HCAT(HCAT)
HCAT
Institutional Ownership
Top 209 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | -- | Sep 30, 26 | -2 | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -193 | -- |
| First Light Asset Management, LLC | 12.81M | Jun 30, 26 | -67.84K | 17.34% |
| CDC Financial, Inc. | 7.09M | Jun 30, 26 | +785.64K | 9.60% |
| Palogic Value Management, L.P. | 4.92M | Jun 30, 26 | +2.03M | 6.66% |
| Impax Asset Management Group plc | 4.00M | Jun 30, 26 | +1.25M | 5.41% |
| Nepsis Inc. | 2.98M | Jun 30, 26 | +1.10M | 4.03% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.97M | Jun 30, 26 | +85.94K | 4.02% |
| BlackRock, Inc. | 1.84M | Jun 30, 26 | -3.30M | 2.49% |
| JANE STREET GROUP, LLC | 1.04M | Jun 30, 26 | +1.01M | 1.40% |
| DIMENSIONAL FUND ADVISORS LP | 911.82K | Jun 30, 26 | -323.05K | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 891.36K | Jun 30, 26 | -610.08K | 1.21% |
| HighMark Wealth Management LLC | 871.08K | Jun 30, 26 | -32.00K | 1.18% |
| Caption Management, LLC | 773.65K | Jun 30, 26 | +1.76K | 1.05% |
| Mink Brook Asset Management LLC | 738.28K | Jun 30, 26 | +738.28K | 1.00% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 710.80K | Jun 30, 26 | -- | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 615.50K | Jun 30, 26 | +8.65K | 0.83% |
| Sixth Street Partners Management Company, L.P. | 615.50K | Jun 30, 26 | +615.50K | 0.83% |
| HRT FINANCIAL LP | 572.22K | Jun 30, 26 | +329.02K | 0.77% |
| MILLENNIUM MANAGEMENT LLC | 516.08K | Jun 30, 26 | +516.08K | 0.70% |
| GOLDMAN SACHS GROUP INC | 480.97K | Jun 30, 26 | +93.80K | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 463.00K | Jun 30, 26 | +19.34K | 0.63% |
| CITADEL ADVISORS LLC | 453.21K | Jun 30, 26 | +453.21K | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 437.23K | Jun 30, 26 | +356.07K | 0.59% |
| FMR LLC | 410.64K | Jun 30, 26 | +43.16K | 0.56% |
| HSBC HOLDINGS PLC | 408.63K | Jun 30, 26 | +309.77K | 0.55% |
| Squarepoint Ops LLC | 400.21K | Jun 30, 26 | +369.77K | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 376.59K | Jun 30, 26 | -166.66K | 0.51% |
| STATE STREET CORP | 360.71K | Jun 30, 26 | -964.14K | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 349.27K | Jun 30, 26 | +132.20K | 0.47% |
| 71 West Capital Partners | 339.51K | Jun 30, 26 | -- | 0.46% |
| Weiss Asset Management LP | 258.49K | Jun 30, 26 | +258.49K | 0.35% |
| UBS Group AG | 254.65K | Jun 30, 26 | -32.44K | 0.34% |
| Baird Financial Group, Inc. | 246.87K | Jun 30, 26 | -123.44K | 0.33% |
| Jain Global LLC | 216.54K | Jun 30, 26 | +169.99K | 0.29% |
| NORTHERN TRUST CORP | 177.16K | Jun 30, 26 | -316.69K | 0.24% |
| Susquehanna Portfolio Strategies, LLC | 168.44K | Jun 30, 26 | +39.39K | 0.23% |
| Whetstone Capital Advisors, LLC | 167.10K | Jun 30, 26 | -4.10M | 0.23% |
| ACADIAN ASSET MANAGEMENT LLC | 144.01K | Jun 30, 26 | +30.82K | 0.19% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 121.41K | Jun 30, 26 | -409.60K | 0.16% |
| MORGAN STANLEY | 106.13K | Jun 30, 26 | -28.05K | 0.14% |
| Aster Capital Management (DIFC) Ltd | 101.78K | Jun 30, 26 | +101.78K | 0.14% |
| BARCLAYS PLC | 98.65K | Jun 30, 26 | +32.51K | 0.13% |
| Bank of New York Mellon Corp | 79.83K | Jun 30, 26 | -186.82K | 0.11% |
| Quadrature Capital Ltd | 72.49K | Jun 30, 26 | +72.49K | 0.10% |
| Veradace Capital Management LLC | 70.00K | Jun 30, 26 | +20.00K | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 67.86K | Jun 30, 26 | -31.35K | 0.09% |
| CANADA PENSION PLAN INVESTMENT BOARD | 67.40K | Jun 30, 26 | +67.40K | 0.09% |
