Institutional shares held 148 Million
0 calls
0 puts
Total value of holdings $6.08B
$0 calls
$0 puts
# of Institutions 472


Latest Institutional Activity in HEFA

Top Purchases

Q4 2025
Stewardship Concepts Financial Services LLC Shares Held: 159K ($6.56M)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 102K ($4.19M)
Q4 2025
Bcr Wealth Strategies, LLC Shares Held: 22.3K ($919K)
Q4 2025
Savvy Advisors, Inc. Shares Held: 61K ($2.51M)
Q4 2025
Signal Advisors Wealth, LLC Shares Held: 25.7K ($1.06M)

Top Sells

Q4 2025
Tritonpoint Wealth, LLC Shares Held: 11.1K ($457K)
Q4 2025
Spire Wealth Management Shares Held: 5.98K ($246K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 328K ($13.5M)
Q4 2025
Aaron Wealth Advisors LLC Shares Held: 51.7K ($2.13M)
Q4 2025
Blankinship & Foster, LLC Shares Held: 810K ($33.3M)

About HEFA

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