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$HEFA
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Smart money positioned

8 of the Top-200 alpha managers hold $HEFA as of the latest 13F snapshot.

13F holders
417
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$HEFA is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.24%, with an average of 0.06% of portfolio. Largest holder: TRUE Private Wealth Advisors at 0.24%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
TRUE Private Wealth Advisors
0.24% NEW
α +23.4pts
02
RFG Advisory, LLC
0.15% NEW
α +16.2pts
03
ProVise Management Group, LLC
0.05% held
α +11.2pts
04
Choate Investment Advisors
0.02% held
α +13.8pts
05
Principal Securities, Inc.
0.02% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 417 · Source: 13F-HR
01
Gabelli Funds LLC
3.10% of portfolio
5,929,029 sh
02
Sheaff Brock Investment Advisors, LLC
0.08% of portfolio
4,631,974 sh
03
Marquette Asset Management, LLC
0.05% of portfolio
4,591,882 sh
04
MPM BioImpact LLC
5.74% of portfolio
3,579,217 sh
05
Taconic Capital Advisors LP
0.04% of portfolio
3,542,299 sh
06
Parisi Gray Wealth Management
1.29% of portfolio
3,473,227 sh
07
1834 Investment Advisors Co.
0.09% of portfolio
3,454,761 sh
08
Beach Point Capital Management LP
0.88% of portfolio
3,344,417 sh
09
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
3,277,212 sh
10
Capital Analysts, LLC
2.11% of portfolio
3,074,762 sh
See all 417 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $HEFA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HEFA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:40 UTC.