| Headlands Technologies LLC | 65.72K | Jun 30, 26 | +65.72K | 0.09% |
| Williams & Novak, LLC | 53.61K | Jun 30, 26 | +19.44K | 0.07% |
| BANK OF AMERICA CORP /DE/ | 52.46K | Jun 30, 26 | -43.27K | 0.07% |
| EP Wealth Advisors, LLC | 49.94K | Jun 30, 26 | +39.48K | 0.07% |
| MCF Advisors LLC | 46.50K | Jun 30, 26 | -23.50K | 0.06% |
| Creative Planning | 43.35K | Jun 30, 26 | -47.97K | 0.06% |
| Graham Capital Management, L.P. | 39.95K | Jun 30, 26 | +39.95K | 0.05% |
| Tower Research Capital LLC (TRC) | 38.96K | Jun 30, 26 | +28.23K | 0.05% |
| Financial Engines Advisors L.L.C. | 38.80K | Jun 30, 26 | +38.80K | 0.05% |
| Perigon Wealth Management, LLC | 38.53K | Jun 30, 26 | -123 | 0.05% |
| Invesco Ltd. | 37.28K | Jun 30, 26 | -80.85K | 0.05% |
| Vanguard Global Advisers, LLC | 35.68K | Jun 30, 26 | -137.48K | 0.05% |
| RHUMBLINE ADVISERS | 34.52K | Jun 30, 26 | -51.08K | 0.05% |
| Schonfeld Strategic Advisors LLC | 29.65K | Jun 30, 26 | +29.65K | 0.04% |
| Sepio Capital, LP | 29.47K | Jun 30, 26 | -- | 0.04% |
| IMC-Chicago, LLC | 28.16K | Jun 30, 26 | +9.71K | 0.04% |
| Cresset Asset Management, LLC | 25.61K | Jun 30, 26 | +15.00K | 0.03% |
| DEUTSCHE BANK AG\ | 21.59K | Jun 30, 26 | -202.91K | 0.03% |
| Catalyst Funds Management Pty Ltd | 20.20K | Jun 30, 26 | +20.20K | 0.03% |
| AXQ CAPITAL, LP | 19.10K | Jun 30, 26 | +19.10K | 0.03% |
| SIG BROKERAGE, LP | 19.04K | Jun 30, 26 | -- | 0.03% |
| CAPITAL PERFORMANCE ADVISORS LLP | 18.37K | Jun 30, 26 | +18.37K | 0.02% |
| XTX Topco Ltd | 18.34K | Jun 30, 26 | -37.80K | 0.02% |
| Vanguard Personalized Indexing Management, LLC | 18.12K | Jun 30, 26 | -27.93K | 0.02% |
| Signal Advisors Wealth, LLC | 18.08K | Jun 30, 26 | -5.21K | 0.02% |
| Neuberger Berman Group LLC | 18.07K | Jun 30, 26 | +18.07K | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 17.09K | Jun 30, 26 | +17.09K | 0.02% |
| Rangeley Capital, LLC | 15.88K | Jun 30, 26 | +15.88K | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 13.71K | Jun 30, 26 | +13.71K | 0.02% |
| Visionary Wealth Advisors | 13.65K | Jun 30, 26 | -- | 0.02% |
| CIGNA INVESTMENTS INC /NEW | 13.52K | Jun 30, 26 | -481 | 0.02% |
| Virtu Financial LLC | 12.59K | Jun 30, 26 | +12.59K | 0.02% |
| Catalytic Wealth RIA, LLC | 12.48K | Jun 30, 26 | +12.48K | 0.02% |
| Janney Montgomery Scott LLC | 12.04K | Jun 30, 26 | +12.04K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.07K | Jun 30, 26 | +11.07K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 10.92K | Jun 30, 26 | +10.92K | 0.01% |
| Abel Hall, LLC | 10.56K | Jun 30, 26 | +10.56K | 0.01% |
| Callan Family Office, LLC | 10.45K | Jun 30, 26 | -1.65K | 0.01% |
| SG Americas Securities, LLC | 10.45K | Jun 30, 26 | +10.45K | 0.01% |
| SRS Capital Advisors, Inc. | 10.00K | Jun 30, 26 | +9.87K | 0.01% |
| SIMPLEX TRADING, LLC | 9.40K | Jun 30, 26 | -4.22K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.86K | Jun 30, 26 | +6.86K | 0.01% |
| Optiver Holding B.V. | 5.97K | Jun 30, 26 | +5.30K | 0.01% |
| Global Retirement Partners, LLC | 4.58K | Jun 30, 26 | +4.58K | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 3.54K | Jun 30, 26 | -26.19K | 0.00% |
| FEDERATED HERMES, INC. | 3.53K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 2.54K | Jun 30, 26 | -3.44K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.31K | Jun 30, 26 | -3.29K | 0.00% |
| JPMORGAN CHASE & CO | 1.95K | Jun 30, 26 | -676.00K | 0.00% |
| Smartleaf Asset Management LLC | 1.92K | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1.76K | Jun 30, 26 | -24.86K | 0.00% |
| Caitong International Asset Management Co., Ltd | 1.47K | Jun 30, 26 | -66.16K | 0.00% |
