HoldingsChannel.com
Funds Holding HLN

On this page, we present all of the funds holding HLN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HLN, with a link to that fund's top holdings. The next columns indicate the amount of HLN stock held by each of the funds holding HLN, followed by the HLN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 564 funds holding HLN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Dodge & Cox. For more details on the positions held by Dodge & Cox (or by any of the other funds holding HLN), click the fund name in the "Holder" column of the funds-holding-HLN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Dodge & Cox110,626,894$927,053 06/30/2023
     HLN110,626,894$927,053 06/30/2023
FMR LLC44,139,896$369,892 06/30/2023
     HLN44,139,896$369,892 06/30/2023
Clearbridge Investments LLC25,409,879$212,935 06/30/2023
     HLN25,409,879$212,935 06/30/2023
Fisher Asset Management LLC16,904,148$141,657 06/30/2023
     HLN16,904,148$141,657 06/30/2023
Aristotle Capital Management LLC $132,120 06/30/2023
     HLN8,625,410$72,281 06/30/2023
     FOREIGN14,617,977$59,839 06/30/2023
Harding Loevner LP13,260,374$111,122 06/30/2023
     HLN13,260,374$111,122 06/30/2023
Alliancebernstein L.P.11,367,720$95,261 06/30/2023
     HLN11,367,720$95,261 06/30/2023
Bain Capital Public Equity Management II LLC10,740,298$90,004 06/30/2023
     HLN10,740,298$90,004 06/30/2023
Bank of America Corp DE8,967,362$75,146 06/30/2023
     HLN8,967,362$75,146 06/30/2023
JTC Employer Solutions Trusteee Ltd8,755,294$73,325 06/30/2023
     HLN8,755,294$73,325 06/30/2023
Southpoint Capital Advisors LP7,600,000$63,688 06/30/2023
     HLN7,600,000$63,688 06/30/2023
Palestra Capital Management LLC7,418,956$62,171 06/30/2023
     HLN7,418,956$62,171 06/30/2023
Douglas Lane & Associates LLC6,996,652$58,632 06/30/2023
     HLN6,996,652$58,632 06/30/2023
State Street Corp6,691,682$56,076 06/30/2023
     HLN6,691,682$56,076 06/30/2023
Sculptor Capital LP6,549,567$54,885 06/30/2023
     HLN6,549,567$54,885 06/30/2023
Morgan Stanley6,174,187$51,740 06/30/2023
     HLN6,174,187$51,740 06/30/2023
Goldman Sachs Group Inc. $40,401 06/30/2023
     HLN4,968,484$41,636 06/30/2023
     Put147,400$1,235 06/30/2023
Equity Investment Corp3,900,024$32,682 06/30/2023
     HLN3,900,024$32,682 06/30/2023
Renaissance Technologies LLC3,409,421$28,571 06/30/2023
     HLN3,409,421$28,571 06/30/2023
Northern Trust Corp3,353,731$28,104 06/30/2023
     HLN3,353,731$28,104 06/30/2023
Clark Estates Inc. NY3,100,000$25,978 06/30/2023
     HLN3,100,000$25,978 06/30/2023
Eminence Capital LP3,034,781$25,431 06/30/2023
     HLN3,034,781$25,431 06/30/2023
Invesco Ltd.2,828,856$23,706 06/30/2023
     HLN2,828,856$23,706 06/30/2023
Envestnet Asset Management Inc.2,681,670$22,472 06/30/2023
     HLN2,681,670$22,472 06/30/2023
BlackRock Inc.2,572,617$21,559 06/30/2023
     HLN2,572,617$21,559 06/30/2023
Van ECK Associates Corp2,081,101$17,440 06/30/2023
     HLN2,081,101$17,440 06/30/2023
Raymond James & Associates2,070,222$17,348 06/30/2023
     HLN2,070,222$17,348 06/30/2023
Wells Fargo & Company MN2,059,619$17,260 06/30/2023
     HLN2,059,619$17,260 06/30/2023
Mane Global Capital Management LP1,705,032$14,288 06/30/2023
     HLN1,705,032$14,288 06/30/2023
UBS Group AG1,629,616$13,656 06/30/2023
     HLN1,629,616$13,656 06/30/2023
LPL Financial LLC1,527,714$12,802 06/30/2023
     HLN1,527,714$12,802 06/30/2023
Hitchwood Capital Management LP1,400,000$11,396 03/31/2023
     HLN1,400,000$11,396 03/31/2023
Royal Bank of Canada1,338,051$11,213 06/30/2023
     HLN1,338,051$11,213 06/30/2023
Heathbridge Capital Management Ltd.1,281,000$10,735 06/30/2023
     HLN1,281,000$10,735 06/30/2023
Kahn Brothers Group Inc. DE1,270,438$10,646 06/30/2023
     HLN1,270,438$10,646 06/30/2023
Dimensional Fund Advisors LP1,179,182$9,882 06/30/2023
     HLN1,179,182$9,882 06/30/2023
Stifel Financial Corp1,123,866$9,418 06/30/2023
     HLN1,123,866$9,418 06/30/2023
Exencial Wealth Advisors LLC1,041,762$8,730 06/30/2023
     HLN1,041,762$8,730 06/30/2023
Clifford Capital Partners LLC1,041,710$8,730 06/30/2023
     HLN1,041,710$8,730 06/30/2023
Russell Investments Group Ltd.961,908$8,061 06/30/2023
     HLN961,908$8,061 06/30/2023
Citigroup Inc.899,638$7,539 06/30/2023
     HLN899,638$7,539 06/30/2023
Bank of New York Mellon Corp872,960$7,315 06/30/2023
     HLN872,960$7,315 06/30/2023
First Eagle Investment Management LLC870,646$7,296 06/30/2023
     HLN870,646$7,296 06/30/2023
GAM Holding AG800,109$6,705 06/30/2023
     HLN800,109$6,705 06/30/2023
Bain Capital Public Equity LP688,227$5,767 06/30/2023
     HLN688,227$5,767 06/30/2023
Welch & Forbes LLC649,600$5,444 06/30/2023
     HLN649,600$5,444 06/30/2023
Truist Financial Corp646,980$5,422 06/30/2023
     HLN646,980$5,422 06/30/2023
PFS Investments Inc.595,205$4,988 06/30/2023
     HLN595,205$4,988 06/30/2023
Marathon Partners Equity Management LLC580,000$4,860 06/30/2023
     HLN580,000$4,860 06/30/2023
Orion Portfolio Solutions LLC554,962$4,651 06/30/2023
     HLN554,962$4,651 06/30/2023
Primecap Management Co. CA551,400$4,621 06/30/2023
     HLN551,400$4,621 06/30/2023
Bank of Montreal Can547,320$4,543 06/30/2023
     HLN547,320$4,543 06/30/2023
Sei Investments Co.523,947$4,391 06/30/2023
     HLN523,947$4,391 06/30/2023
QVIDTVM Management LLC518,728$4,347 06/30/2023
     HLN518,728$4,347 06/30/2023
US Bancorp DE518,008$4,341 06/30/2023
     HLN518,008$4,341 06/30/2023
Advisor Group Holdings Inc.508,734$4,236 06/30/2023
