37 tracked 13F filers disclose a position in HEEM as of the latest SEC 13F filings, a combined $137.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $26.5M | 717K | ▲New +717K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $16.5M | 448K | ▲+11% Added · +45K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $15.2M | 412K | ▲+15% Added · +53K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $13.3M | 361K | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $11.2M | 302K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 6 | Pictet Asset Management Holding SA | $9.8M | 266K | ▼−25% Reduced · −87K sh | Q1 2026 | |
| 7 | Vertex Planning Partners, LLC | $6.8M | 185K | ▼−0.3% Reduced · −612 sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 134K | ▲+370% Added · +106K sh | Q1 2026 | |
| 9 | Friedenthal Financial | $6.0M | 134K | ▼−2.0% Reduced · −3K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $4.3M | 116K | ▲+0.5% Added · +598 sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $3.9M | 106K | ▲New +106K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 96K | ▲+33% Added · +24K sh | Q1 2026 | |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 78K | ▲New +78K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $2.5M | 68K | ▲+22% Added · +12K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $1.5M | 41K | ▲+64% Added · +16K sh | Q1 2026 | |
| 16 | Savant Capital, LLC | $1.3M | 35K | —Held | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32K | ▲New +32K sh | Q1 2026 | |
| 18 | UBS Group AG | $993K | 27K | ▼−6.2% Reduced · −2K sh | Q1 2026 | |
| 19 | Wealth Preservation Advisors, LLC | $707K | 19K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 20 | TIAA TRUST, NATIONAL ASSOCIATION | $652K | 18K | ▼−97% Reduced · −636K sh | Q1 2026 | |
| 21 | Wharton Business Group, LLC | $602K | 16K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 22 | Advisory Services Network, LLC | $396K | 11K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $369K | 10K | ▼−5.7% Reduced · −602 sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $437K | 10K | —Held | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $336K | 9K | ▼−70% Reduced · −21K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in HEEM, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $5.4B |
| NVIDIA CORPNVDA | 13 funds | $4.3B |
| MICROSOFT CORPMSFT | 13 funds | $4.1B |
| ISHARES CORE MSCI EAFE ETFIEFA | 13 funds | $3.0B |
| AMAZON.COM INCAMZN | 13 funds | $2.9B |
| VANGUARD VALUE ETFVTV | 13 funds | $2.7B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 13 funds | $2.0B |
| ISHARES CORE MSCI EMERGINGIEMG | 13 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 13 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 13 funds | $1.7B |
Ranked by how many of HEEM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HEEM/capital-change-brief"
Use Arkolith's capital_change_brief for HEEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HEEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.