On this page, we present all of the funds holding HYS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HYS, with a link to that fund's top holdings. The next columns indicate the amount of HYS stock held by each of the funds holding HYS, followed by the HYS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 227 funds holding HYS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Assetmark Inc.. For more details on the positions held by Assetmark Inc. (or by any of the other funds holding HYS), click the fund name in the "Holder" column of the funds-holding-HYS table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Assetmark Inc. | 699,149 | $65,077 | 12/31/2023 |
HYS | 699,149 | $65,077 | 12/31/2023 |
JPMorgan Chase & Co. | 674,916 | $62,821 | 12/31/2023 |
HYS | 674,916 | $62,821 | 12/31/2023 |
Morgan Stanley | 596,515 | $55,524 | 12/31/2023 |
HYS | 596,515 | $55,524 | 12/31/2023 |
Envestnet Asset Management Inc. | 563,053 | $52,409 | 12/31/2023 |
HYS | 563,053 | $52,409 | 12/31/2023 |
Lloyd Advisory Services LLC. | 541,524 | $50,622 | 03/31/2024 |
HYS | 541,524 | $50,622 | 03/31/2024 |
Commonwealth Equity Services LLC | 410,575 | $38,216 | 12/31/2023 |
HYS | 410,575 | $38,216 | 12/31/2023 |
UBS Group AG | 402,337 | $37,450 | 12/31/2023 |
HYS | 402,337 | $37,450 | 12/31/2023 |
Gradient Investments LLC | 325,865 | $30,331 | 12/31/2023 |
HYS | 325,865 | $30,331 | 12/31/2023 |
The PNC Financial Services Group Inc. | 269,003 | $25,039 | 12/31/2023 |
HYS | 269,003 | $25,039 | 12/31/2023 |
Global Assets Advisory LLC | 263,696 | $24,650 | 03/31/2024 |
HYS | 263,696 | $24,650 | 03/31/2024 |
Advisor Group Holdings Inc. | 259,190 | $24,128 | 12/31/2023 |
HYS | 259,190 | $24,128 | 12/31/2023 |
Allianz Asset Management GmbH | 248,441 | $23,125 | 12/31/2023 |
HYS | 248,441 | $23,125 | 12/31/2023 |
Cetera Investment Advisers | 231,534 | $21,551 | 12/31/2023 |
HYS | 231,534 | $21,551 | 12/31/2023 |
Bank of America Corp DE | 216,989 | $20,197 | 12/31/2023 |
HYS | 216,989 | $20,197 | 12/31/2023 |
Jane Street Group LLC | 194,922 | $18,143 | 12/31/2023 |
HYS | 194,922 | $18,143 | 12/31/2023 |
Financial Management Professionals Inc. | 178,298 | $16,667 | 03/31/2024 |
HYS | 178,298 | $16,667 | 03/31/2024 |
Ameriprise Financial Inc. | 148,114 | $13,772 | 12/31/2023 |
HYS | 148,114 | $13,772 | 12/31/2023 |
CWM LLC | 145,263 | $13,579 | 03/31/2024 |
HYS | 145,263 | $13,579 | 03/31/2024 |
Resources Investment Advisors LLC. | 130,029 | $12,103 | 12/31/2023 |
HYS | 130,029 | $12,103 | 12/31/2023 |
LPL Financial LLC | 125,281 | $11,661 | 12/31/2023 |
HYS | 125,281 | $11,661 | 12/31/2023 |
Condor Capital Management | 115,700 | $10,769 | 12/31/2023 |
HYS | 115,700 | $10,769 | 12/31/2023 |
RMR Wealth Builders | 105,519 | $9,864 | 03/31/2024 |
HYS | 105,519 | $9,864 | 03/31/2024 |
Wells Fargo & Company MN | 94,200 | $8,768 | 12/31/2023 |
HYS | 94,200 | $8,768 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 86,929 | $8,091 | 12/31/2023 |
HYS | 86,929 | $8,091 | 12/31/2023 |
Man Group plc | 85,581 | $7,966 | 12/31/2023 |
HYS | 85,581 | $7,966 | 12/31/2023 |
Royal Bank of Canada | 85,395 | $7,949 | 12/31/2023 |
HYS | 85,395 | $7,949 | 12/31/2023 |