     HLN508,734$4,236 06/30/2023
Liontrust Investment Partners LLP477,370$4,000 06/30/2023
     HLN477,370$4,000 06/30/2023
Oppenheimer Asset Management Inc.437,494$3,666 06/30/2023
     HLN437,494$3,666 06/30/2023
Kornitzer Capital Management Inc. KS409,192$3,429 06/30/2023
     HLN409,192$3,429 06/30/2023
Natixis Advisors L.P.336,402$2,819 06/30/2023
     HLN336,402$2,819 06/30/2023
Crossmark Global Holdings Inc.276,261$2,470 06/30/2023
     HLN276,261$2,470 06/30/2023
Commonwealth Equity Services LLC286,371$2,400 06/30/2023
     HLN286,371$2,400 06/30/2023
Lincluden Management Ltd.284,437$2,384 06/30/2023
     HLN284,437$2,384 06/30/2023
Mariner LLC260,509$2,180 06/30/2023
     HLN260,509$2,180 06/30/2023
UBS Oconnor LLC254,185$2,130 06/30/2023
     HLN254,185$2,130 06/30/2023
The PNC Financial Services Group Inc.251,573$2,108 06/30/2023
     HLN251,573$2,108 06/30/2023
Neuberger Berman Group LLC245,643$2,058 06/30/2023
     HLN245,643$2,058 06/30/2023
HighTower Advisors LLC245,020$2,053 06/30/2023
     HLN245,020$2,053 06/30/2023
Two Sigma Investments LP239,900$2,010 06/30/2023
     HLN239,900$2,010 06/30/2023
Keystone Financial Planning Inc.239,709$2,009 06/30/2023
     HLN239,709$2,009 06/30/2023
American Century Companies Inc.235,268$1,972 06/30/2023
     HLN235,268$1,972 06/30/2023
Creative Planning234,791$1,968 06/30/2023
     HLN234,791$1,968 06/30/2023
Silvercrest Asset Management Group LLC214,618$1,798 06/30/2023
     HLN214,618$1,798 06/30/2023
MML Investors Services LLC212,487$1,781 06/30/2023
     HLN212,487$1,781 06/30/2023
Coronation Fund Managers Ltd.206,479$1,730 06/30/2023
     HLN206,479$1,730 06/30/2023
Holocene Advisors LP206,054$1,727 06/30/2023
     HLN206,054$1,727 06/30/2023
Janney Montgomery Scott LLC202,628$1,698 06/30/2023
     HLN202,628$1,698 06/30/2023
JPMorgan Chase & Co.200,442$1,680 06/30/2023
     HLN200,442$1,680 06/30/2023
Fifth Third Bancorp196,861$1,650 06/30/2023
     HLN196,861$1,650 06/30/2023
Advisor Partners II LLC196,038$1,643 06/30/2023
     HLN196,038$1,643 06/30/2023
Townsquare Capital LLC200,255$1,630 03/31/2023
     HLN200,255$1,630 03/31/2023
Arden Trust Co174,182$1,460 06/30/2023
     HLN174,182$1,460 06/30/2023
Cohen Klingenstein LLC170,136$1,426 06/30/2023
     HLN170,136$1,426 06/30/2023
Banco Santander S.A.167,310$1,402 06/30/2023
     HLN167,310$1,402 06/30/2023
CI Private Wealth LLC163,000$1,365 06/30/2023
     HLN163,000$1,365 06/30/2023
Rockefeller Capital Management L.P.162,682$1,363 06/30/2023
     HLN162,682$1,363 06/30/2023
First Hawaiian Bank158,162$1,325 06/30/2023
     HLN158,162$1,325 06/30/2023
DAVENPORT & Co LLC157,409$1,319 06/30/2023
     HLN157,409$1,319 06/30/2023
U.S. Capital Wealth Advisors LLC154,300$1,293 06/30/2023
     HLN154,300$1,293 06/30/2023
Citadel Advisors LLC $1,236 06/30/2023
     Call269,900$2,262 06/30/2023
     Put125,800$1,054 06/30/2023
     HLN3,346$28 06/30/2023
WCM Investment Management LLC145,898$1,199 06/30/2023
     HLN145,898$1,199 06/30/2023
Raymond James Financial Services Advisors Inc.142,487$1,194 06/30/2023
     HLN142,487$1,194 06/30/2023
Franklin Resources Inc.141,962$1,189 06/30/2023
     HLN141,962$1,189 06/30/2023
Keybank National Association OH136,410$1,143 06/30/2023
     HLN136,410$1,143 06/30/2023
Wallace Capital Management Inc.129,731$1,087 06/30/2023
     HLN129,731$1,087 06/30/2023
Cetera Investment Advisers124,604$1,044 06/30/2023
     HLN124,604$1,044 06/30/2023
Troluce Capital Advisors LLC123,000$1,031 06/30/2023
     HLN123,000$1,031 06/30/2023
Tweedy Browne Co LLC122,418$1,026 06/30/2023
     HLN122,418$1,026 06/30/2023
ExodusPoint Capital Management LP122,182$1,024 06/30/2023
     HLN122,182$1,024 06/30/2023
Susquehanna International Securities Ltd.120,719$1,012 06/30/2023
     HLN120,719$1,012 06/30/2023
1832 Asset Management L.P.115,831$971 06/30/2023
     HLN115,831$971 06/30/2023
Marks Group Wealth Management Inc115,284$966 06/30/2023
     HLN115,284$966 06/30/2023
Peapack Gladstone Financial Corp113,931$955 06/30/2023
     HLN113,931$955 06/30/2023
Ameriprise Financial Inc.113,504$953 06/30/2023
     HLN113,504$953 06/30/2023
Cerity Partners LLC110,975$930 06/30/2023
     HLN110,975$930 06/30/2023
Regions Financial Corp110,423$925 06/30/2023
     HLN110,423$925 06/30/2023
Stephens Inc. AR106,958$896 06/30/2023
     HLN106,958$896 06/30/2023
Synovus Financial Corp106,234$890 06/30/2023
     HLN106,234$890 06/30/2023
Euro Pacific Asset Management LLC108,785$874 06/30/2023
     HLN108,785$874 06/30/2023
Susquehanna International Group Ltd.103,144$864 06/30/2023
     HLN103,144$864 06/30/2023
Cresset Asset Management LLC102,759$861 06/30/2023
     HLN102,759$861 06/30/2023
Signaturefd LLC102,369$858 06/30/2023
     HLN102,369$858 06/30/2023
Canal Insurance CO100,000$838 06/30/2023
     HLN100,000$838 06/30/2023
American Assets Investment Management LLC100,000$838 06/30/2023
     HLN100,000$838 06/30/2023
First Republic Investment Management Inc.98,914$829 06/30/2023
     HLN98,914$829 06/30/2023
Simplex Trading LLC $772 06/30/2023
     HLN59,275$496 06/30/2023
     Call46,800$392 06/30/2023
     Put13,900$116 06/30/2023
Captrust Financial Advisors90,195$756 06/30/2023
     HLN90,195$756 06/30/2023
AIMZ Investment Advisors LLC89,121$747 06/30/2023
     HLN89,121$747 06/30/2023
Cambridge Investment Research Advisors Inc.88,409$741 06/30/2023
     HLN88,409$741 06/30/2023
Samlyn Capital LLC86,920$728 06/30/2023
     HLN86,920$728 06/30/2023
