds Holding HEFA
HolderAmountPosition Size
($ in 1000's)
 As of
Goldman Sachs Group Inc.32,478,260$786,299 03/31/2020
     HEFA32,478,260$786,299 03/31/2020
Wells Fargo & Company MN3,025,803$73,255 03/31/2020
     HEFA3,025,803$73,255 03/31/2020
Bank of New York Mellon Corp2,683,075$64,958 03/31/2020
     HEFA2,683,075$64,958 03/31/2020
Morgan Stanley2,439,845$59,068 03/31/2020
     HEFA2,439,845$59,068 03/31/2020
US Bancorp DE2,258,465$54,677 03/31/2020
     HEFA2,258,465$54,677 03/31/2020
First Hawaiian Bank2,050,790$49,650 03/31/2020
     HEFA2,050,790$49,650 03/31/2020
Partners Capital Investment Group LLP1,912,323$46,297 03/31/2020
     HEFA1,912,323$46,297 03/31/2020
Bank of America Corp DE1,803,418$43,660 03/31/2020
     HEFA1,803,418$43,660 03/31/2020
First Republic Investment Management Inc.1,680,428$40,683 03/31/2020
     HEFA1,680,428$40,683 03/31/2020
Private Vista LLC1,673,180$40,510 03/31/2020
     HEFA1,673,180$40,510 03/31/2020
Coldstream Capital Management Inc.1,596,281$38,646 03/31/2020
     HEFA1,596,281$38,646 03/31/2020
PFS Investments Inc.1,488,955$36,048 03/31/2020
     HEFA1,488,955$36,048 03/31/2020
Northern Trust Corp1,385,333$33,539 03/31/2020
     HEFA1,385,333$33,539 03/31/2020
Envestnet Asset Management Inc.1,243,376$30,102 03/31/2020
     HEFA1,243,376$30,102 03/31/2020
Hsbc Holdings PLC1,123,095$27,190 03/31/2020
     HEFA1,123,095$27,190 03/31/2020
UBS Group AG950,188$23,004 03/31/2020
     HEFA950,188$23,004 03/31/2020
MUFG Americas Holdings Corp910,195$22,035 03/31/2020
     HEFA910,195$22,035 03/31/2020
Ameriprise Financial Inc.843,757$20,428 03/31/2020
     HEFA843,757$20,428 03/31/2020
United Capital Financial Advisers LLC836,119$20,242 03/31/2020
     HEFA836,119$20,242 03/31/2020
Wharton Business Group LLC747,525$18,098 03/31/2020
     HEFA747,525$18,098 03/31/2020
Jane Street Group LLC724,164$17,532 03/31/2020
     HEFA724,164$17,532 03/31/2020
First Mercantile Trust Co.659,131$15,958 03/31/2020
     HEFA659,131$15,958 03/31/2020
LPL Financial LLC518,462$12,552 03/31/2020
     HEFA518,462$12,552 03/31/2020
Royal Bank of Canada449,395$10,881 03/31/2020
     HEFA449,395$10,881 03/31/2020
Alliancebernstein L.P.406,790$9,848 03/31/2020
     HEFA406,790$9,848 03/31/2020
JPMorgan Chase & Co.406,397$9,839 03/31/2020
     HEFA406,397$9,839 03/31/2020
WESCAP Management Group Inc.404,028$9,781 03/31/2020
     HEFA404,028$9,781 03/31/2020
PNC Financial Services Group Inc.395,093$9,565 03/31/2020
     HEFA395,093$9,565 03/31/2020
Northwestern Mutual Wealth Management Co.331,163$8,017 03/31/2020
     HEFA331,163$8,017 03/31/2020
Blankinship & Foster LLC299,539$7,252 03/31/2020
     HEFA299,539$7,252 03/31/2020
Cypress Capital LLC231,041$7,050 12/31/2019
     HEFA231,041$7,050 12/31/2019
Raymond James & Associates278,571$6,744 03/31/2020
     HEFA278,571$6,744 03/31/2020
BlackRock Inc.269,189$6,517 03/31/2020
     HEFA269,189$6,517 03/31/2020
