HERD(HERD)
HERD
Institutional Ownership
Top 52 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 308.46K | Jun 30, 26 | +6.78K | 15.23% |
| ENVESTNET ASSET MANAGEMENT INC | 253.89K | Jun 30, 26 | +7.38K | 12.53% |
| LPL Financial LLC | 226.51K | Jun 30, 26 | +9.13K | 11.18% |
| Cetera Investment Advisers | 213.89K | Jun 30, 26 | +2.80K | 10.56% |
| RAYMOND JAMES FINANCIAL INC | 142.15K | Jun 30, 26 | +49.29K | 7.02% |
| ADVISOR GROUP HOLDINGS, INC. | 114.49K | Jun 30, 26 | +9.16K | 5.65% |
| Clear Creek Financial Management, LLC | 82.00K | Jun 30, 26 | +4.70K | 4.05% |
| Centric Wealth Management | 64.91K | Jun 30, 26 | -- | 3.20% |
| D.A. DAVIDSON & CO. | 64.20K | Jun 30, 26 | +2.42K | 3.17% |
| Advisory Resource Group | 38.60K | Jun 30, 26 | -814 | 1.91% |
| CITADEL ADVISORS LLC | 35.47K | Jun 30, 26 | -8.13K | 1.75% |
| Snowden Capital Advisors LLC | 18.48K | Jun 30, 26 | +5.44K | 0.91% |
| Cambridge Investment Research Advisors, Inc. | 17.80K | Jun 30, 26 | -1.26K | 0.88% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 16.45K | Jun 30, 26 | -752 | 0.81% |
| JANE STREET GROUP, LLC | 14.47K | Jun 30, 26 | +14.47K | 0.71% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 13.82K | Jun 30, 26 | -106 | 0.68% |
| Convergence Financial, LLC | 13.48K | Jun 30, 26 | +6.74K | 0.67% |
| WORLD EQUITY GROUP, INC. | 11.06K | Jun 30, 26 | +218 | 0.55% |
| Kestra Advisory Services, LLC | 10.29K | Jun 30, 26 | -75 | 0.51% |
| Geneos Wealth Management Inc. | 9.04K | Jun 30, 26 | +4.22K | 0.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.77K | Jun 30, 26 | -- | 0.43% |
| Mariner, LLC | 8.25K | Jun 30, 26 | -150 | 0.41% |
| COZAD ASSET MANAGEMENT INC | 8.10K | Jun 30, 26 | -- | 0.40% |
| MML INVESTORS SERVICES, LLC | 8.10K | Jun 30, 26 | +1 | 0.40% |
| BNB Wealth Management, LLC | 7.61K | Jun 30, 26 | +1 | 0.38% |
| Ausdal Financial Partners, Inc. | 5.62K | Jun 30, 26 | +190 | 0.28% |
| Belpointe Asset Management LLC | 5.50K | Jun 30, 26 | -600 | 0.27% |
| McCartney Wealth Management LLC | 4.80K | Jun 30, 26 | -- | 0.24% |
| Capital Investment Advisory Services, LLC | 4.33K | Jun 30, 26 | -507 | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.27K | Jun 30, 26 | -213 | 0.21% |
| Ameritas Advisory Services, LLC | 3.42K | Jun 30, 26 | +3.42K | 0.17% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.77K | Jun 30, 26 | -- | 0.14% |
| Founders Financial Alliance, LLC | 2.64K | Jun 30, 26 | -- | 0.13% |
| EverSource Wealth Advisors, LLC | 2.30K | Jun 30, 26 | -1.63K | 0.11% |
| HARBOUR INVESTMENTS, INC. | 1.80K | Jun 30, 26 | +940 | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.64K | Jun 30, 26 | +1.64K | 0.08% |
| First Command Advisory Services, Inc. | 1.31K | Jun 30, 26 | -- | 0.06% |
| Innovative Asset Advisors Group, LLC | 949 | Jun 30, 26 | +949 | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 912 | Jun 30, 26 | +912 | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 700 | Jun 30, 26 | -- | 0.03% |
| NewEdge Advisors, LLC | 509 | Jun 30, 26 | +509 | 0.03% |
| MORGAN STANLEY | 435 | Jun 30, 26 | -1 | 0.02% |
| NBC SECURITIES, INC. | 425 | Jun 30, 26 | -- | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -212 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -800 | -- |
| CWM, LLC | 81 | Mar 31, 26 | +81 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 26.51K | Jun 30, 25 | -434 | 1.31% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -27.32K | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -1.95K | -- |
| Cetera Advisor Networks LLC | 138.79K | Mar 31, 24 | +445 | 6.85% |
| Retirement Group, LLC | 1.74K | Mar 31, 24 | -- | 0.09% |
| Advisor Group, Inc. | 18.36K | Dec 31, 19 | +5.67K | 0.91% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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