32 tracked 13F filers disclose a position in HEQ as of the latest SEC 13F filings, a combined $36.0M 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 | Bulldog Investors, LLP | $6.3M | 551K | ▼−1.3% Reduced · −7K sh | Q2 2026 | |
| 2 | Pathstone Holdings, LLC | $5.7M | 522K | ▲+111% Added · +274K sh | Q1 2026 | |
| 3 | Karpus Management, Inc. | $5.6M | 519K | ▲New +519K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.3M | 305K | ▲+4.1% Added · +12K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 154K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $1.8M | 153K | ▲+4.1% Added · +6K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $1.6M | 148K | ▼−52% Reduced · −158K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 137K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 110K | ▲+0.3% Added · +378 sh | Q2 2026 | |
| 10 | 1607 Capital Partners, LLC | $912K | 79K | ▼−41% Reduced · −54K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $862K | 79K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $738K | 68K | ▼−0.1% Reduced · −102 sh | Q1 2026 | |
| 13 | Kovack Advisors, Inc. | $740K | 64K | ▲+6.2% Added · +4K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $503K | 46K | ▼−0.2% Reduced · −104 sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $515K | 45K | ▲+17% Added · +6K sh | Q2 2026 | |
| 16 | &PARTNERS | $511K | 44K | ▲+9.9% Added · +4K sh | Q2 2026 | |
| 17 | LPL Financial LLC | $466K | 43K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 18 | SAX WEALTH ADVISORS, LLC | $369K | 34K | —Held | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $344K | 32K | ▲+21% Added · +5K sh | Q1 2026 | |
| 20 | Shaker Financial Services, LLC | $292K | 25K | ▼−9.1% Reduced · −3K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $263K | 24K | ▼−30% Reduced · −10K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $201K | 19K | ▼−0.6% Reduced · −111 sh | Q1 2026 | |
| 23 | NWF Advisory Services Inc. | $177K | 15K | ▼−16% Reduced · −3K sh | Q2 2026 | |
| 24 | Advisory Solutions Group, LLC | $119K | 10K | ▲New +10K sh | Q2 2026 | |
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | $109K | 10K | ▲New +10K 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, 5 funds opened a new position in HEQ and 2 added to an existing one, while 4 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 |
|---|---|---|
| LIBERTY ALL STAR EQUITY FUNDUSA | 10 funds | $40.7M |
| EATON VANCE TAX-MANAGED GLOBXEXGX | 10 funds | $24.8M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $657.0M |
| MICROSOFT CORPMSFT | 9 funds | $475.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $356.1M |
| ELI LILLY & COLLY | 9 funds | $190.6M |
| ABBVIE INCABBV | 9 funds | $149.4M |
| VANGUARD FTSE EMERGING MARKEVWO | 9 funds | $133.3M |
| ISHARES CORE MSCI EMERGINGIEMG | 9 funds | $110.3M |
| ISHARES 7-10 YEAR TREASURY BIEF | 9 funds | $73.8M |
| CALAMOS STRAT TTL RTRN FNDCSQ | 9 funds | $59.7M |
| ORACLE CORPORCL | 9 funds | $51.9M |
Ranked by how many of HEQ's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for HEQ
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/HEQ/capital-change-brief"
Use Arkolith's capital_change_brief for HEQ. 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 HEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.