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HGER

Institutional Ownership

Top 280 Institutional Holders
HolderSharesDateChange% Held
INSPIRION WEALTH ADVISORS, LLC685.11KSep 30, 26+6410.57%
PRIVATE CLIENT SERVICES, LLC358.07KSep 30, 26+10.51K0.30%
Persium Advisors, LLC320.81KSep 30, 26+320.81K0.27%
Cooper Financial Group270.88KSep 30, 26+26.07K0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC192.15KSep 30, 26+46.77K0.16%
Great Diamond Partners, LLC163.06KSep 30, 26-121.57K0.14%
Echo45 Advisors LLC137.20KSep 30, 26-8810.11%
MASSMUTUAL TRUST CO FSB/ADV91.00KSep 30, 26+29.38K0.08%
SAX WEALTH ADVISORS, LLC89.19KSep 30, 26+89.19K0.07%
Signal Advisors Wealth, LLC85.87KSep 30, 26+43.29K0.07%
HARBOR INVESTMENT ADVISORY, LLC76.54KSep 30, 26+2.06K0.06%
Worth Asset Management, LLC35.70KSep 30, 26+18.69K0.03%
Farther Finance Advisors, LLC24.79KSep 30, 26+18.57K0.02%
FINANCIAL MANAGEMENT NETWORK INC24.43KSep 30, 26+3250.02%
Ballew Advisors, Inc19.96KSep 30, 26+12.38K0.02%
Avidian Wealth Solutions, LLC19.16KSep 30, 26+19.16K0.02%
Fragasso Group Inc.15.09KSep 30, 26+2.06K0.01%
OMNI 360 Wealth, Inc.12.32KSep 30, 26+2.71K0.01%
Stokes Capital Advisors, LLC10.81KSep 30, 26+10.81K0.01%
Matrix Trust Co9.71KSep 30, 26-27.17K0.01%
EASTERN BANK8.68KSep 30, 26+2800.01%
Hennion & Walsh Asset Management, Inc.6.03KSep 30, 26+6.03K0.01%
GK Wealth Management LLC356Sep 30, 26+3560.00%
COURIER CAPITAL LLC--Sep 30, 26-94.81K--
FIG FINANCIAL ADVISORY SERVICES INC /ADV--Sep 30, 26-49.34K--
WELLS FARGO & COMPANY/MN16.89MJun 30, 26-597.59K14.15%
BANK OF AMERICA CORP /DE/13.82MJun 30, 26+3.32M11.58%
JPMORGAN CHASE & CO12.75MJun 30, 26+2.93M10.69%
3EDGE Asset Management, LP4.38MJun 30, 26+1.03M3.67%
GREAT LAKES ADVISORS, LLC3.67MJun 30, 26-160.04K3.08%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3.32MJun 30, 26+3.32M2.78%
LPL Financial LLC3.23MJun 30, 26+389.45K2.71%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.12MJun 30, 26+688.26K2.62%
RAYMOND JAMES FINANCIAL INC3.06MJun 30, 26+820.75K2.56%
Pinnacle Financial Partners, Inc.1.37MJun 30, 26+32.02K1.15%
HighTower Advisors, LLC1.36MJun 30, 26+106.85K1.14%
New Harbor Financial Group, LLC1.27MJun 30, 26+46.70K1.07%
Horizon Advisory Services, Inc.1.17MJun 30, 26+188.60K0.98%
ASSETMARK, INC1.10MJun 30, 26+59.83K0.92%
COMMONWEALTH EQUITY SERVICES, LLC1.04MJun 30, 26+105.27K0.87%
Private Advisor Group, LLC938.68KJun 30, 26-214.86K0.79%
CENTRAL TRUST Co830.47KJun 30, 26+81.32K0.70%
ROYAL BANK OF CANADA803.42KJun 30, 26+222.28K0.67%
Vident Advisory, LLC696.40KJun 30, 26+476.14K0.58%