Confluence Investment Management LLC85,726$718 06/30/2023
     HLN85,726$718 06/30/2023
Snowden Capital Advisors LLC81,992$687 06/30/2023
     HLN81,992$687 06/30/2023
Park Avenue Securities LLC81,449$683 06/30/2023
     HLN81,449$683 06/30/2023
Quantinno Capital Management LP81,344$682 06/30/2023
     HLN81,344$682 06/30/2023
JustInvest LLC79,053$662 06/30/2023
     HLN79,053$662 06/30/2023
Ethic Inc.78,385$657 06/30/2023
     HLN78,385$657 06/30/2023
Yousif Capital Management LLC77,031$646 06/30/2023
     HLN77,031$646 06/30/2023
Carson Advisory Inc.19,449$642 06/30/2023
     HLN19,449$642 06/30/2023
FDx Advisors Inc.74,543$625 06/30/2023
     HLN74,543$625 06/30/2023
Knowledge Leaders Capital LLC72,460$607 06/30/2023
     HLN72,460$607 06/30/2023
Vestmark Advisory Solutions Inc.71,362$598 06/30/2023
     HLN71,362$598 06/30/2023
Wintrust Investments LLC70,316$589 06/30/2023
     HLN70,316$589 06/30/2023
Susquehanna International Group LLP $561 06/30/2023
     Call95,300$799 06/30/2023
     Put28,400$238 06/30/2023
D. E. Shaw & Co. Inc.66,865$560 06/30/2023
     HLN66,865$560 06/30/2023
Mercer Global Advisors Inc. ADV66,695$559 06/30/2023
     HLN66,695$559 06/30/2023
Boston Common Asset Management LLC64,130$537 06/30/2023
     HLN64,130$537 06/30/2023
GTS Securities LLC64,086$537 06/30/2023
     HLN64,086$537 06/30/2023
Prudential Financial Inc.61,775$518 06/30/2023
     HLN61,775$518 06/30/2023
Glenmede Trust Co. NA63,413$516 06/30/2023
     HLN63,413$516 06/30/2023
Cetera Advisor Networks LLC60,170$504 06/30/2023
     HLN60,170$504 06/30/2023
Private Advisor Group LLC57,886$498 06/30/2023
     HLN57,886$498 06/30/2023
Tempus Wealth Planning LLC58,302$489 06/30/2023
     HLN58,302$489 06/30/2023
Arkadios Wealth Advisors57,168$479 06/30/2023
     HLN57,168$479 06/30/2023
NewEdge Wealth LLC56,811$476 06/30/2023
     HLN56,811$476 06/30/2023
M&T Bank Corp54,753$459 06/30/2023
     HLN54,753$459 06/30/2023
Raymond James Trust N.A.54,307$455 06/30/2023
     HLN54,307$455 06/30/2023
WealthTrust Axiom LLC52,078$436 06/30/2023
     HLN52,078$436 06/30/2023
Balyasny Asset Management LLC50,593$424 06/30/2023
     HLN50,593$424 06/30/2023
Wetherby Asset Management Inc.49,631$416 06/30/2023
     HLN49,631$416 06/30/2023
Old Port Advisors43,517$382 03/31/2023
     HLN43,517$382 03/31/2023
Auxier Asset Management44,956$377 06/30/2023
     HLN44,956$377 06/30/2023
D.A. Davidson & CO.44,395$372 06/30/2023
     HLN44,395$372 06/30/2023
HRT Financial LP44,244$370 06/30/2023
     HLN44,244$370 06/30/2023
Nicholas Hoffman & Company LLC.44,119$370 06/30/2023
     HLN44,119$370 06/30/2023
GYL Financial Synergies LLC44,099$370 06/30/2023
     HLN44,099$370 06/30/2023
Ingalls & Snyder LLC43,885$368 06/30/2023
     HLN43,885$368 06/30/2023
Baker Tilly Financial LLC42,822$359 06/30/2023
     HLN42,822$359 06/30/2023
Thomasville National Bank42,198$354 06/30/2023
     HLN42,198$354 06/30/2023
AE Wealth Management LLC41,841$351 06/30/2023
     HLN41,841$351 06/30/2023
Haverford Trust Co.41,634$349 06/30/2023
     HLN41,634$349 06/30/2023
Advisors Asset Management Inc.41,005$344 06/30/2023
     HLN41,005$344 06/30/2023
Oppenheimer & Co. Inc.40,741$341 06/30/2023
     HLN40,741$341 06/30/2023
Greenwich Wealth Management LLC40,302$338 06/30/2023
     HLN40,302$338 06/30/2023
We Are One Seven LLC39,726$333 06/30/2023
     HLN39,726$333 06/30/2023
Cardinal Capital Management39,442$331 06/30/2023
     HLN39,442$331 06/30/2023
Dfpg Investments LLC37,948$329 06/30/2023
     HLN37,948$329 06/30/2023
Integrated Wealth Concepts LLC39,051$327 06/30/2023
     HLN39,051$327 06/30/2023
Kestra Advisory Services LLC38,543$323 06/30/2023
     HLN38,543$323 06/30/2023
Pitcairn Co.37,655$316 06/30/2023
     HLN37,655$316 06/30/2023
Avantax Advisory Services Inc.37,558$315 06/30/2023
     HLN37,558$315 06/30/2023
Aspen Grove Capital LLC36,609$307 06/30/2023
     HLN36,609$307 06/30/2023
Chelsea Counsel Co.36,700$301 03/31/2023
     HLN36,700$301 03/31/2023
Sowell Financial Services LLC35,427$297 06/30/2023
     HLN35,427$297 06/30/2023
National Bank of Canada FI34,610$290 06/30/2023
     HLN34,610$290 06/30/2023
Charles Schwab Investment Management Inc.34,307$287 06/30/2023
     HLN34,307$287 06/30/2023
Sequoia Financial Advisors LLC33,308$279 06/30/2023
     HLN33,308$279 06/30/2023
Brown Advisory Inc.33,090$277 06/30/2023
     HLN33,090$277 06/30/2023
Wealth Alliance31,939$268 06/30/2023
     HLN31,939$268 06/30/2023
Fiduciary Trust Co.31,851$267 06/30/2023
     HLN31,851$267 06/30/2023
Vise Technologies Inc.31,603$265 06/30/2023
     HLN31,603$265 06/30/2023
Quadrant Capital Group LLC31,291$262 06/30/2023
     HLN31,291$262 06/30/2023
Evergreen Capital Management LLC30,372$255 06/30/2023
     HLN30,372$255 06/30/2023
Atria Wealth Solutions Inc.30,237$253 06/30/2023
     HLN30,237$253 06/30/2023
Quadrant Private Wealth Management LLC30,126$252 06/30/2023
     HLN30,126$252 06/30/2023
One Wealth Advisors LLC29,955$251 06/30/2023
     HLN29,955$251 06/30/2023
Schechter Investment Advisors LLC29,924$251 06/30/2023
     HLN29,924$251 06/30/2023
Valeo Financial Advisors LLC29,708$249 06/30/2023
     HLN29,708$249 06/30/2023
Lafayette Investments Inc.29,104$244 06/30/2023
     HLN29,104$244 06/30/2023
Seed Wealth Management Inc.29,130$244 06/30/2023
     HLN29,130$244 06/30/2023
National Asset Management Inc.28,715$241 06/30/2023
     HLN28,715$241 06/30/2023
Equitable Holdings Inc.27,928$234 06/30/2023
     HLN27,928$234 06/30/2023
Pacer Advisors Inc.27,900$234 06/30/2023