Exchange Capital Management Inc.267,339$6,472 03/31/2020
     HEFA267,339$6,472 03/31/2020
Advisor Group Holdings Inc.966,229$6,376 03/31/2020
     HEFA966,229$6,376 03/31/2020
Commonwealth Equity Services LLC262,045$6,344 03/31/2020
     HEFA262,045$6,344 03/31/2020
BOK Financial Private Wealth Inc.241,623$5,850 03/31/2020
     HEFA241,623$5,850 03/31/2020
Advisor Group Inc.191,238$5,838 12/31/2019
     HEFA191,238$5,838 12/31/2019
Taikang Asset Management Hong Kong Co Ltd217,698$5,270 03/31/2020
     HEFA217,698$5,270 03/31/2020
Blair William & Co. IL194,651$4,713 03/31/2020
     HEFA194,651$4,713 03/31/2020
BOKF NA178,207$4,315 03/31/2020
     HEFA178,207$4,315 03/31/2020
Glenmede Trust Co. NA139,816$4,265 03/31/2020
     HEFA139,816$4,265 03/31/2020
Csenge Advisory Group174,605$4,227 03/31/2020
     HEFA174,605$4,227 03/31/2020
Mercer Global Advisors Inc. ADV145,873$3,532 03/31/2020
     HEFA145,873$3,532 03/31/2020
Financial Advisory Group144,655$3,502 03/31/2020
     HEFA144,655$3,502 03/31/2020
Ladenburg Thalmann Financial Services Inc.102,690$3,137 12/31/2019
     HEFA102,690$3,137 12/31/2019
MML Investors Services LLC126,005$3,051 03/31/2020
     HEFA126,005$3,051 03/31/2020
VERITY Wealth Advisors125,775$3,045 03/31/2020
     HEFA125,775$3,045 03/31/2020
AE Wealth Management LLC106,063$2,568 03/31/2020
     HEFA106,063$2,568 03/31/2020
Sawtooth Solutions LLC101,645$2,461 03/31/2020
     HEFA101,645$2,461 03/31/2020
Ifrah Financial Services Inc.98,183$2,377 03/31/2020
     HEFA98,183$2,377 03/31/2020
Cambridge Associates LLC MA ADV93,577$2,265 03/31/2020
     HEFA93,577$2,265 03/31/2020
Financial Advisors LLC89,462$2,166 03/31/2020
     HEFA89,462$2,166 03/31/2020
Susquehanna International Group LLP84,347$2,042 03/31/2020
     HEFA84,347$2,042 03/31/2020
Sunbelt Securities Inc.79,374$1,922 03/31/2020
     HEFA79,374$1,922 03/31/2020
RNC Capital Management LLC77,807$1,884 03/31/2020
     HEFA77,807$1,884 03/31/2020
Thrivent Financial for Lutherans76,281$1,847 03/31/2020
     HEFA76,281$1,847 03/31/2020
Clearwater Capital Advisors LLC72,441$1,754 03/31/2020
     HEFA72,441$1,754 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC53,838$1,643 12/31/2019
     HEFA53,838$1,643 12/31/2019
Wealth Quarterback LLC67,955$1,630 03/31/2020
     HEFA67,955$1,630 03/31/2020
Meridian Wealth Advisors LLC65,385$1,583 03/31/2020
     HEFA65,385$1,583 03/31/2020
Colony Group LLC61,338$1,485 03/31/2020
     HEFA61,338$1,485 03/31/2020
Elmwood Wealth Management Inc.50,755$1,458 03/31/2020
     HEFA50,755$1,458 03/31/2020
LifePlan Financial Group Inc59,211$1,433 03/31/2020
     HEFA59,211$1,433 03/31/2020
HighTower Advisors LLC58,929$1,428 03/31/2020
     HEFA58,929$1,428 03/31/2020
New England Asset Management Inc.56,340$1,364 03/31/2020
     HEFA56,340$1,364 03/31/2020
Maltin Wealth Management Inc.55,960$1,355 03/31/2020
     HEFA55,960$1,355 03/31/2020
