HoldingsChannel.com
Funds Holding HELE
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.2,968,054$533,626 12/31/2019
     HELE2,968,054$533,626 12/31/2019
FMR LLC2,476,194$445,195 12/31/2019
     HELE2,476,194$445,195 12/31/2019
Vanguard Group Inc.2,384,522$428,713 12/31/2019
     HELE2,384,522$428,713 12/31/2019
Capital Research Global Investors1,507,003$237,594 09/30/2019
     HELE1,507,003$237,594 09/30/2019
Cooke & Bieler LP983,644$176,849 12/31/2019
     HELE983,644$176,849 12/31/2019
Dimensional Fund Advisors LP855,969$153,895 12/31/2019
     HELE855,969$153,895 12/31/2019
State Street Corp834,281$149,995 12/31/2019
     HELE834,281$149,995 12/31/2019
Victory Capital Management Inc.595,593$107,082 12/31/2019
     HELE595,593$107,082 12/31/2019
Fisher Asset Management LLC575,990$103,557 12/31/2019
     HELE575,990$103,557 12/31/2019
Northern Trust Corp568,823$102,269 12/31/2019
     HELE568,823$102,269 12/31/2019
Fuller & Thaler Asset Management Inc.534,059$96,018 12/31/2019
     HELE534,059$96,018 12/31/2019
Wells Fargo & Company MN515,631$92,707 12/31/2019
     HELE515,631$92,707 12/31/2019
Price T Rowe Associates Inc. MD511,460$91,955 12/31/2019
     HELE511,460$91,955 12/31/2019
Snyder Capital Management L P431,429$77,567 12/31/2019
     HELE431,429$77,567 12/31/2019
Geode Capital Management LLC373,709$67,189 12/31/2019
     HELE373,709$67,189 12/31/2019
Ameriprise Financial Inc.333,898$60,032 12/31/2019
     HELE333,898$60,032 12/31/2019
Neumeier Poma Investment Counsel LLC313,633$56,388 12/31/2019
     HELE313,633$56,388 12/31/2019
Bank of America Corp DE296,861$53,373 12/31/2019
     HELE296,861$53,373 12/31/2019
Arrowstreet Capital Limited Partnership271,291$48,775 12/31/2019
     HELE271,291$48,775 12/31/2019
Bank of New York Mellon Corp261,649$47,043 12/31/2019
     HELE261,649$47,043 12/31/2019
Voya Investment Management LLC254,625$45,779 12/31/2019
     HELE254,625$45,779 12/31/2019
Charles Schwab Investment Management Inc.227,931$40,980 12/31/2019
     HELE227,931$40,980 12/31/2019
JPMorgan Chase & Co.222,178$39,945 12/31/2019
     HELE222,178$39,945 12/31/2019
Wellington Management Group LLP213,713$38,424 12/31/2019
     HELE213,713$38,424 12/31/2019
Rothschild & Co. Asset Management US Inc.206,691$37,161 12/31/2019
     HELE206,691$37,161 12/31/2019
Anchor Capital Advisors LLC202,891$36,478 12/31/2019
     HELE202,891$36,478 12/31/2019
Standard Life Aberdeen plc218,043$34,377 09/30/2019
     HELE218,043$34,377 09/30/2019
Invesco Ltd.172,470$31,008 12/31/2019
     HELE172,470$31,008 12/31/2019
Prudential PLC151,600$27,256 12/31/2019
     HELE151,600$27,256 12/31/2019
GW&K Investment Management LLC124,293$22,347 12/31/2019
     HELE124,293$22,347 12/31/2019
Public Employees Retirement Association of Colorado122,086$21,950 12/31/2019
     HELE122,086$21,950 12/31/2019
Systematic Financial Management LP119,188$21,429 12/31/2019
