Institutional shares held 148 Million
0 calls
0 puts
Total value of holdings $6.08B
$0 calls
$0 puts
# of Institutions 470


Latest Institutional Activity in HEFA

Top Purchases

Q4 2025
Signal Advisors Wealth, LLC Shares Held: 25.7K ($1.06M)
Q4 2025
Cyr Financial Inc. Shares Held: 231K ($9.5M)
Q4 2025
Crumly & Associates Inc. Shares Held: 455K ($18.7M)
Q4 2025
Mor Wealth Management, LLC Shares Held: 13.9K ($570K)
Q4 2025
Nova Wealth Management, Inc. Shares Held: 25.4K ($1.05M)

Top Sells

Q4 2025
Spire Wealth Management Shares Held: 5.98K ($246K)
Q4 2025
Adamsbrown Wealth Consultants LLC Shares Held: 148K ($6.1M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 8.28K ($341K)
Q4 2025
Decision Map Wealth Management, LLC Shares Held: 113K ($4.66M)
Q4 2025
Traveka Wealth, LLC Shares Held: 102K ($4.21M)

About HEFA

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