HMOP

Institutional Ownership

Top 163 Institutional Holders
HolderSharesDateChange% Held
Goldstein Advisors, LLC553.70KSep 30, 26+7.42K2.52%
Fragasso Group Inc.213.59KSep 30, 26-82.57K0.97%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC111.00KSep 30, 26+111.00K0.50%
RTD Financial Advisors, Inc.103.70KSep 30, 26+32.53K0.47%
GAMMA Investing LLC74.67KSep 30, 26+7.03K0.34%
Thrive Wealth Management, LLC71.28KSep 30, 26+15.72K0.32%
Richard P Slaughter Associates Inc55.44KSep 30, 26-1.10K0.25%
Stonehearth Capital Management, LLC51.89KSep 30, 26+28.44K0.24%
Farther Finance Advisors, LLC12.96KSep 30, 26-10.97K0.06%
DAVENPORT & Co LLC11.17KSep 30, 26+11.17K0.05%
ARMSTRONG ADVISORY GROUP, INC10.35KSep 30, 26--0.05%
SAX WEALTH ADVISORS, LLC7.83KSep 30, 26+7.83K0.04%
AdvisorNet Financial, Inc6.69KSep 30, 26-3370.03%
XY Planning Network, Inc.6.33KSep 30, 26+530.03%
Stonebridge Financial Group, LLC5.58KSep 30, 26--0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.69MJun 30, 26-89.46K7.70%
RAYMOND JAMES FINANCIAL INC1.64MJun 30, 26+79.20K7.46%
LPL Financial LLC1.29MJun 30, 26+227.61K5.85%
BANK OF AMERICA CORP /DE/1.12MJun 30, 26+39.01K5.10%
Steward Partners Investment Advisory, LLC807.35KJun 30, 26-5.61K3.67%
Legacy Wealth Management, Inc617.52KJun 30, 26+14.05K2.81%
Apollon Wealth Management, LLC574.75KJun 30, 26+101.36K2.61%
Goldstein Advisors, LLC546.28KJun 30, 26+22.79K2.48%
JONES FINANCIAL COMPANIES LLLP406.29KJun 30, 26+127.25K1.85%
Colony Group, LLC371.24KJun 30, 26+371.24K1.69%
Johnson & White Wealth Management, LLC314.56KJun 30, 26+5.34K1.43%
Cetera Investment Advisers293.03KJun 30, 26-1.92K1.33%
Sepio Capital, LP290.40KJun 30, 26+23.90K1.32%
Avantax Planning Partners, Inc.282.63KJun 30, 26+3.43K1.28%
INTEGRATED WEALTHCARE, LLC253.03KJun 30, 26+1.96K1.15%
GGM Financials LLC248.50KJun 30, 26+34.24K1.13%
JPMORGAN CHASE & CO245.36KJun 30, 26+42.21K1.12%
ERn Financial, LLC208.73KJun 30, 26+20.95%
Blue Water Asset Management206.68KJun 30, 26-17.09K0.94%
Per Stirling Capital Management, LLC.202.75KJun 30, 26+15.12K0.92%
Kestra Advisory Services, LLC189.05KJun 30, 26+13.26K0.86%
HighTower Advisors, LLC167.89KJun 30, 26-7.75K0.76%
Janney Montgomery Scott LLC167.18KJun 30, 26+167.18K0.76%
RiverFront Investment Group, LLC160.75KJun 30, 26+24.32K0.73%
VERUS CAPITAL PARTNERS, LLC150.12KJun 30, 26+7.67K0.68%
Anderson Financial Strategies, LLC141.83KJun 30, 26+11.84K0.64%
Wealthcare Advisory Partners LLC141.02KJun 30, 26-11.85K0.64%
Bernardo Wealth Planning LLC134.29KJun 30, 26-9780.61%
Henderson Brothers Financial Partners, LLC131.05KJun 30, 26-112.83K0.60%
ADVISOR GROUP HOLDINGS, INC.123.36KJun 30, 26+27.35K0.56%
Retirement Planning Group122.35KJun 30, 26+20.43K0.56%
CONSILIO WEALTH ADVISORS, LLC120.22KJun 30, 26+2.66K0.55%
Uniting Wealth Partners, LLC115.13KJun 30, 26-6.64K0.52%
Strid Group, LLC106.60KJun 30, 26+1.35K0.48%
COMMONWEALTH EQUITY SERVICES, LLC105.12KJun 30, 26+18.02K0.48%
EP Wealth Advisors, LLC85.19KJun 30, 26+85.19K0.39%