Sowa Financial Group, Inc.677.59KJun 30, 26-102.78K0.57%
Aprio Wealth Management, LLC661.89KJun 30, 26+39.08K0.55%
Ellsworth Advisors, LLC645.89KJun 30, 26+68.62K0.54%
Advisor OS, LLC597.69KJun 30, 26+23.96K0.50%
Cambridge Investment Research Advisors, Inc.576.98KJun 30, 26+123.03K0.48%
Sanctuary Advisors, LLC525.69KJun 30, 26+49.84K0.44%
Atomi Financial Group, Inc.524.16KJun 30, 26+144.20K0.44%
MJP ASSOCIATES INC /ADV512.29KJun 30, 26+24.76K0.43%
Cornerstone Wealth Group, LLC426.51KJun 30, 26+426.51K0.36%
Jefferies Financial Group Inc.400.15KJun 30, 26+400.15K0.34%
Choice Wealth Advisors, LLC398.93KJun 30, 26+398.93K0.33%
Stratos Wealth Partners, LTD.395.38KJun 30, 26+70.88K0.33%
Mariner, LLC381.51KJun 30, 26+16.86K0.32%
Resonant Capital Advisors, LLC377.43KJun 30, 26+52.68K0.32%
Janney Montgomery Scott LLC374.72KJun 30, 26+3.16K0.31%
Cetera Investment Advisers345.32KJun 30, 26+48.55K0.29%
OPPENHEIMER & CO INC342.93KJun 30, 26+5.39K0.29%
ENVESTNET ASSET MANAGEMENT INC342.82KJun 30, 26+38.05K0.29%
Ronald Blue Trust, Inc.338.03KJun 30, 26+5.77K0.28%
NORTHCAPE WEALTH MANAGEMENT, LLC328.98KJun 30, 26+12.31K0.28%
Sunrise Financial Services, LLC328.81KJun 30, 26+17.37K0.28%
Csenge Advisory Group320.73KJun 30, 26+22.98K0.27%
Guided Capital Wealth Management, LLC308.48KJun 30, 26+58.60K0.26%
Ethos Financial Group, LLC286.04KJun 30, 26-7.53K0.24%
TWIN FOCUS CAPITAL PARTNERS, LLC284.61KJun 30, 26+75.03K0.24%
WILEY BROS.-AINTREE CAPITAL, LLC266.33KJun 30, 26+93.87K0.22%
ADVISOR GROUP HOLDINGS, INC.262.87KJun 30, 26+88.39K0.22%
MBL Wealth, LLC259.75KJun 30, 26+21.40K0.22%
Weil Company, Inc.248.72KJun 30, 26+17.59K0.21%
VestGen Advisors, LLC247.60KJun 30, 26+72.90K0.21%
tru Independence LLC246.51KJun 30, 26+14.99K0.21%
CROBAN245.98KJun 30, 26+245.98K0.21%
D L CARLSON INVESTMENT GROUP INC242.82KJun 30, 26+76.77K0.20%
Proactive Wealth Strategies LLC219.12KJun 30, 26+29.48K0.18%
NVWM, LLC211.07KJun 30, 26-1.20K0.18%
Nvest Wealth Strategies, Inc.205.63KJun 30, 26+7.64K0.17%
Archford Capital Strategies, LLC197.53KJun 30, 26+1.92K0.17%
MML INVESTORS SERVICES, LLC196.04KJun 30, 26-27.05K0.16%
Beta Wealth Group, Inc.192.62KJun 30, 26+4.50K0.16%
Steward Partners Investment Advisory, LLC181.73KJun 30, 26+6.93K0.15%
AXXCESS WEALTH MANAGEMENT, LLC173.69KJun 30, 26+38.92K0.15%
Perennial Investment Advisors, LLC162.59KJun 30, 26+1690.14%
GREAT VALLEY ADVISOR GROUP, INC.161.89KJun 30, 26-38.50K0.14%
Empire Financial Management Company, LLC153.40KJun 30, 26+9480.13%
Portside Wealth Group, LLC153.27KJun 30, 26+56.80K0.13%
Vise Technologies, Inc.152.71KJun 30, 26+92.78K0.13%