| ROYAL BANK OF CANADA | 1.41K | Jun 30, 26 | +1.41K | 0.00% |
| SBI Securities Co., Ltd. | 1.19K | Jun 30, 26 | -38 | 0.00% |
| EverSource Wealth Advisors, LLC | 896 | Jun 30, 26 | +309 | 0.00% |
| Integrated Wealth Concepts LLC | 707 | Jun 30, 26 | +707 | 0.00% |
| Valued Wealth Advisors LLC | 606 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 523 | Jun 30, 26 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 450 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 355 | Jun 30, 26 | -3 | 0.00% |
| North Star Investment Management Corp. | 346 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 300 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 300 | Jun 30, 26 | +300 | 0.00% |
| Essential Partners LLC | 269 | Jun 30, 26 | -4.87K | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 237 | Jun 30, 26 | +237 | 0.00% |
| GROUP ONE TRADING, L.P. | 190 | Jun 30, 26 | +190 | 0.00% |
| True Wealth Design, LLC | 89 | Jun 30, 26 | +89 | 0.00% |
| SIGNATUREFD, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 69 | Jun 30, 26 | -142 | 0.00% |
| Transamerica Financial Advisors, Inc. | 43 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 39 | Jun 30, 26 | +30 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 38 | Jun 30, 26 | -299 | 0.00% |
| FIFTH THIRD BANCORP | 30 | Jun 30, 26 | -28 | 0.00% |
| Leonteq Securities AG | 23 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 10 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| CITIGROUP INC | 2 | Jun 30, 26 | -2.96K | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| MARTIN & CO INC /TN/ | -- | Jun 30, 26 | -526.19K | -- |
| Ameritas Investment Partners, Inc. | -- | Jun 30, 26 | -5.55K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -345 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Jun 30, 26 | -34.53K | -- |
| AMERICAN CENTURY COMPANIES INC | -- | Jun 30, 26 | -112.81K | -- |
| ALLIANCEBERNSTEIN L.P. | -- | Jun 30, 26 | -83.77K | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -1.77K | -- |
| PRIMECAP MANAGEMENT CO/CA/ | -- | Jun 30, 26 | -340.42K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -147 | -- |
| HARBOR CAPITAL ADVISORS, INC. | -- | Jun 30, 26 | -15.62K | -- |
| Sterling Capital Management LLC | -- | Jun 30, 26 | -2.12K | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | -- | Jun 30, 26 | -509.78K | -- |
| PRUDENTIAL FINANCIAL INC | -- | Jun 30, 26 | -10.65K | -- |
| Legal & General Group Plc | -- | Jun 30, 26 | -6.14K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | -- | Jun 30, 26 | -15.56K | -- |
| Avanza Fonder AB | -- | Jun 30, 26 | -26.05K | -- |
| NINE MASTS CAPITAL Ltd | -- | Jun 30, 26 | -22.59K | -- |
| Police & Firemen's Retirement System of New Jersey | -- | Jun 30, 26 | -20.44K | -- |
| State of Wyoming | -- | Jun 30, 26 | -28.38K | -- |
| Net Worth Advisory Group | -- | Jun 30, 26 | -36.37K | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -12.99K | -- |
| FIRST HORIZON CORP | -- | Jun 30, 26 | -1.50K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.58K | -- |
| Probity Advisors, Inc. | -- | Jun 30, 26 | -11.65K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | -- | Jun 30, 26 | -9.28K | -- |
| SEI INVESTMENTS CO | -- | Jun 30, 26 | -169.33K | -- |
| Lunt Capital Management, Inc. | -- | Jun 30, 26 | -17.34K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | -- | Jun 30, 26 | -3.66K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -22.01K | -- |
