HFSI(HFSI)
HFSI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 2.74M | Jun 30, 26 | +197.33K | 47.28% |
| Hartford Funds Management Co LLC | 1.56M | Jun 30, 26 | +22.65K | 26.88% |
| BENJAMIN EDWARDS INC | 968.50K | Jun 30, 26 | -2.88K | 16.70% |
| Bleakley Financial Group, LLC | 643.15K | Jun 30, 26 | +30.13K | 11.09% |
| Centric Wealth Management | 411.61K | Jun 30, 26 | -- | 7.10% |
| ENVESTNET ASSET MANAGEMENT INC | 372.71K | Jun 30, 26 | +28.68K | 6.43% |
| CITIZENS FINANCIAL GROUP INC/RI | 225.04K | Jun 30, 26 | +8.59K | 3.88% |
| LPL Financial LLC | 210.89K | Jun 30, 26 | +210.89K | 3.64% |
| MGO ONE SEVEN LLC | 202.15K | Jun 30, 26 | -8.93K | 3.49% |
| TRUIST FINANCIAL CORP | 194.60K | Jun 30, 26 | +33.06K | 3.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 178.99K | Jun 30, 26 | +14.59K | 3.09% |
| Retirement Planning Group | 175.02K | Jun 30, 26 | +52.88K | 3.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 167.24K | Jun 30, 26 | +6.58K | 2.88% |
| Private Advisor Group, LLC | 162.42K | Jun 30, 26 | +162.42K | 2.80% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 103.24K | Jun 30, 26 | +103.24K | 1.78% |
| MML INVESTORS SERVICES, LLC | 90.70K | Jun 30, 26 | +68.27K | 1.56% |
| Strategic Blueprint, LLC | 84.59K | Jun 30, 26 | +13.07K | 1.46% |
| Cambridge Investment Research Advisors, Inc. | 79.45K | Jun 30, 26 | +707 | 1.37% |
| CARY STREET PARTNERS FINANCIAL LLC | 76.73K | Jun 30, 26 | +9.44K | 1.32% |
| Kovack Advisors, Inc. | 51.05K | Jun 30, 26 | +1.68K | 0.88% |
| Hobart Private Capital, LLC | 25.88K | Jun 30, 26 | -792 | 0.45% |
| AdvisorNet Financial, Inc | 22.09K | Jun 30, 26 | +2.94K | 0.38% |
| SURIENCE PRIVATE WEALTH LLC | 17.97K | Jun 30, 26 | +5 | 0.31% |
| FLAGSHIP HARBOR ADVISORS, LLC | 16.84K | Jun 30, 26 | +16.84K | 0.29% |
| Marks Group Wealth Management, Inc | 16.26K | Jun 30, 26 | -7.32K | 0.28% |
| Capital Investment Advisory Services, LLC | 15.75K | Jun 30, 26 | +8.09K | 0.27% |
| Concurrent Investment Advisors, LLC | 13.91K | Jun 30, 26 | +3.68K | 0.24% |
| CWC Advisors, LLC. | 11.41K | Jun 30, 26 | +11.41K | 0.20% |
| Meridian Financial, LLC | 9.47K | Jun 30, 26 | -484 | 0.16% |
| Bright Futures Wealth Management, LLC. | 9.37K | Jun 30, 26 | +371 | 0.16% |
| Cypress Wealth Services, LLC | 8.79K | Jun 30, 26 | +121 | 0.15% |
| AXXCESS WEALTH MANAGEMENT, LLC | 6.98K | Jun 30, 26 | +6.98K | 0.12% |
| ALEXANDER LABRUNERIE & CO., INC. | 6.57K | Jun 30, 26 | -- | 0.11% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 5.73K | Jun 30, 26 | +5.73K | 0.10% |
| Capital Analysts, LLC | 5.21K | Jun 30, 26 | -- | 0.09% |
| IFP Advisors, Inc | 2.79K | Jun 30, 26 | +990 | 0.05% |
| Geneos Wealth Management Inc. | 2.10K | Jun 30, 26 | -- | 0.04% |
| Continuum Advisory, LLC | 876 | Jun 30, 26 | +876 | 0.02% |
