現在 18 社の機関がHEFTを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | $1475.8万 | 2.12% |
| TRUIST FINANCIAL CORP | $794.5万 | 0.01% |
| HighTower Advisors, LLC | $602.7万 | 0.01% |
| GTS SECURITIES LLC | $173.6万 | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | $113.5万 | 0.00% |
| Essex Financial Services, Inc. | $109.0万 | 0.06% |
| WMG Financial Advisors, LLC | $62.8万 | 0.26% |
| Crown Wealth Group, LLC | $46.5万 | 0.14% |
| &PARTNERS | $39.5万 | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $29.7万 | 0.04% |
| Slocum, Gordon & Co LLP | $25.4万 | 0.17% |
| OneDigital Investment Advisors LLC | $24.8万 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $17.7万 | 0.13% |
| BANK OF MONTREAL /CAN/ | $5.3万 | 0.00% |
| Game Plan Financial Advisors, LLC | $4.5万 | 0.02% |
| CWM, LLC | $1.3万 | 0.00% |
| Realta Investment Advisors | $1.3万 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | $4792.0 | 0.00% |