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Funds Holding HERD

On this page, we present all of the funds holding HERD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HERD, with a link to that fund's top holdings. The next columns indicate the amount of HERD stock held by each of the funds holding HERD, followed by the HERD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 32 funds holding HERD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Advisory Resource Group. For more details on the positions held by Advisory Resource Group (or by any of the other funds holding HERD), click the fund name in the "Holder" column of the funds-holding-HERD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Advisory Resource Group $18,588 12/31/2023
     HERD340,272$12,842 12/31/2023
     INDUSTRIAL RELET137,325$5,746 12/31/2023
LPL Financial LLC180,075$6,796 12/31/2023
     HERD180,075$6,796 12/31/2023
HighTower Advisors LLC167,273$6,310 12/31/2023
     HERD167,273$6,310 12/31/2023
Envestnet Asset Management Inc.154,636$5,836 12/31/2023
     HERD154,636$5,836 12/31/2023
Advisor Group Holdings Inc.146,379$5,524 12/31/2023
     HERD146,379$5,524 12/31/2023
Cetera Advisor Networks LLC138,347$5,221 12/31/2023
     HERD138,347$5,221 12/31/2023
Commonwealth Equity Services LLC93,393$3,669 03/31/2024
     HERD93,393$3,669 03/31/2024
Rockefeller Capital Management L.P.50,577$1,909 12/31/2023
     HERD50,577$1,909 12/31/2023
Cambridge Investment Research Advisors Inc.37,335$1,467 03/31/2024
     HERD37,335$1,467 03/31/2024
Prosperity Wealth Management Inc.36,255$1,368 12/31/2023
     HERD36,255$1,368 12/31/2023
Centric Wealth Management33,189$1,214 12/31/2023
     HERD33,189$1,214 12/31/2023
Founders Financial Securities LLC27,743$1,090 03/31/2024
     HERD27,743$1,090 03/31/2024
Capital Investment Advisory Services LLC16,630$653 03/31/2024
     HERD16,630$653 03/31/2024
Susquehanna International Group LLP15,574$588 12/31/2023
     HERD15,574$588 12/31/2023
Avantax Advisory Services Inc.14,596$551 12/31/2023
     HERD14,596$551 12/31/2023
Kestra Private Wealth Services LLC13,900$525 12/31/2023
     HERD13,900$525 12/31/2023
Stratos Wealth Partners LTD.11,726$461 03/31/2024
     HERD11,726$461 03/31/2024
Jane Street Group LLC9,172$346 12/31/2023
     HERD9,172$346 12/31/2023
Sepio Capital LP7,237$264 12/31/2023
     HERD7,237$264 12/31/2023
Belpointe Asset Management LLC6,300$238 12/31/2023
     HERD6,300$238 12/31/2023
Advisory Services Network LLC6,225$235 12/31/2023
     HERD6,225$235 12/31/2023
Geneos Wealth Management Inc.1,800$68 12/31/2023
     HERD1,800$68 12/31/2023
Retirement Group LLC1,735$65 12/31/2023
     HERD1,735$65 12/31/2023
Coastal Investment Advisors Inc.1,520$60 03/31/2024
     HERD1,520$60 03/31/2024
EverSource Wealth Advisors LLC1,453$55 12/31/2023
     HERD1,453$55 12/31/2023
Principal Securities Inc.1,000$38 12/31/2023
     HERD1,000$38 12/31/2023
Creative Financial Designs Inc. ADV550$21 12/31/2023
     HERD550$21 12/31/2023
Harbour Investments Inc.523$20 12/31/2023
     HERD523$20 12/31/2023
NBC Securities Inc.300$11 03/31/2024
     HERD300$11 03/31/2024
Farther Finance Advisors LLC288$11 12/31/2023
     HERD288$11 12/31/2023
Morgan Stanley40$2 12/31/2023
     HERD40$2 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     HERD1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HERD0$0 12/31/2023

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

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