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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Advisory Resource Group | $18,588 | 12/31/2023 | |
HERD | 340,272 | $12,842 | 12/31/2023 |
INDUSTRIAL RELET | 137,325 | $5,746 | 12/31/2023 |
LPL Financial LLC | 180,075 | $6,796 | 12/31/2023 |
HERD | 180,075 | $6,796 | 12/31/2023 |
HighTower Advisors LLC | 167,273 | $6,310 | 12/31/2023 |
HERD | 167,273 | $6,310 | 12/31/2023 |
Envestnet Asset Management Inc. | 154,636 | $5,836 | 12/31/2023 |
HERD | 154,636 | $5,836 | 12/31/2023 |
Advisor Group Holdings Inc. | 146,379 | $5,524 | 12/31/2023 |
HERD | 146,379 | $5,524 | 12/31/2023 |
Cetera Advisor Networks LLC | 138,347 | $5,221 | 12/31/2023 |
HERD | 138,347 | $5,221 | 12/31/2023 |
Commonwealth Equity Services LLC | 93,393 | $3,669 | 03/31/2024 |
HERD | 93,393 | $3,669 | 03/31/2024 |
Rockefeller Capital Management L.P. | 50,577 | $1,909 | 12/31/2023 |
HERD | 50,577 | $1,909 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 37,335 | $1,467 | 03/31/2024 |
HERD | 37,335 | $1,467 | 03/31/2024 |
Prosperity Wealth Management Inc. | 36,255 | $1,368 | 12/31/2023 |
HERD | 36,255 | $1,368 | 12/31/2023 |
Centric Wealth Management | 33,189 | $1,214 | 12/31/2023 |
HERD | 33,189 | $1,214 | 12/31/2023 |
Founders Financial Securities LLC | 27,743 | $1,090 | 03/31/2024 |
HERD | 27,743 | $1,090 | 03/31/2024 |
Capital Investment Advisory Services LLC | 16,630 | $653 | 03/31/2024 |
HERD | 16,630 | $653 | 03/31/2024 |
Susquehanna International Group LLP | 15,574 | $588 | 12/31/2023 |
HERD | 15,574 | $588 | 12/31/2023 |
Avantax Advisory Services Inc. | 14,596 | $551 | 12/31/2023 |
HERD | 14,596 | $551 | 12/31/2023 |
Kestra Private Wealth Services LLC | 13,900 | $525 | 12/31/2023 |
HERD | 13,900 | $525 | 12/31/2023 |
Stratos Wealth Partners LTD. | 11,726 | $461 | 03/31/2024 |
HERD | 11,726 | $461 | 03/31/2024 |
Jane Street Group LLC | 9,172 | $346 | 12/31/2023 |
HERD | 9,172 | $346 | 12/31/2023 |
Sepio Capital LP | 7,237 | $264 | 12/31/2023 |
HERD | 7,237 | $264 | 12/31/2023 |
Belpointe Asset Management LLC | 6,300 | $238 | 12/31/2023 |
HERD | 6,300 | $238 | 12/31/2023 |
Advisory Services Network LLC | 6,225 | $235 | 12/31/2023 |
HERD | 6,225 | $235 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,800 | $68 | 12/31/2023 |
HERD | 1,800 | $68 | 12/31/2023 |
Retirement Group LLC | 1,735 | $65 | 12/31/2023 |
HERD | 1,735 | $65 | 12/31/2023 |
Coastal Investment Advisors Inc. | 1,520 | $60 | 03/31/2024 |
HERD | 1,520 | $60 | 03/31/2024 |
EverSource Wealth Advisors LLC | 1,453 | $55 | 12/31/2023 |
HERD | 1,453 | $55 | 12/31/2023 |
Principal Securities Inc. | 1,000 | $38 | 12/31/2023 |
HERD | 1,000 | $38 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 550 | $21 | 12/31/2023 |
HERD | 550 | $21 | 12/31/2023 |
Harbour Investments Inc. | 523 | $20 | 12/31/2023 |
HERD | 523 | $20 | 12/31/2023 |
NBC Securities Inc. | 300 | $11 | 03/31/2024 |
HERD | 300 | $11 | 03/31/2024 |
Farther Finance Advisors LLC | 288 | $11 | 12/31/2023 |
HERD | 288 | $11 | 12/31/2023 |
Morgan Stanley | 40 | $2 | 12/31/2023 |
HERD | 40 | $2 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
HERD | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
HERD | 0 | $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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