Cetera Advisor Networks LLC55,620$1,347 03/31/2020
     HEFA55,620$1,347 03/31/2020
First Citizens Bank & Trust Co.53,369$1,292 03/31/2020
     HEFA53,369$1,292 03/31/2020
Citigroup Inc.47,742$1,156 03/31/2020
     HEFA47,742$1,156 03/31/2020
Grove Bank & Trust47,500$1,150 03/31/2020
     HEFA47,500$1,150 03/31/2020
Parametric Portfolio Associates LLC46,742$1,132 03/31/2020
     HEFA46,742$1,132 03/31/2020
Raymond James Financial Services Advisors Inc.45,092$1,092 03/31/2020
     HEFA45,092$1,092 03/31/2020
Firestone Capital Management44,901$1,087 03/31/2020
     HEFA44,901$1,087 03/31/2020
LVW Advisors LLC42,613$1,032 03/31/2020
     HEFA42,613$1,032 03/31/2020
Rain Capital Management LLC39,841$1,031 03/31/2020
     HEFA39,841$1,031 03/31/2020
Private Advisor Group LLC41,625$1,008 03/31/2020
     HEFA41,625$1,008 03/31/2020
Flow Traders U.S. LLC40,822$988 03/31/2020
     HEFA40,822$988 03/31/2020
AJ Wealth Strategies LLC39,347$953 03/31/2020
     HEFA39,347$953 03/31/2020
Corbett Road Capital Management LLC39,217$949 03/31/2020
     HEFA39,217$949 03/31/2020
First Allied Advisory Services Inc.38,927$942 03/31/2020
     HEFA38,927$942 03/31/2020
Columbus Macro LLC38,411$930 03/31/2020
     HEFA38,411$930 03/31/2020
Colonial Trust Advisors35,856$868 03/31/2020
     HEFA35,856$868 03/31/2020
Cambridge Investment Research Advisors Inc.35,641$863 03/31/2020
     HEFA35,641$863 03/31/2020
Pensionmark Financial Group LLC34,424$833 03/31/2020
     HEFA34,424$833 03/31/2020
Telemus Capital LLC30,836$829 03/31/2020
     HEFA30,836$829 03/31/2020
Janney Montgomery Scott LLC32,209$780 03/31/2020
     HEFA32,209$780 03/31/2020
LWS Wealth Advisors Inc.30,874$748 03/31/2020
     HEFA30,874$748 03/31/2020
M&T Bank Corp29,558$716 03/31/2020
     HEFA29,558$716 03/31/2020
Whittier Trust Co.28,705$695 03/31/2020
     HEFA28,705$695 03/31/2020
Condor Capital Management28,655$694 03/31/2020
     HEFA28,655$694 03/31/2020
BBVA USA Bancshares Inc.27,298$661 03/31/2020
     HEFA27,298$661 03/31/2020
Confluence Wealth Management LLC26,756$648 03/31/2020
     HEFA26,756$648 03/31/2020
Headinvest LLC26,100$632 03/31/2020
     HEFA26,100$632 03/31/2020
Motco24,230$587 03/31/2020
     HEFA24,230$587 03/31/2020
Summit Asset Management LLC23,961$580 03/31/2020
     HEFA23,961$580 03/31/2020
Green Square Capital Advisors LLC23,698$574 03/31/2020
     HEFA23,698$574 03/31/2020
Deutsche Bank AG22,899$554 03/31/2020
     HEFA22,899$554 03/31/2020
Brightworth22,607$547 03/31/2020
     HEFA22,607$547 03/31/2020
Gladstone Institutional Advisory LLC21,159$512 03/31/2020
     HEFA21,159$512 03/31/2020
Stratos Wealth Partners LTD.19,816$480 03/31/2020
     HEFA19,816$480 03/31/2020
Cranbrook Wealth Management LLC18,746$454 03/31/2020
     HEFA18,746$454 03/31/2020
Founders Financial Securities LLC18,637$451 03/31/2020
     HEFA18,637$451 03/31/2020
Baird Financial Group Inc.18,130$439 03/31/2020
     HEFA18,130$439 03/31/2020
