Among active 13F managers last quarter, 3 opened and 1 added, while 9 reduced; the largest holder to move was TIAA-CREF Individual & Institutional Services, LLC (−2.7%).
50 tracked 13F filers disclose a position in HEEM as of the latest SEC 13F filings, a combined $147.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TIAA-CREF Individual & Institutional Services, LLC | 698K | $31.2M | ▼−2.7% Reduced · −19K sh | Q2 2026 | |
| 2 | Wells Fargo & Company | 448K | $16.5M | ▲+11% Added · +45K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 412K | $15.2M | ▲+15% Added · +53K sh | Q1 2026 | |
| 4 | Morgan Stanley | 361K | $13.3M | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 5 | Coldstream Capital Management Inc | 302K | $11.2M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 6 | Pictet Asset Management Holding SA | 266K | $9.8M | ▼−25% Reduced · −87K sh | Q1 2026 | |
| 7 | Vertex Planning Partners, LLC | 185K | $6.8M | ▼−0.3% Reduced · −612 sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 134K | $5.0M | ▲+370% Added · +106K sh | Q1 2026 | |
| 9 | Friedenthal Financial | 134K | $6.0M | ▼−2.0% Reduced · −3K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 116K | $4.3M | ▲+0.5% Added · +598 sh | Q1 2026 | |
| 11 | Truist Financial Corp | 106K | $3.9M | ▲New +106K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 96K | $3.6M | ▲+33% Added · +24K sh | Q1 2026 | |
| 13 | Kingswood Wealth Advisors, LLC | 79K | $3.5M | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 68K | $2.5M | ▲+22% Added · +12K sh | Q1 2026 | |
| 15 | Ameriprise Financial Inc | 41K | $1.5M | ▲+64% Added · +16K sh | Q1 2026 | |
| 16 | Scotia Capital Inc. | 40K | $1.8M | ▲New +40K sh | Q2 2026 | |
| 17 | Savant Capital, LLC | 35K | $1.6M | —Held | Q2 2026 | |
| 18 | Susquehanna International Group, LLP | 32K | $1.2M | ▲New +32K sh | Q1 2026 | |
| 19 | UBS Group AG | 27K | $993K | ▼−6.2% Reduced · −2K sh | Q1 2026 | |
| 20 | Wealth Preservation Advisors, LLC | 19K | $707K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 21 | TIAA Trust, National Association | 17K | $771K | ▼−2.4% Reduced · −432 sh | Q2 2026 | |
| 22 | Wharton Business Group, LLC | 16K | $710K | ▼−2.7% Reduced · −435 sh | Q2 2026 | |
| 23 | Global Retirement Partners, LLC | 14K | $642K | ▲71× Added · +14K sh | Q2 2026 | |
| 24 | MML Investors Services, LLC | 12K | $548K | ▲New +12K sh | Q2 2026 | |
| 25 | Blair William & Co | 12K | $515K | ▲+67% Added · +5K sh | Q2 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, 3 funds opened a new position in HEEM and 1 added to an existing one, while 9 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 16 funds | $5.6B |
| Apple IncAAPL | 16 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 16 funds | $3.0B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 16 funds | $1.3B |
| JPMorgan Chase & CoJPM | 16 funds | $848.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $696.5M |
| Cisco Systems IncCSCO | 16 funds | $461.1M |
| Abbvie IncABBV | 16 funds | $421.5M |
| Costco Wholesale CorpCOST | 16 funds | $374.2M |
| Microsoft CorpMSFT | 15 funds | $3.6B |
| Broadcom IncAVGO | 15 funds | $2.7B |
Ranked by how many of HEEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEEM.
No filings captured for this ticker in the live stream yet.
Connected entities for HEEM
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 + the live filing stream, joined for HEEM. Filings are public domain, sourced to SEC EDGAR.