     HLN27,900$234 06/30/2023
Park Place Capital Corp27,953$234 06/30/2023
     HLN27,953$234 06/30/2023
GQG Partners LLC27,732$232 06/30/2023
     HLN27,732$232 06/30/2023
Icon Wealth Partners LLC28,358$231 03/31/2023
     HLN28,358$231 03/31/2023
Whittier Trust Co.27,465$230 06/30/2023
     HLN27,465$230 06/30/2023
Lake Street Advisors Group LLC27,161$228 06/30/2023
     HLN27,161$228 06/30/2023
Highland Capital Management LLC26,565$223 06/30/2023
     HLN26,565$223 06/30/2023
Great Lakes Retirement Inc.26,282$220 06/30/2023
     HLN26,282$220 06/30/2023
Balentine LLC25,947$217 06/30/2023
     HLN25,947$217 06/30/2023
Portside Wealth Group LLC25,881$217 06/30/2023
     HLN25,881$217 06/30/2023
Moran Wealth Management LLC25,722$216 06/30/2023
     HLN25,722$216 06/30/2023
Kayne Anderson Rudnick Investment Management LLC25,294$212 06/30/2023
     HLN25,294$212 06/30/2023
Choate Investment Advisors25,324$212 06/30/2023
     HLN25,324$212 06/30/2023
Point72 Asset Management L.P.25,100$210 06/30/2023
     HLN25,100$210 06/30/2023
Defined Wealth Management LLC24,573$206 06/30/2023
     HLN24,573$206 06/30/2023
Argent Trust Co24,371$204 06/30/2023
     HLN24,371$204 06/30/2023
Sustainable Growth Advisers LP23,486$197 06/30/2023
     HLN23,486$197 06/30/2023
Baird Financial Group Inc.22,751$191 06/30/2023
     HLN22,751$191 06/30/2023
Cook Wealth Management Group LLC21,924$191 06/30/2023
     HLN21,924$191 06/30/2023
Voloridge Investment Management LLC22,546$189 06/30/2023
     HLN22,546$189 06/30/2023
Keystone Financial Group22,589$189 06/30/2023
     HLN22,589$189 06/30/2023
Thrivent Financial for Lutherans22,631$186 06/30/2023
     HLN22,631$186 06/30/2023
Moors & Cabot Inc.21,990$184 06/30/2023
     HLN21,990$184 06/30/2023
Group One Trading L.P. $180 06/30/2023
     Call18,500$155 06/30/2023
     HLN8,973$75 06/30/2023
     Put6,000$50 06/30/2023
Ballentine Partners LLC21,468$180 06/30/2023
     HLN21,468$180 06/30/2023
Global Retirement Partners LLC21,515$180 06/30/2023
     HLN21,515$180 06/30/2023
Rhumbline Advisers21,275$178 06/30/2023
     HLN21,275$178 06/30/2023
Level Four Advisory Services LLC21,110$177 06/30/2023
     HLN21,110$177 06/30/2023
Fractal Investments LLC21,106$177 06/30/2023
     HLN21,106$177 06/30/2023
Blair William & Co. IL21,008$176 06/30/2023
     HLN21,008$176 06/30/2023
SYSTM Wealth Solutions LLC20,612$173 06/30/2023
     HLN20,612$173 06/30/2023
AlphaCore Capital LLC20,417$171 06/30/2023
     HLN20,417$171 06/30/2023
Kingsview Wealth Management LLC20,159$169 06/30/2023
     HLN20,159$169 06/30/2023
Resonant Capital Advisors LLC20,203$169 06/30/2023
     HLN20,203$169 06/30/2023
EP Wealth Advisors LLC15,855$168 06/30/2023
     HLN15,855$168 06/30/2023
JJJ Advisors Inc.19,899$167 06/30/2023
     HLN19,899$167 06/30/2023
Blue Barn Wealth LLC19,813$166 06/30/2023
     HLN19,813$166 06/30/2023
Capricorn Fund Managers Ltd19,841$166 06/30/2023
     HLN19,841$166 06/30/2023
Lincoln National Corp19,459$163 06/30/2023
     HLN19,459$163 06/30/2023
CAPROCK Group Inc.19,280$162 06/30/2023
     HLN19,280$162 06/30/2023
Marotta Asset Management18,926$159 06/30/2023
     HLN18,926$159 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC18,606$156 06/30/2023
     HLN18,606$156 06/30/2023
IHT Wealth Management LLC18,021$151 06/30/2023
     HLN18,021$151 06/30/2023
Capstone Investment Advisors LLC17,506$147 06/30/2023
     HLN17,506$147 06/30/2023
Stratos Wealth Partners LTD.17,532$147 06/30/2023
     HLN17,532$147 06/30/2023
Cornerstone Wealth Management LLC17,329$145 06/30/2023
     HLN17,329$145 06/30/2023
Bessemer Group Inc.17,158$143 06/30/2023
     HLN17,158$143 06/30/2023
Chapin Davis Inc.16,722$140 06/30/2023
     HLN16,722$140 06/30/2023
Commerce Bank16,699$140 06/30/2023
     HLN16,699$140 06/30/2023
Busey Wealth Management16,702$140 06/30/2023
     HLN16,702$140 06/30/2023
Sanders Morris Harris LLC16,700$137 06/30/2023
     HLN16,700$137 06/30/2023
First City Capital Management Inc.16,327$137 06/30/2023
     HLN16,327$137 06/30/2023
Boston Private Wealth LLC16,348$137 06/30/2023
     HLN16,348$137 06/30/2023
O Shaughnessy Asset Management LLC16,222$136 06/30/2023
     HLN16,222$136 06/30/2023
CWM LLC16,232$136 06/30/2023
     HLN16,232$136 06/30/2023
Lazard Asset Management LLC16,000$134 06/30/2023
     HLN16,000$134 06/30/2023
CWA Asset Management Group LLC16,049$134 06/30/2023
     HLN16,049$134 06/30/2023
Aull & Monroe Investment Management Corp15,852$133 06/30/2023
     HLN15,852$133 06/30/2023
Wolverine Trading LLC $132 06/30/2023
     Call16,100$132 06/30/2023
Checchi Capital Advisers LLC15,710$132 06/30/2023
     HLN15,710$132 06/30/2023
HighTower Trust Services LTA33,150$132 03/31/2023
     HLN33,150$132 03/31/2023
Cetera Advisors LLC15,617$131 06/30/2023
     HLN15,617$131 06/30/2023
Mirador Capital Partners LP15,490$130 06/30/2023
     HLN15,490$130 06/30/2023
Investors Research Corp15,548$130 06/30/2023
     HLN15,548$130 06/30/2023
Axxcess Wealth Management LLC15,514$130 06/30/2023
     HLN15,514$130 06/30/2023
GWM Advisors LLC15,374$129 06/30/2023
     HLN15,374$129 06/30/2023
Veriti Management LLC15,316$128 06/30/2023
     HLN15,316$128 06/30/2023
Drive Wealth Management LLC15,253$128 06/30/2023
     HLN15,253$128 06/30/2023
Ameritas Advisory Services LLC15,884$127 06/30/2023
     HLN15,884$127 06/30/2023
Sawtooth Solutions LLC15,093$126 06/30/2023
     HLN15,093$126 06/30/2023
Bleakley Financial Group LLC15,093$126 06/30/2023