Strategic Advocates LLC | 83,046 | $7,763 | 03/31/2024 |
HYS | 83,046 | $7,763 | 03/31/2024 |
Cetera Advisor Networks LLC | 76,275 | $7,100 | 12/31/2023 |
HYS | 76,275 | $7,100 | 12/31/2023 |
Exencial Wealth Advisors LLC | 73,180 | $6,812 | 12/31/2023 |
HYS | 73,180 | $6,812 | 12/31/2023 |
West Financial Advisors LLC | 65,805 | $6,151 | 03/31/2024 |
HYS | 65,805 | $6,151 | 03/31/2024 |
Capital Management Associates Inc | 64,018 | $5,959 | 12/31/2023 |
HYS | 64,018 | $5,959 | 12/31/2023 |
Atria Wealth Solutions Inc. | 63,195 | $5,884 | 12/31/2023 |
HYS | 63,195 | $5,884 | 12/31/2023 |
Financial Futures Ltd Liability Co. | 62,166 | $5,786 | 12/31/2023 |
HYS | 62,166 | $5,786 | 12/31/2023 |
MinichMacGregor Wealth Management LLC | 55,849 | $5,171 | 03/31/2024 |
HYS | 55,849 | $5,171 | 03/31/2024 |
Barclays PLC | 49,500 | $4,607 | 12/31/2023 |
HYS | 49,500 | $4,607 | 12/31/2023 |
Sage Rhino Capital LLC | 48,110 | $4,478 | 12/31/2023 |
HYS | 48,110 | $4,478 | 12/31/2023 |
Truist Financial Corp | 46,281 | $4,308 | 12/31/2023 |
HYS | 46,281 | $4,308 | 12/31/2023 |
Renaissance Technologies LLC | 45,719 | $4,256 | 12/31/2023 |
HYS | 45,719 | $4,256 | 12/31/2023 |
Stifel Financial Corp | 45,609 | $4,245 | 12/31/2023 |
HYS | 45,609 | $4,245 | 12/31/2023 |
Raymond James & Associates | 44,143 | $4,126 | 03/31/2024 |
HYS | 44,143 | $4,126 | 03/31/2024 |
Mariner LLC | 42,553 | $3,961 | 12/31/2023 |
HYS | 42,553 | $3,961 | 12/31/2023 |
Atria Investments LLC | 41,408 | $3,854 | 12/31/2023 |
HYS | 41,408 | $3,854 | 12/31/2023 |
Rogco LP | 37,389 | $3,480 | 12/31/2023 |
HYS | 37,389 | $3,480 | 12/31/2023 |
Huntington National Bank | 36,419 | $3,390 | 12/31/2023 |
HYS | 36,419 | $3,390 | 12/31/2023 |
OLD Mission Capital LLC | 32,427 | $3,018 | 12/31/2023 |
HYS | 32,427 | $3,018 | 12/31/2023 |
Bellecapital International Ltd. | 30,966 | $2,882 | 12/31/2023 |
HYS | 30,966 | $2,882 | 12/31/2023 |
Coastline Trust Co | 30,815 | $2,868 | 12/31/2023 |
HYS | 30,815 | $2,868 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 30,793 | $2,866 | 12/31/2023 |
HYS | 30,793 | $2,866 | 12/31/2023 |
Compass Financial Group Inc. | 28,131 | $2,618 | 12/31/2023 |
HYS | 28,131 | $2,618 | 12/31/2023 |
MainStreet Investment Advisors LLC | 28,019 | $2,608 | 12/31/2023 |
HYS | 28,019 | $2,608 | 12/31/2023 |
Mechanics Financial Corp | 27,612 | $2,570 | 12/31/2023 |
HYS | 27,612 | $2,570 | 12/31/2023 |
Aspen Investment Management Inc | 27,555 | $2,565 | 12/31/2023 |
HYS | 27,555 | $2,565 | 12/31/2023 |
Seamount Financial Group Inc. | 26,826 | $2,508 | 03/31/2024 |
HYS | 26,826 | $2,508 | 03/31/2024 |
Financial & Tax Architects LLC | 25,795 | $2,401 | 12/31/2023 |
HYS | 25,795 | $2,401 | 12/31/2023 |
GM Advisory Group Inc. | 25,233 | $2,349 | 12/31/2023 |
HYS | 25,233 | $2,349 | 12/31/2023 |
Jefferies Financial Group Inc. | 23,979 | $2,232 | 12/31/2023 |
HYS | 23,979 | $2,232 | 12/31/2023 |
Valmark Advisers Inc. | 23,756 | $2,211 | 12/31/2023 |
HYS | 23,756 | $2,211 | 12/31/2023 |
Change Path LLC | 23,435 | $2,181 | 12/31/2023 |
HYS | 23,435 | $2,181 | 12/31/2023 |
Thrivent Financial for Lutherans | 22,636 | $2,107 | 12/31/2023 |
HYS | 22,636 | $2,107 | 12/31/2023 |
