Who owns HECA
Which tracked institutional funds hold HECA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HECA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened HECA while 20 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HECA’s largest tracked holder by dollar value, Cambridge Investment Research Advisors, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HECA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 42 tracked filers holding HECA, 27 increased or opened the position and 36 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HECA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- LPL Financial LLC$8M
- Persium Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GTS SECURITIES LLC$964K
- Meridian Wealth Management, LLC$852K
- Haven Private, LLC$804K
Full exits 13
- Cambridge Investment Research Advisors, Inc.$43M
- HighTower Advisors, LLC$15M
- Spectrum Asset Management, Inc. (NB/CA)$10M
- Private Advisor Group, LLC$8M
- Reyes Financial Architecture, Inc.$7M
- CIBC WORLD MARKET INC.$5M
Largest adds
- WNY Asset Management, LLC$11M
- NewEdge Advisors, LLC$6M
- STIFEL FINANCIAL CORP$4M
- Fortis Group Advisors, LLC$2M
- CITADEL ADVISORS LLC$2M
- WMG Financial Advisors, LLC$1M
Largest trims
- TRUIST FINANCIAL CORP$17M
- ENVESTNET ASSET MANAGEMENT INC$5M
- FWG Holdings, LLC$3M
- Mowery & Schoenfeld Wealth Management, LLC$2M
- Game Plan Financial Advisors, LLC$676K
- &PARTNERS$460K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WNY Asset Management, LLC added | 1,165,639 | $32M | 15.5% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 465,102 | $13M | 6.2% | 2026-Q2 |
| LPL Financial LLC new | 283,635 | $8M | 3.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 262,460 | $7M | 3.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 224,036 | $6M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 170,081 | $5M | 2.3% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 164,864 | $5M | 2.2% | 2026-Q2 |
| Insight Advisors, LLC/ PA added | 145,196 | $4M | 1.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 141,752 | $4M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 94,666 | $3M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 69,390 | $2M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 65,000 | $2M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 61,204 | $2M | 0.8% | 2026-Q2 |
| Persium Advisors, LLC new | 57,600 | $2M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 56,510 | $2M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 54,409 | $1M | 0.7% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 48,341 | $1M | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 35,311 | $964K | 0.5% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 31,195 | $852K | 0.4% | 2026-Q2 |
| Haven Private, LLC new | 29,455 | $804K | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 25,700 | $702K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 23,848 | $651K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 21,265 | $581K | 0.3% | 2026-Q2 |
| Game Plan Financial Advisors, LLC trimmed | 17,664 | $482K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 14,231 | $389K | 0.2% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 12,159 | $332K | 0.2% | 2026-Q2 |
| FWG Holdings, LLC trimmed | 11,627 | $317K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 11,047 | $302K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,956 | $299K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 10,098 | $276K | 0.1% | 2026-Q2 |
| Panoramic Capital Partners, LLC new | 9,661 | $264K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 8,559 | $234K | 0.1% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC trimmed | 7,811 | $213K | 0.1% | 2026-Q2 |
| Fiscal Wisdom Wealth Management, LLC trimmed | 7,385 | $202K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,246 | $171K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 2,036 | $56K | 0.0% | 2026-Q2 |
| Realta Investment Advisors added | 1,460 | $40K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,065 | $29K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,040 | $28K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 170 | $5K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 147 | $4K | 0.0% | 2026-Q2 |
| Copia Wealth Management | 44 | $1K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 1,477,836 | $43M | 20.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 528,873 | $15M | 7.5% | 2026-Q1 stale (1 quarter behind) |
| Spectrum Asset Management, Inc. (NB/CA) added | 346,494 | $10M | 4.9% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC added | 270,695 | $8M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| Reyes Financial Architecture, Inc. added | 244,463 | $7M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| CIBC WORLD MARKET INC. added | 186,131 | $5M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| WESPAC Advisors, LLC added | 98,477 | $3M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Ferguson Shapiro LLC new | 62,500 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Stegent Equity Advisors, Inc. added | 54,468 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| RFG Advisory, LLC new | 43,584 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 29,824 | $854K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Worth Asset Management, LLC trimmed | 23,592 | $681K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| London & Capital Asset Management Ltd new | 22,597 | $654K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,315 | $471K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 13,650 | $394K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PHILADELPHIA TRUST CO new | 11,092 | $320K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| South Shore Capital Advisors new | 9,500 | $274K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ZACKS INVESTMENT MANAGEMENT new | 9,463 | $273K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| DAVENPORT & Co LLC new | 7,200 | $208K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 7,200 | $208K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BASSO CAPITAL MANAGEMENT, L.P. new | 4,900 | $141K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC new | 2,000 | $58K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Destiny Wealth Partners, LLC new | 350 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Larson Financial Group LLC new | 332 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kathleen S. Wright Associates Inc. new | 1,396 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.