     HELE119,188$21,429 12/31/2019
Glenmede Trust Co. NA115,525$20,769 12/31/2019
     HELE115,525$20,769 12/31/2019
Eagle Asset Management Inc.113,184$20,349 12/31/2019
     HELE113,184$20,349 12/31/2019
Nuveen Asset Management LLC113,173$20,348 12/31/2019
     HELE113,173$20,348 12/31/2019
Principal Financial Group Inc.110,559$19,878 12/31/2019
     HELE110,559$19,878 12/31/2019
Stifel Financial Corp101,254$18,209 12/31/2019
     HELE101,254$18,209 12/31/2019
Balyasny Asset Management LLC96,546$17,358 12/31/2019
     HELE96,546$17,358 12/31/2019
Goldman Sachs Group Inc.93,367$16,786 12/31/2019
     HELE93,367$16,786 12/31/2019
Rhumbline Advisers84,298$15,156 12/31/2019
     HELE84,298$15,156 12/31/2019
Lord Abbett & CO. LLC78,748$14,158 12/31/2019
     HELE78,748$14,158 12/31/2019
Creative Planning78,723$14,154 12/31/2019
     HELE78,723$14,154 12/31/2019
Susquehanna International Group LLP $13,490 12/31/2019
     Call98,200$17,655 12/31/2019
     Put25,500$4,585 12/31/2019
     HELE2,336$420 12/31/2019
Alliancebernstein L.P.83,613$13,182 09/30/2019
     HELE83,613$13,182 09/30/2019
Loomis Sayles & Co. L P69,752$12,541 12/31/2019
     HELE69,752$12,541 12/31/2019
Morgan Stanley69,596$12,513 12/31/2019
     HELE69,596$12,513 12/31/2019
Point72 Asset Management L.P.69,440$12,485 12/31/2019
     HELE69,440$12,485 12/31/2019
Parametric Portfolio Associates LLC68,998$12,405 12/31/2019
     HELE68,998$12,405 12/31/2019
California Public Employees Retirement System67,950$12,217 12/31/2019
     HELE67,950$12,217 12/31/2019
UBS Group AG66,870$12,022 12/31/2019
     HELE66,870$12,022 12/31/2019
Royal Bank of Canada66,365$11,931 12/31/2019
     HELE66,365$11,931 12/31/2019
Castleark Management LLC64,515$11,599 12/31/2019
     HELE64,515$11,599 12/31/2019
American International Group Inc.63,897$11,488 12/31/2019
     HELE63,897$11,488 12/31/2019
Martingale Asset Management L P60,114$10,809 12/31/2019
     HELE60,114$10,809 12/31/2019
Deutsche Bank AG60,031$10,791 12/31/2019
     HELE60,031$10,791 12/31/2019
The Manufacturers Life Insurance Company 49,574$9,726 12/31/2019
     HELE49,574$9,726 12/31/2019
Mesirow Financial Investment Management Equity Management52,941$9,518 12/31/2019
     HELE52,941$9,518 12/31/2019
Foresters Investment Management Company Inc.58,900$9,286 09/30/2019
     HELE58,900$9,286 09/30/2019
UBS Asset Management Americas Inc.50,334$9,050 12/31/2019
     HELE50,334$9,050 12/31/2019
Swiss National Bank48,000$8,630 12/31/2019
     HELE48,000$8,630 12/31/2019
Epoch Investment Partners Inc.45,164$8,120 12/31/2019
     HELE45,164$8,120 12/31/2019
Sei Investments Co.44,259$7,957 12/31/2019
     HELE44,259$7,957 12/31/2019
Barclays PLC $7,853 12/31/2019
     HELE44,872$8,068 12/31/2019
     Put3,500$629 12/31/2019
     Call2,300$414 12/31/2019
Robeco Institutional Asset Management B.V.43,000$7,731 12/31/2019