     HLN15,093$126 06/30/2023
First Manhattan Co.14,952$125 06/30/2023
     HLN14,952$125 06/30/2023
Pinnacle Financial Partners Inc.14,936$125 06/30/2023
     HLN14,936$125 06/30/2023
Scotia Capital Inc.14,965$125 06/30/2023
     HLN14,965$125 06/30/2023
Ronald Blue Trust Inc.15,247$124 06/30/2023
     HLN15,247$124 06/30/2023
Horizon Kinetics Asset Management LLC14,673$123 06/30/2023
     HLN14,673$123 06/30/2023
Advisory Services Network LLC14,710$123 06/30/2023
     HLN14,710$123 06/30/2023
Sigma Planning Corp14,423$121 06/30/2023
     HLN14,423$121 06/30/2023
Kestra Private Wealth Services LLC14,455$121 06/30/2023
     HLN14,455$121 06/30/2023
Flagship Harbor Advisors LLC14,466$121 06/30/2023
     HLN14,466$121 06/30/2023
Pine Valley Investments Ltd Liability Co14,186$119 06/30/2023
     HLN14,186$119 06/30/2023
Comerica Securities Inc.13,918$117 06/30/2023
     HLN13,918$117 06/30/2023
Gabelli Funds LLC14,000$117 06/30/2023
     HLN14,000$117 06/30/2023
Logan Capital Management Inc.13,900$116 06/30/2023
     HLN13,900$116 06/30/2023
Flossbach Von Storch AG13,885$116 06/30/2023
     HLN13,885$116 06/30/2023
Alan B. Lancz & Associates Inc.13,825$116 06/30/2023
     HLN13,825$116 06/30/2023
Dorsey & Whitney Trust CO LLC13,613$114 06/30/2023
     HLN13,613$114 06/30/2023
Beacon Pointe Advisors LLC13,561$114 06/30/2023
     HLN13,561$114 06/30/2023
Wallace Advisory Group LLC13,948$114 06/30/2023
     HLN13,948$114 06/30/2023
Lakeview Capital Partners LLC13,528$113 06/30/2023
     HLN13,528$113 06/30/2023
EverSource Wealth Advisors LLC13,495$113 06/30/2023
     HLN13,495$113 06/30/2023
Financial Advocates Investment Management13,441$113 06/30/2023
     HLN13,441$113 06/30/2023
Steward Partners Investment Advisory LLC13,392$112 06/30/2023
     HLN13,392$112 06/30/2023
Kovack Advisors Inc.13,248$111 06/30/2023
     HLN13,248$111 06/30/2023
OLD National Bancorp IN13,183$110 06/30/2023
     HLN13,183$110 06/30/2023
Stonegate Investment Group LLC13,158$110 06/30/2023
     HLN13,158$110 06/30/2023
Arthur M. Cohen & Associates LLC13,000$109 06/30/2023
     HLN13,000$109 06/30/2023
Jarislowsky Fraser Ltd12,800$107 06/30/2023
     HLN12,800$107 06/30/2023
Sage Rhino Capital LLC12,812$107 06/30/2023
     HLN12,812$107 06/30/2023
Baron Wealth Management LLC12,598$106 06/30/2023
     HLN12,598$106 06/30/2023
Personal CFO Solutions LLC12,457$104 06/30/2023
     HLN12,457$104 06/30/2023
KG&L Capital Management LLC12,361$104 06/30/2023
     HLN12,361$104 06/30/2023
Northwestern Mutual Wealth Management Co.12,247$103 06/30/2023
     HLN12,247$103 06/30/2023
Buckingham Strategic Wealth LLC12,280$103 06/30/2023
     HLN12,280$103 06/30/2023
Apollon Wealth Management LLC12,322$103 06/30/2023
     HLN12,322$103 06/30/2023
Essex Financial Services Inc.12,147$102 06/30/2023
     HLN12,147$102 06/30/2023
Ballew Advisors Inc12,594$102 06/30/2023
     HLN12,594$102 06/30/2023
Excalibur Management Corp12,073$101 06/30/2023
     HLN12,073$101 06/30/2023
Legacy Financial Advisors Inc.12,096$101 06/30/2023
     HLN12,096$101 06/30/2023
Seven Mile Advisory12,062$101 06/30/2023
     HLN12,062$101 06/30/2023
Private Trust Co. NA11,871$99 06/30/2023
     HLN11,871$99 06/30/2023
FirstPurpose Wealth LLC11,643$98 06/30/2023
     HLN11,643$98 06/30/2023
Johnson Investment Counsel Inc.11,623$97 06/30/2023
     HLN11,623$97 06/30/2023
Savant Capital LLC11,574$97 06/30/2023
     HLN11,574$97 06/30/2023
Perigon Wealth Management LLC11,589$97 06/30/2023
     HLN11,589$97 06/30/2023
Hancock Whitney Corp11,469$96 06/30/2023
     HLN11,469$96 06/30/2023
Coldstream Capital Management Inc.11,448$96 06/30/2023
     HLN11,448$96 06/30/2023
Saturna Capital CORP11,500$96 06/30/2023
     HLN11,500$96 06/30/2023
Ironwood Financial llc11,505$96 06/30/2023
     HLN11,505$96 06/30/2023
Anchor Capital Advisors LLC11,317$95 06/30/2023
     HLN11,317$95 06/30/2023
PDS Planning Inc11,284$95 06/30/2023
     HLN11,284$95 06/30/2023
Thrive Wealth Management LLC11,304$95 06/30/2023
     HLN11,304$95 06/30/2023
LGT Group Foundation11,320$95 06/30/2023
     HLN11,320$95 06/30/2023
Independent Advisor Alliance11,162$94 06/30/2023
     HLN11,162$94 06/30/2023
Bigelow Investment Advisors LLC11,225$94 06/30/2023
     HLN11,225$94 06/30/2023
Forum Financial Management LP11,216$94 06/30/2023
     HLN11,216$94 06/30/2023
Wright Investors Service Inc.11,102$93 06/30/2023
     HLN11,102$93 06/30/2023
Y Intercept Hong Kong Ltd11,072$93 06/30/2023
     HLN11,072$93 06/30/2023
Herold Advisors Inc.11,034$92 06/30/2023
     HLN11,034$92 06/30/2023
Dynamic Advisor Solutions LLC10,803$91 06/30/2023
     HLN10,803$91 06/30/2023
Toroso Investments LLC10,673$91 06/30/2023
     HLN10,673$91 06/30/2023
Veritable L.P.10,691$90 06/30/2023
     HLN10,691$90 06/30/2023
Qtron Investments LLC10,797$90 06/30/2023
     HLN10,797$90 06/30/2023
Integrated Advisors Network LLC10,639$89 06/30/2023
     HLN10,639$89 06/30/2023
Morningstar Investment Services LLC10,757$88 06/30/2023
     HLN10,757$88 06/30/2023
Money Concepts Capital Corp10,344$87 06/30/2023
     HLN10,344$87 06/30/2023
InterOcean Capital Group LLC10,352$87 06/30/2023
     HLN10,352$87 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA10,241$86 06/30/2023
     HLN10,241$86 06/30/2023
Assetmark Inc.10,316$86 06/30/2023
     HLN10,316$86 06/30/2023
Bollard Group LLC10,242$86 06/30/2023
     HLN10,242$86 06/30/2023
BOKF NA10,170$85 06/30/2023
     HLN10,170$85 06/30/2023
GFS Advisors LLC10,025$84 06/30/2023
     HLN10,025$84 06/30/2023