Diversified Trust Co17,950$435 03/31/2020
     HEFA17,950$435 03/31/2020
Virtu Financial LLC14,110$431 12/31/2019
     HEFA14,110$431 12/31/2019
First Heartland Consultants Inc.17,711$429 03/31/2020
     HEFA17,711$429 03/31/2020
Financial Insights Inc.17,502$424 03/31/2020
     HEFA17,502$424 03/31/2020
Huntington National Bank17,173$416 03/31/2020
     HEFA17,173$416 03/31/2020
North Star Investment Management Corp.17,194$416 03/31/2020
     HEFA17,194$416 03/31/2020
Advisory Services Network LLC16,846$408 03/31/2020
     HEFA16,846$408 03/31/2020
Montecito Bank & Trust16,485$399 03/31/2020
     HEFA16,485$399 03/31/2020
9258 Wealth Management LLC15,368$392 03/31/2020
     HEFA15,368$392 03/31/2020
IHT Wealth Management LLC15,027$364 03/31/2020
     HEFA15,027$364 03/31/2020
Managed Account Services Inc.15,397$361 03/31/2020
     HEFA15,397$361 03/31/2020
Great Valley Advisor Group Inc.14,379$348 03/31/2020
     HEFA14,379$348 03/31/2020
Cetera Advisors LLC14,256$345 03/31/2020
     HEFA14,256$345 03/31/2020
Forte Capital LLC ADV14,185$343 03/31/2020
     HEFA14,185$343 03/31/2020
Dorsey & Whitney Trust CO LLC14,171$343 03/31/2020
     HEFA14,171$343 03/31/2020
Strategic Wealth Advisors Group LLC14,528$339 03/31/2020
     HEFA14,528$339 03/31/2020
Capital Advisors Ltd. LLC13,637$330 03/31/2020
     HEFA13,637$330 03/31/2020
GWM Advisors LLC13,643$330 03/31/2020
     HEFA13,643$330 03/31/2020
Stonehearth Capital Management LLC13,196$319 03/31/2020
     HEFA13,196$319 03/31/2020
Silvant Capital Management LLC12,961$314 03/31/2020
     HEFA12,961$314 03/31/2020
Bigelow Investment Advisors LLC12,043$292 03/31/2020
     HEFA12,043$292 03/31/2020
Horizon Investments LLC11,626$281 03/31/2020
     HEFA11,626$281 03/31/2020
Cetera Investment Advisers11,078$268 03/31/2020
     HEFA11,078$268 03/31/2020
Equitable Holdings Inc.11,031$267 03/31/2020
     HEFA11,031$267 03/31/2020
Legacy Wealth Planning LLC11,029$267 03/31/2020
     HEFA11,029$267 03/31/2020
Linscomb & Williams Inc.10,785$261 03/31/2020
     HEFA10,785$261 03/31/2020
Avantax Advisory Services Inc.10,659$258 03/31/2020
     HEFA10,659$258 03/31/2020
Mycio Wealth Partners LLC10,570$256 03/31/2020
     HEFA10,570$256 03/31/2020
Alliance Wealth Management Group10,564$256 03/31/2020
     HEFA10,564$256 03/31/2020
Towercrest Capital Management10,564$256 03/31/2020
     HEFA10,564$256 03/31/2020
Relative Value Partners Group LLC10,174$246 03/31/2020
     HEFA10,174$246 03/31/2020
CIBC Private Wealth Group LLC9,811$238 03/31/2020
     HEFA9,811$238 03/31/2020
Insight Wealth Strategies LLC9,574$232 03/31/2020
     HEFA9,574$232 03/31/2020
Western Wealth Management LLC9,402$226 03/31/2020
     HEFA9,402$226 03/31/2020
Schwab Charitable Fund8,863$215 03/31/2020
     HEFA8,863$215 03/31/2020
NEXT Financial Group Inc5,882$142 03/31/2020
     HEFA5,882$142 03/31/2020
Tarbox Family Office Inc.5,590$135 03/31/2020