NewEdge Advisors, LLC85.14KJun 30, 26-2.61K0.39%
JANE STREET GROUP, LLC75.03KJun 30, 26-3.13K0.34%
MML INVESTORS SERVICES, LLC73.51KJun 30, 26+29.37K0.33%
Mariner, LLC70.41KJun 30, 26-44.12K0.32%
Apollon Financial, LLC69.16KJun 30, 26+3940.31%
Landmark Wealth Management, LLC66.53KJun 30, 26+1.74K0.30%
ENVESTNET ASSET MANAGEMENT INC65.99KJun 30, 26+17.08K0.30%
NATIXIS ADVISORS, L.P.64.00KJun 30, 26+39.20K0.29%
Pensionmark Financial Group, LLC63.23KJun 30, 26--0.29%
Elequin Securities, LLC62.99KJun 30, 26+55.63K0.29%
Private Advisor Group, LLC60.86KJun 30, 26+22.64K0.28%
CRUX WEALTH ADVISORS60.37KJun 30, 26-1.48K0.27%
Cambridge Investment Research Advisors, Inc.55.27KJun 30, 26+20.56K0.25%
IHT Wealth Management, LLC50.28KJun 30, 26+50.28K0.23%
WELLS FARGO & COMPANY/MN48.52KJun 30, 26+48.52K0.22%
FIFTH THIRD SECURITIES, INC.46.99KJun 30, 26+1.58K0.21%
Wiser Advisor Group LLC43.79KJun 30, 26-1.43K0.20%
Cornerstone Wealth Management, LLC42.57KJun 30, 26-5840.19%
Sanctuary Advisors, LLC39.88KJun 30, 26+2.02K0.18%
CITADEL ADVISORS LLC34.89KJun 30, 26+5.88K0.16%
Cornerstone Wealth Group, LLC33.39KJun 30, 26-1380.15%
ARKANSAS FINANCIAL GROUP, INC.33.38KJun 30, 26+13.15K0.15%
Montis Financial, LLC31.72KJun 30, 26-20.03K0.14%
EVOLVE PRIVATE WEALTH, LLC31.08KJun 30, 26-7200.14%
Magnus Financial Group LLC29.99KJun 30, 26+1740.14%
OneAscent Financial Services LLC27.98KJun 30, 26-2150.13%
Stratos Wealth Partners, LTD.26.67KJun 30, 26+8090.12%
Westside Investment Management, Inc.26.33KJun 30, 26-6500.12%
THRIVENT FINANCIAL FOR LUTHERANS25.20KJun 30, 26+790.11%
VICUS CAPITAL24.82KJun 30, 26+1.15K0.11%
OLD MISSION CAPITAL LLC22.77KJun 30, 26+3.74K0.10%
AXXCESS WEALTH MANAGEMENT, LLC22.38KJun 30, 26+22.38K0.10%
Summit Financial, LLC20.65KJun 30, 26-1.55K0.09%
Bleakley Financial Group, LLC20.36KJun 30, 26+2.46K0.09%
Advyzon Investment Management, LLC19.69KJun 30, 26-1.39K0.09%
CAPTRUST FINANCIAL ADVISORS19.29KJun 30, 26-7040.09%
DONALDSON CAPITAL MANAGEMENT, LLC19.14KJun 30, 26--0.09%
Merit Financial Group, LLC18.30KJun 30, 26-27.43K0.08%
Capital Analysts, LLC16.79KJun 30, 26-8870.08%
Sigma Planning Corp16.29KJun 30, 26+8.33K0.07%
TRUIST FINANCIAL CORP16.05KJun 30, 26+7.67K0.07%
Kingsview Wealth Management, LLC14.59KJun 30, 26-2210.07%
PRIVATE TRUST CO NA14.53KJun 30, 26--0.07%
BARNES PETTEY FINANCIAL ADVISORS, LLC14.30KJun 30, 26+2130.06%
Strategic Blueprint, LLC13.70KJun 30, 26+6.95K0.06%
WEST MICHIGAN ADVISORS, LLC12.66KJun 30, 26+2.37K0.06%
Savvy Advisors, Inc.11.93KJun 30, 26-7320.05%
J.W. COLE ADVISORS, INC.11.80KJun 30, 26+1.63K0.05%
Amplius Wealth Advisors, LLC11.30KJun 30, 26-5.87K0.05%
PRAIRIE ADVISORY, LLC10.64KJun 30, 26+10.64K0.05%
Princeton Global Asset Management LLC10.01KJun 30, 26--0.05%
BENJAMIN EDWARDS INC9.38KJun 30, 26+2.44K0.04%
EVOLUTION WEALTH MANAGEMENT INC.8.53KJun 30, 26+7780.04%
Vise Technologies, Inc.8.10KJun 30, 26+8.10K0.04%
NFP Retirement, Inc.8.09KJun 30, 26+280.04%
Argent Trust Co8.07KJun 30, 26--0.04%
HB Wealth Management, LLC7.79KJun 30, 26-4650.04%