Seven Eight Capital LP10,047$84 06/30/2023
     HLN10,047$84 06/30/2023
One68 Global Capital LLC10,000$84 06/30/2023
     HLN10,000$84 06/30/2023
Acadian Asset Management LLC9,789$82 06/30/2023
     HLN9,789$82 06/30/2023
Deutsche Bank AG9,644$81 06/30/2023
     HLN9,644$81 06/30/2023
First Horizon Advisors Inc.9,440$79 06/30/2023
     HLN9,440$79 06/30/2023
Clean Yield Group9,045$76 06/30/2023
     HLN9,045$76 06/30/2023
Atlas Capital Advisors LLC8,798$74 06/30/2023
     HLN8,798$74 06/30/2023
Parallel Advisors LLC8,581$72 06/30/2023
     HLN8,581$72 06/30/2023
Caldwell Sutter Capital Inc.8,505$71 06/30/2023
     HLN8,505$71 06/30/2023
Hollencrest Capital Management8,147$68 06/30/2023
     HLN8,147$68 06/30/2023
Barrett & Company Inc.7,893$66 06/30/2023
     HLN7,893$66 06/30/2023
CENTRAL TRUST Co7,784$65 06/30/2023
     HLN7,784$65 06/30/2023
Delta Asset Management LLC TN7,464$63 06/30/2023
     HLN7,464$63 06/30/2023
Cary Street Partners Investment Advisory LLC7,469$63 06/30/2023
     HLN7,469$63 06/30/2023
Stonebridge Capital Advisors LLC7,420$62 06/30/2023
     HLN7,420$62 06/30/2023
Lindbrook Capital LLC7,317$61 06/30/2023
     HLN7,317$61 06/30/2023
Brown Brothers Harriman & Co.6,965$58 06/30/2023
     HLN6,965$58 06/30/2023
UMB Bank N A MO6,863$58 06/30/2023
     HLN6,863$58 06/30/2023
Proequities Inc.6,625$56 06/30/2023
     HLN6,625$56 06/30/2023
North Star Investment Management Corp.6,675$56 06/30/2023
     HLN6,675$56 06/30/2023
Harbour Investments Inc.6,335$53 06/30/2023
     HLN6,335$53 06/30/2023
CKW Financial Group6,000$50 06/30/2023
     HLN6,000$50 06/30/2023
IFP Advisors Inc5,832$49 06/30/2023
     HLN5,832$49 06/30/2023
Ridgewood Investments LLC5,491$46 06/30/2023
     HLN5,491$46 06/30/2023
Whittier Trust Co. of Nevada Inc.5,006$42 06/30/2023
     HLN5,006$42 06/30/2023
Sunbelt Securities Inc.4,785$40 06/30/2023
     HLN4,785$40 06/30/2023
Financial Gravity Asset Management Inc.8$40 06/30/2023
     HLN8$40 06/30/2023
Glassman Wealth Services4,489$38 06/30/2023
     HLN4,489$38 06/30/2023
Clearstead Advisors LLC4,432$37 06/30/2023
     HLN4,432$37 06/30/2023
Allworth Financial LP4,429$37 06/30/2023
     HLN4,429$37 06/30/2023
Kistler Tiffany Companies LLC4,144$35 06/30/2023
     HLN4,144$35 06/30/2023
Thompson Siegel & Walmsley LLC4,000$34 06/30/2023
     HLN4,000$34 06/30/2023
Smithfield Trust Co.4,124$34 06/30/2023
     HLN4,124$34 06/30/2023
BOK Financial Private Wealth Inc.4,000$34 06/30/2023
     HLN4,000$34 06/30/2023
GW&K Investment Management LLC3,801$32 06/30/2023
     HLN3,801$32 06/30/2023
Montag A & Associates Inc.3,755$31 06/30/2023
     HLN3,755$31 06/30/2023
Tompkins Financial Corp3,654$31 06/30/2023
     HLN3,654$31 06/30/2023
Benjamin F. Edwards & Company Inc.3,532$30 06/30/2023
     HLN3,532$30 06/30/2023
Farmers & Merchants Trust Co of Chambersburg PA3,516$29 06/30/2023
     HLN3,516$29 06/30/2023
Barclays PLC3,317$28 06/30/2023
     HLN3,317$28 06/30/2023
Tower Research Capital LLC TRC 3,343$28 06/30/2023
     HLN3,343$28 06/30/2023
Huntington National Bank3,253$27 06/30/2023
     HLN3,253$27 06/30/2023
Grove Bank & Trust3,185$27 06/30/2023
     HLN3,185$27 06/30/2023
Ahrens Investment Partners LLC3,359$27 03/31/2023
     HLN3,359$27 03/31/2023
American National Bank3,000$25 06/30/2023
     HLN3,000$25 06/30/2023
City State Bank3,023$25 06/30/2023
     HLN3,023$25 06/30/2023
Farther Finance Advisors LLC2,986$25 06/30/2023
     HLN2,986$25 06/30/2023
Roffman Miller Associates Inc. PA2,845$24 06/30/2023
     HLN2,845$24 06/30/2023
BDO Wealth Advisors LLC2,910$24 06/30/2023
     HLN2,910$24 06/30/2023
Addison Advisors LLC2,808$24 06/30/2023
     HLN2,808$24 06/30/2023
Optimum Investment Advisors2,768$23 06/30/2023
     HLN2,768$23 06/30/2023
FinTrust Capital Advisors LLC2,869$23 06/30/2023
     HLN2,869$23 06/30/2023
Nemes Rush Group LLC2,713$23 06/30/2023
     HLN2,713$23 06/30/2023
City Holding Co.2,514$21 06/30/2023
     HLN2,514$21 06/30/2023
Salem Investment Counselors Inc.2,561$21 06/30/2023
     HLN2,561$21 06/30/2023
Paradigm Asset Management Co. LLC4,720$19 06/30/2023
     COM4,720$19 06/30/2023
SOA Wealth Advisors LLC.2,229$19 06/30/2023
     HLN2,229$19 06/30/2023
Horan Securities Inc.2,100$18 06/30/2023
     HLN2,100$18 06/30/2023
Hexagon Capital Partners LLC2,147$18 06/30/2023
     HLN2,147$18 06/30/2023
Strengthening Families & Communities LLC2,095$18 06/30/2023
     HLN2,095$18 06/30/2023
Sittner & Nelson LLC1,975$17 06/30/2023
     HLN1,975$17 06/30/2023
Hazlett Burt & Watson Inc.2,002$16 06/30/2023
     HLN2,002$16 06/30/2023
Ancora Advisors LLC1,854$16 06/30/2023
     HLN1,854$16 06/30/2023
Institutional & Family Asset Management LLC1,878$16 06/30/2023
     HLN1,878$16 06/30/2023
HM Payson & Co.1,820$15 06/30/2023
     HLN1,820$15 06/30/2023
GPS Wealth Strategies Group LLC1,774$15 06/30/2023
     HLN1,774$15 06/30/2023
Godsey & Gibb Associates1,650$14 06/30/2023
     HLN1,650$14 06/30/2023
Thompson Investment Management Inc.1,619$14 06/30/2023
     HLN1,619$14 06/30/2023
Bartlett & Co. LLC1,649$14 06/30/2023
     HLN1,649$14 06/30/2023
West Branch Capital LLC1,650$14 06/30/2023
     HLN1,650$14 06/30/2023
Tradition Wealth Management LLC1,685$14 06/30/2023
     HLN1,685$14 06/30/2023
Farmers & Merchants Investments Inc.1,493$13 06/30/2023
     HLN1,493$13 06/30/2023
Colonial Trust Advisors1,519$13 06/30/2023
     HLN1,519$13 06/30/2023
JFS Wealth Advisors LLC1,496$13 06/30/2023
     HLN1,496$13 06/30/2023
Foster Dykema Cabot & Co. Inc. MA1,451$12 06/30/2023
