There is a long list of 293 institutional holders of HEFA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HEFA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HEFA table below, the initial column indicates the name of each top institutional holder of HEFA, with a link to that fund's top holdings. The next columns indicate the amount of HEFA stock held by each of the institutional holders of HEFA, followed by the HEFA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Goldman Sachs Group Inc.	53,882,111	$1,697,825	12/31/2023
HEFA	53,882,111	$1,697,825	12/31/2023
Envestnet Asset Management Inc.	6,084,164	$191,712	12/31/2023
HEFA	6,084,164	$191,712	12/31/2023
United Capital Financial Advisers LLC	4,655,203	$146,685	12/31/2023
HEFA	4,655,203	$146,685	12/31/2023
Coldstream Capital Management Inc.	4,359,533	$137,369	12/31/2023
HEFA	4,359,533	$137,369	12/31/2023
JPMorgan Chase & Co.	3,798,380	$119,687	12/31/2023
HEFA	3,798,380	$119,687	12/31/2023
Quotient Wealth Partners LLC	3,692,995	$116,366	12/31/2023
HEFA	3,692,995	$116,366	12/31/2023
Bank of New York Mellon Corp	2,879,989	$100,454	03/31/2024
HEFA	2,879,989	$100,454	03/31/2024
CWM LLC	2,695,287	$94,012	03/31/2024
HEFA	2,695,287	$94,012	03/31/2024
Partners Capital Investment Group LLP	2,899,656	$91,368	12/31/2023
HEFA	2,899,656	$91,368	12/31/2023
Morgan Stanley	2,710,535	$85,409	12/31/2023
HEFA	2,710,535	$85,409	12/31/2023
Park Avenue Securities LLC	2,259,530	$78,812	03/31/2024
HEFA	2,259,530	$78,812	03/31/2024
First Interstate Bank	1,777,313	$56,003	12/31/2023
HEFA	1,777,313	$56,003	12/31/2023
Northwestern Mutual Wealth Management Co.	1,710,650	$53,902	12/31/2023
HEFA	1,710,650	$53,902	12/31/2023
Wells Fargo & Company MN	1,435,710	$45,239	12/31/2023
HEFA	1,435,710	$45,239	12/31/2023
Ameriprise Financial Inc.	1,335,319	$42,053	12/31/2023
HEFA	1,335,319	$42,053	12/31/2023
Cambridge Investment Research Advisors Inc.	1,195,120	$41,686	03/31/2024
HEFA	1,195,120	$41,686	03/31/2024
LPL Financial LLC	1,266,201	$39,898	12/31/2023
HEFA	1,266,201	$39,898	12/31/2023
Jordan Park Group LLC	1,208,159	$38,069	12/31/2023
HEFA	1,208,159	$38,069	12/31/2023
US Bancorp DE	1,152,876	$36,327	12/31/2023
HEFA	1,152,876	$36,327	12/31/2023
Bank of America Corp DE	1,097,706	$34,589	12/31/2023
HEFA	1,097,706	$34,589	12/31/2023
TIAA Trust National Association	881,991	$27,792	12/31/2023
HEFA	881,991	$27,792	12/31/2023
Commonwealth Equity Services LLC	874,869	$27,567	12/31/2023
HEFA	874,869	$27,567	12/31/2023
Schoolcraft Capital LLC	773,666	$26,986	03/31/2024
HEFA	773,666	$26,986	03/31/2024
Adamsbrown Wealth Consultants LLC	810,225	$25,530	12/31/2023
HEFA	810,225	$25,530	12/31/2023
Lincoln National Corp	805,694	$25,387	12/31/2023
HEFA	805,694	$25,387	12/31/2023
Blankinship & Foster LLC	734,325	$23,139	12/31/2023
HEFA	734,325	$23,139	12/31/2023
Prime Capital Investment Advisors LLC	713,883	$22,494	12/31/2023
HEFA	713,883	$22,494	12/31/2023
Rockefeller Capital Management L.P.	675,573	$21,287	12/31/2023
HEFA	675,573	$21,287	12/31/2023
Northern Trust Corp	642,240	$20,237	12/31/2023
HEFA	642,240	$20,237	12/31/2023
Oppenheimer Asset Management Inc.	581,957	$18,337	12/31/2023
HEFA	581,957	$18,337	12/31/2023
AE Wealth Management LLC	550,755	$17,745	12/31/2023
HEFA	550,755	$17,745	12/31/2023
Csenge Advisory Group	544,074	$17,144	12/31/2023
HEFA	544,074	$17,144	12/31/2023
Verde Capital Management	485,418	$16,931	03/31/2024
HEFA	485,418	$16,931	03/31/2024
Raymond James & Associates	436,007	$15,208	03/31/2024
HEFA	436,007	$15,208	03/31/2024
The PNC Financial Services Group Inc.	453,346	$14,285	12/31/2023
HEFA	453,346	$14,285	12/31/2023
UBS Group AG	433,435	$13,658	12/31/2023
HEFA	433,435	$13,658	12/31/2023
Advocacy Wealth Management Services LLC	365,530	$12,750	03/31/2024
HEFA	365,530	$12,750	03/31/2024
Crumly & Associates Inc.	397,337	$12,520	12/31/2023
HEFA	397,337	$12,520	12/31/2023
Advisor Group Holdings Inc.	394,658	$12,438	12/31/2023
HEFA	394,658	$12,438	12/31/2023
Farther Finance Advisors LLC	382,534	$12,054	12/31/2023
HEFA	382,534	$12,054	12/31/2023
Regal Investment Advisors LLC	340,244	$10,721	12/31/2023
HEFA	340,244	$10,721	12/31/2023
Avantax Advisory Services Inc.	331,330	$10,440	12/31/2023
HEFA	331,330	$10,440	12/31/2023
Raymond James Financial Services Advisors Inc.	295,417	$10,304	03/31/2024
HEFA	295,417	$10,304	03/31/2024
Valeo Financial Advisors LLC	297,974	$10,265	03/31/2024
HEFA	297,974	$10,265	03/31/2024
Austin Private Wealth LLC	293,023	$10,147	03/31/2024
HEFA	293,023	$10,147	03/31/2024
Exchange Capital Management Inc.	290,838	$10,144	03/31/2024
HEFA	290,838	$10,144	03/31/2024
WESCAP Management Group Inc.	299,037	$9,423	12/31/2023
HEFA	299,037	$9,423	12/31/2023
Royal Bank of Canada	289,927	$9,135	12/31/2023
HEFA	289,927	$9,135	12/31/2023
Pathstone Holdings LLC	275,908	$8,694	12/31/2023
HEFA	275,908	$8,694	12/31/2023
Cetera Advisor Networks LLC	268,777	$8,469	12/31/2023
HEFA	268,777	$8,469	12/31/2023

See All: Funds Holding HEFA
See Details: Top 10 Hedge Funds Holding HEFA
Also See: HEFA Holdings Changes

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