     HELE43,000$7,731 12/31/2019
Congress Asset Management Co. MA41,575$7,475 12/31/2019
     HELE41,575$7,475 12/31/2019
California State Teachers Retirement System38,363$6,897 12/31/2019
     HELE38,363$6,897 12/31/2019
James Investment Research Inc.37,000$6,653 12/31/2019
     HELE37,000$6,653 12/31/2019
Legal & General Group Plc36,423$6,548 12/31/2019
     HELE36,423$6,548 12/31/2019
First Trust Advisors LP36,223$6,513 12/31/2019
     HELE36,223$6,513 12/31/2019
Raymond James & Associates35,803$6,437 12/31/2019
     HELE35,803$6,437 12/31/2019
Nordea Investment Management AB34,683$6,267 12/31/2019
     HELE34,683$6,267 12/31/2019
Maverick Capital Ltd.33,555$6,033 12/31/2019
     HELE33,555$6,033 12/31/2019
Retirement Systems of Alabama32,768$5,891 12/31/2019
     HELE32,768$5,891 12/31/2019
Bessemer Group Inc.31,678$5,695 12/31/2019
     HELE31,678$5,695 12/31/2019
New York State Teachers Retirement System30,467$5,478 12/31/2019
     HELE30,467$5,478 12/31/2019
Schroder Investment Management Group29,901$5,376 12/31/2019
     HELE29,901$5,376 12/31/2019
Kennedy Capital Management Inc.27,337$4,915 12/31/2019
     HELE27,337$4,915 12/31/2019
Voloridge Investment Management LLC26,556$4,775 12/31/2019
     HELE26,556$4,775 12/31/2019
LPL Financial LLC26,121$4,696 12/31/2019
     HELE26,121$4,696 12/31/2019
State of New Jersey Common Pension Fund D26,039$4,682 12/31/2019
     HELE26,039$4,682 12/31/2019
Man Group plc29,540$4,658 09/30/2019
     HELE29,540$4,658 09/30/2019
Knights of Columbus Asset Advisors LLC24,303$4,369 12/31/2019
     HELE24,303$4,369 12/31/2019
AQR Capital Management LLC24,043$4,323 12/31/2019
     HELE24,043$4,323 12/31/2019
New York State Common Retirement Fund23,025$4,140 12/31/2019
     HELE23,025$4,140 12/31/2019
EULAV Asset Management23,000$4,135 12/31/2019
     HELE23,000$4,135 12/31/2019
Citigroup Inc.22,693$4,081 12/31/2019
     HELE22,693$4,081 12/31/2019
Squarepoint Ops LLC22,465$4,039 12/31/2019
     HELE22,465$4,039 12/31/2019
Mutual of America Capital Management LLC22,449$4,036 12/31/2019
     HELE22,449$4,036 12/31/2019
Credit Suisse AG21,360$3,841 12/31/2019
     HELE21,360$3,841 12/31/2019
Comerica Bank19,761$3,789 12/31/2019
     HELE19,761$3,789 12/31/2019
Russell Investments Group Ltd.20,561$3,695 12/31/2019
     HELE20,561$3,695 12/31/2019
Sepio Capital LLC20,261$3,643 12/31/2019
     HELE20,261$3,643 12/31/2019
Arabesque Asset Management Ltd18,606$3,345 12/31/2019
     HELE18,606$3,345 12/31/2019
Prudential Financial Inc.17,904$3,219 12/31/2019
     HELE17,904$3,219 12/31/2019
Aviva PLC17,869$3,213 12/31/2019
     HELE17,869$3,213 12/31/2019
Ensign Peak Advisors Inc17,737$3,189 12/31/2019
     HELE17,737$3,189 12/31/2019
Texas Permanent School Fund17,212$3,095 12/31/2019
     HELE17,212$3,095 12/31/2019
Cloverdale Capital Management LLC16,551$2,976 12/31/2019
     HELE16,551$2,976 12/31/2019
