HoldingsChannel.com
Funds Holding HYEM

On this page, we present all of the funds holding HYEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HYEM, with a link to that fund's top holdings. The next columns indicate the amount of HYEM stock held by each of the funds holding HYEM, followed by the HYEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 76 funds holding HYEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Koss Olinger Consulting LLC. For more details on the positions held by Koss Olinger Consulting LLC (or by any of the other funds holding HYEM), click the fund name in the "Holder" column of the funds-holding-HYEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Koss Olinger Consulting LLC2,156,278$39,913 12/31/2023
     HYEM2,156,278$39,913 12/31/2023
Sound Income Strategies LLC1,950,451$36,103 12/31/2023
     HYEM1,950,451$36,103 12/31/2023
Wells Fargo & Company MN1,624,951$30,078 12/31/2023
     HYEM1,624,951$30,078 12/31/2023
Assetmark Inc.608,749$11,268 12/31/2023
     HYEM608,749$11,268 12/31/2023
Bank of America Corp DE463,252$8,575 12/31/2023
     HYEM463,252$8,575 12/31/2023
Acima Private Wealth LLC356,189$6,593 12/31/2023
     HYEM356,189$6,593 12/31/2023
Wavelength Capital Management LLC311,970$5,559 09/30/2023
     HYEM311,970$5,559 09/30/2023
Royal Bank of Canada266,991$4,942 12/31/2023
     HYEM266,991$4,942 12/31/2023
Financial Architects LLC212,336$3,930 12/31/2023
     HYEM212,336$3,930 12/31/2023
Cape Cod Five Cents Savings Bank210,818$3,902 12/31/2023
     HYEM210,818$3,902 12/31/2023
Fortress Wealth Management Inc.180,433$3,340 12/31/2023
     HYEM180,433$3,340 12/31/2023
Morgan Stanley176,402$3,265 12/31/2023
     HYEM176,402$3,265 12/31/2023
Etesian Wealth Advisors Inc.157,771$2,925 12/31/2023
     HYEM157,771$2,925 12/31/2023
JPMorgan Chase & Co.147,170$2,724 12/31/2023
     HYEM147,170$2,724 12/31/2023
Hennion & Walsh Asset Management Inc.143,750$2,661 12/31/2023
     HYEM143,750$2,661 12/31/2023
Raymond James Financial Services Advisors Inc.129,805$2,403 12/31/2023
     HYEM129,805$2,403 12/31/2023
Level Four Advisory Services LLC128,154$2,372 12/31/2023
     HYEM128,154$2,372 12/31/2023
LPL Financial LLC116,668$2,160 12/31/2023
     HYEM116,668$2,160 12/31/2023
Cambria Investment Management L.P.109,868$2,034 12/31/2023
     HYEM109,868$2,034 12/31/2023
Resources Investment Advisors LLC.73,014$1,351 12/31/2023
     HYEM73,014$1,351 12/31/2023
Seed Wealth Management Inc.71,395$1,318 12/31/2023
     HYEM71,395$1,318 12/31/2023
Citigroup Inc.70,874$1,312 12/31/2023
     HYEM70,874$1,312 12/31/2023
Ameriprise Financial Inc.69,128$1,280 12/31/2023
     HYEM69,128$1,280 12/31/2023
MML Investors Services LLC65,440$1,211 12/31/2023
     HYEM65,440$1,211 12/31/2023
UBS Group AG62,176$1,151 12/31/2023
     HYEM62,176$1,151 12/31/2023
Hilltop Holdings Inc.57,317$1,061 12/31/2023
     HYEM57,317$1,061 12/31/2023
Whitcomb & Hess Inc.56,080$1,038 12/31/2023
     HYEM56,080$1,038 12/31/2023
Guggenheim Capital LLC50,437$934 12/31/2023
     HYEM50,437$934 12/31/2023
Aspect Partners LLC50,422$933 12/31/2023
     HYEM50,422$933 12/31/2023
Merriman Wealth Management LLC47,307$876 12/31/2023
     HYEM47,307$876 12/31/2023
Orion Portfolio Solutions LLC44,992$834 12/31/2023
     HYEM44,992$834 12/31/2023
LexAurum Advisors LLC44,968$832 12/31/2023
     HYEM44,968$832 12/31/2023
Sage Advisory Services Ltd.Co.44,310$820 12/31/2023
     HYEM44,310$820 12/31/2023