D.A. DAVIDSON & CO.147.96KJun 30, 26+147.96K0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC145.38KJun 30, 26-4420.12%
Kestra Advisory Services, LLC144.88KJun 30, 26+10.70K0.12%
CHANNEL WEALTH LLC142.63KJun 30, 26+24.23K0.12%
Atria Investments, Inc142.55KJun 30, 26+11.82K0.12%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC140.81KJun 30, 26+2170.12%
Twelve Points Wealth Management LLC138.53KJun 30, 26+8.48K0.12%
Platform Technology Partners138.01KJun 30, 26+16.99K0.12%
OneAscent Financial Services LLC136.66KJun 30, 26+44.77K0.11%
TRUIST FINANCIAL CORP133.20KJun 30, 26+3.31K0.11%
SFG Wealth Management, LLC.131.02KJun 30, 26-16.90K0.11%
KICKSTAND VENTURES, LLC.126.91KJun 30, 26+126.91K0.11%
Bennett Associates Wealth Management125.82KJun 30, 26-16.34K0.11%
Coastal Bridge Advisors, LLC114.56KJun 30, 26+38.88K0.10%
Ausdal Financial Partners, Inc.104.66KJun 30, 26+104.66K0.09%
PLANWISER FINANCIAL, LLC104.20KJun 30, 26+2.58K0.09%
CERTIOR FINANCIAL GROUP, LLC100.51KJun 30, 26+30.42K0.08%
MONECO Advisors, LLC96.85KJun 30, 26+4.38K0.08%
IFP Advisors, Inc96.11KJun 30, 26+3.60K0.08%
COURIER CAPITAL LLC94.81KJun 30, 26+23.43K0.08%
CARY STREET PARTNERS FINANCIAL LLC91.07KJun 30, 26+1.31K0.08%
Alliance Wealth Advisors, LLC /UT89.56KJun 30, 26+9.71K0.08%
PCG Wealth Advisors, LLC83.36KJun 30, 26-2.62K0.07%
Bedel Financial Consulting, Inc.82.43KJun 30, 26+82.43K0.07%
MainStreet Investment Advisors LLC79.74KJun 30, 26+79.74K0.07%
FLYNN ZITO CAPITAL MANAGEMENT, LLC74.05KJun 30, 26-10.82K0.06%
Worth Financial Advisory Group, LLC72.02KJun 30, 26+70.27K0.06%
Cerity Partners LLC68.05KJun 30, 26+13.61K0.06%
SHP Wealth Management67.96KJun 30, 26+11.46K0.06%
VICUS CAPITAL66.10KJun 30, 26+31.91K0.06%
NOMURA ASSET MANAGEMENT CO LTD65.60KJun 30, 26-41.40K0.05%
EXCHANGE TRADED CONCEPTS, LLC65.23KJun 30, 26+4.45K0.05%
Kathmere Capital Management, LLC64.83KJun 30, 26-5560.05%
Pensionmark Financial Group, LLC64.07KJun 30, 26--0.05%
Opus Financial Solutions LLC63.50KJun 30, 26+7.50K0.05%
Baird Financial Group, Inc.58.71KJun 30, 26-6.92K0.05%
Marshall & Sterling Wealth Advisors Inc.55.73KJun 30, 26+13.99K0.05%
Meridian Wealth Management, LLC53.90KJun 30, 26+23.76K0.05%
Bank of New York Mellon Corp51.62KJun 30, 26+11.51K0.04%
IHT Wealth Management, LLC50.52KJun 30, 26+8.84K0.04%
GENESIS PRIVATE WEALTH, LLC46.69KJun 30, 26-10.00K0.04%
Embree Financial Group42.86KJun 30, 26+42.86K0.04%
Signal Advisors Wealth, LLC42.59KJun 30, 26+42.59K0.04%
Gateway Wealth Partners, LLC42.57KJun 30, 26-16.74K0.04%
Cyndeo Wealth Partners, LLC40.78KJun 30, 26+1.39K0.03%
