HECA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -29.7% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +3 | 1.44M | $39.23M | +5 | −2 |
| Q1 2026 | 15 | +6 | 2.04M | $58.97M | +7 | −1 |
| Q4 2025 | 9 | — | 592.67K | $16.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 283.63K | New | $7.74M | 0.0% | New | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 262.46K | +169.6% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 170.08K | +7.3% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 147.39K | -72.1% | $4.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Hrt Financial Lp | 132.89K | +873.5% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 94.67K | +277.4% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 69.39K | -72.5% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 65.00K | 0.0% | $1.77M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 61.20K | -90.4% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 56.51K | New | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 54.41K | +54.0% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 23.85K | New | $651,050 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 10.96K | +27.2% | $299,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 2.04K | New | $55,583 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.06K | +6.5% | $29,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.04K | 0.0% | $28,392 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 170 | New | $4,653 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 147 | -74.1% | $4,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $7.74M | 0.0% |
| Susquehanna International… | $1.54M | 0.0% |
| Jane Street Group, Llc | $651,050 | 0.0% |
| Qube Research & Technologies… | $55,583 | 0.0% |
| Northwestern Mutual Wealth… | $4,653 | 0.0% |
Exited
| Cibc World Market Inc. | $5.37M | was 0.0% |
| Wealth Enhancement Advisory… | $854,458 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 6.96M shares, $146.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.