| Nuveen, LLC | -- | Jun 30, 26 | -184.38K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | -- | Jun 30, 26 | -32.10K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -68 | -- |
| SageView Advisory Group, LLC | -- | Jun 30, 26 | -55.44K | -- |
| CWM, LLC | 12.38K | Mar 31, 26 | +11.21K | 0.02% |
| DGS Capital Management, LLC | 11.01K | Mar 31, 26 | +11.01K | 0.01% |
| Sunbelt Securities, Inc. | 53 | Mar 31, 26 | +53 | 0.00% |
| McIlrath & Eck, LLC | 38 | Mar 31, 26 | -- | 0.00% |
| Red Tortoise LLC | -- | Mar 31, 26 | -962 | -- |
| VANGUARD GROUP INC | 4.43M | Dec 31, 25 | +138.70K | 6.00% |
| TWO SIGMA ADVISERS, LP | 31.10K | Dec 31, 25 | -103.10K | 0.04% |
| Quest Partners LLC | 12.28K | Dec 31, 25 | -- | 0.02% |
| Divergent Planning, LLC | 11.00K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 180 | Dec 31, 25 | +180 | 0.00% |
| SHERBROOKE PARK ADVISERS LLC | -- | Dec 31, 25 | -15.24K | -- |
| AMH Equity Ltd | 660.00K | Sep 30, 25 | +232.85K | 0.89% |
| WOLVERINE TRADING, LLC | 12.65K | Sep 30, 25 | +12.65K | 0.02% |
| Nebula Research & Development LLC | 25.30K | Jun 30, 25 | -19.41K | 0.03% |
| First Horizon Advisors, Inc. | 1.50K | Jun 30, 25 | -- | 0.00% |
| Martin Worley Group | -- | Jun 30, 25 | -11.00K | -- |
| Vista Wealth Management Group, LLC | 12.48K | Mar 31, 25 | -- | 0.02% |
| Lindbrook Capital, LLC | -- | Mar 31, 25 | -113 | -- |
| Nuveen Asset Management, LLC | 593.64K | Dec 31, 24 | -35.65K | 0.80% |
| Merriman Wealth Management, LLC | 10.00K | Dec 31, 24 | -- | 0.01% |
| ClariVest Asset Management LLC | 285.63K | Sep 30, 24 | -- | 0.39% |
| Millrace Asset Group, Inc. | 192.62K | Sep 30, 24 | +192.62K | 0.26% |
| BlackRock Inc. | 5.43M | Jun 30, 24 | +68.22K | 7.35% |
| CREDIT SUISSE AG/ | 74.99K | Mar 31, 24 | -152.77K | 0.10% |
| PUTNAM INVESTMENTS LLC | 72.70K | Dec 31, 23 | +23.79K | 0.10% |
| Simplicity Solutions, LLC | -- | Dec 31, 23 | -10.40K | -- |
| Ergoteles LLC | -- | Sep 30, 23 | -12.05K | -- |
| Jefferies Group LLC | 27.43K | Sep 30, 22 | +27.43K | 0.04% |
| AlphaCrest Capital Management LLC | 23.06K | Sep 30, 22 | -120.12K | 0.03% |
| Corient Capital Partners, LLC | 10.80K | Sep 30, 22 | -- | 0.01% |
| EXANE DERIVATIVES | 43 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -180 | -- |
| HHR Asset Management, LLC | 227.32K | Mar 31, 22 | +8.03K | 0.31% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 46.51K | Mar 31, 22 | -5.58K | 0.06% |
| Amalgamated Financial Corp. | 8.53K | Mar 31, 22 | +8.53K | 0.01% |
| FIRST MERCANTILE TRUST CO | 2.65K | Sep 30, 21 | -44 | 0.00% |
| Berman Capital Advisors, LLC | 46 | Sep 30, 21 | +46 | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 376.04K | Jun 30, 21 | +4.26K | 0.51% |
| Norwest Venture Partners XI, LP | 876.04K | Sep 30, 20 | -1.48M | 1.19% |
| 361 CAPITAL LLC | 23.60K | Jun 30, 20 | -3.68K | 0.03% |
| NumerixS Investment Technologies Inc | 3.40K | Jun 30, 20 | +3.20K | 0.00% |
| Global Thematic Partners, LLC | -- | Jun 30, 20 | -144.94K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 476 | Dec 31, 19 | +476 | 0.00% |
| Advisor Group, Inc. | 30 | Dec 31, 19 | +30 | 0.00% |
| TIVERTON ASSET MANAGEMENT LLC | 100.44K | Sep 30, 19 | +100.44K | 0.14% |
| Meadow Creek Investment Management LLC | 39.81K | Sep 30, 19 | +39.81K | 0.05% |
| Elkfork Partners LLC | 32.79K | Sep 30, 19 | +32.79K | 0.04% |
| Glen Harbor Capital Management LLC | 25.76K | Sep 30, 19 | +25.76K | 0.03% |
| Neuburgh Advisers LLC | 18.74K | Sep 30, 19 | +18.74K | 0.03% |
| RIVERHEAD CAPITAL MANAGEMENT LLC | 6.38K | Sep 30, 19 | +6.38K | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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