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Funds Holding HDUS

On this page, we present all of the funds holding HDUS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HDUS, with a link to that fund's top holdings. The next columns indicate the amount of HDUS stock held by each of the funds holding HDUS, followed by the HDUS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding HDUS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding HDUS), click the fund name in the "Holder" column of the funds-holding-HDUS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.802,925$37,314 12/31/2023
     HDUS802,925$37,314 12/31/2023
RiverFront Investment Group LLC526,928$24,487 12/31/2023
     HDUS526,928$24,487 12/31/2023
Raymond James & Associates310,976$15,823 03/31/2024
     HDUS310,976$15,823 03/31/2024
Royal Bank of Canada173,774$8,076 12/31/2023
     HDUS173,774$8,076 12/31/2023
Janney Montgomery Scott LLC114,011$5,298 12/31/2023
     HDUS114,011$5,298 12/31/2023
Truist Financial Corp39,196$1,822 12/31/2023
     HDUS39,196$1,822 12/31/2023
Stifel Financial Corp34,900$1,622 12/31/2023
     HDUS34,900$1,622 12/31/2023
LPL Financial LLC22,776$1,058 12/31/2023
     HDUS22,776$1,058 12/31/2023
GeoWealth Management LLC12,646$588 12/31/2023
     HDUS12,646$588 12/31/2023
Source Financial Advisors LLC12,646$588 12/31/2023
     HDUS12,646$588 12/31/2023
JPMorgan Chase & Co.9,542$443 12/31/2023
     HDUS9,542$443 12/31/2023
Aurum Wealth Management Group LLC8,138$414 03/31/2024
     HDUS8,138$414 03/31/2024
Wedbush Securities Inc.7,203$335 12/31/2023
     HDUS7,203$335 12/31/2023
Raymond James Financial Services Advisors Inc.5,077$258 03/31/2024
     HDUS5,077$258 03/31/2024
Gallagher Fiduciary Advisors LLC4,498$209 12/31/2023
     HDUS4,498$209 12/31/2023
Comerica Bank4,433$206 12/31/2023
     HDUS4,433$206 12/31/2023
Advisor Group Holdings Inc.3,916$182 12/31/2023
     HDUS3,916$182 12/31/2023
Bank of America Corp DE681$32 12/31/2023
     HDUS681$32 12/31/2023
Harbour Investments Inc.93$4 12/31/2023
     HDUS93$4 12/31/2023
Signaturefd LLC87$4 12/31/2023
     HDUS87$4 12/31/2023
US Bancorp DE55$3 12/31/2023
     HDUS55$3 12/31/2023
Wells Fargo & Company MN29$1 12/31/2023
     HDUS29$1 12/31/2023
Morgan Stanley26$1 12/31/2023
     HDUS26$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HDUS0$0 12/31/2023

See Summary: Institutional Holders of HDUS
See Details: Top 10 Hedge Funds Holding HDUS
Also See: HDUS Holdings Changes

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