     HLN1,451$12 06/30/2023
Pin Oak Investment Advisors Inc.1,406$12 06/30/2023
     HLN1,406$12 06/30/2023
AdvisorNet Financial Inc1,386$12 06/30/2023
     HLN1,386$12 06/30/2023
Zions Bancorporation N.A.1,483$12 06/30/2023
     HLN1,483$12 06/30/2023
Coston McIsaac & Partners1,487$12 06/30/2023
     HLN1,487$12 06/30/2023
Fairfield Bush & CO.1,268$11 06/30/2023
     HLN1,268$11 06/30/2023
DT Investment Partners LLC1,250$11 06/30/2023
     HLN1,250$11 06/30/2023
WealthPLAN Partners LLC1,338$11 06/30/2023
     HLN1,338$11 06/30/2023
Independence Bank of Kentucky1,280$11 06/30/2023
     HLN1,280$11 06/30/2023
Citizens National Bank Trust Department1,352$11 06/30/2023
     HLN1,352$11 06/30/2023
Y.D. More Investments Ltd1,271$11 06/30/2023
     HLN1,271$11 06/30/2023
Jones Financial Companies Lllp1,185$10 06/30/2023
     HLN1,185$10 06/30/2023
Tortoise Investment Management LLC1,200$10 06/30/2023
     HLN1,200$10 06/30/2023
Roble Belko & Company Inc1,177$10 06/30/2023
     HLN1,177$10 06/30/2023
Princeton Global Asset Management LLC1,150$10 06/30/2023
     HLN1,150$10 06/30/2023
Bellevue Asset Management LLC1,165$10 06/30/2023
     HLN1,165$10 06/30/2023
Key Financial Inc1,176$10 06/30/2023
     HLN1,176$10 06/30/2023
Harvest Group Wealth Management LLC1,283$10 03/31/2023
     HLN1,283$10 03/31/2023
Valley National Advisers Inc.1,028$9 06/30/2023
     HLN1,028$9 06/30/2023
Creative Financial Designs Inc. ADV1,035$9 06/30/2023
     HLN1,035$9 06/30/2023
TCTC Holdings LLC1,017$9 06/30/2023
     HLN1,017$9 06/30/2023
Centerpoint Advisors LLC1,040$9 06/30/2023
     HLN1,040$9 06/30/2023
PSI Advisors LLC1,113$9 06/30/2023
     HLN1,113$9 06/30/2023
Rosenberg Matthew Hamilton1,095$9 06/30/2023
     HLN1,095$9 06/30/2023
Cornerstone Planning Group LLC1,026$9 06/30/2023
     HLN1,026$9 06/30/2023
Sandy Spring Bank957$8 06/30/2023
     HLN957$8 06/30/2023
PARK CIRCLE Co1,000$8 06/30/2023
     HLN1,000$8 06/30/2023
Financial Management Professionals Inc.903$8 06/30/2023
     HLN903$8 06/30/2023
Winch Advisory Services LLC950$8 06/30/2023
     HLN950$8 06/30/2023
SRS Capital Advisors Inc.981$8 06/30/2023
     HLN981$8 06/30/2023
Oakworth Capital Inc.907$8 06/30/2023
     HLN907$8 06/30/2023
First Financialcorp IN865$7 06/30/2023
     HLN865$7 06/30/2023
Macquarie Group Ltd.876$7 06/30/2023
     HLN876$7 06/30/2023
Plante Moran Financial Advisors LLC883$7 06/30/2023
     HLN883$7 06/30/2023
MV Capital Management Inc.804$7 06/30/2023
     HLN804$7 06/30/2023
Jackson Grant Investment Advisers Inc.798$7 06/30/2023
     HLN798$7 06/30/2023
Sanctuary Wealth Management L.L.C.820$7 06/30/2023
     HLN820$7 06/30/2023
Tsfg LLC836$7 06/30/2023
     HLN836$7 06/30/2023
S.A. Mason LLC800$7 06/30/2023
     HLN800$7 06/30/2023
Mine & Arao Wealth Creation & Management LLC.800$7 06/30/2023
     HLN800$7 06/30/2023
Toth Financial Advisory Corp745$6 06/30/2023
     HLN745$6 06/30/2023
Harbor Investment Advisory LLC706$6 06/30/2023
     HLN706$6 06/30/2023
Endurance Wealth Management Inc.734$6 06/30/2023
     HLN734$6 06/30/2023
Gradient Investments LLC743$6 06/30/2023
     HLN743$6 06/30/2023
JNBA Financial Advisors722$6 06/30/2023
     HLN722$6 06/30/2023
Compagnie Lombard Odier SCmA700$6 06/30/2023
     HLN700$6 06/30/2023
BerganKDV Wealth Management LLC700$6 06/30/2023
     HLN700$6 06/30/2023
Piscataqua Savings Bank682$6 06/30/2023
     HLN682$6 06/30/2023
Financial Connections Group Inc.741$6 06/30/2023
     HLN741$6 06/30/2023
Oliver Lagore Vanvalin Investment Group723$6 06/30/2023
     HLN723$6 06/30/2023
Guardian Wealth Management Inc.675$6 06/30/2023
     HLN675$6 06/30/2023
Armstrong Advisory Group Inc.700$6 06/30/2023
     HLN700$6 06/30/2023
Register Financial Advisors LLC669$6 06/30/2023
     HLN669$6 06/30/2023
Cherry Tree Wealth Management LLC676$6 06/30/2023
     HLN676$6 06/30/2023
Householder Group Estate & Retirement Specialist LLC776$6 03/31/2023
     HLN776$6 03/31/2023
South State CORP.615$5 06/30/2023
     HLN615$5 06/30/2023
Norwood Financial Corp590$5 06/30/2023
     HLN590$5 06/30/2023
Cranbrook Wealth Management LLC636$5 06/30/2023
     HLN636$5 06/30/2023
First Command Bank573$5 06/30/2023
     HLN573$5 06/30/2023
First Command Financial Services Inc.573$5 06/30/2023
     HLN573$5 06/30/2023
Tucker Asset Management LLC596$5 06/30/2023
     HLN596$5 06/30/2023
Washington Trust Advisors Inc.653$5 06/30/2023
     HLN653$5 06/30/2023
Beacon Capital Management LLC547$5 06/30/2023
     HLN547$5 06/30/2023
ST Germain D J Co. Inc.434$4 06/30/2023
     HLN434$4 06/30/2023
OLD Point Trust & Financial Services N A500$4 06/30/2023
     HLN500$4 06/30/2023
America First Investment Advisors LLC500$4 06/30/2023
     HLN500$4 06/30/2023
Lee Financial Co451$4 06/30/2023
     HLN451$4 06/30/2023
Northwest Investment Counselors LLC500$4 06/30/2023
     HLN500$4 06/30/2023
MCF Advisors LLC480$4 06/30/2023
     HLN480$4 06/30/2023
Pinnacle Bank500$4 06/30/2023
     HLN500$4 06/30/2023
Bogart Wealth LLC447$4 06/30/2023
     HLN447$4 06/30/2023
Johnson Midwest Financial LLC470$4 06/30/2023
     HLN470$4 06/30/2023
Laurel Wealth Advisors LLC455$4 06/30/2023
     HLN455$4 06/30/2023
Clearview Wealth Advisors LLC428$4 06/30/2023
     HLN428$4 06/30/2023
ICA Group Wealth Management LLC451$4 06/30/2023
     HLN451$4 06/30/2023
Colonial Trust Co SC527$4 06/30/2023
     HLN527$4 06/30/2023
Baldwin Brothers Inc. MA399$3 06/30/2023
     HLN399$3 06/30/2023
Webster Bank N. A.348$3 06/30/2023
     HLN348$3 06/30/2023