     HEFA5,590$135 03/31/2020
CX Institutional5,163$125 03/31/2020
     HEFA5,163$125 03/31/2020
Boston Private Wealth LLC4,810$116 03/31/2020
     HEFA4,810$116 03/31/2020
Tortoise Investment Management LLC4,767$115 03/31/2020
     HEFA4,767$115 03/31/2020
Intercontinental Wealth Advisors LLC3,580$111 12/31/2019
     HEFA3,580$111 12/31/2019
Benjamin F. Edwards & Company Inc.3,970$96 03/31/2020
     HEFA3,970$96 03/31/2020
Covington Capital Management3,900$94 03/31/2020
     HEFA3,900$94 03/31/2020
FMR LLC3,825$93 03/31/2020
     HEFA3,825$93 03/31/2020
Sowell Financial Services LLC2,860$69 03/31/2020
     HEFA2,860$69 03/31/2020
Arlington Partners LLC2,432$59 03/31/2020
     HEFA2,432$59 03/31/2020
Global Retirement Partners LLC2,054$50 03/31/2020
     HEFA2,054$50 03/31/2020
Synovus Financial Corp1,915$46 03/31/2020
     HEFA1,915$46 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC1,742$42 03/31/2020
     HEFA1,742$42 03/31/2020
Procyon Private Wealth Partners LLC1,675$41 03/31/2020
     HEFA1,675$41 03/31/2020
Global Trust Asset Management LLC1,447$35 03/31/2020
     HEFA1,447$35 03/31/2020
BerganKDV Wealth Management LLC1,177$28 03/31/2020
     HEFA1,177$28 03/31/2020
IFP Advisors Inc1,103$27 03/31/2020
     HEFA1,103$27 03/31/2020
Proequities Inc.984$24 03/31/2020
     HEFA984$24 03/31/2020
Steward Partners Investment Advisory LLC922$22 03/31/2020
     HEFA922$22 03/31/2020
Bessemer Group Inc.848$21 03/31/2020
     HEFA848$21 03/31/2020
BDO Wealth Advisors LLC859$21 03/31/2020
     HEFA859$21 03/31/2020
Golden State Wealth Management LLC850$21 03/31/2020
     HEFA850$21 03/31/2020
Stonebridge Capital Advisors LLC823$20 03/31/2020
     HEFA823$20 03/31/2020
Plante Moran Financial Advisors LLC601$15 03/31/2020
     HEFA601$15 03/31/2020
Orion Portfolio Solutions LLC622$15 03/31/2020
     HEFA622$15 03/31/2020
M&R Capital Management Inc.600$14 03/31/2020
     HEFA600$14 03/31/2020
CXI Advisors447$14 12/31/2019
     HEFA447$14 12/31/2019
Weaver Consulting Group495$12 03/31/2020
     HEFA495$12 03/31/2020
Pacitti Group Inc.486$11 03/31/2020
     HEFA486$11 03/31/2020
Atticus Wealth Management LLC421$10 03/31/2020
     HEFA421$10 03/31/2020
Semmax Financial Advisors Inc.387$9 03/31/2020
     HEFA387$9 03/31/2020
Webster Bank N. A.250$6 03/31/2020
     HEFA250$6 03/31/2020
Liberty Wealth Management LLC175$4 03/31/2020
     HEFA175$4 03/31/2020
Qube Research & Technologies Ltd72$2 03/31/2020
     HEFA72$2 03/31/2020
Sound Income Strategies LLC101$2 03/31/2020
     HEFA101$2 03/31/2020
Flagship Harbor Advisors LLC42$1 03/31/2020
     HEFA42$1 03/31/2020
Global Financial Private Capital Inc33$1 03/31/2020
     HEFA33$1 03/31/2020
Front Row Advisors LLC33$1 03/31/2020
     HEFA33$1 03/31/2020

See Summary: Institutional Holders of HEFA
See Details: Top 10 Hedge Funds Holding HEFA
Also See: HEFA Holdings Changes

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