WILEY BROS.-AINTREE CAPITAL, LLC7.56KJun 30, 26+7.56K0.03%
NICOLET BANKSHARES INC7.10KJun 30, 26+7.10K0.03%
AdvisorNet Financial, Inc7.03KJun 30, 26+2570.03%
HILL ISLAND FINANCIAL LLC5.71KJun 30, 26-860.03%
Buckingham Strategic Partners5.68KJun 30, 26--0.03%
Cedar Point Capital Partners, LLC5.61KJun 30, 26-6.00K0.03%
Trajan Wealth LLC5.55KJun 30, 26+5.55K0.03%
HARBOUR INVESTMENTS, INC.4.85KJun 30, 26+2560.02%
ROYAL BANK OF CANADA4.18KJun 30, 26-5050.02%
United Community Bank3.06KJun 30, 26+800.01%
FIFTH THIRD BANCORP3.04KJun 30, 26--0.01%
Longview Financial Advisors LLC3.03KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV2.62KJun 30, 26+2.62K0.01%
Harborfront Financial Group LLC2.48KJun 30, 26+2.48K0.01%
Rockefeller Capital Management L.P.2.39KJun 30, 26-2570.01%
ABOUND FINANCIAL, LLC698Jun 30, 26--0.00%
Parallel Advisors, LLC473Jun 30, 26--0.00%
Golden State Equity Partners471Jun 30, 26--0.00%
AE Wealth Management LLC324Jun 30, 26--0.00%
FWL INVESTMENT MANAGEMENT, LLC281Jun 30, 26+2810.00%
MORGAN STANLEY279Jun 30, 26+60.00%
Integrated Wealth Concepts LLC122Jun 30, 26+1220.00%
Quent Capital, LLC50Jun 30, 26+500.00%
Smartleaf Asset Management LLC9Jun 30, 26--0.00%
Basepoint Wealth LLC--Jun 30, 26-10--
LIBERTY SQUARE WEALTH PARTNERS LLC--Jun 30, 26-6.60K--
UBS Group AG--Jun 30, 26-5--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-19.35K--
LeClair Wealth Partners LLC--Jun 30, 26-223.76K--
Independent Advisor Alliance--Jun 30, 26-10.98K--
Certified Advisory Corp--Jun 30, 26-8.16K--
CWM, LLC140.44KMar 31, 26+125.89K0.64%
SIGNET FINANCIAL MANAGEMENT, LLC21.15KMar 31, 26-1.04K0.10%
COMERICA BANK3.04KDec 31, 25-7600.01%
CIBC Private Wealth Group, LLC--Dec 31, 25-416--
Masso Torrence Wealth Management Inc.26.54KSep 30, 25+1500.12%
AVANTAX ADVISORY SERVICES, INC.67.05KJun 30, 25-2.10K0.30%
Private Portfolio Partners LLC28.80KDec 31, 24+8490.13%
Raymond James Financial Services Advisors, Inc.987.99KSep 30, 24-393.19K4.49%
Financial Planning & Information Services, Inc.92.60KSep 30, 24-8.00K0.42%
RAYMOND JAMES & ASSOCIATES63.63KSep 30, 24+7710.29%
RAYMOND JAMES TRUST N.A.9.63KSep 30, 24--0.04%
Gratus Capital LLC335.03KJun 30, 24+18.02K1.52%
ICA Group Wealth Management, LLC80Jun 30, 24--0.00%
Cetera Advisor Networks LLC54.50KMar 31, 24+12.31K0.25%
Engrave Wealth Partners LLC16.41KDec 31, 23+1.17K0.07%
Simplicity Solutions, LLC6.03KDec 31, 23--0.03%
Quantitative Advantage, LLC45.43KMar 31, 23+11.41K0.21%
MARINER INDEPENDENT ADVISOR NETWORK, LLC71.09KSep 30, 22-6.32K0.32%
Altium Wealth Management LLC396.16KJun 30, 22+68.99K1.80%
Pinnacle Private Wealth, LLC12.76KJun 30, 22-4.60K0.06%
NEXT Financial Group, Inc1.74KDec 31, 21-50.01%
Ameritas Investment Company, LLC23.55KSep 30, 21+23.55K0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.16.75KDec 31, 19-8.50K0.08%
Advisor Group, Inc.2.20KDec 31, 19-3000.01%

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

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