On this page, we present all of the funds holding HAP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HAP, with a link to that fund's top holdings. The next columns indicate the amount of HAP stock held by each of the funds holding HAP, followed by the HAP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding HAP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by IAG Wealth Partners LLC. For more details on the positions held by IAG Wealth Partners LLC (or by any of the other funds holding HAP), click the fund name in the "Holder" column of the funds-holding-HAP table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
IAG Wealth Partners LLC | 285,556 | $14,543 | 03/31/2024 |
HAP | 285,556 | $14,543 | 03/31/2024 |
Beaumont Financial Advisors LLC | 254,408 | $12,418 | 12/31/2023 |
HAP | 254,408 | $12,418 | 12/31/2023 |
Morton Capital Management LLC CA | 181,862 | $9,262 | 03/31/2024 |
HAP | 181,862 | $9,262 | 03/31/2024 |
Cultivar Capital Inc. | 131,149 | $6,401 | 12/31/2023 |
HAP | 131,149 | $6,401 | 12/31/2023 |
Aveo Capital Partners LLC | 111,393 | $5,437 | 12/31/2023 |
HAP | 111,393 | $5,437 | 12/31/2023 |
LPL Financial LLC | 58,407 | $2,851 | 12/31/2023 |
HAP | 58,407 | $2,851 | 12/31/2023 |
Morgan Stanley | 54,697 | $2,670 | 12/31/2023 |
HAP | 54,697 | $2,670 | 12/31/2023 |
Wells Fargo & Company MN | 32,300 | $1,577 | 12/31/2023 |
HAP | 32,300 | $1,577 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 29,916 | $1,460 | 12/31/2023 |
HAP | 29,916 | $1,460 | 12/31/2023 |
Financial Advisory Service Inc. | 25,817 | $1,260 | 12/31/2023 |
HAP | 25,817 | $1,260 | 12/31/2023 |
Baird Financial Group Inc. | 25,154 | $1,228 | 12/31/2023 |
HAP | 25,154 | $1,228 | 12/31/2023 |
UBS Group AG | 23,781 | $1,161 | 12/31/2023 |
HAP | 23,781 | $1,161 | 12/31/2023 |
Macroview Investment Management LLC | 17,603 | $859 | 12/31/2023 |
HAP | 17,603 | $859 | 12/31/2023 |
Advisor Group Holdings Inc. | 12,629 | $616 | 12/31/2023 |
HAP | 12,629 | $616 | 12/31/2023 |
Adviser Investments LLC | 12,403 | $605 | 12/31/2023 |
HAP | 12,403 | $605 | 12/31/2023 |
Focus Financial Network Inc. ADV | 12,198 | $595 | 12/31/2023 |
HAP | 12,198 | $595 | 12/31/2023 |
ORG Partners LLC | 11,676 | $570 | 12/31/2023 |
HAP | 11,676 | $570 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 11,145 | $568 | 03/31/2024 |
HAP | 11,145 | $568 | 03/31/2024 |
Focus Financial Network Inc. | 11,056 | $560 | 03/31/2024 |
HAP | 11,056 | $560 | 03/31/2024 |
David R. Rahn & Associates Inc. | 10,041 | $511 | 03/31/2024 |
HAP | 10,041 | $511 | 03/31/2024 |
HighTower Advisors LLC | 9,322 | $455 | 12/31/2023 |
HAP | 9,322 | $455 | 12/31/2023 |
Royal Bank of Canada | 8,913 | $435 | 12/31/2023 |
HAP | 8,913 | $435 | 12/31/2023 |
Bank of America Corp DE | 8,608 | $420 | 12/31/2023 |
HAP | 8,608 | $420 | 12/31/2023 |
Allworth Financial LP | 8,027 | $409 | 03/31/2024 |
HAP | 8,027 | $409 | 03/31/2024 |
Pure Financial Advisors Inc. | 7,806 | $398 | 03/31/2024 |
HAP | 7,806 | $398 | 03/31/2024 |
Envestnet Asset Management Inc. | 7,619 | $372 | 12/31/2023 |
HAP | 7,619 | $372 | 12/31/2023 |
Susquehanna International Group LLP | 7,450 | $364 | 12/31/2023 |
HAP | 7,450 | $364 | 12/31/2023 |
Creative Planning | 6,683 | $326 | 12/31/2023 |
HAP | 6,683 | $326 | 12/31/2023 |
Commonwealth Equity Services LLC | 6,584 | $321 | 12/31/2023 |
HAP | 6,584 | $321 | 12/31/2023 |
Ancora Advisors LLC | 5,141 | $251 | 12/31/2023 |
HAP | 5,141 | $251 | 12/31/2023 |
Raymond James & Associates | 4,601 | $234 | 03/31/2024 |
HAP | 4,601 | $234 | 03/31/2024 |
Goldman Sachs Group Inc. | 4,466 | $218 | 12/31/2023 |
HAP | 4,466 | $218 | 12/31/2023 |
Cetera Advisors LLC | 4,402 | $215 | 12/31/2023 |
HAP | 4,402 | $215 | 12/31/2023 |
Citigroup Inc. | 2,892 | $141 | 12/31/2023 |
HAP | 2,892 | $141 | 12/31/2023 |
Harbour Investments Inc. | 2,711 | $132 | 12/31/2023 |
HAP | 2,711 | $132 | 12/31/2023 |
Spire Wealth Management | 1,769 | $90 | 03/31/2024 |
HAP | 1,769 | $90 | 03/31/2024 |
Sachetta LLC | 1,085 | $53 | 12/31/2023 |
HAP | 1,085 | $53 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 1,000 | $49 | 12/31/2023 |
HAP | 1,000 | $49 | 12/31/2023 |
FMR LLC | 864 | $42 | 12/31/2023 |
HAP | 864 | $42 | 12/31/2023 |
Castleview Partners LLC | 570 | $28 | 12/31/2023 |
HAP | 570 | $28 | 12/31/2023 |
Principal Securities Inc. | 342 | $17 | 12/31/2023 |
HAP | 342 | $17 | 12/31/2023 |
GWM Advisors LLC | 290 | $14 | 12/31/2023 |
HAP | 290 | $14 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 225 | $11 | 12/31/2023 |
HAP | 225 | $11 | 12/31/2023 |
NBC Securities Inc. | 183 | $9 | 03/31/2024 |
HAP | 183 | $9 | 03/31/2024 |
Independence Bank of Kentucky | 85 | $4 | 03/31/2024 |
HAP | 85 | $4 | 03/31/2024 |
Opal Wealth Advisors LLC | 50 | $3 | 03/31/2024 |
HAP | 50 | $3 | 03/31/2024 |
Van ECK Associates Corp | 17 | $1 | 12/31/2023 |
HAP | 17 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
HAP | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HAP
See Details: Top 10 Hedge Funds Holding HAP
Also See: HAP Holdings Changes
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