目前共有 18 家機構持有 HEFT,以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | US$1475.8萬 | 2.12% |
| TRUIST FINANCIAL CORP | US$794.5萬 | 0.01% |
| HighTower Advisors, LLC | US$602.7萬 | 0.01% |
| GTS SECURITIES LLC | US$173.6萬 | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | US$113.5萬 | 0.00% |
| Essex Financial Services, Inc. | US$109.0萬 | 0.06% |
| WMG Financial Advisors, LLC | US$62.8萬 | 0.26% |
| Crown Wealth Group, LLC | US$46.5萬 | 0.14% |
| &PARTNERS | US$39.5萬 | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | US$29.7萬 | 0.04% |
| Slocum, Gordon & Co LLP | US$25.4萬 | 0.17% |
| OneDigital Investment Advisors LLC | US$24.8萬 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | US$17.7萬 | 0.13% |
| BANK OF MONTREAL /CAN/ | US$5.3萬 | 0.00% |
| Game Plan Financial Advisors, LLC | US$4.5萬 | 0.02% |
| CWM, LLC | US$1.3萬 | 0.00% |
| Realta Investment Advisors | US$1.3萬 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | US$4792.0 | 0.00% |