Arizona State Retirement System14,270$2,566 12/31/2019
     HELE14,270$2,566 12/31/2019
Oarsman Capital Inc.14,268$2,565 12/31/2019
     HELE14,268$2,565 12/31/2019
State of Tennessee Treasury Department13,797$2,481 12/31/2019
     HELE13,797$2,481 12/31/2019
Seizert Capital Partners LLC13,436$2,416 12/31/2019
     HELE13,436$2,416 12/31/2019
361 Capital LLC13,019$2,341 12/31/2019
     HELE13,019$2,341 12/31/2019
Amica Mutual Insurance Co.12,737$2,290 12/31/2019
     HELE12,737$2,290 12/31/2019
Hsbc Holdings PLC12,518$2,264 12/31/2019
     HELE12,518$2,264 12/31/2019
Stone Ridge Asset Management LLC12,547$2,256 12/31/2019
     HELE12,547$2,256 12/31/2019
Clark Capital Management Group Inc.12,293$2,210 12/31/2019
     HELE12,293$2,210 12/31/2019
Burney Co.11,791$2,120 12/31/2019
     HELE11,791$2,120 12/31/2019
Mason Street Advisors LLC13,167$2,076 09/30/2019
     HELE13,167$2,076 09/30/2019
Beck Mack & Oliver LLC11,542$2,075 12/31/2019
     HELE11,542$2,075 12/31/2019
State Board of Administration of Florida Retirement System11,383$2,047 12/31/2019
     HELE11,383$2,047 12/31/2019
Envestnet Asset Management Inc.10,614$1,908 12/31/2019
     HELE10,614$1,908 12/31/2019
Argent Capital Management LLC9,924$1,784 12/31/2019
     HELE9,924$1,784 12/31/2019
PNC Financial Services Group Inc.9,882$1,777 12/31/2019
     HELE9,882$1,777 12/31/2019
Strs Ohio9,800$1,761 12/31/2019
     HELE9,800$1,761 12/31/2019
Chartwell Investment Partners LLC9,766$1,756 12/31/2019
     HELE9,766$1,756 12/31/2019
Oregon Public Employees Retirement Fund9,507$1,709 12/31/2019
     HELE9,507$1,709 12/31/2019
Brendel Financial Advisors LLC9,331$1,678 12/31/2019
     HELE9,331$1,678 12/31/2019
Ameritas Investment Partners Inc.9,291$1,670 12/31/2019
     HELE9,291$1,670 12/31/2019
Virginia Retirement Systems ET AL8,900$1,600 12/31/2019
     HELE8,900$1,600 12/31/2019
Dupont Capital Management Corp8,833$1,588 12/31/2019
     HELE8,833$1,588 12/31/2019
Allianz Asset Management GmbH8,631$1,552 12/31/2019
     HELE8,631$1,552 12/31/2019
US Bancorp DE8,561$1,539 12/31/2019
     HELE8,561$1,539 12/31/2019
Zacks Investment Management8,556$1,538 12/31/2019
     HELE8,556$1,538 12/31/2019
Federated Hermes Inc.8,433$1,516 12/31/2019
     HELE8,433$1,516 12/31/2019
Chicago Equity Partners LLC8,320$1,496 12/31/2019
     HELE8,320$1,496 12/31/2019
WINTON GROUP Ltd7,404$1,331 12/31/2019
     HELE7,404$1,331 12/31/2019
State of Michigan Retirement System7,400$1,330 12/31/2019
     HELE7,400$1,330 12/31/2019
Grantham Mayo Van Otterloo & Co. LLC7,000$1,259 12/31/2019
     HELE7,000$1,259 12/31/2019
Keybank National Association OH6,832$1,228 12/31/2019
     HELE6,832$1,228 12/31/2019
Thrivent Financial for Lutherans6,575$1,182 12/31/2019
     HELE6,575$1,182 12/31/2019
Bank of Montreal Can6,549$1,177 12/31/2019
     HELE6,549$1,177 12/31/2019
Nisa Investment Advisors LLC6,505$1,170 12/31/2019