GREENWOOD CAPITAL ASSOCIATES LLC40.71KJun 30, 26+14.28K0.03%
Wallace Advisory Group, LLC40.13KJun 30, 26+8.22K0.03%
Ackerman Capital Advisors, LLC39.34KJun 30, 26-9020.03%
Advisory Services Network, LLC37.89KJun 30, 26+2.88K0.03%
Outlook Wealth Advisors, LLC37.38KJun 30, 26+7.84K0.03%
FIFTH THIRD BANCORP37.00KJun 30, 26+3600.03%
Visionary Wealth Advisors36.54KJun 30, 26+20.41K0.03%
LAKE STREET FINANCIAL LLC36.04KJun 30, 26+3.58K0.03%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC34.71KJun 30, 26+34.71K0.03%
HM PAYSON & CO34.59KJun 30, 26--0.03%
Advisors Preferred, LLC34.57KJun 30, 26+34.57K0.03%
Arkadios Wealth Advisors34.44KJun 30, 26+2.00K0.03%
Rockefeller Capital Management L.P.32.24KJun 30, 26+32.24K0.03%
SK Wealth Management, LLC31.55KJun 30, 26-6350.03%
Integrated Wealth Concepts LLC30.45KJun 30, 26+7.38K0.03%
STAR Financial Bank30.02KJun 30, 26+2.70K0.03%
Global Retirement Partners, LLC29.39KJun 30, 26+29.39K0.02%
4J Wealth Management LLC28.64KJun 30, 26+16.85K0.02%
Merit Financial Group, LLC28.19KJun 30, 26-61.33K0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC27.75KJun 30, 26+27.75K0.02%
CI Private Wealth, LLC26.84KJun 30, 26-3.51K0.02%
SHEETS SMITH WEALTH MANAGEMENT26.07KJun 30, 26--0.02%
Concurrent Investment Advisors, LLC25.73KJun 30, 26-214.98K0.02%
CreativeOne Wealth, LLC25.70KJun 30, 26+6.37K0.02%
MGO ONE SEVEN LLC25.68KJun 30, 26+17.23K0.02%
Richmond Investment Services, LLC25.60KJun 30, 26-27.55K0.02%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /24.73KJun 30, 26+7.99K0.02%
OneAscent Family Office, LLC24.68KJun 30, 26-1.80K0.02%
Financial Network Wealth Advisors LLC24.27KJun 30, 26+7.95K0.02%
Balboa Wealth Partners22.08KJun 30, 26+22.08K0.02%
KWB Wealth21.55KJun 30, 26+2.39K0.02%
TRUST CO OF TOLEDO NA /OH/21.35KJun 30, 26+21.35K0.02%
WHITTIER TRUST CO20.86KJun 30, 26+4.21K0.02%
NWAM LLC20.83KJun 30, 26+20.83K0.02%
Beacon Pointe Advisors, LLC19.47KJun 30, 26+19.47K0.02%
NewEdge Advisors, LLC19.07KJun 30, 26+18.57K0.02%
NORDEN GROUP LLC19.03KJun 30, 26+3.88K0.02%
Presidio Capital Management, LLC18.85KJun 30, 26-4600.02%
Belpointe Asset Management LLC18.68KJun 30, 26+5.07K0.02%
CGN Advisors LLC18.34KJun 30, 26-4370.02%
LEVEL FOUR ADVISORY SERVICES, LLC18.25KJun 30, 26+2.02K0.02%
FIDUCIARY FINANCIAL ADVISORS18.13KJun 30, 26+18.13K0.02%
Ascension Capital Advisors, Inc.17.36KJun 30, 26+17.36K0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17.30KJun 30, 26+6.87K0.01%
OneAscent Wealth Management LLC17.27KJun 30, 26-5.51K0.01%
Prosperity Consulting Group, LLC17.19KJun 30, 26+2.00K0.01%
