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HEQT Institutional Holders — 88 Filers | AlphaSMO
HEQT Institutional Holders — 88 Filers
88 institutions currently hold HEQT, ranked below by position value.
View full stock page for HEQT
Key Holders
Total Value
Avg Weight
CWM, LLC
$19.8M
0.05%
LPL Financial LLC
$17.7M
0.00%
Private Advisor Group, LLC
$16.9M
0.08%
WealthPlan Investment Management, LLC
$11.7M
0.65%
Leo Wealth, LLC
$10.5M
0.76%
ARQ WEALTH ADVISORS, LLC
$9.5M
1.72%
Orion Porfolio Solutions, LLC
$9.1M
0.08%
Kovack Advisors, Inc.
$7.3M
0.39%
WealthPLAN Partners, LLC
$7.2M
1.38%
Rockefeller Capital Management L.P.
$7.0M
0.01%
Independent Wealth Advisors LLC
$5.9M
5.75%
TSG Advice Partners, LLC
$5.8M
0.88%
HighTower Advisors, LLC
$5.7M
0.01%
Meridian Wealth Management, LLC
$4.9M
0.17%
Financial Enhancement Group LLC
$4.5M
0.55%
OSAIC HOLDINGS, INC.
$4.4M
0.01%
ENVESTNET ASSET MANAGEMENT INC
$4.3M
0.00%
Peterson Wealth Advisors, LLC
$3.7M
0.49%
OneDigital Investment Advisors LLC
$3.6M
0.03%
MML INVESTORS SERVICES, LLC
$3.5M
0.01%
HARMONY ASSET MANAGEMENT LLC
$3.4M
1.05%
Baer Investment Advisory LLC
$3.4M
0.42%
VICTORY FINANCIAL GROUP, LLC
$3.4M
0.42%
Sowell Financial Services LLC
$3.4M
0.12%
Sound Financial Strategies Group, LLC
$3.2M
2.17%
UBS Group AG
$3.2M
0.00%
SMITH, MOORE & CO.
$3.1M
0.23%
Dynamic Advisor Solutions LLC
$2.9M
0.09%
Ameritas Advisory Services, LLC
$2.9M
0.11%
Encompass More Asset Management
$2.9M
0.48%
Steward Partners Investment Advisory, LLC
$2.8M
0.01%
EVOLUTION WEALTH MANAGEMENT INC.
$2.4M
1.72%
Parallel Advisors, LLC
$2.0M
0.04%
Stratos Wealth Advisors, LLC
$2.0M
0.12%
CAPTRUST FINANCIAL ADVISORS
$1.5M
0.00%
Equitable Holdings, Inc.
$1.4M
0.01%
Smartleaf Asset Management LLC
$1.4M
0.05%
CreativeOne Wealth, LLC
$1.4M
0.03%
JPMORGAN CHASE & CO
$1.2M
0.00%
STEPHENS INC /AR/
$1.2M
0.01%
Cambridge Advisors Inc.
$1.0M
0.20%
BFI Wealth Solutions, LLC
$974.2K
0.93%
Bay Rivers Group
$865.9K
0.36%
Cambridge Investment Research Advisors, Inc.
$792.0K
0.00%
Cetera Investment Advisers
$705.6K
0.00%
BLUE JEAN FINANCIAL LLC
$602.0K
0.50%
OLD MISSION CAPITAL LLC
$600.7K
0.01%
JANE STREET GROUP, LLC
$580.3K
0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$449.0K
0.00%
MIDDLETON & CO INC/MA
$410.3K
0.05%
Western Wealth Management, LLC
$396.9K
0.02%
Heck Capital Advisors, LLC
$387.5K
0.03%
First Heartland Consultants, Inc.
$375.2K
0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC
$370.7K
0.01%
Atria Investments, Inc
$354.7K
0.00%
Brookwood Investment Group LLC
$347.8K
0.04%
ROYAL BANK OF CANADA
$342.0K
0.00%
ATX Financial Planning, LLC
$336.7K
0.26%
Proficio Capital Partners LLC
$329.8K
0.02%
Advyzon Investment Management, LLC
$320.3K
0.03%
Indivisible Partners
$306.4K
0.03%
COMMONWEALTH EQUITY SERVICES, LLC
$293.5K
0.00%
Independence Wealth Advisors, LLC
$291.6K
0.16%
Betterment LLC
$290.0K
0.00%
AE Wealth Management LLC
$259.2K
0.00%
MORGAN STANLEY
$256.9K
0.00%
Plan Group Financial, LLC
$247.3K
0.06%
Chatterton & Associates Inc.
$220.7K
0.15%
Golden State Wealth Management, LLC
$133.7K
0.01%
NBC SECURITIES, INC.
$117.6K
0.01%
CGC Financial Services, LLC
$98.1K
0.03%
Reyes Financial Architecture, Inc.
$90.2K
0.07%
Longview Financial Advisors LLC
$76.3K
0.04%
Sunrise Financial Services, LLC
$55.0K
0.04%
US BANCORP \DE\
$42.2K
0.00%
HARBOUR INVESTMENTS, INC.
$31.3K
0.00%
Farther Finance Advisors, LLC
$29.0K
0.00%
ASSETMARK, INC
$19.8K
0.00%
NATIONAL BANK OF CANADA /FI/
$15.7K
0.00%
Sound Income Strategies, LLC
$9.0K
0.00%
FIFTH THIRD BANCORP
$6.6K
0.00%
WELLS FARGO & COMPANY/MN
$4.7K
0.00%
Security National Bank
$3.5K
0.00%
Vision Retirement, LLC
$2.1K
0.00%
Advisory Services Network, LLC
$1.7K
0.00%
DHJJ Financial Advisors, Ltd.
$630.0
0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$598.0
0.00%
Larson Financial Group LLC
$16.0
0.00%