     HELE6,505$1,170 12/31/2019
Simplex Trading LLC $1,160 12/31/2019
     Call85$1,528 12/31/2019
     Put25$449 12/31/2019
     HELE451$81 12/31/2019
M&T Bank Corp6,319$1,136 12/31/2019
     HELE6,319$1,136 12/31/2019
Janney Montgomery Scott LLC6,258$1,125 12/31/2019
     HELE6,258$1,125 12/31/2019
Truist Financial Corp6,192$1,113 12/31/2019
     HELE6,192$1,113 12/31/2019
Advisory Research Inc.6,190$1,113 12/31/2019
     HELE6,190$1,113 12/31/2019
Louisiana State Employees Retirement System6,100$1,097 12/31/2019
     HELE6,100$1,097 12/31/2019
Stanley Laman Group Ltd.5,928$1,066 12/31/2019
     HELE5,928$1,066 12/31/2019
ProShare Advisors LLC5,605$1,008 12/31/2019
     HELE5,605$1,008 12/31/2019
HGK Asset Management Inc.5,592$1,005 12/31/2019
     HELE5,592$1,005 12/31/2019
Hillsdale Investment Management Inc.5,400$971 12/31/2019
     HELE5,400$971 12/31/2019
Oxford Asset Management LLP5,398$971 12/31/2019
     HELE5,398$971 12/31/2019
BNP Paribas Arbitrage SA5,370$965 12/31/2019
     HELE5,370$965 12/31/2019
SG Americas Securities LLC5,311$955 12/31/2019
     HELE5,311$955 12/31/2019
Gotham Asset Management LLC5,303$953 12/31/2019
     HELE5,303$953 12/31/2019
AGF Investments LLC5,292$951 12/31/2019
     HELE5,292$951 12/31/2019
Xact Kapitalforvaltning AB4,951$890 12/31/2019
     HELE4,951$890 12/31/2019
Cambridge Investment Research Advisors Inc.4,873$876 12/31/2019
     HELE4,873$876 12/31/2019
Amalgamated Bank4,786$860 12/31/2019
     HELE4,786$860 12/31/2019
Sunbelt Securities Inc.19$854 12/31/2019
     HELE19$854 12/31/2019
Municipal Employees Retirement System of Michigan4,660$838 12/31/2019
     HELE4,660$838 12/31/2019
CWM LLC4,526$814 12/31/2019
     HELE4,526$814 12/31/2019
Elkfork Partners LLC5,100$804 09/30/2019
     HELE5,100$804 09/30/2019
Teachers Retirement System of The State of Kentucky4,440$798 12/31/2019
     HELE4,440$798 12/31/2019
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,438$798 12/31/2019
     HELE4,438$798 12/31/2019
New Mexico Educational Retirement Board4,400$791 12/31/2019
     HELE4,400$791 12/31/2019
Quantinno Capital Management LP4,380$787 12/31/2019
     HELE4,380$787 12/31/2019
Dorsey Wright & Associates4,263$766 12/31/2019
     HELE4,263$766 12/31/2019
AdvisorShares Investments LLC4,263$766 12/31/2019
     HELE4,263$766 12/31/2019
Janney Capital Management LLC4,172$750 12/31/2019
     HELE4,172$750 12/31/2019
State of Alaska Department of Revenue4,139$744 12/31/2019
     HELE4,139$744 12/31/2019
Smith Salley & Associates4,139$744 12/31/2019
     HELE4,139$744 12/31/2019
Walleye Capital LLC $701 12/31/2019
     Call4,000$719 12/31/2019
     Put100$18 12/31/2019
Veritable L.P.3,840$690 12/31/2019
     HELE3,840$690 12/31/2019
Vestcor Investment Management Corp3,830$689 12/31/2019
     HELE3,830$689 12/31/2019
6 Meridian3,800$683 12/31/2019
     HELE3,800$683 12/31/2019
