HMOP(HMOP)
HMOP
Institutional Ownership
Top 163 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Goldstein Advisors, LLC | 553.70K | Sep 30, 26 | +7.42K | 2.52% |
| Fragasso Group Inc. | 213.59K | Sep 30, 26 | -82.57K | 0.97% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 111.00K | Sep 30, 26 | +111.00K | 0.50% |
| RTD Financial Advisors, Inc. | 103.70K | Sep 30, 26 | +32.53K | 0.47% |
| GAMMA Investing LLC | 74.67K | Sep 30, 26 | +7.03K | 0.34% |
| Thrive Wealth Management, LLC | 71.28K | Sep 30, 26 | +15.72K | 0.32% |
| Richard P Slaughter Associates Inc | 55.44K | Sep 30, 26 | -1.10K | 0.25% |
| Stonehearth Capital Management, LLC | 51.89K | Sep 30, 26 | +28.44K | 0.24% |
| Farther Finance Advisors, LLC | 12.96K | Sep 30, 26 | -10.97K | 0.06% |
| DAVENPORT & Co LLC | 11.17K | Sep 30, 26 | +11.17K | 0.05% |
| ARMSTRONG ADVISORY GROUP, INC | 10.35K | Sep 30, 26 | -- | 0.05% |
| SAX WEALTH ADVISORS, LLC | 7.83K | Sep 30, 26 | +7.83K | 0.04% |
| AdvisorNet Financial, Inc | 6.69K | Sep 30, 26 | -337 | 0.03% |
| XY Planning Network, Inc. | 6.33K | Sep 30, 26 | +53 | 0.03% |
| Stonebridge Financial Group, LLC | 5.58K | Sep 30, 26 | -- | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.69M | Jun 30, 26 | -89.46K | 7.70% |
| RAYMOND JAMES FINANCIAL INC | 1.64M | Jun 30, 26 | +79.20K | 7.46% |
| LPL Financial LLC | 1.29M | Jun 30, 26 | +227.61K | 5.85% |
| BANK OF AMERICA CORP /DE/ | 1.12M | Jun 30, 26 | +39.01K | 5.10% |
| Steward Partners Investment Advisory, LLC | 807.35K | Jun 30, 26 | -5.61K | 3.67% |
| Legacy Wealth Management, Inc | 617.52K | Jun 30, 26 | +14.05K | 2.81% |
| Apollon Wealth Management, LLC | 574.75K | Jun 30, 26 | +101.36K | 2.61% |
| Goldstein Advisors, LLC | 546.28K | Jun 30, 26 | +22.79K | 2.48% |
| JONES FINANCIAL COMPANIES LLLP | 406.29K | Jun 30, 26 | +127.25K | 1.85% |
| Colony Group, LLC | 371.24K | Jun 30, 26 | +371.24K | 1.69% |
| Johnson & White Wealth Management, LLC | 314.56K | Jun 30, 26 | +5.34K | 1.43% |
| Cetera Investment Advisers | 293.03K | Jun 30, 26 | -1.92K | 1.33% |
| Sepio Capital, LP | 290.40K | Jun 30, 26 | +23.90K | 1.32% |
| Avantax Planning Partners, Inc. | 282.63K | Jun 30, 26 | +3.43K | 1.28% |
| INTEGRATED WEALTHCARE, LLC | 253.03K | Jun 30, 26 | +1.96K | 1.15% |
| GGM Financials LLC | 248.50K | Jun 30, 26 | +34.24K | 1.13% |
| JPMORGAN CHASE & CO | 245.36K | Jun 30, 26 | +42.21K | 1.12% |
| ERn Financial, LLC | 208.73K | Jun 30, 26 | +2 | 0.95% |
| Blue Water Asset Management | 206.68K | Jun 30, 26 | -17.09K | 0.94% |
| Per Stirling Capital Management, LLC. | 202.75K | Jun 30, 26 | +15.12K | 0.92% |
| Kestra Advisory Services, LLC | 189.05K | Jun 30, 26 | +13.26K | 0.86% |
| HighTower Advisors, LLC | 167.89K | Jun 30, 26 | -7.75K | 0.76% |
| Janney Montgomery Scott LLC | 167.18K | Jun 30, 26 | +167.18K | 0.76% |