HighTower Advisors LLC | 20,930 | $1,949 | 12/31/2023 |
HYS | 20,930 | $1,949 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 20,304 | $1,890 | 12/31/2023 |
HYS | 20,304 | $1,890 | 12/31/2023 |
Peapack Gladstone Financial Corp | 19,961 | $1,858 | 12/31/2023 |
HYS | 19,961 | $1,858 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,667 | $1,831 | 12/31/2023 |
HYS | 19,667 | $1,831 | 12/31/2023 |
CKW Financial Group | 19,037 | $1,763 | 03/31/2024 |
HYS | 19,037 | $1,763 | 03/31/2024 |
Advisory Services Network LLC | 18,493 | $1,721 | 12/31/2023 |
HYS | 18,493 | $1,721 | 12/31/2023 |
Prudential Financial Inc. | 18,010 | $1,676 | 12/31/2023 |
HYS | 18,010 | $1,676 | 12/31/2023 |
Friedenthal Financial | 17,783 | $1,655 | 12/31/2023 |
HYS | 17,783 | $1,655 | 12/31/2023 |
BHK Investment Advisors LLC | 17,050 | $1,587 | 12/31/2023 |
HYS | 17,050 | $1,587 | 12/31/2023 |
Visionary Wealth Advisors | 16,780 | $1,562 | 12/31/2023 |
HYS | 16,780 | $1,562 | 12/31/2023 |
MML Investors Services LLC | 16,561 | $1,541 | 12/31/2023 |
HYS | 16,561 | $1,541 | 12/31/2023 |
GeoWealth Management LLC | 16,005 | $1,490 | 12/31/2023 |
HYS | 16,005 | $1,490 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 15,811 | $1,472 | 12/31/2023 |
HYS | 15,811 | $1,472 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 15,689 | $1,467 | 03/31/2024 |
HYS | 15,689 | $1,467 | 03/31/2024 |
Hoxton Planning & Management LLC | 15,495 | $1,448 | 03/31/2024 |
HYS | 15,495 | $1,448 | 03/31/2024 |
Barden Capital Management Inc. | 15,922 | $1,438 | 12/31/2023 |
HYS | 15,922 | $1,438 | 12/31/2023 |
Cetera Advisors LLC | 15,163 | $1,411 | 12/31/2023 |
HYS | 15,163 | $1,411 | 12/31/2023 |
PAX Financial Group LLC | 15,038 | $1,401 | 12/31/2023 |
HYS | 15,038 | $1,401 | 12/31/2023 |
NewSquare Capital LLC | 14,646 | $1,363 | 12/31/2023 |
HYS | 14,646 | $1,363 | 12/31/2023 |
Roundview Capital LLC | 14,613 | $1,360 | 12/31/2023 |
HYS | 14,613 | $1,360 | 12/31/2023 |
CIBC Private Wealth Group LLC | 14,447 | $1,345 | 12/31/2023 |
HYS | 14,447 | $1,345 | 12/31/2023 |
JMG Financial Group Ltd. | 14,450 | $1,345 | 12/31/2023 |
HYS | 14,450 | $1,345 | 12/31/2023 |
IFG Advisory LLC | 14,000 | $1,303 | 12/31/2023 |
HYS | 14,000 | $1,303 | 12/31/2023 |
Integrated Wealth Concepts LLC | 13,620 | $1,268 | 12/31/2023 |
HYS | 13,620 | $1,268 | 12/31/2023 |
Lido Advisors LLC | 12,583 | $1,178 | 12/31/2023 |
HYS | 12,583 | $1,178 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 11,920 | $1,112 | 03/31/2024 |
HYS | 11,920 | $1,112 | 03/31/2024 |
Adamsbrown Wealth Consultants LLC | 11,449 | $1,066 | 12/31/2023 |
HYS | 11,449 | $1,066 | 12/31/2023 |
Richardson Financial Services Inc. | 11,139 | $1,037 | 12/31/2023 |
HYS | 11,139 | $1,037 | 12/31/2023 |
Kingsview Wealth Management LLC | 10,392 | $967 | 12/31/2023 |
HYS | 10,392 | $967 | 12/31/2023 |
Pinnacle Bank | 10,182 | $952 | 03/31/2024 |
HYS | 10,182 | $952 | 03/31/2024 |
Beacon Bridge Wealth Partners LLC | 10,091 | $939 | 12/31/2023 |
HYS | 10,091 | $939 | 12/31/2023 |
Allianz Investment Management U.S. LLC | 9,977 | $928 | 12/31/2023 |
HYS | 9,977 | $928 | 12/31/2023 |
AE Wealth Management LLC | 9,908 | $926 | 12/31/2023 |
HYS | 9,908 | $926 | 12/31/2023 |