Cubic Asset Management LLC3,743$673 12/31/2019
     HELE3,743$673 12/31/2019
Bayesian Capital Management LP3,700$665 12/31/2019
     HELE3,700$665 12/31/2019
Glen Harbor Capital Management LLC4,200$662 09/30/2019
     HELE4,200$662 09/30/2019
Panagora Asset Management Inc.3,675$661 12/31/2019
     HELE3,675$661 12/31/2019
Aristides Capital LLC3,612$649 12/31/2019
     HELE3,612$649 12/31/2019
Amundi Pioneer Asset Management Inc.3,464$622 12/31/2019
     HELE3,464$622 12/31/2019
Pflug Koory LLC3,310$595 12/31/2019
     HELE3,310$595 12/31/2019
Pinnacle Associates Ltd.3,260$586 12/31/2019
     HELE3,260$586 12/31/2019
Ellington Management Group LLC3,200$575 12/31/2019
     HELE3,200$575 12/31/2019
Advisor Group Inc.3,085$554 12/31/2019
     HELE3,085$554 12/31/2019
AMP Capital Investors Ltd2,900$522 12/31/2019
     HELE2,900$522 12/31/2019
Walleye Trading LLC $521 12/31/2019
     Call4,300$773 12/31/2019
     Put1,400$252 12/31/2019
Meadow Creek Investment Management LLC3,300$520 09/30/2019
     HELE3,300$520 09/30/2019
Securian Asset Management Inc2,604$468 12/31/2019
     HELE2,604$468 12/31/2019
ZPR Investment Management2,936$463 09/30/2019
     HELE2,936$463 09/30/2019
Riverhead Capital Management LLC2,737$431 09/30/2019
     HELE2,737$431 09/30/2019
Piedmont Investment Advisors Inc.2,361$424 12/31/2019
     HELE2,361$424 12/31/2019
Alps Advisors Inc.2,330$419 12/31/2019
     HELE2,330$419 12/31/2019
Brinker Capital Inc.2,596$409 09/30/2019
     HELE2,596$409 09/30/2019
Profund Advisors LLC2,505$395 09/30/2019
     HELE2,505$395 09/30/2019
Cubist Systematic Strategies LLC2,193$394 12/31/2019
     HELE2,193$394 12/31/2019
Suntrust Banks Inc.2,461$388 09/30/2019
     HELE2,461$388 09/30/2019
Highstreet Asset Management Inc.2,130$383 12/31/2019
     HELE2,130$383 12/31/2019
Wolverine Trading LLC $378 12/31/2019
     Put8,300$1,495 12/31/2019
     Call6,800$1,225 12/31/2019
     HELE3,595$648 12/31/2019
Flinton Capital Management LLC2,400$378 09/30/2019
     HELE2,400$378 09/30/2019
Commerce Bank2,081$374 12/31/2019
     HELE2,081$374 12/31/2019
Regions Financial Corp2,063$371 12/31/2019
     HELE2,063$371 12/31/2019
HRT Financial LLC2,054$369 12/31/2019
     HELE2,054$369 12/31/2019
Guggenheim Capital LLC2,049$368 12/31/2019
     HELE2,049$368 12/31/2019
Magnetar Financial LLC2,046$368 12/31/2019
     HELE2,046$368 12/31/2019
Crossmark Global Holdings Inc.2,043$367 12/31/2019
     HELE2,043$367 12/31/2019
First Hawaiian Bank1,878$338 12/31/2019
     HELE1,878$338 12/31/2019
Oakbrook Investments LLC1,800$324 12/31/2019
     HELE1,800$324 12/31/2019
Amica Retiree Medical Trust1,797$323 12/31/2019
     HELE1,797$323 12/31/2019
Raymond James Financial Services Advisors Inc.1,715$308 12/31/2019
     HELE1,715$308 12/31/2019
Shelton Capital Management1,611$290 12/31/2019
     HELE1,611$290 12/31/2019
Wealthsource Partners LLC1,600$288 12/31/2019
