HoldingsChannel.com
Funds Holding HEZU
HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.1,556,757$48,129 09/30/2019
     HEZU1,556,757$48,129 09/30/2019
Morgan Stanley961,977$29,744 09/30/2019
     HEZU961,977$29,744 09/30/2019
Bank of America Corp DE892,333$27,592 09/30/2019
     HEZU892,333$27,592 09/30/2019
Permanens Capital L.P.713,664$22,066 09/30/2019
     HEZU713,664$22,066 09/30/2019
Goldman Sachs Group Inc.677,348$20,944 09/30/2019
     HEZU677,348$20,944 09/30/2019
UBS Group AG528,057$16,327 09/30/2019
     HEZU528,057$16,327 09/30/2019
Envestnet Asset Management Inc.395,708$12,235 09/30/2019
     HEZU395,708$12,235 09/30/2019
HighTower Advisors LLC315,182$9,743 09/30/2019
     HEZU315,182$9,743 09/30/2019
Wells Fargo & Company MN261,800$8,094 09/30/2019
     HEZU261,800$8,094 09/30/2019
M&R Capital Management Inc.247,353$7,860 12/31/2019
     HEZU247,353$7,860 12/31/2019
Assetmark Inc.215,352$6,659 09/30/2019
     HEZU215,352$6,659 09/30/2019
LPL Financial LLC212,998$6,586 09/30/2019
     HEZU212,998$6,586 09/30/2019
New England Guild Wealth Advisors Inc.188,158$5,980 12/31/2019
     HEZU188,158$5,980 12/31/2019
Cornerstone Advisory LLC191,637$5,925 09/30/2019
     HEZU191,637$5,925 09/30/2019
Flow Traders U.S. LLC178,831$5,529 09/30/2019
     HEZU178,831$5,529 09/30/2019
Barclays PLC123,602$3,821 09/30/2019
     HEZU123,602$3,821 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC119,156$3,787 12/31/2019
     HEZU119,156$3,787 12/31/2019
Conservest Capital Advisors Inc.106,719$3,392 12/31/2019
     HEZU106,719$3,392 12/31/2019
Robertson Stephens Wealth Management LLC102,875$3,181 09/30/2019
     HEZU102,875$3,181 09/30/2019
JPMorgan Chase & Co.97,195$3,005 09/30/2019
     HEZU97,195$3,005 09/30/2019
US Bancorp DE94,900$2,933 09/30/2019
     HEZU94,900$2,933 09/30/2019
Royal Bank of Canada90,950$2,813 09/30/2019
     HEZU90,950$2,813 09/30/2019
Cetera Advisors LLC63,039$1,948 09/30/2019
     HEZU63,039$1,948 09/30/2019
Bank of New York Mellon Corp57,969$1,792 09/30/2019
     HEZU57,969$1,792 09/30/2019
First Republic Investment Management Inc.45,669$1,412 09/30/2019
     HEZU45,669$1,412 09/30/2019
Advisor Group Inc.45,138$1,396 09/30/2019
     HEZU45,138$1,396 09/30/2019
Natixis Advisors L.P.36,718$1,135 09/30/2019
     HEZU36,718$1,135 09/30/2019
Dimension Capital Management LLC35,687$1,104 09/30/2019
     HEZU35,687$1,104 09/30/2019
Park Avenue Securities LLC28,833$892 09/30/2019
     HEZU28,833$892 09/30/2019
Clearwater Capital Advisors LLC26,302$836 12/31/2019
     HEZU26,302$836 12/31/2019
BlackRock Inc.22,768$703 09/30/2019
     HEZU22,768$703 09/30/2019
Wealthsource Partners LLC21,786$674 09/30/2019
     HEZU21,786$674 09/30/2019
Raymond James & Associates21,521$665 09/30/2019
     HEZU21,521$665 09/30/2019
Deutsche Bank AG18,620$575 09/30/2019
     HEZU18,620$575 09/30/2019
Jane Street Group LLC18,580$574 09/30/2019
     HEZU18,580$574 09/30/2019
Diversified Trust Co17,880$568 12/31/2019
     HEZU17,880$568 12/31/2019
IFP Advisors Inc17,539$561 12/31/2019
     HEZU17,539$561 12/31/2019
FMR LLC17,248$533 09/30/2019
     HEZU17,248$533 09/30/2019
UBP Investment Advisors SA14,844$472 12/31/2019
     HEZU14,844$472 12/31/2019
MML Investors Services LLC14,325$443 09/30/2019
