Delisted

HES was delisted on the 17th of July, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$658K -$3.23K -40 -0.5%
Creative Planning
327
Creative Planning
Kansas
$653K -$37K -458 -6%
OQS
328
Occudo Quantitative Strategies
Florida
$651K +$73.7K +913 +14%
S
329
Seeyond
France
$631K +$286K +3,546 +96%
EAM
330
Erste Asset Management
Austria
$629K +$589K +7,300 New
KRSITF
331
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$624K -$64.7K -802 -10%
B
332
BP
United Kingdom
$606K -$254K -3,144 -31%
SCF
333
Sante Capital Fund
Texas
$589K +$545K +6,751 New
PCM
334
Penn Capital Management
Pennsylvania
$580K +$108K +1,341 +25%
O
335
Ossiam
France
$574K -$636K -7,879 -51%
ZCA
336
Zeke Capital Advisors
Pennsylvania
$573K +$726 +9 +0.1%
RC
337
RegentAtlantic Capital
New Jersey
$568K +$173K +2,144 +49%
MAM
338
Meeder Asset Management
Ohio
$541K -$177K -2,196 -26%
GP
339
Geneva Partners
Wisconsin
$533K +$492K +6,100 New
HA
340
Harbor Advisors
Florida
$524K – – –
PGCM
341
Prescott Group Capital Management
Oklahoma
$524K +$484K +6,000 New
CC
342
Cipher Capital
New York
$515K -$923K -11,440 -66%
AP
343
Advisor Partners
California
$513K +$474K +5,870 New
KIC
344
Keating Investment Counselors
Florida
$511K – – –
Neuberger Berman Group
345
Neuberger Berman Group
New York
$492K -$52.6K -652 -10%
DCM
346
Dupont Capital Management
Delaware
$490K +$453K +5,610 New
CTC
347
Central Trust Company
Missouri
$485K -$32.5K -403 -7%
BB
348
Bell Bank
North Dakota
$485K – – –
Vanguard Personalized Indexing Management
349
Vanguard Personalized Indexing Management
California
$485K +$165K +2,043 +58%
Grantham, Mayo, Van Otterloo & Co (GMO)
350
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$480K +$444K +5,500 New