Security record · archived quarter
HEQ
name pending profile ingest
14Tracked holders
0Δ holders
1.36MShares held
$14.65MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 305.82K | -28.6% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 292.61K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 150.44K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 136.09K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 119.45K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 76.67K | n/a | $824,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 68.08K | n/a | $731,853 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 46.41K | n/a | $499,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 43.98K | n/a | $472,821 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 34.40K | n/a | $369,840 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 27.36K | 0.0% | $294,163 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 26.27K | n/a | $282,447 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 18.64K | n/a | $200,328 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 17.00K | n/a | $182,782 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 3.45M shares, $37.49M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API