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Institutions Holding HEZU (94 holders)

94 institutions currently hold HEZU, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$156.7M0.02%
BlackRock, Inc.$22.8M0.00%
HighTower Advisors, LLC$13.6M0.01%
Robertson Stephens Wealth Management, LLC$11.3M0.32%
LPL Financial LLC$10.5M0.00%
BANK OF AMERICA CORP /DE/$10.4M0.00%
EP Wealth Advisors, LLC$10.4M0.05%
Insight Wealth Strategies, LLC$10.2M1.14%
JPMORGAN CHASE & CO$9.4M0.00%
UBS Group AG$8.9M0.00%
MORGAN STANLEY$7.4M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.2M0.00%
GOLDMAN SACHS GROUP INC$6.0M0.00%
Connecticut Wealth Management, LLC$4.4M0.18%
Allianz Asset Management GmbH$3.5M0.00%
CITADEL ADVISORS LLC$2.5M0.00%
ROYAL BANK OF CANADA$2.5M0.00%
Summit Financial, LLC$2.3M0.03%
Quotient Wealth Partners, LLC$1.9M0.05%
JANE STREET GROUP, LLC$1.8M0.00%
Comprehensive Wealth Management, LLC$1.8M0.89%
WELLS FARGO & COMPANY/MN$1.6M0.00%
OSAIC HOLDINGS, INC.$1.3M0.00%
Sierra Capital LLC$1.2M0.13%
Sanctuary Advisors, LLC$981.5K0.01%
US BANCORP \DE\$939.9K0.00%
CITIGROUP INC$906.4K0.00%
Stanich Group LLC$775.6K0.59%
GREAT VALLEY ADVISOR GROUP, INC.$724.1K0.01%
DIMENSION CAPITAL MANAGEMENT LLC$653.4K0.09%
Three Bridge Wealth Advisors, LLC$621.6K0.17%
Diversified Trust Co$618.8K0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$592.0K0.00%
RAYMOND JAMES FINANCIAL INC$587.5K0.00%
Kestra Advisory Services, LLC$586.4K0.00%
AMERIPRISE FINANCIAL INC$570.4K0.00%
Vident Advisory, LLC$492.0K0.00%
Detalus Advisors, LLC$425.1K0.10%
Formidable Asset Management, LLC$400.9K0.06%
FLOW TRADERS U.S. LLC$327.0K0.01%
EFG International AG$314.6K0.01%
Simplicity Wealth,LLC$314.3K0.02%
Olde Wealth Management, LLC$314.0K0.10%
Valor Advisors LLC$300.2K0.25%
Phoenix Financial Ltd.$299.3K0.00%
JONES FINANCIAL COMPANIES LLLP$286.1K0.00%
OneDigital Investment Advisors LLC$277.8K0.00%
MARSHALL WACE, LLP$264.4K0.00%
Westfuller Advisors, LLC$258.1K0.11%
TSA Wealth Managment LLC$249.0K0.08%
Ascent Group, LLC$244.5K0.01%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$236.0K0.00%
PFG Advisors$234.9K0.01%
DEUTSCHE BANK AG\$231.6K0.00%
Rockefeller Capital Management L.P.$222.2K0.00%
Mariner, LLC$219.0K0.00%
Bank of New York Mellon Corp$216.5K0.00%
ENVESTNET ASSET MANAGEMENT INC$203.9K0.00%
Magnus Financial Group LLC$201.3K0.02%
Sage Mountain Advisors LLC$178.6K0.01%
Capital Investment Advisory Services, LLC$174.1K0.01%
BANK OF MONTREAL /CAN/$170.6K0.00%
Piscataqua Savings Bank$164.5K0.12%
FMR LLC$158.8K0.00%
HOWE & RUSLING INC$63.1K0.00%
Farther Finance Advisors, LLC$62.7K0.00%
CWM, LLC$53.2K0.00%
Allworth Financial LP$52.0K0.00%
SUMITOMO MITSUI FINANCIAL GROUP, INC.$49.4K0.00%
Forum Finance Group S.A.$45.0K0.02%
EPG Wealth Management LLC$41.0K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$34.7K0.00%
KELLEHER FINANCIAL ADVISORS$27.0K0.01%
NewEdge Advisors, LLC$27.0K0.00%
SBI Securities Co., Ltd.$17.2K0.00%
Founders Financial Alliance, LLC$15.5K0.00%
GLENMEDE TRUST CO NA$12.9K0.00%
Advisory Services Network, LLC$10.3K0.00%
Larson Financial Group LLC$8.7K0.00%
IFP Advisors, Inc$8.2K0.00%
WOLFF WIESE MAGANA LLC$8.0K0.00%
Federation des caisses Desjardins du Quebec$7.2K0.00%
FRANKLIN RESOURCES INC$6.3K0.00%
Spire Wealth Management$5.6K0.00%
AE Wealth Management LLC$3.7K0.00%
Vision Retirement, LLC$3.6K0.00%
CoreCap Advisors, LLC$3.5K0.00%
BLAIR WILLIAM & CO/IL$3.5K0.00%
Rossby Financial, LCC$2.7K0.00%
AdvisorNet Financial, Inc$2.5K0.00%
Ashton Thomas Private Wealth, LLC$2.2K0.00%
ASSETMARK, INC$961.00.00%
MAI Capital Management$700.00.00%
Tower Research Capital LLC (TRC)$131.00.00%