HoldingsChannel.com
On this page, we present all of the funds holding HYFI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HYFI, with a link to that fund's top holdings. The next columns indicate the amount of HYFI stock held by each of the funds holding HYFI, followed by the HYFI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding HYFI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding HYFI), click the fund name in the "Holder" column of the funds-holding-HYFI table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 LPL Financial LLC | 657,489 | $23,997 | 12/31/2023 |
| HYFI | 657,489 | $23,997 | 12/31/2023 |
| Wagner Wealth Management LLC | 416,343 | $15,313 | 03/31/2024 |
| HYFI | 416,343 | $15,313 | 03/31/2024 |
| TPG Financial Advisors LLC | 244,660 | $8,893 | 12/31/2023 |
| HYFI | 244,660 | $8,893 | 12/31/2023 |
| Alliancebernstein L.P. | 238,438 | $8,703 | 12/31/2023 |
| HYFI | 238,438 | $8,703 | 12/31/2023 |
| Advisor Group Holdings Inc. | 82,152 | $2,999 | 12/31/2023 |
| HYFI | 82,152 | $2,999 | 12/31/2023 |
| Advisory Resource Group | 82,125 | $2,997 | 12/31/2023 |
| HYFI | 82,125 | $2,997 | 12/31/2023 |
| Systelligence LLC | 56,500 | $2,078 | 03/31/2024 |
| HYFI | 56,500 | $2,078 | 03/31/2024 |
| Envestnet Asset Management Inc. | 29,216 | $1,066 | 12/31/2023 |
| HYFI | 29,216 | $1,066 | 12/31/2023 |
| Avaii Wealth Management LLC | 27,153 | $999 | 03/31/2024 |
| HYFI | 27,153 | $999 | 03/31/2024 |
| Raymond James & Associates | 17,291 | $636 | 03/31/2024 |
| HYFI | 17,291 | $636 | 03/31/2024 |
| Jane Street Group LLC | 15,739 | $574 | 12/31/2023 |
| HYFI | 15,739 | $574 | 12/31/2023 |
| Redwood Financial Network Corp | 15,565 | $568 | 12/31/2023 |
| HYFI | 15,565 | $568 | 12/31/2023 |
| Principal Securities Inc. | 12,707 | $464 | 12/31/2023 |
| HYFI | 12,707 | $464 | 12/31/2023 |
| Commonwealth Equity Services LLC | 12,501 | $460 | 03/31/2024 |
| HYFI | 12,501 | $460 | 03/31/2024 |
| Platform Technology Partners | 10,596 | $386 | 12/31/2023 |
| HYFI | 10,596 | $386 | 12/31/2023 |
| Captrust Financial Advisors | 9,768 | $357 | 12/31/2023 |
| HYFI | 9,768 | $357 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 9,031 | $332 | 03/31/2024 |
| HYFI | 9,031 | $332 | 03/31/2024 |
| Wealthcare Advisory Partners LLC | 8,210 | $302 | 03/31/2024 |
| HYFI | 8,210 | $302 | 03/31/2024 |
| Kingsview Wealth Management LLC | 7,879 | $288 | 12/31/2023 |
| HYFI | 7,879 | $288 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 7,666 | $280 | 12/31/2023 |
| HYFI | 7,666 | $280 | 12/31/2023 |
| Vestmark Advisory Solutions Inc. | 7,138 | $261 | 12/31/2023 |
| HYFI | 7,138 | $261 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 5,767 | $211 | 12/31/2023 |
| HYFI | 5,767 | $211 | 12/31/2023 |
| Private Trust Co. NA | 3,998 | $147 | 03/31/2024 |
| HYFI | 3,998 | $147 | 03/31/2024 |
| Morgan Stanley | 2,160 | $79 | 12/31/2023 |
| HYFI | 2,160 | $79 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 1,087 | $39 | 12/31/2023 |
| HYFI | 1,087 | $39 | 12/31/2023 |
| UBS Group AG | 421 | $15 | 12/31/2023 |
| HYFI | 421 | $15 | 12/31/2023 |
| Global Retirement Partners LLC | 377 | $14 | 03/31/2024 |
| HYFI | 377 | $14 | 03/31/2024 |
| ICA Group Wealth Management LLC | 337 | $12 | 12/31/2023 |
| HYFI | 337 | $12 | 12/31/2023 |
| Harbour Investments Inc. | 193 | $7 | 12/31/2023 |
| HYFI | 193 | $7 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| HYFI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HYFI
See Details: Top 10 Hedge Funds Holding HYFI
Also See: HYFI Holdings Changes
 Free HYFI Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
