HoldingsChannel.com
There is a long list of 80 institutional holders of HYEM 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 HYEM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HYEM table below, the initial column indicates the name of each top institutional holder of HYEM, with a link to that fund's top holdings. The next columns indicate the amount of HYEM stock held by each of the institutional holders of HYEM, followed by the HYEM 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 |
|---|---|---|---|
 Sound Income Strategies LLC | 1,982,213 | $37,821 | 03/31/2024 |
| HYEM | 1,982,213 | $37,821 | 03/31/2024 |
| 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 |
| Royal Bank of Canada | 266,991 | $4,942 | 12/31/2023 |
| HYEM | 266,991 | $4,942 | 12/31/2023 |
| Financial Architects LLC | 221,736 | $4,231 | 03/31/2024 |
| HYEM | 221,736 | $4,231 | 03/31/2024 |
| 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. | 197,984 | $3,778 | 03/31/2024 |
| HYEM | 197,984 | $3,778 | 03/31/2024 |
| Morgan Stanley | 176,402 | $3,265 | 12/31/2023 |
| HYEM | 176,402 | $3,265 | 12/31/2023 |
| Etesian Wealth Advisors Inc. | 159,303 | $3,040 | 03/31/2024 |
| HYEM | 159,303 | $3,040 | 03/31/2024 |
| Hennion & Walsh Asset Management Inc. | 158,860 | $3,031 | 03/31/2024 |
| HYEM | 158,860 | $3,031 | 03/31/2024 |
| Kapitalo Investimentos Ltda | 150,284 | $2,782 | 12/31/2023 |
| HYEM | 150,284 | $2,782 | 12/31/2023 |
| JPMorgan Chase & Co. | 147,170 | $2,724 | 12/31/2023 |
| HYEM | 147,170 | $2,724 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 139,786 | $2,667 | 03/31/2024 |
| HYEM | 139,786 | $2,667 | 03/31/2024 |
| 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 |
| 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 |
| Whitcomb & Hess Inc. | 55,827 | $1,065 | 03/31/2024 |
| HYEM | 55,827 | $1,065 | 03/31/2024 |
| Hilltop Holdings Inc. | 57,317 | $1,061 | 12/31/2023 |
| HYEM | 57,317 | $1,061 | 12/31/2023 |
| Eudaimonia Partners LLC | 53,950 | $1,029 | 03/31/2024 |
| HYEM | 53,950 | $1,029 | 03/31/2024 |
| Seed Wealth Management Inc. | 53,895 | $1,012 | 03/31/2024 |
| HYEM | 53,895 | $1,012 | 03/31/2024 |
| LexAurum Advisors LLC | 49,515 | $945 | 03/31/2024 |
| HYEM | 49,515 | $945 | 03/31/2024 |
| 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 |
| International Assets Investment Management LLC | 47,500 | $892 | 03/31/2024 |
| HYEM | 47,500 | $892 | 03/31/2024 |
| Merriman Wealth Management LLC | 47,307 | $876 | 12/31/2023 |
| HYEM | 47,307 | $876 | 12/31/2023 |
| Verde Capital Management | 45,258 | $864 | 03/31/2024 |
| HYEM | 45,258 | $864 | 03/31/2024 |
| Sage Advisory Services Ltd.Co. | 44,310 | $845 | 03/31/2024 |
| HYEM | 44,310 | $845 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 44,992 | $834 | 12/31/2023 |
| HYEM | 44,992 | $834 | 12/31/2023 |
| Geneos Wealth Management Inc. | 43,938 | $813 | 12/31/2023 |
| HYEM | 43,938 | $813 | 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 |
| 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 |
| Eudaimonia Advisors LLC | 29,295 | $559 | 03/31/2024 |
| HYEM | 29,295 | $559 | 03/31/2024 |
| 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 |
| 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 |
| Acorn Wealth Advisors LLC | 14,698 | $280 | 03/31/2024 |
| HYEM | 14,698 | $280 | 03/31/2024 |
| Harbour Investments Inc. | 14,787 | $274 | 12/31/2023 |
| HYEM | 14,787 | $274 | 12/31/2023 |
See All: Funds Holding HYEM
See Details: Top 10 Hedge Funds Holding HYEM
Also See: HYEM Holdings Changes
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