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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Koss Olinger Consulting LLC | 2,156,278 | $39,913 | 12/31/2023 |
HYEM | 2,156,278 | $39,913 | 12/31/2023 |
Sound Income Strategies LLC | 1,950,451 | $36,103 | 12/31/2023 |
HYEM | 1,950,451 | $36,103 | 12/31/2023 |
Wells Fargo & Company MN | 1,624,951 | $30,078 | 12/31/2023 |
HYEM | 1,624,951 | $30,078 | 12/31/2023 |
Assetmark Inc. | 608,749 | $11,268 | 12/31/2023 |
HYEM | 608,749 | $11,268 | 12/31/2023 |
Bank of America Corp DE | 463,252 | $8,575 | 12/31/2023 |
HYEM | 463,252 | $8,575 | 12/31/2023 |
Acima Private Wealth LLC | 356,189 | $6,593 | 12/31/2023 |
HYEM | 356,189 | $6,593 | 12/31/2023 |
Wavelength Capital Management LLC | 311,970 | $5,559 | 09/30/2023 |
HYEM | 311,970 | $5,559 | 09/30/2023 |
Royal Bank of Canada | 266,991 | $4,942 | 12/31/2023 |
HYEM | 266,991 | $4,942 | 12/31/2023 |
Financial Architects LLC | 212,336 | $3,930 | 12/31/2023 |
HYEM | 212,336 | $3,930 | 12/31/2023 |
Cape Cod Five Cents Savings Bank | 210,818 | $3,902 | 12/31/2023 |
HYEM | 210,818 | $3,902 | 12/31/2023 |
Fortress Wealth Management Inc. | 180,433 | $3,340 | 12/31/2023 |
HYEM | 180,433 | $3,340 | 12/31/2023 |
Morgan Stanley | 176,402 | $3,265 | 12/31/2023 |
HYEM | 176,402 | $3,265 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 157,771 | $2,925 | 12/31/2023 |
HYEM | 157,771 | $2,925 | 12/31/2023 |
JPMorgan Chase & Co. | 147,170 | $2,724 | 12/31/2023 |
HYEM | 147,170 | $2,724 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 143,750 | $2,661 | 12/31/2023 |
HYEM | 143,750 | $2,661 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 129,805 | $2,403 | 12/31/2023 |
HYEM | 129,805 | $2,403 | 12/31/2023 |
Level Four Advisory Services LLC | 128,154 | $2,372 | 12/31/2023 |
HYEM | 128,154 | $2,372 | 12/31/2023 |
LPL Financial LLC | 116,668 | $2,160 | 12/31/2023 |
HYEM | 116,668 | $2,160 | 12/31/2023 |
Cambria Investment Management L.P. | 109,868 | $2,034 | 12/31/2023 |
HYEM | 109,868 | $2,034 | 12/31/2023 |
Resources Investment Advisors LLC. | 73,014 | $1,351 | 12/31/2023 |
HYEM | 73,014 | $1,351 | 12/31/2023 |
Seed Wealth Management Inc. | 71,395 | $1,318 | 12/31/2023 |
HYEM | 71,395 | $1,318 | 12/31/2023 |
Citigroup Inc. | 70,874 | $1,312 | 12/31/2023 |
HYEM | 70,874 | $1,312 | 12/31/2023 |
Ameriprise Financial Inc. | 69,128 | $1,280 | 12/31/2023 |
HYEM | 69,128 | $1,280 | 12/31/2023 |
MML Investors Services LLC | 65,440 | $1,211 | 12/31/2023 |
HYEM | 65,440 | $1,211 | 12/31/2023 |
UBS Group AG | 62,176 | $1,151 | 12/31/2023 |
HYEM | 62,176 | $1,151 | 12/31/2023 |
Hilltop Holdings Inc. | 57,317 | $1,061 | 12/31/2023 |
HYEM | 57,317 | $1,061 | 12/31/2023 |
Whitcomb & Hess Inc. | 56,080 | $1,038 | 12/31/2023 |
HYEM | 56,080 | $1,038 | 12/31/2023 |
Guggenheim Capital LLC | 50,437 | $934 | 12/31/2023 |
HYEM | 50,437 | $934 | 12/31/2023 |
Aspect Partners LLC | 50,422 | $933 | 12/31/2023 |
HYEM | 50,422 | $933 | 12/31/2023 |
Merriman Wealth Management LLC | 47,307 | $876 | 12/31/2023 |
HYEM | 47,307 | $876 | 12/31/2023 |
Orion Portfolio Solutions LLC | 44,992 | $834 | 12/31/2023 |
HYEM | 44,992 | $834 | 12/31/2023 |
LexAurum Advisors LLC | 44,968 | $832 | 12/31/2023 |
HYEM | 44,968 | $832 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 44,310 | $820 | 12/31/2023 |
HYEM | 44,310 | $820 | 12/31/2023 |
Geneos Wealth Management Inc. | 43,938 | $813 | 12/31/2023 |
HYEM | 43,938 | $813 | 12/31/2023 |
Verde Capital Management | 42,264 | $782 | 12/31/2023 |
HYEM | 42,264 | $782 | 12/31/2023 |
Envestnet Asset Management Inc. | 42,099 | $779 | 12/31/2023 |
HYEM | 42,099 | $779 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 38,875 | $720 | 12/31/2023 |
HYEM | 38,875 | $720 | 12/31/2023 |
