Who owns HEFT
Which tracked institutional funds hold HEFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEFT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened HEFT while 3 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
HEFT’s largest tracked holder by dollar value, FOURPATH CAPITAL MANAGEMENT, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HEFT 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 23 tracked filers holding HEFT, 13 increased or opened the position and 10 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 HEFT 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$764K
- CITADEL ADVISORS LLC$624K
Full exits 1
- HighTower Advisors, LLC$6M
Largest adds
- FOURPATH CAPITAL MANAGEMENT, LLC$16M
Largest trims
- TRUIST FINANCIAL CORP$6M
- ENVESTNET ASSET MANAGEMENT INC$424K
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 |
|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC added | 1,157,091 | $31M | 64.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 74,203 | $2M | 4.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 64,228 | $2M | 3.6% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 36,914 | $979K | 2.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 28,816 | $764K | 1.6% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 27,575 | $731K | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 26,810 | $711K | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 23,546 | $624K | 1.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 14,610 | $387K | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 14,089 | $374K | 0.8% | 2026-Q2 |
| Crown Wealth Group, LLC trimmed | 13,880 | $368K | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 10,095 | $268K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 9,818 | $260K | 0.6% | 2026-Q2 |
| Slocum, Gordon & Co LLP trimmed | 9,016 | $239K | 0.5% | 2026-Q2 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,654 | $176K | 0.4% | 2026-Q2 |
| Game Plan Financial Advisors, LLC added | 2,700 | $72K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 2,391 | $64K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 2,000 | $53K | 0.1% | 2026-Q2 |
| UBS Group AG new | 1,170 | $31K | 0.1% | 2026-Q2 |
| Realta Investment Advisors added | 665 | $18K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 180 | $5K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 99 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 92 | $2K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC new | 226,401 | $6M | 12.7% | 2026-Q1 stale (1 quarter behind) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 11,150 | $297K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 500 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 19,390 | $490K | 1.0% | 2025-Q4 stale (2 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.