Who owns HEQT
Which tracked institutional funds hold HEQT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEQT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
18 tracked funds added or opened HEQT while 15 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
HEQT’s largest tracked holder by dollar value, Private Advisor Group, LLC, 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 HEQT 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 82 tracked filers holding HEQT, 42 increased or opened the position and 43 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 HEQT 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 1
- CITADEL ADVISORS LLC$516K
Full exits 8
- CWM, LLC$20M
- Leo Wealth, LLC$11M
- TSG Advice Partners, LLC$6M
- HighTower Advisors, LLC$6M
- Baer Investment Advisory LLC$3M
- Encompass More Asset Management$3M
Largest adds
- Private Advisor Group, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- OneDigital Investment Advisors LLC$3M
- OLD MISSION CAPITAL LLC$2M
- Rockefeller Capital Management L.P.$1M
- Independent Wealth Advisors LLC$1M
Largest trims
- ARQ WEALTH ADVISORS, LLC$3M
- LPL Financial LLC$2M
- WealthPLAN Partners, LLC$2M
- OSAIC HOLDINGS, INC.$2M
- WealthPlan Investment Management, LLC$2M
- Kovack Advisors, Inc.$986K
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 |
|---|---|---|---|---|
| Private Advisor Group, LLC added | 698,185 | $23M | 8.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 454,076 | $15M | 5.7% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 300,206 | $10M | 3.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 286,153 | $10M | 3.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 250,575 | $8M | 3.1% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 204,845 | $7M | 2.5% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC trimmed | 195,133 | $7M | 2.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 192,924 | $6M | 2.4% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 189,631 | $6M | 2.4% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 154,811 | $5M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 152,958 | $5M | 1.9% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 150,327 | $5M | 1.9% | 2026-Q2 |
| Financial Enhancement Group LLC added | 139,291 | $5M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 130,648 | $4M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 127,293 | $4M | 1.6% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 112,975 | $4M | 1.4% | 2026-Q2 |
| Peterson Wealth Advisors, LLC trimmed | 112,453 | $4M | 1.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 111,920 | $4M | 1.4% | 2026-Q2 |
| UBS Group AG added | 107,464 | $4M | 1.3% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 105,932 | $4M | 1.3% | 2026-Q2 |
| Sound Financial Strategies Group, LLC | 100,735 | $3M | 1.3% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 99,368 | $3M | 1.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 94,577 | $3M | 1.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 93,605 | $3M | 1.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 86,259 | $3M | 1.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 83,859 | $3M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 77,550 | $3M | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 71,936 | $2M | 0.9% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 63,922 | $2M | 0.8% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 62,320 | $2M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 51,812 | $2M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 47,889 | $2M | 0.6% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 46,648 | $2M | 0.6% | 2026-Q2 |
| Smartleaf Asset Management LLC | 45,690 | $2M | 0.6% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 34,160 | $1M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 33,831 | $1M | 0.4% | 2026-Q2 |
| Cambridge Advisors Inc. trimmed | 32,196 | $1M | 0.4% | 2026-Q2 |
| Bay Rivers Group added | 28,608 | $960K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 23,692 | $795K | 0.3% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 22,015 | $738K | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 20,619 | $692K | 0.3% | 2026-Q2 |
| ATX Financial Planning, LLC added | 20,009 | $671K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 18,332 | $615K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 17,638 | $592K | 0.2% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC trimmed | 17,482 | $586K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 15,393 | $516K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 13,620 | $457K | 0.2% | 2026-Q2 |
| MIDDLETON & CO INC/MA | 13,025 | $437K | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC | 12,300 | $413K | 0.2% | 2026-Q2 |
| Thompson David Blair | 11,443 | $384K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,393 | $382K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 11,368 | $380K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 11,368 | $380K | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC | 10,470 | $351K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 9,980 | $335K | 0.1% | 2026-Q2 |
| Independence Wealth Advisors, LLC added | 9,267 | $311K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 8,236 | $276K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 8,155 | $274K | 0.1% | 2026-Q2 |
| Plan Group Financial, LLC added | 7,875 | $264K | 0.1% | 2026-Q2 |
| Chatterton & Associates Inc. | 6,915 | $233K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 6,340 | $213K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,878 | $197K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 3,940 | $132K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 3,895 | $131K | 0.0% | 2026-Q2 |
| CGC Financial Services, LLC | 3,115 | $104K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 3,049 | $102K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 3,000 | $101K | 0.0% | 2026-Q2 |
| Reyes Financial Architecture, Inc. added | 2,872 | $96K | 0.0% | 2026-Q2 |
| Longview Financial Advisors LLC added | 2,722 | $91K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 1,532 | $51K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 923 | $31K | 0.0% | 2026-Q2 |
| Alpine Bank Wealth Management | 901 | $30K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 796 | $27K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 695 | $23K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 628 | $21K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 504 | $17K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 467 | $16K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 221 | $7K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 70 | $2K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 20 | $671 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | $637 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1 | $17 | 0.0% | 2026-Q2 |
| CWM, LLC added | 629,588 | $20M | 7.4% | 2026-Q1 stale (1 quarter behind) |
| Leo Wealth, LLC added | 333,880 | $11M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| TSG Advice Partners, LLC new | 185,666 | $6M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 180,101 | $6M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 107,551 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Encompass More Asset Management added | 90,511 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 25,154 | $792K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 18,423 | $580K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Keudell/Morrison Wealth Management added | 517,138 | $17M | 6.1% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC added | 36,643 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors trimmed | 22,278 | $714K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Ausdal Financial Partners, Inc. | 24,015 | $750K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GTS SECURITIES LLC added | 18,629 | $582K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Belpointe Asset Management LLC new | 139,806 | $4M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| 3EDGE Asset Management, LP added | 87,080 | $3M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| L.M. KOHN & COMPANY new | 49,195 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Skyline Advisors, Inc. new | 30,861 | $927K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Lionsbridge Wealth Management LLC trimmed | 23,019 | $692K | 0.3% | 2025-Q2 stale (4 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.