International Assets Investment Management LLC | 38,920 | $720 | 12/31/2023 |
HYEM | 38,920 | $720 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 33,813 | $626 | 12/31/2023 |
HYEM | 33,813 | $626 | 12/31/2023 |
Toroso Investments LLC | 32,829 | $608 | 12/31/2023 |
HYEM | 32,829 | $608 | 12/31/2023 |
AXS Investments LLC | 25,000 | $463 | 12/31/2023 |
HYEM | 25,000 | $463 | 12/31/2023 |
Advisor Group Holdings Inc. | 23,284 | $431 | 12/31/2023 |
HYEM | 23,284 | $431 | 12/31/2023 |
Apollon Wealth Management LLC | 23,043 | $427 | 12/31/2023 |
HYEM | 23,043 | $427 | 12/31/2023 |
Eudaimonia Partners LLC | 22,512 | $417 | 12/31/2023 |
HYEM | 22,512 | $417 | 12/31/2023 |
Thrivent Financial for Lutherans | 19,607 | $363 | 12/31/2023 |
HYEM | 19,607 | $363 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 18,652 | $345 | 12/31/2023 |
HYEM | 18,652 | $345 | 12/31/2023 |
Waterloo Capital L.P. | 17,927 | $332 | 12/31/2023 |
HYEM | 17,927 | $332 | 12/31/2023 |
AE Wealth Management LLC | 15,834 | $296 | 12/31/2023 |
HYEM | 15,834 | $296 | 12/31/2023 |
Eudaimonia Advisors LLC | 15,379 | $285 | 12/31/2023 |
HYEM | 15,379 | $285 | 12/31/2023 |
Harbour Investments Inc. | 14,787 | $274 | 12/31/2023 |
HYEM | 14,787 | $274 | 12/31/2023 |
Greytown Advisors Inc. | 12,821 | $237 | 12/31/2023 |
HYEM | 12,821 | $237 | 12/31/2023 |
Rockefeller Capital Management L.P. | 12,387 | $229 | 12/31/2023 |
HYEM | 12,387 | $229 | 12/31/2023 |
Hillsdale Investment Management Inc. | $170 | 12/31/2023 | |
HYEM | 9,190 | $170 | 12/31/2023 |
COM | 85 | $0 | 12/31/2023 |
1832 Asset Management L.P. | 8,400 | $155 | 12/31/2023 |
HYEM | 8,400 | $155 | 12/31/2023 |
Qube Research & Technologies Ltd | 3,786 | $70 | 12/31/2023 |
HYEM | 3,786 | $70 | 12/31/2023 |
Comerica Bank | 2,383 | $44 | 12/31/2023 |
HYEM | 2,383 | $44 | 12/31/2023 |
Advisory Services Network LLC | 2,258 | $42 | 12/31/2023 |
HYEM | 2,258 | $42 | 12/31/2023 |
Banque Cantonale Vaudoise | 2,250 | $42 | 12/31/2023 |
HYEM | 2,250 | $42 | 12/31/2023 |
Van ECK Associates Corp | 2,139 | $40 | 12/31/2023 |
HYEM | 2,139 | $40 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,904 | $35 | 12/31/2023 |
HYEM | 1,904 | $35 | 12/31/2023 |
Beacon Capital Management LLC | 1,377 | $25 | 12/31/2023 |
HYEM | 1,377 | $25 | 12/31/2023 |
Principal Securities Inc. | 1,230 | $23 | 12/31/2023 |
HYEM | 1,230 | $23 | 12/31/2023 |
LM Advisors LLC | 1,000 | $19 | 12/31/2023 |
HYEM | 1,000 | $19 | 12/31/2023 |
Tidemark LLC | 977 | $18 | 12/31/2023 |
HYEM | 977 | $18 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 620 | $11 | 12/31/2023 |
HYEM | 620 | $11 | 12/31/2023 |
Castleview Partners LLC | 507 | $9 | 12/31/2023 |
HYEM | 507 | $9 | 12/31/2023 |
Private Trust Co. NA | 450 | $8 | 12/31/2023 |
HYEM | 450 | $8 | 12/31/2023 |
Retirement Group LLC | 250 | $5 | 12/31/2023 |
HYEM | 250 | $5 | 12/31/2023 |
Tower Research Capital LLC TRC | 200 | $4 | 12/31/2023 |
HYEM | 200 | $4 | 12/31/2023 |
Tsfg LLC | 187 | $3 | 12/31/2023 |
HYEM | 187 | $3 | 12/31/2023 |
Gradient Investments LLC | 90 | $2 | 12/31/2023 |
HYEM | 90 | $2 | 12/31/2023 |
Tucker Asset Management LLC | 82 | $2 | 12/31/2023 |
HYEM | 82 | $2 | 12/31/2023 |
Farther Finance Advisors LLC | 83 | $2 | 12/31/2023 |
HYEM | 83 | $2 | 12/31/2023 |
FMR LLC | 81 | $1 | 12/31/2023 |
HYEM | 81 | $1 | 12/31/2023 |
Blair William & Co. IL | 45 | $1 | 12/31/2023 |
HYEM | 45 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
HYEM | 0 | $0 | 12/31/2023 |
Ronald Blue Trust Inc. | 26 | $0 | 12/31/2023 |
HYEM | 26 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HYEM
See Details: Top 10 Hedge Funds Holding HYEM
Also See: HYEM Holdings Changes
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