Capital Analysts, LLC16.25KJun 30, 26+13.07K0.01%
Advisory Alpha, LLC16.20KJun 30, 26-10.01%
MORGAN STANLEY16.11KJun 30, 26-5.21K0.01%
Vavra Capital Management, LLC15.15KJun 30, 26+2240.01%
PFG Investments, LLC14.54KJun 30, 26+1.30K0.01%
Entelevest, LLC14.32KJun 30, 26+2.02K0.01%
NewEdge Wealth, LLC13.23KJun 30, 26--0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13.07KJun 30, 26-3.50K0.01%
Fragasso Group Inc.13.02KJun 30, 26-3.14K0.01%
CIBC Bancorp USA Inc.12.84KJun 30, 26-1.16K0.01%
Prospera Financial Services Inc12.83KJun 30, 26+12.83K0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors12.63KJun 30, 26-4810.01%
Aventura Private Wealth, LLC12.19KJun 30, 26-6170.01%
PFG Advisors11.91KJun 30, 26+11.91K0.01%
Legacy Wealth Managment, LLC/ID11.59KJun 30, 26+11.59K0.01%
FOCUSED ALPHA, LLC11.25KJun 30, 26+60.01%
MERCER GLOBAL ADVISORS INC /ADV10.90KJun 30, 26+2660.01%
WBI INVESTMENTS, INC.10.86KJun 30, 26+10.86K0.01%
Apollon Wealth Management, LLC10.86KJun 30, 26+10.86K0.01%
SRS Capital Advisors, Inc.10.69KJun 30, 26+10.69K0.01%
OMNI 360 Wealth, Inc.9.61KJun 30, 26+9.61K0.01%
Buckingham Strategic Partners9.61KJun 30, 26+9.61K0.01%
Stillwater Private Wealth, LLC9.51KJun 30, 26-12.31K0.01%
Trajan Wealth LLC9.29KJun 30, 26-6590.01%
Eagle Strategies LLC9.19KJun 30, 26+1.12K0.01%
REGIMEN WEALTH, LLC9.15KJun 30, 26+2.25K0.01%
Englebert Financial Advisers, LLC9.14KJun 30, 26+5360.01%
Adviser Investments LLC9.00KJun 30, 26+9.00K0.01%
Family Office Research LLC8.71KJun 30, 26+5150.01%
Harvest Investment Services, LLC8.70KJun 30, 26+2540.01%
FIDUCIENT ADVISORS LLC8.64KJun 30, 26+8.64K0.01%
Crewe Advisors LLC7.87KJun 30, 26+7.87K0.01%
VERUS CAPITAL PARTNERS, LLC7.82KJun 30, 26+7.82K0.01%
PRESILIUM PRIVATE WEALTH, LLC7.66KJun 30, 26+7.66K0.01%
Ensign Peak Advisors, Inc6.20KJun 30, 26+6.20K0.01%
WHITTIER TRUST CO OF NEVADA INC4.99KJun 30, 26+4.99K0.00%
Synergy Investment Management, LLC4.74KJun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4.09KJun 30, 26--0.00%
HARBOR CAPITAL ADVISORS, INC.3.68KJun 30, 26+3.68K0.00%
Birchwood Financial Partners, Inc.3.61KJun 30, 26+2.02K0.00%
HARBOUR INVESTMENTS, INC.3.08KJun 30, 26--0.00%
US BANCORP \DE\2.87KJun 30, 26-990.00%
NBH Bank2.48KJun 30, 26+2.48K0.00%
Continuum Advisory, LLC2.47KJun 30, 26+2.47K0.00%
Regatta Research & Money Management2.29KJun 30, 26+2.29K0.00%
Westside Investment Management, Inc.1.90KJun 30, 26+6000.00%
PRIVATE TRUST CO NA1.71KJun 30, 26+1.71K0.00%
BlackRock, Inc.1.69KJun 30, 26--0.00%
Allworth Financial LP1.32KJun 30, 26+1.32K0.00%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/1.24KJun 30, 26+1.24K0.00%