     HELE1,600$288 12/31/2019
ExodusPoint Capital Management LP1,600$288 12/31/2019
     HELE1,600$288 12/31/2019
Zurcher Kantonalbank Zurich Cantonalbank 1,539$277 12/31/2019
     HELE1,539$277 12/31/2019
Eaton Vance Management1,530$275 12/31/2019
     HELE1,530$275 12/31/2019
Los Angeles Capital Management & Equity Research Inc.1,524$274 12/31/2019
     HELE1,524$274 12/31/2019
Macquarie Group Ltd.1,500$270 12/31/2019
     HELE1,500$270 12/31/2019
Acadian Asset Management LLC1,475$265 12/31/2019
     HELE1,475$265 12/31/2019
Rowland Carmichael Advisors Inc. ADV1,405$253 12/31/2019
     HELE1,405$253 12/31/2019
Sadoff Investment Management LLC1,400$252 12/31/2019
     HELE1,400$252 12/31/2019
CAPROCK Group Inc.1,339$241 12/31/2019
     HELE1,339$241 12/31/2019
LS Investment Advisors LLC1,319$237 12/31/2019
     HELE1,319$237 12/31/2019
Millennium Management LLC1,290$232 12/31/2019
     HELE1,290$232 12/31/2019
Magnus Financial Group LLC1,268$228 12/31/2019
     HELE1,268$228 12/31/2019
Advisor Partners LLC1,227$227 12/31/2019
     HELE1,227$227 12/31/2019
Leap Investments LP1,200$216 12/31/2019
     HELE1,200$216 12/31/2019
Advisors Asset Management Inc.1,198$215 12/31/2019
     HELE1,198$215 12/31/2019
Meritage Portfolio Management1,180$212 12/31/2019
     HELE1,180$212 12/31/2019
Blair William & Co. IL1,179$212 12/31/2019
     HELE1,179$212 12/31/2019
Cim Investment Mangement Inc.1,172$211 12/31/2019
     HELE1,172$211 12/31/2019
KBC Group NV1,138$205 12/31/2019
     HELE1,138$205 12/31/2019
First Citizens Bank & Trust Co.1,123$202 12/31/2019
     HELE1,123$202 12/31/2019
Canandaigua National Bank & Trust Co.1,117$201 12/31/2019
     HELE1,117$201 12/31/2019
IMA Wealth Inc.1,201$189 09/30/2019
     HELE1,201$189 09/30/2019
AdvisorNet Financial Inc917$165 12/31/2019
     HELE917$165 12/31/2019
Canada Pension Plan Investment Board749$135 12/31/2019
     HELE749$135 12/31/2019
First Mercantile Trust Co.588$106 12/31/2019
     HELE588$106 12/31/2019
Itau Unibanco Holding S.A.561$101 12/31/2019
     HELE561$101 12/31/2019
Ladenburg Thalmann Financial Services Inc.611$96 09/30/2019
     HELE611$96 09/30/2019
Flagship Harbor Advisors LLC442$79 12/31/2019
     HELE442$79 12/31/2019
Oppenheimer Asset Management Inc.306$55 12/31/2019
     HELE306$55 12/31/2019
Institutional & Family Asset Management LLC294$53 12/31/2019
     HELE294$53 12/31/2019
Lenox Wealth Management Inc.261$47 12/31/2019
     HELE261$47 12/31/2019
Vigilant Capital Management LLC243$44 12/31/2019
     HELE243$44 12/31/2019
Assetmark Inc.203$37 12/31/2019
     HELE203$37 12/31/2019
Fort L.P.208$37 12/31/2019
     HELE208$37 12/31/2019
Meeder Asset Management Inc.201$36 12/31/2019
     HELE201$36 12/31/2019
Reilly Financial Advisors LLC200$36 12/31/2019
     HELE200$36 12/31/2019
NumerixS Investment Technologies Inc200$36 12/31/2019
     HELE200$36 12/31/2019