| RiverFront Investment Group, LLC | 160.75K | Jun 30, 26 | +24.32K | 0.73% |
| VERUS CAPITAL PARTNERS, LLC | 150.12K | Jun 30, 26 | +7.67K | 0.68% |
| Anderson Financial Strategies, LLC | 141.83K | Jun 30, 26 | +11.84K | 0.64% |
| Wealthcare Advisory Partners LLC | 141.02K | Jun 30, 26 | -11.85K | 0.64% |
| Bernardo Wealth Planning LLC | 134.29K | Jun 30, 26 | -978 | 0.61% |
| Henderson Brothers Financial Partners, LLC | 131.05K | Jun 30, 26 | -112.83K | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 123.36K | Jun 30, 26 | +27.35K | 0.56% |
| Retirement Planning Group | 122.35K | Jun 30, 26 | +20.43K | 0.56% |
| CONSILIO WEALTH ADVISORS, LLC | 120.22K | Jun 30, 26 | +2.66K | 0.55% |
| Uniting Wealth Partners, LLC | 115.13K | Jun 30, 26 | -6.64K | 0.52% |
| Strid Group, LLC | 106.60K | Jun 30, 26 | +1.35K | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 105.12K | Jun 30, 26 | +18.02K | 0.48% |
| EP Wealth Advisors, LLC | 85.19K | Jun 30, 26 | +85.19K | 0.39% |
| NewEdge Advisors, LLC | 85.14K | Jun 30, 26 | -2.61K | 0.39% |
| JANE STREET GROUP, LLC | 75.03K | Jun 30, 26 | -3.13K | 0.34% |
| MML INVESTORS SERVICES, LLC | 73.51K | Jun 30, 26 | +29.37K | 0.33% |
| Mariner, LLC | 70.41K | Jun 30, 26 | -44.12K | 0.32% |
| Apollon Financial, LLC | 69.16K | Jun 30, 26 | +394 | 0.31% |
| Landmark Wealth Management, LLC | 66.53K | Jun 30, 26 | +1.74K | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 65.99K | Jun 30, 26 | +17.08K | 0.30% |
| NATIXIS ADVISORS, L.P. | 64.00K | Jun 30, 26 | +39.20K | 0.29% |
| Pensionmark Financial Group, LLC | 63.23K | Jun 30, 26 | -- | 0.29% |
| Elequin Securities, LLC | 62.99K | Jun 30, 26 | +55.63K | 0.29% |
| Private Advisor Group, LLC | 60.86K | Jun 30, 26 | +22.64K | 0.28% |
| CRUX WEALTH ADVISORS | 60.37K | Jun 30, 26 | -1.48K | 0.27% |
| Cambridge Investment Research Advisors, Inc. | 55.27K | Jun 30, 26 | +20.56K | 0.25% |
| IHT Wealth Management, LLC | 50.28K | Jun 30, 26 | +50.28K | 0.23% |
| WELLS FARGO & COMPANY/MN | 48.52K | Jun 30, 26 | +48.52K | 0.22% |
| FIFTH THIRD SECURITIES, INC. | 46.99K | Jun 30, 26 | +1.58K | 0.21% |
| Wiser Advisor Group LLC | 43.79K | Jun 30, 26 | -1.43K | 0.20% |
| Cornerstone Wealth Management, LLC | 42.57K | Jun 30, 26 | -584 | 0.19% |
| Sanctuary Advisors, LLC | 39.88K | Jun 30, 26 | +2.02K | 0.18% |
| CITADEL ADVISORS LLC | 34.89K | Jun 30, 26 | +5.88K | 0.16% |
| Cornerstone Wealth Group, LLC | 33.39K | Jun 30, 26 | -138 | 0.15% |
| ARKANSAS FINANCIAL GROUP, INC. | 33.38K | Jun 30, 26 | +13.15K | 0.15% |
| Montis Financial, LLC | 31.72K | Jun 30, 26 | -20.03K | 0.14% |
| EVOLVE PRIVATE WEALTH, LLC | 31.08K | Jun 30, 26 | -720 | 0.14% |
| Magnus Financial Group LLC | 29.99K | Jun 30, 26 | +174 | 0.14% |
| OneAscent Financial Services LLC | 27.98K | Jun 30, 26 | -215 | 0.13% |