| Bogart Wealth, LLC | 724 | Jun 30, 26 | +10 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 536 | Jun 30, 26 | +6 | 0.01% |
| Farther Finance Advisors, LLC | -- | Jun 30, 26 | -315 | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -24.95K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.01K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.12M | Mar 31, 26 | +334.13K | 36.61% |
| Hartford Funds Management Co LLC | 1.54M | Mar 31, 26 | -34.60K | 26.49% |
| BANK OF AMERICA CORP /DE/ | 1.22M | Mar 31, 26 | +1.22M | 21.06% |
| RAYMOND JAMES FINANCIAL INC | 1.19M | Mar 31, 26 | +656.71K | 20.49% |
| Modern Wealth Management, LLC | 706.00K | Mar 31, 26 | +75.52K | 12.17% |
| NFP Retirement, Inc. | 601.08K | Mar 31, 26 | +601.08K | 10.36% |
| ADVISOR GROUP HOLDINGS, INC. | 462.43K | Mar 31, 26 | +20.77K | 7.97% |
| Centric Wealth Management | 411.61K | Mar 31, 26 | +25.70K | 7.10% |
| ROYAL BANK OF CANADA | 385.81K | Mar 31, 26 | +385.48K | 6.65% |
| Live Oak Investment Partners | 255.51K | Mar 31, 26 | +77.78K | 4.41% |
| STIFEL FINANCIAL CORP | 240.24K | Mar 31, 26 | +18.45K | 4.14% |
| Mutual Advisors, LLC | 222.53K | Mar 31, 26 | +222.53K | 3.84% |
| CITIZENS FINANCIAL GROUP INC/RI | 216.45K | Mar 31, 26 | +101.26K | 3.73% |
| WNY Asset Management, LLC | 180.09K | Mar 31, 26 | +180.09K | 3.10% |
| JONES FINANCIAL COMPANIES LLLP | 149.04K | Mar 31, 26 | +97.69K | 2.57% |
| Sanctuary Advisors, LLC | 136.37K | Mar 31, 26 | +53.79K | 2.35% |
| Summit Financial, LLC | 118.32K | Mar 31, 26 | +3.48K | 2.04% |
| JPMORGAN CHASE & CO | 57.73K | Mar 31, 26 | +3.79K | 1.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 41.61K | Mar 31, 26 | +41.61K | 0.72% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 34.13K | Mar 31, 26 | +10.60K | 0.59% |
| Steward Partners Investment Advisory, LLC | 31.21K | Mar 31, 26 | +24.56K | 0.54% |
| NATIXIS ADVISORS, L.P. | 22.74K | Mar 31, 26 | +22.74K | 0.39% |
| MML INVESTORS SERVICES, LLC | 22.43K | Mar 31, 26 | +12.31K | 0.39% |
| Arkadios Wealth Advisors | 21.44K | Mar 31, 26 | +4.22K | 0.37% |
| Mariner, LLC | 21.04K | Mar 31, 26 | +1.83K | 0.36% |
| Cetera Investment Advisers | 17.43K | Mar 31, 26 | +17.43K | 0.30% |
| Destiny Capital Corp/CO | 17.21K | Mar 31, 26 | +17.21K | 0.30% |
| Holistic Planning, LLC | 15.82K | Mar 31, 26 | +15.82K | 0.27% |
| HARBOUR INVESTMENTS, INC. | 13.52K | Mar 31, 26 | +13.52K | 0.23% |
| GOLDMAN SACHS GROUP INC | 6.50K | Mar 31, 26 | -18.29K | 0.11% |
| Geneos Wealth Management Inc. | 2.10K | Mar 31, 26 | -102 | 0.04% |
| MORGAN STANLEY | 123 | Mar 31, 26 | -362 | 0.00% |
| Allworth Financial LP | -- | Mar 31, 26 | -200 | -- |
| FSA Wealth Management LLC | 200 | Sep 30, 25 | +200 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 841 | Jun 30, 24 | +841 | 0.01% |
| TimeScale Financial, Inc. | 15.20K | Jun 30, 23 | -703 | 0.26% |