HEEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow +14.1% ·
net new positions +4.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a | n/a |
| Q3 2025 | 3 | +1 | 364.38K | $12.26M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.34K | $40,258 | n/a | −1 |
| Q1 2025 | 1 | +1 | 95.87K | $2.69M | +1 | n/a |
| Q3 2024 | 1 | 0 | 161.59K | $4.59M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.84K | $618,937 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 448.14K | +11.1% | $16.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 412.30K | +14.8% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 361.13K | +2.9% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Pictet Asset Management Holding SA | 265.51K | -24.6% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 134.42K | +370.5% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 116.42K | +0.5% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 105.64K | New | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 96.29K | +33.0% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 67.70K | +22.5% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 40.92K | +63.8% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 32.46K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 26.89K | -6.2% | $992,779 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 9.98K | -5.7% | $368,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.10K | -70.0% | $335,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 8.91K | 0.0% | $329,105 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 6.88K | 0.0% | $254,010 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.55K | 0.0% | $168,000 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | 0.0% | $110,760 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.25K | +2.7% | $46,016 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 550 | New | $20,306 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 303 | 0.0% | $11,187 | 0.0% | Held | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 212 | 0.0% | $7,827 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 128 | 0.0% | $4,589 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $3.90M | 0.0% |
| Susquehanna International… | $1.20M | 0.0% |
| Northwestern Mutual Wealth… | $20,306 | 0.0% |
Exited
| Mml Investors Services, Llc | $530,185 | was 0.0% |
| Citadel Advisors | $475,030 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 3.78M shares, $139.05M 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.