Geneos Wealth Management Inc.43,938$813 12/31/2023
     HYEM43,938$813 12/31/2023
Verde Capital Management42,264$782 12/31/2023
     HYEM42,264$782 12/31/2023
Envestnet Asset Management Inc.42,099$779 12/31/2023
     HYEM42,099$779 12/31/2023
Creative Financial Designs Inc. ADV38,875$720 12/31/2023
     HYEM38,875$720 12/31/2023
International Assets Investment Management LLC38,920$720 12/31/2023
     HYEM38,920$720 12/31/2023
Redhawk Wealth Advisors Inc.33,813$626 12/31/2023
     HYEM33,813$626 12/31/2023
Toroso Investments LLC32,829$608 12/31/2023
     HYEM32,829$608 12/31/2023
AXS Investments LLC25,000$463 12/31/2023
     HYEM25,000$463 12/31/2023
Advisor Group Holdings Inc.23,284$431 12/31/2023
     HYEM23,284$431 12/31/2023
Apollon Wealth Management LLC23,043$427 12/31/2023
     HYEM23,043$427 12/31/2023
Eudaimonia Partners LLC22,512$417 12/31/2023
     HYEM22,512$417 12/31/2023
Thrivent Financial for Lutherans19,607$363 12/31/2023
     HYEM19,607$363 12/31/2023
Joseph P. Lucia & Associates LLC18,652$345 12/31/2023
     HYEM18,652$345 12/31/2023
Waterloo Capital L.P.17,927$332 12/31/2023
     HYEM17,927$332 12/31/2023
AE Wealth Management LLC15,834$296 12/31/2023
     HYEM15,834$296 12/31/2023
Eudaimonia Advisors LLC15,379$285 12/31/2023
     HYEM15,379$285 12/31/2023
Harbour Investments Inc.14,787$274 12/31/2023
     HYEM14,787$274 12/31/2023
Greytown Advisors Inc.12,821$237 12/31/2023
     HYEM12,821$237 12/31/2023
Rockefeller Capital Management L.P.12,387$229 12/31/2023
     HYEM12,387$229 12/31/2023
Hillsdale Investment Management Inc. $170 12/31/2023
     HYEM9,190$170 12/31/2023
     COM85$0 12/31/2023
1832 Asset Management L.P.8,400$155 12/31/2023
     HYEM8,400$155 12/31/2023
Qube Research & Technologies Ltd3,786$70 12/31/2023
     HYEM3,786$70 12/31/2023
Comerica Bank2,383$44 12/31/2023
     HYEM2,383$44 12/31/2023
Advisory Services Network LLC2,258$42 12/31/2023
     HYEM2,258$42 12/31/2023
Banque Cantonale Vaudoise2,250$42 12/31/2023
     HYEM2,250$42 12/31/2023
Van ECK Associates Corp2,139$40 12/31/2023
     HYEM2,139$40 12/31/2023
Steward Partners Investment Advisory LLC1,904$35 12/31/2023
     HYEM1,904$35 12/31/2023
Beacon Capital Management LLC1,377$25 12/31/2023
     HYEM1,377$25 12/31/2023
Principal Securities Inc.1,230$23 12/31/2023
     HYEM1,230$23 12/31/2023
LM Advisors LLC1,000$19 12/31/2023
     HYEM1,000$19 12/31/2023
Tidemark LLC977$18 12/31/2023
     HYEM977$18 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main620$11 12/31/2023
     HYEM620$11 12/31/2023
Castleview Partners LLC507$9 12/31/2023
     HYEM507$9 12/31/2023
Private Trust Co. NA450$8 12/31/2023
     HYEM450$8 12/31/2023
Retirement Group LLC250$5 12/31/2023
     HYEM250$5 12/31/2023
Tower Research Capital LLC TRC 200$4 12/31/2023
     HYEM200$4 12/31/2023
Tsfg LLC187$3 12/31/2023
     HYEM187$3 12/31/2023
Gradient Investments LLC90$2 12/31/2023
     HYEM90$2 12/31/2023
Tucker Asset Management LLC82$2 12/31/2023
     HYEM82$2 12/31/2023
Farther Finance Advisors LLC83$2 12/31/2023
     HYEM83$2 12/31/2023
FMR LLC81$1 12/31/2023
     HYEM81$1 12/31/2023
Blair William & Co. IL45$1 12/31/2023
     HYEM45$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HYEM0$0 12/31/2023
Ronald Blue Trust Inc.26$0 12/31/2023
     HYEM26$0 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree HYEM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding HYEM | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.