CUSIP 42329E204
HELIOGEN INC
38 institutions · $2.0M total · 560,049 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 182,912 | $691.4K | 32.65% | 2023-12-31 |
| 2 | MORGAN STANLEY | 111,797 | $422.6K | 19.96% | 2023-12-31 |
| 3 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 38,838 | $146.8K | 6.93% | 2023-12-31 |
| 4 | BlackRock Inc. | 33,617 | $127.1K | 6.00% | 2023-12-31 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 28,218 | $106.7K | 5.03% | 2023-12-31 |
| 6 | MISSION WEALTH MANAGEMENT, LP | 25,229 | $95.4K | 4.50% | 2023-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,000 | $79.4K | 3.74% | 2023-12-31 |
| 8 | CIBC Private Wealth Group, LLC | 18,389 | $69.5K | 3.28% | 2023-12-31 |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15,000 | $56.7K | 2.67% | 2023-12-31 |
| 10 | NORTHERN TRUST CORP | 13,201 | $49.9K | 2.35% | 2023-12-31 |
| 11 | Verition Fund Management LLC | 13,199 | $49.9K | 2.35% | 2023-12-31 |
| 12 | MILLENNIUM MANAGEMENT LLC | 13,170 | $49.8K | 2.35% | 2023-12-31 |
| 13 | STATE STREET CORP | 12,453 | $47.1K | 2.22% | 2023-12-31 |
| 14 | COMERICA BANK | 2,171 | $8.2K | 0.38% | 2023-12-31 |
| 15 | Royal Bank of Canada | 1,243 | $5.0K | 0.22% | 2023-12-31 |
| 16 | JPMORGAN CHASE & CO | 1,085 | $4.1K | 0.19% | 2023-12-31 |
| 17 | DEUTSCHE BANK AG\ | 415 | $1.6K | 0.07% | 2023-12-31 |
| 18 | Qube Research & Technologies Ltd | 351 | $1.3K | 0.06% | 2023-12-31 |
| 19 | CoreCap Advisors, LLC | 697 | $1.1K | 0.12% | 2025-06-30 |
| 20 | Noble Wealth Management PBC | 914 | $772 | 0.16% | 2025-03-31 |
| 21 | SIGNATUREFD, LLC | 166 | $627 | 0.02% | 2023-12-31 |
| 22 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 285 | $513 | 0.05% | 2024-12-31 |
| 23 | BANK OF AMERICA CORP /DE/ | 99 | $374 | 0.01% | 2023-12-31 |
| 24 | FMR LLC | 49 | $185 | 0.00% | 2023-12-31 |
| 25 | CITIGROUP INC | 35 | $132 | 0.00% | 2023-12-31 |
| 26 | ADVISOR GROUP HOLDINGS, INC. | 28 | $105 | 0.00% | 2023-12-31 |
| 27 | WELLS FARGO & COMPANY/MN | 24 | $91 | 0.00% | 2023-12-31 |
| 28 | UBS Group AG | 21 | $79 | 0.00% | 2023-12-31 |
| 29 | Milestone Investment Advisors LLC | 19 | $72 | 0.00% | 2023-12-31 |
| 30 | Ancora Advisors, LLC | 14,004 | $56 | 2.50% | 2024-12-31 |
| 31 | Partnership Wealth Management, LLC | 28 | $41 | 0.00% | 2024-03-31 |
| 32 | TORONTO DOMINION BANK | 10 | $38 | 0.00% | 2023-12-31 |
| 33 | CKW FINANCIAL GROUP | 9,914 | $37 | 1.77% | 2023-12-31 |
| 34 | HORIZON FINANCIAL SERVICES, LLC | 17 | $27 | 0.00% | 2025-06-30 |
| 35 | MFA Wealth Advisors, LLC | 14 | $24 | 0.00% | 2024-09-30 |
| 36 | CAZ INVESTMENTS LP | 1,428 | $5 | 0.25% | 2023-12-31 |
| 37 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |
| 38 | Cutler Group LLC / CA | 9 | $0 | 0.00% | 2023-12-31 |