     HEZU14,325$443 09/30/2019
First Allied Advisory Services Inc.12,392$383 09/30/2019
     HEZU12,392$383 09/30/2019
Condor Capital Management12,132$375 09/30/2019
     HEZU12,132$375 09/30/2019
Columbus Macro LLC11,310$359 12/31/2019
     HEZU11,310$359 12/31/2019
Raymond James Financial Services Advisors Inc.11,238$347 09/30/2019
     HEZU11,238$347 09/30/2019
Ladenburg Thalmann Financial Services Inc.10,997$340 09/30/2019
     HEZU10,997$340 09/30/2019
Citigroup Inc.9,971$308 09/30/2019
     HEZU9,971$308 09/30/2019
Roundview Capital LLC9,925$307 09/30/2019
     HEZU9,925$307 09/30/2019
GeoWealth Management LLC9,294$287 09/30/2019
     HEZU9,294$287 09/30/2019
Commonwealth Equity Services LLC8,306$256 09/30/2019
     HEZU8,306$256 09/30/2019
Credit Suisse AG7,876$244 09/30/2019
     HEZU7,876$244 09/30/2019
OLD Mission Capital LLC7,201$223 09/30/2019
     HEZU7,201$223 09/30/2019
SFE Investment Counsel6,600$210 12/31/2019
     HEZU6,600$210 12/31/2019
GenTrust LLC6,370$202 12/31/2019
     HEZU6,370$202 12/31/2019
UBS Asset Management Americas Inc.4,693$145 09/30/2019
     HEZU4,693$145 09/30/2019
Glenmede Trust Co. NA3,500$108 09/30/2019
     HEZU3,500$108 09/30/2019
Edmond DE Rothschild Holding S.A.3,400$104 09/30/2019
     HEZU3,400$104 09/30/2019
Semmax Financial Advisors Inc.2,358$73 09/30/2019
     HEZU2,358$73 09/30/2019
Clear Harbor Asset Management LLC1,900$60 12/31/2019
     HEZU1,900$60 12/31/2019
Weaver Consulting Group1,555$47 09/30/2019
     HEZU1,555$47 09/30/2019
LFA Lugano Financial Advisors SA1,350$43 12/31/2019
     HEZU1,350$43 12/31/2019
Sumitomo Mitsui Financial Group Inc.1,130$35 09/30/2019
     HEZU1,130$35 09/30/2019
Asset Dedication LLC1,010$31 09/30/2019
     HEZU1,010$31 09/30/2019
Tsfg LLC872$28 12/31/2019
     HEZU872$28 12/31/2019
Blair William & Co. IL880$27 09/30/2019
     HEZU880$27 09/30/2019
Patriot Financial Group Insurance Agency LLC784$25 12/31/2019
     HEZU784$25 12/31/2019
Allworth Financial LP739$23 12/31/2019
     HEZU739$23 12/31/2019
Flagship Harbor Advisors LLC745$23 09/30/2019
     HEZU745$23 09/30/2019
Liberty Wealth Management LLC694$21 09/30/2019
     HEZU694$21 09/30/2019
Migdal Insurance & Financial Holdings Ltd.645$19 09/30/2019
     HEZU645$19 09/30/2019
Synovus Financial Corp585$18 09/30/2019
     HEZU585$18 09/30/2019
Kings Point Capital Management530$16 09/30/2019
     HEZU530$16 09/30/2019
Northwestern Mutual Wealth Management Co.473$15 09/30/2019
     HEZU473$15 09/30/2019
Global Retirement Partners LLC428$14 12/31/2019
     HEZU428$14 12/31/2019
Carroll Financial Associates Inc.345$10 12/31/2019
     HEZU345$10 12/31/2019
Proequities Inc.300$9 09/30/2019
     HEZU300$9 09/30/2019
Elmwood Wealth Management Inc.199$6 09/30/2019
     HEZU199$6 09/30/2019
Squar Milner Financial Services LLC101$3 12/31/2019
     HEZU101$3 12/31/2019
PNC Financial Services Group Inc.105$3 09/30/2019
     HEZU105$3 09/30/2019
Certified Advisory Corp63$2 12/31/2019
     HEZU63$2 12/31/2019
AdvisorNet Financial Inc74$2 09/30/2019
     HEZU74$2 09/30/2019
Cordasco Financial Network33$1 12/31/2019
     HEZU33$1 12/31/2019

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

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