HoldingsChannel.com
On this page, we present all of the funds holding HEQT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HEQT, with a link to that fund's top holdings. The next columns indicate the amount of HEQT stock held by each of the funds holding HEQT, followed by the HEQT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding HEQT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WealthPLAN Partners LLC. For more details on the positions held by WealthPLAN Partners LLC (or by any of the other funds holding HEQT), click the fund name in the "Holder" column of the funds-holding-HEQT table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 WealthPLAN Partners LLC | 547,298 | $13,825 | 12/31/2023 |
| HEQT | 547,298 | $13,825 | 12/31/2023 |
| WealthPlan Investment Management LLC | 355,135 | $8,971 | 12/31/2023 |
| HEQT | 355,135 | $8,971 | 12/31/2023 |
| CWM LLC | 328,096 | $8,691 | 03/31/2024 |
| HEQT | 328,096 | $8,691 | 03/31/2024 |
| Cetera Advisor Networks LLC | 248,431 | $6,275 | 12/31/2023 |
| HEQT | 248,431 | $6,275 | 12/31/2023 |
| HighTower Advisors LLC | 220,816 | $5,576 | 12/31/2023 |
| HEQT | 220,816 | $5,576 | 12/31/2023 |
| Commonwealth Equity Services LLC | 206,918 | $5,227 | 12/31/2023 |
| HEQT | 206,918 | $5,227 | 12/31/2023 |
| Smith Moore & CO. | 204,312 | $5,161 | 12/31/2023 |
| HEQT | 204,312 | $5,161 | 12/31/2023 |
| Norden Group LLC | 189,280 | $5,014 | 03/31/2024 |
| HEQT | 189,280 | $5,014 | 03/31/2024 |
| ARQ Wealth Advisors LLC | 195,824 | $4,947 | 12/31/2023 |
| HEQT | 195,824 | $4,947 | 12/31/2023 |
| Portside Wealth Group LLC | 180,787 | $4,789 | 03/31/2024 |
| HEQT | 180,787 | $4,789 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 174,942 | $4,425 | 12/31/2023 |
| HEQT | 174,942 | $4,425 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 143,779 | $3,809 | 03/31/2024 |
| HEQT | 143,779 | $3,809 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 121,925 | $3,080 | 12/31/2023 |
| HEQT | 121,925 | $3,080 | 12/31/2023 |
| Ameritas Advisory Services LLC | 91,457 | $2,363 | 12/31/2023 |
| HEQT | 91,457 | $2,363 | 12/31/2023 |
| Lionsbridge Wealth Management LLC | 93,253 | $2,356 | 12/31/2023 |
| HEQT | 93,253 | $2,356 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 83,607 | $2,215 | 03/31/2024 |
| HEQT | 83,607 | $2,215 | 03/31/2024 |
| Captrust Financial Advisors | 74,105 | $1,872 | 12/31/2023 |
| HEQT | 74,105 | $1,872 | 12/31/2023 |
| Strategic Blueprint LLC | 65,388 | $1,732 | 03/31/2024 |
| HEQT | 65,388 | $1,732 | 03/31/2024 |
| Envestnet Asset Management Inc. | 36,094 | $912 | 12/31/2023 |
| HEQT | 36,094 | $912 | 12/31/2023 |
| Private Advisor Group LLC | 35,271 | $891 | 12/31/2023 |
| HEQT | 35,271 | $891 | 12/31/2023 |
| Peterson Wealth Advisors LLC | 32,498 | $861 | 03/31/2024 |
| HEQT | 32,498 | $861 | 03/31/2024 |
| Financial Enhancement Group LLC | 28,683 | $752 | 03/31/2024 |
| HEQT | 28,683 | $752 | 03/31/2024 |
| LPL Financial LLC | 28,078 | $709 | 12/31/2023 |
| HEQT | 28,078 | $709 | 12/31/2023 |
| Equitable Holdings Inc. | 25,359 | $641 | 12/31/2023 |
| HEQT | 25,359 | $641 | 12/31/2023 |
| OLD Mission Capital LLC | 20,281 | $512 | 12/31/2023 |
| HEQT | 20,281 | $512 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 16,348 | $413 | 12/31/2023 |
| HEQT | 16,348 | $413 | 12/31/2023 |
| Advisor Group Holdings Inc. | 16,162 | $408 | 12/31/2023 |
| HEQT | 16,162 | $408 | 12/31/2023 |
| Citadel Advisors LLC | 11,750 | $297 | 12/31/2023 |
| HEQT | 11,750 | $297 | 12/31/2023 |
| TD Capital Management LLC | 11,363 | $287 | 12/31/2023 |
| HEQT | 11,363 | $287 | 12/31/2023 |
| Wolverine Trading LLC | 10,759 | $272 | 12/31/2023 |
| HEQT | 10,759 | $272 | 12/31/2023 |
| Harmony Asset Management LLC | 10,007 | $253 | 12/31/2023 |
| HEQT | 10,007 | $253 | 12/31/2023 |
| Encompass More Asset Management | 9,751 | $246 | 12/31/2023 |
| HEQT | 9,751 | $246 | 12/31/2023 |
| D.A. Davidson & CO. | 9,360 | $236 | 12/31/2023 |
| HEQT | 9,360 | $236 | 12/31/2023 |
| Truist Financial Corp | 7,971 | $201 | 12/31/2023 |
| HEQT | 7,971 | $201 | 12/31/2023 |
| Fortitude Family Office LLC | 5,311 | $141 | 03/31/2024 |
| HEQT | 5,311 | $141 | 03/31/2024 |
| JPMorgan Chase & Co. | 2,938 | $74 | 12/31/2023 |
| HEQT | 2,938 | $74 | 12/31/2023 |
| Northwest Capital Management Inc | 1,842 | $49 | 03/31/2024 |
| HEQT | 1,842 | $49 | 03/31/2024 |
| CENTRAL TRUST Co | 376 | $10 | 03/31/2024 |
| HEQT | 376 | $10 | 03/31/2024 |
| New Millennium Group LLC | 283 | $7 | 12/31/2023 |
| HEQT | 283 | $7 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 20 | $1 | 03/31/2024 |
| HEQT | 20 | $1 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| HEQT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HEQT
See Details: Top 10 Hedge Funds Holding HEQT
Also See: HEQT Holdings Changes
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