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Funds Holding HAP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
IAG Wealth Partners LLC285,556$14,543 03/31/2024
     HAP285,556$14,543 03/31/2024
Beaumont Financial Advisors LLC254,408$12,418 12/31/2023
     HAP254,408$12,418 12/31/2023
Morton Capital Management LLC CA181,862$9,262 03/31/2024
     HAP181,862$9,262 03/31/2024
Cultivar Capital Inc.131,149$6,401 12/31/2023
     HAP131,149$6,401 12/31/2023
Aveo Capital Partners LLC111,393$5,437 12/31/2023
     HAP111,393$5,437 12/31/2023
LPL Financial LLC58,407$2,851 12/31/2023
     HAP58,407$2,851 12/31/2023
Morgan Stanley54,697$2,670 12/31/2023
     HAP54,697$2,670 12/31/2023
Wells Fargo & Company MN32,300$1,577 12/31/2023
     HAP32,300$1,577 12/31/2023
Mercer Global Advisors Inc. ADV29,916$1,460 12/31/2023
     HAP29,916$1,460 12/31/2023
Financial Advisory Service Inc.25,817$1,260 12/31/2023
     HAP25,817$1,260 12/31/2023
Baird Financial Group Inc.25,154$1,228 12/31/2023
     HAP25,154$1,228 12/31/2023
UBS Group AG23,781$1,161 12/31/2023
     HAP23,781$1,161 12/31/2023
Macroview Investment Management LLC17,603$859 12/31/2023
     HAP17,603$859 12/31/2023
Advisor Group Holdings Inc.12,629$616 12/31/2023
     HAP12,629$616 12/31/2023
Adviser Investments LLC12,403$605 12/31/2023
     HAP12,403$605 12/31/2023
Focus Financial Network Inc. ADV12,198$595 12/31/2023
     HAP12,198$595 12/31/2023
ORG Partners LLC11,676$570 12/31/2023
     HAP11,676$570 12/31/2023
Raymond James Financial Services Advisors Inc.11,145$568 03/31/2024
     HAP11,145$568 03/31/2024
Focus Financial Network Inc.11,056$560 03/31/2024
     HAP11,056$560 03/31/2024
David R. Rahn & Associates Inc.10,041$511 03/31/2024
     HAP10,041$511 03/31/2024
HighTower Advisors LLC9,322$455 12/31/2023
     HAP9,322$455 12/31/2023
Royal Bank of Canada8,913$435 12/31/2023
     HAP8,913$435 12/31/2023
Bank of America Corp DE8,608$420 12/31/2023
     HAP8,608$420 12/31/2023
Allworth Financial LP8,027$409 03/31/2024
     HAP8,027$409 03/31/2024
Pure Financial Advisors Inc.7,806$398 03/31/2024
     HAP7,806$398 03/31/2024
Envestnet Asset Management Inc.7,619$372 12/31/2023
     HAP7,619$372 12/31/2023
Susquehanna International Group LLP7,450$364 12/31/2023
     HAP7,450$364 12/31/2023
Creative Planning6,683$326 12/31/2023
     HAP6,683$326 12/31/2023
Commonwealth Equity Services LLC6,584$321 12/31/2023
     HAP6,584$321 12/31/2023
Ancora Advisors LLC5,141$251 12/31/2023
     HAP5,141$251 12/31/2023
Raymond James & Associates4,601$234 03/31/2024
     HAP4,601$234 03/31/2024
Goldman Sachs Group Inc.4,466$218 12/31/2023
     HAP4,466$218 12/31/2023
Cetera Advisors LLC4,402$215 12/31/2023
     HAP4,402$215 12/31/2023
Citigroup Inc.2,892$141 12/31/2023
     HAP2,892$141 12/31/2023
Harbour Investments Inc.2,711$132 12/31/2023
     HAP2,711$132 12/31/2023
Spire Wealth Management1,769$90 03/31/2024
     HAP1,769$90 03/31/2024
Sachetta LLC1,085$53 12/31/2023
     HAP1,085$53 12/31/2023
Jackson Hole Capital Partners LLC1,000$49 12/31/2023
     HAP1,000$49 12/31/2023
FMR LLC864$42 12/31/2023
     HAP864$42 12/31/2023
Castleview Partners LLC570$28 12/31/2023
     HAP570$28 12/31/2023
Principal Securities Inc.342$17 12/31/2023
     HAP342$17 12/31/2023
GWM Advisors LLC290$14 12/31/2023
     HAP290$14 12/31/2023
Steward Partners Investment Advisory LLC225$11 12/31/2023
     HAP225$11 12/31/2023
NBC Securities Inc.183$9 03/31/2024
     HAP183$9 03/31/2024
Independence Bank of Kentucky85$4 03/31/2024
     HAP85$4 03/31/2024
Opal Wealth Advisors LLC50$3 03/31/2024
     HAP50$3 03/31/2024
Van ECK Associates Corp17$1 12/31/2023
     HAP17$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HAP0$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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