MATHER GROUP, LLC.1.21KJun 30, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.777Jun 30, 26--0.00%
UBS Group AG714Jun 30, 26+7140.00%
IFG Advisory, LLC698Jun 30, 26+6980.00%
EverSource Wealth Advisors, LLC646Jun 30, 26+6460.00%
Atlantic Union Bankshares Corp575Jun 30, 26-2.40K0.00%
OLD SECOND NATIONAL BANK OF AURORA455Jun 30, 26--0.00%
JNBA Financial Advisors255Jun 30, 26+2190.00%
UBS ASSET MANAGEMENT AMERICAS INC165Jun 30, 26--0.00%
Lloyd Advisory Services, LLC.153Jun 30, 26-1770.00%
Buck Wealth Strategies, LLC79Jun 30, 26+790.00%
Signature Resources Capital Management, LLC21Jun 30, 26+210.00%
EVERMAY WEALTH MANAGEMENT LLC--Jun 30, 26-165--
Elevation Capital Advisory, LLC--Jun 30, 26-118.96K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-43.60K--
Kingdom Financial Group LLC.--Jun 30, 26-330--
Rossby Financial, LCC--Jun 30, 26-15.07K--
Quest 10 Wealth Builders, Inc.--Jun 30, 26-650--
Financial Services Advisory Inc--Jun 30, 26-90.97K--
JANE STREET GROUP, LLC--Jun 30, 26-136.44K--
WIN ADVISORS, INC--Jun 30, 26-469.07K--
Western Wealth Management, LLC--Jun 30, 26-5.47K--
Synergy Asset Management, LLC--Jun 30, 26-49.81K--
Almanack Investment Partners, LLC.--Jun 30, 26-17.00K--
FLOW TRADERS U.S. LLC--Jun 30, 26-29.39K--
Qube Research & Technologies Ltd--Jun 30, 26-20.96K--
JT Stratford LLC--Jun 30, 26-22.46K--
MAI Capital Management--Jun 30, 26-2.32K--
AE Wealth Management LLC--Jun 30, 26-57.64K--
DIVERSIFY WEALTH MANAGEMENT, LLC--Jun 30, 26-13.75K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-71.36K--
Per Stirling Capital Management, LLC.--Jun 30, 26-47.99K--
Hershey Financial Advisers, LLC--Jun 30, 26-27.72K--
Darden Wealth Group Inc--Jun 30, 26-23.68K--
Gibbs Wealth Management11.69KMar 31, 26-1.63K0.01%
COMERICA BANK31.46KDec 31, 25+13.00K0.03%
CIBC Private Wealth Group, LLC14.00KDec 31, 25-4310.01%
Litman Gregory Wealth Management LLC1.99KDec 31, 25+1.99K0.00%
SYNOVUS FINANCIAL CORP1.20MSep 30, 25+72.34K1.01%
Sagard Holdings Management Inc.26.24KSep 30, 25-121.22K0.02%
IronOak Wealth LLC.61.62KJun 30, 25+61.62K0.05%
Centricity Wealth Management, LLC847Jun 30, 25+8470.00%
GRAYHAWK INVESTMENT STRATEGIES INC.162.78KMar 31, 25-28.45K0.14%
Sandy Spring Bank2.98KMar 31, 25+2500.00%
CAROLINAS WEALTH CONSULTING LLC515Mar 31, 25+120.00%
Edge Capital Group, LLC13.23KDec 31, 24--0.01%
RAYMOND JAMES & ASSOCIATES302.64KSep 30, 24+6.33K0.25%
Raymond James Financial Services Advisors, Inc.116.58KSep 30, 24-19.54K0.10%
Retirement Group, LLC--Mar 31, 24-700--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.