HEEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +4.5% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 2.25M | $100.64M | +2 | −1 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 518.56K | +15.7% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 518.56K | +15.7% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 518.56K | +15.7% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 410.26K | +13.6% | $18.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 410.26K | +13.6% | $18.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 389.93K | -5.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 389.93K | -5.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Pictet Asset Management Holding SA | 252.30K | -5.0% | $11.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 135.16K | +0.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 118.23K | +1.6% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 108.39K | +2.6% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 77.72K | -19.3% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 73.83K | +9.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 40.46K | -1.1% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 31.56K | +17.4% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 30.23K | +232.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.26K | +52.8% | $682,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.26K | +52.8% | $682,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 12.25K | New | $547,751 | 0.0% | New | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 11.51K | +67.2% | $514,663 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.91K | 0.0% | $398,723 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.72K | New | $211,126 | 0.0% | New | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 4.31K | -5.2% | $193,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 3.00K | 0.0% | $134,190 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 1.64K | +198.4% | $73,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.12K | -10.0% | $50,137 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Assetmark, Inc | 303 | 0.0% | $13,553 | 0.0% | Held | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 212 | 0.0% | $9,483 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 128 | 0.0% | $5,618 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $547,751 | 0.0% |
| Citadel Advisors | $211,126 | 0.0% |
Exited
| Susquehanna International… | $1.20M | 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.