| Stratos Wealth Partners, LTD. | 26.67K | Jun 30, 26 | +809 | 0.12% |
| Westside Investment Management, Inc. | 26.33K | Jun 30, 26 | -650 | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 25.20K | Jun 30, 26 | +79 | 0.11% |
| VICUS CAPITAL | 24.82K | Jun 30, 26 | +1.15K | 0.11% |
| OLD MISSION CAPITAL LLC | 22.77K | Jun 30, 26 | +3.74K | 0.10% |
| AXXCESS WEALTH MANAGEMENT, LLC | 22.38K | Jun 30, 26 | +22.38K | 0.10% |
| Summit Financial, LLC | 20.65K | Jun 30, 26 | -1.55K | 0.09% |
| Bleakley Financial Group, LLC | 20.36K | Jun 30, 26 | +2.46K | 0.09% |
| Advyzon Investment Management, LLC | 19.69K | Jun 30, 26 | -1.39K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 19.29K | Jun 30, 26 | -704 | 0.09% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 19.14K | Jun 30, 26 | -- | 0.09% |
| Merit Financial Group, LLC | 18.30K | Jun 30, 26 | -27.43K | 0.08% |
| Capital Analysts, LLC | 16.79K | Jun 30, 26 | -887 | 0.08% |
| Sigma Planning Corp | 16.29K | Jun 30, 26 | +8.33K | 0.07% |
| TRUIST FINANCIAL CORP | 16.05K | Jun 30, 26 | +7.67K | 0.07% |
| Kingsview Wealth Management, LLC | 14.59K | Jun 30, 26 | -221 | 0.07% |
| PRIVATE TRUST CO NA | 14.53K | Jun 30, 26 | -- | 0.07% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 14.30K | Jun 30, 26 | +213 | 0.06% |
| Strategic Blueprint, LLC | 13.70K | Jun 30, 26 | +6.95K | 0.06% |
| WEST MICHIGAN ADVISORS, LLC | 12.66K | Jun 30, 26 | +2.37K | 0.06% |
| Savvy Advisors, Inc. | 11.93K | Jun 30, 26 | -732 | 0.05% |
| J.W. COLE ADVISORS, INC. | 11.80K | Jun 30, 26 | +1.63K | 0.05% |
| Amplius Wealth Advisors, LLC | 11.30K | Jun 30, 26 | -5.87K | 0.05% |
| PRAIRIE ADVISORY, LLC | 10.64K | Jun 30, 26 | +10.64K | 0.05% |
| Princeton Global Asset Management LLC | 10.01K | Jun 30, 26 | -- | 0.05% |
| BENJAMIN EDWARDS INC | 9.38K | Jun 30, 26 | +2.44K | 0.04% |
| EVOLUTION WEALTH MANAGEMENT INC. | 8.53K | Jun 30, 26 | +778 | 0.04% |
| Vise Technologies, Inc. | 8.10K | Jun 30, 26 | +8.10K | 0.04% |
| NFP Retirement, Inc. | 8.09K | Jun 30, 26 | +28 | 0.04% |
| Argent Trust Co | 8.07K | Jun 30, 26 | -- | 0.04% |
| HB Wealth Management, LLC | 7.79K | Jun 30, 26 | -465 | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.56K | Jun 30, 26 | +7.56K | 0.03% |
| NICOLET BANKSHARES INC | 7.10K | Jun 30, 26 | +7.10K | 0.03% |
| AdvisorNet Financial, Inc | 7.03K | Jun 30, 26 | +257 | 0.03% |
| HILL ISLAND FINANCIAL LLC | 5.71K | Jun 30, 26 | -86 | 0.03% |
| Buckingham Strategic Partners | 5.68K | Jun 30, 26 | -- | 0.03% |
| Cedar Point Capital Partners, LLC | 5.61K | Jun 30, 26 | -6.00K | 0.03% |
| Trajan Wealth LLC | 5.55K | Jun 30, 26 | +5.55K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 4.85K | Jun 30, 26 | +256 | 0.02% |
| ROYAL BANK OF CANADA | 4.18K | Jun 30, 26 | -505 | 0.02% |
