HEEM
nama menunggu ingest profil
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.1% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 2.24M | $100.25M | +2 | −2 |
| Q1 2026 | 23 | +1 | 2.15M | $79.47M | +3 | −2 |
| Q4 2025 | 22 | 0 | 1.89M | $65.58M | — | — |
| Q3 2025 | 3 | +1 | 364.38K | $12.26M | +1 | — |
| Q2 2025 | 1 | -1 | 1.34K | $40,258 | — | −1 |
| Q1 2025 | 1 | +1 | 95.87K | $2.69M | +1 | — |
| Q3 2024 | 1 | 0 | 161.59K | $4.59M | — | — |
| Q2 2024 | 1 | — | 22.84K | $618,937 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 403.56K | — | $14.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 359.21K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Pictet Asset Management Holding SA | 352.03K | — | $12.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 351.01K | +1.7% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 115.83K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 72.42K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 55.27K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 30.38K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 28.66K | — | $996,187 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 28.57K | — | $993,115 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 24.98K | — | $868,250 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 15.25K | — | $530,185 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.67K | -24.0% | $475,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.59K | — | $368,004 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 8.91K | — | $309,851 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 6.88K | — | $239,149 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.55K | — | $158,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | — | $104,280 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.21K | -4.0% | $42,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 303 | — | $10,532 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 212 | — | $7,369 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 128 | — | $4,449 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 45 pemegang, 3.78M saham, $139.05M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.