Boyd Watterson Asset Management LLC OH316$3 06/30/2023
     HLN316$3 06/30/2023
Arlington Partners LLC400$3 06/30/2023
     HLN400$3 06/30/2023
Parkside Financial Bank & Trust300$3 06/30/2023
     HLN300$3 06/30/2023
Asset Dedication LLC356$3 06/30/2023
     HLN356$3 06/30/2023
Crewe Advisors LLC330$3 06/30/2023
     HLN330$3 06/30/2023
Northwest Capital Management Inc400$3 06/30/2023
     HLN400$3 06/30/2023
Concord Wealth Partners346$3 06/30/2023
     HLN346$3 06/30/2023
Twin Lakes Capital Management LLC300$3 06/30/2023
     HLN300$3 06/30/2023
Maryland Capital Advisors Inc.400$3 06/30/2023
     HLN400$3 06/30/2023
Paladin Advisory Group LLC410$3 06/30/2023
     HLN410$3 06/30/2023
ORG Partners LLC321$3 06/30/2023
     HLN321$3 06/30/2023
Cullen Frost Bankers Inc.253$2 06/30/2023
     HLN253$2 06/30/2023
Peoples Financial Services CORP.290$2 06/30/2023
     HLN290$2 06/30/2023
Cambridge Trust Co.185$2 06/30/2023
     HLN185$2 06/30/2023
Hall Laurie J Trustee250$2 06/30/2023
     HLN250$2 06/30/2023
Baker Avenue Asset Management LP187$2 06/30/2023
     HLN187$2 06/30/2023
Highlander Capital Management LLC266$2 06/30/2023
     HLN266$2 06/30/2023
Baystate Wealth Management LLC192$2 06/30/2023
     HLN192$2 06/30/2023
AllSquare Wealth Management LLC200$2 06/30/2023
     HLN200$2 06/30/2023
First Personal Financial Services250$2 06/30/2023
     HLN250$2 06/30/2023
Sugarloaf Wealth Management LLC187$2 06/30/2023
     HLN187$2 06/30/2023
Venturi Wealth Management LLC269$2 06/30/2023
     HLN269$2 06/30/2023
Front Row Advisors LLC200$2 06/30/2023
     HLN200$2 06/30/2023
Global Trust Asset Management LLC275$2 06/30/2023
     HLN275$2 06/30/2023
Larson Financial Group LLC298$2 06/30/2023
     HLN298$2 06/30/2023
Avondale Wealth Management248$2 06/30/2023
     HLN248$2 06/30/2023
Truvestments Capital LLC291$2 06/30/2023
     HLN291$2 06/30/2023
Prestige Wealth Management Group LLC200$2 06/30/2023
     HLN200$2 06/30/2023
CVA Family Office LLC253$2 06/30/2023
     HLN253$2 06/30/2023
Archer Investment Corp250$2 06/30/2023
     HLN250$2 06/30/2023
Hoese & Co LLP200$2 06/30/2023
     HLN200$2 06/30/2023
Bell Investment Advisors Inc271$2 06/30/2023
     HLN271$2 06/30/2023
Stephens Consulting LLC215$2 06/30/2023
     HLN215$2 06/30/2023
PCA Investment Advisory Services Inc.276$2 06/30/2023
     HLN276$2 06/30/2023
CGC Financial Services LLC293$2 06/30/2023
     HLN293$2 06/30/2023
Hallmark Capital Management Inc.175$1 06/30/2023
     HLN175$1 06/30/2023
Toronto Dominion Bank100$1 06/30/2023
     HLN100$1 06/30/2023
WASHINGTON TRUST Co150$1 06/30/2023
     HLN150$1 06/30/2023
Estabrook Capital Management147$1 06/30/2023
     HLN147$1 06/30/2023
Manchester Capital Management LLC100$1 06/30/2023
     HLN100$1 06/30/2023
Benjamin Edwards Inc.142$1 06/30/2023
     HLN142$1 06/30/2023
IMA Wealth Inc.156$1 06/30/2023
     HLN156$1 06/30/2023
Transamerica Financial Advisors Inc.1$1 06/30/2023
     HLN1$1 06/30/2023
Clear Street Markets LLC100$1 06/30/2023
     HLN100$1 06/30/2023
NewSquare Capital LLC154$1 06/30/2023
     HLN154$1 06/30/2023
Pacific Center for Financial Services144$1 06/30/2023
     HLN144$1 06/30/2023
Luken Investment Analytics LLC127$1 06/30/2023
     HLN127$1 06/30/2023
CNB Bank175$1 06/30/2023
     HLN175$1 06/30/2023
Pflug Koory LLC100$1 06/30/2023
     HLN100$1 06/30/2023
Coastal Capital Group Inc.136$1 06/30/2023
     HLN136$1 06/30/2023
Live Oak Investment Partners108$1 06/30/2023
     HLN108$1 06/30/2023
Wolff Wiese Magana LLC96$1 06/30/2023
     HLN96$1 06/30/2023
Emfo LLC100$1 06/30/2023
     HLN100$1 06/30/2023
Bank of New Hampshire130$1 06/30/2023
     HLN130$1 06/30/2023
CarsonAllaria Wealth Management Ltd.160$1 06/30/2023
     HLN160$1 06/30/2023
Western Pacific Wealth Management LP95$1 06/30/2023
     HLN95$1 06/30/2023
Raleigh Capital Management Inc.60$1 06/30/2023
     HLN60$1 06/30/2023
Impact Partnership Wealth LLC126$1 06/30/2023
     HLN126$1 06/30/2023
Nomura Asset Management Co. Ltd.0$0 06/30/2023
     HLN0$0 06/30/2023
Natixis1$0 06/30/2023
     HLN1$0 06/30/2023
Motco47$0 06/30/2023
     HLN47$0 06/30/2023
Bangor Savings Bank12$0 06/30/2023
     HLN12$0 06/30/2023
Zurcher Kantonalbank Zurich Cantonalbank 30$0 06/30/2023
     HLN30$0 06/30/2023
GHP Investment Advisors Inc.50$0 06/30/2023
     HLN50$0 06/30/2023
Timber Creek Capital Management LLC18$0 06/30/2023
     HLN18$0 06/30/2023
Westside Investment Management Inc.35$0 06/30/2023
     HLN35$0 06/30/2023
Focused Wealth Management Inc10$0 06/30/2023
     HLN10$0 06/30/2023
Cubist Systematic Strategies LLC2$0 06/30/2023
     HLN2$0 06/30/2023
Versant Capital Management Inc30$0 06/30/2023
     HLN30$0 06/30/2023
Retirement Group LLC50$0 06/30/2023
     HLN50$0 06/30/2023
HHM Wealth Advisors LLC59$0 06/30/2023
     HLN59$0 06/30/2023
Global Wealth Management Investment Advisory Inc.48$0 06/30/2023
     HLN48$0 06/30/2023
Avion Wealth100$0 06/30/2023
     HLN100$0 06/30/2023
Hoey Investments Inc.24$0 06/30/2023
     HLN24$0 06/30/2023
Coppell Advisory Solutions LLC34$0 06/30/2023
     HLN34$0 06/30/2023
Delos Wealth Advisors LLC22$0 06/30/2023
     HLN22$0 06/30/2023
Carmel Capital Partners LLC28$0 06/30/2023
     HLN28$0 06/30/2023
Glass Jacobson Investment Advisors llc41$0 06/30/2023
     HLN41$0 06/30/2023
True Wealth Design LLC43$0 06/30/2023
     HLN43$0 06/30/2023
25 LLC58$0 06/30/2023
     HLN58$0 06/30/2023

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

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