| United Community Bank | 3.06K | Jun 30, 26 | +80 | 0.01% |
| FIFTH THIRD BANCORP | 3.04K | Jun 30, 26 | -- | 0.01% |
| Longview Financial Advisors LLC | 3.03K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.62K | Jun 30, 26 | +2.62K | 0.01% |
| Harborfront Financial Group LLC | 2.48K | Jun 30, 26 | +2.48K | 0.01% |
| Rockefeller Capital Management L.P. | 2.39K | Jun 30, 26 | -257 | 0.01% |
| ABOUND FINANCIAL, LLC | 698 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 473 | Jun 30, 26 | -- | 0.00% |
| Golden State Equity Partners | 471 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 324 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 281 | Jun 30, 26 | +281 | 0.00% |
| MORGAN STANLEY | 279 | Jun 30, 26 | +6 | 0.00% |
| Integrated Wealth Concepts LLC | 122 | Jun 30, 26 | +122 | 0.00% |
| Quent Capital, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Smartleaf Asset Management LLC | 9 | Jun 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, LLC | 140.44K | Mar 31, 26 | +125.89K | 0.64% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 21.15K | Mar 31, 26 | -1.04K | 0.10% |
| COMERICA BANK | 3.04K | Dec 31, 25 | -760 | 0.01% |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -416 | -- |
| Masso Torrence Wealth Management Inc. | 26.54K | Sep 30, 25 | +150 | 0.12% |
| AVANTAX ADVISORY SERVICES, INC. | 67.05K | Jun 30, 25 | -2.10K | 0.30% |
| Private Portfolio Partners LLC | 28.80K | Dec 31, 24 | +849 | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 987.99K | Sep 30, 24 | -393.19K | 4.49% |
| Financial Planning & Information Services, Inc. | 92.60K | Sep 30, 24 | -8.00K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 63.63K | Sep 30, 24 | +771 | 0.29% |
| RAYMOND JAMES TRUST N.A. | 9.63K | Sep 30, 24 | -- | 0.04% |
| Gratus Capital LLC | 335.03K | Jun 30, 24 | +18.02K | 1.52% |
| ICA Group Wealth Management, LLC | 80 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 54.50K | Mar 31, 24 | +12.31K | 0.25% |
| Engrave Wealth Partners LLC | 16.41K | Dec 31, 23 | +1.17K | 0.07% |
| Simplicity Solutions, LLC | 6.03K | Dec 31, 23 | -- | 0.03% |
| Quantitative Advantage, LLC | 45.43K | Mar 31, 23 | +11.41K | 0.21% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 71.09K | Sep 30, 22 | -6.32K | 0.32% |
| Altium Wealth Management LLC | 396.16K | Jun 30, 22 | +68.99K | 1.80% |
| Pinnacle Private Wealth, LLC | 12.76K | Jun 30, 22 | -4.60K | 0.06% |
| NEXT Financial Group, Inc | 1.74K | Dec 31, 21 | -5 | 0.01% |
| Ameritas Investment Company, LLC | 23.55K | Sep 30, 21 | +23.55K | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.75K | Dec 31, 19 | -8.50K | 0.08% |
| Advisor Group, Inc. | 2.20K | Dec 31, 19 | -300 | 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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