Steward Partners Investment Advisory LLC146$26 12/31/2019
     HELE146$26 12/31/2019
TCI Wealth Advisors Inc.137$25 12/31/2019
     HELE137$25 12/31/2019
NEXT Financial Group Inc138$25 12/31/2019
     HELE138$25 12/31/2019
Fifth Third Bancorp120$22 12/31/2019
     HELE120$22 12/31/2019
Wealthcare Advisory Partners LLC112$20 12/31/2019
     HELE112$20 12/31/2019
Parallel Advisors LLC110$20 12/31/2019
     HELE110$20 12/31/2019
Rockefeller Capital Management L.P.113$20 12/31/2019
     HELE113$20 12/31/2019
FTB Advisors Inc.94$16 12/31/2019
     HELE94$16 12/31/2019
Point72 Hong Kong Ltd90$16 12/31/2019
     HELE90$16 12/31/2019
Peoples Financial Services CORP.76$14 12/31/2019
     HELE76$14 12/31/2019
Howe & Rusling Inc.75$13 12/31/2019
     HELE75$13 12/31/2019
O Shaughnessy Asset Management LLC64$12 12/31/2019
     HELE64$12 12/31/2019
Versant Capital Management Inc69$12 12/31/2019
     HELE69$12 12/31/2019
Gemmer Asset Management LLC60$11 12/31/2019
     HELE60$11 12/31/2019
Rehmann Capital Advisory Group47$7 09/30/2019
     HELE47$7 09/30/2019
Kayne Anderson Rudnick Investment Management LLC26$5 12/31/2019
     HELE26$5 12/31/2019
Tower Research Capital LLC TRC 27$5 12/31/2019
     HELE27$5 12/31/2019
Smithfield Trust Co.25$4 12/31/2019
     HELE25$4 12/31/2019
Lenox Wealth Advisors LLC24$4 12/31/2019
     HELE24$4 12/31/2019
Truewealth LLC25$4 12/31/2019
     HELE25$4 12/31/2019
Hanseatic Management Services Inc.16$3 12/31/2019
     HELE16$3 12/31/2019
Allred Capital Management LLC15$3 12/31/2019
     HELE15$3 12/31/2019
Savior LLC19$3 12/31/2019
     HELE19$3 12/31/2019
Tarbox Family Office Inc.9$2 12/31/2019
     HELE9$2 12/31/2019
Harvest Group Wealth Management LLC16$2 12/31/2019
     HELE16$2 12/31/2019
Northwestern Mutual Wealth Management Co.5$1 12/31/2019
     HELE5$1 12/31/2019
Cutler Group LP $1 12/31/2019
     Call200$1 12/31/2019
Advisory Services Network LLC3$1 12/31/2019
     HELE3$1 12/31/2019
Proequities Inc. $0 12/31/2019
     Put0$0 12/31/2019
     Call0$0 12/31/2019
     HELE0$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     HELE0$0 12/31/2019
Orion Portfolio Solutions LLC2$0 12/31/2019
     HELE2$0 12/31/2019
Financial Gravity Wealth Inc.1$0 09/30/2019
     HELE1$0 09/30/2019
Two Sigma Investments LP $-162 12/31/2019
     Put4,500$809 12/31/2019
     Call2,200$396 12/31/2019
     HELE1,395$251 12/31/2019
Capital Fund Management S.A. $-575 12/31/2019
     Put3,200$575 12/31/2019
Citadel Advisors LLC $-3,242 12/31/2019
     Put33,400$6,005 12/31/2019
     Call13,300$2,391 12/31/2019
     HELE2,068$372 12/31/2019
PEAK6 Investments LLC3,196$-7,264 12/31/2019
     Put43,600$7,839 12/31/2019
     HELE3,196$575 12/31/2019

See Summary: Institutional Holders of HELE
See Details: Top 10 Hedge Funds Holding HELE
Also See: HELE Insider Buying
Also See: HELE Holdings Changes

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