Squarepoint Ops LLC | 9,912 | $923 | 12/31/2023 |
HYS | 9,912 | $923 | 12/31/2023 |
HRT Financial LP | 9,691 | $902 | 12/31/2023 |
HYS | 9,691 | $902 | 12/31/2023 |
Argent Trust Co | 9,489 | $883 | 12/31/2023 |
HYS | 9,489 | $883 | 12/31/2023 |
GWM Advisors LLC | 9,206 | $857 | 12/31/2023 |
HYS | 9,206 | $857 | 12/31/2023 |
Legacy Capital Group California Inc. | 9,034 | $841 | 12/31/2023 |
HYS | 9,034 | $841 | 12/31/2023 |
Financial Counselors Inc. | 8,823 | $821 | 12/31/2023 |
HYS | 8,823 | $821 | 12/31/2023 |
SOL Capital Management CO | 8,768 | $816 | 12/31/2023 |
HYS | 8,768 | $816 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 8,481 | $793 | 03/31/2024 |
HYS | 8,481 | $793 | 03/31/2024 |
Charter Oak Capital Management LLC | 8,015 | $746 | 12/31/2023 |
HYS | 8,015 | $746 | 12/31/2023 |
Flow Traders U.S. LLC | 7,495 | $698 | 12/31/2023 |
HYS | 7,495 | $698 | 12/31/2023 |
Curtis Advisory Group LLC | 7,455 | $694 | 12/31/2023 |
HYS | 7,455 | $694 | 12/31/2023 |
Aptus Capital Advisors LLC | 7,227 | $673 | 12/31/2023 |
HYS | 7,227 | $673 | 12/31/2023 |
Arrowroot Family Office LLC | 7,195 | $670 | 12/31/2023 |
HYS | 7,195 | $670 | 12/31/2023 |
Concurrent Investment Advisors LLC | 7,104 | $661 | 12/31/2023 |
HYS | 7,104 | $661 | 12/31/2023 |
Merit Financial Group LLC | 7,064 | $658 | 12/31/2023 |
HYS | 7,064 | $658 | 12/31/2023 |
TD Waterhouse Canada Inc. | 6,952 | $642 | 12/31/2023 |
HYS | 6,952 | $642 | 12/31/2023 |
Per Stirling Capital Management LLC. | 6,540 | $609 | 12/31/2023 |
HYS | 6,540 | $609 | 12/31/2023 |
Beacon Pointe Advisors LLC | 6,418 | $597 | 12/31/2023 |
HYS | 6,418 | $597 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 6,356 | $592 | 12/31/2023 |
HYS | 6,356 | $592 | 12/31/2023 |
Beta Wealth Group Inc. | 6,467 | $585 | 12/31/2023 |
HYS | 6,467 | $585 | 12/31/2023 |
Burns J W & Co. Inc. NY | 6,011 | $562 | 03/31/2024 |
HYS | 6,011 | $562 | 03/31/2024 |
Stephens Inc. AR | 5,890 | $548 | 12/31/2023 |
HYS | 5,890 | $548 | 12/31/2023 |
Rollins Financial | 5,816 | $541 | 12/31/2023 |
HYS | 5,816 | $541 | 12/31/2023 |
Rollins Financial Advisors LLC | 5,816 | $541 | 12/31/2023 |
HYS | 5,816 | $541 | 12/31/2023 |
US Bancorp DE | 5,767 | $537 | 12/31/2023 |
HYS | 5,767 | $537 | 12/31/2023 |
Valeo Financial Advisors LLC | 5,570 | $521 | 03/31/2024 |
HYS | 5,570 | $521 | 03/31/2024 |
Rainey & Randall Investment Management Inc. | 5,527 | $517 | 03/31/2024 |
HYS | 5,527 | $517 | 03/31/2024 |
Private Advisor Group LLC | 5,559 | $517 | 12/31/2023 |
HYS | 5,559 | $517 | 12/31/2023 |
Howard Wealth Management LLC | 5,402 | $503 | 12/31/2023 |
HYS | 5,402 | $503 | 12/31/2023 |
Osterweis Capital Management Inc. | 5,370 | $500 | 12/31/2023 |
HYS | 5,370 | $500 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 5,382 | $499 | 12/31/2023 |
HYS | 5,382 | $499 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 5,353 | $498 | 12/31/2023 |
HYS | 5,353 | $498 | 12/31/2023 |
Cerity Partners LLC | 4,776 | $445 | 12/31/2023 |
HYS | 4,776 | $445 | 12/31/2023 |
Northwest Capital Management Inc | 4,714 | $441 | 03/31/2024 |
HYS | 4,714 | $441 | 03/31/2024 |
Intellectus Partners LLC | 4,707 | $441 | 12/31/2023 |
HYS | 4,707 | $441 | 12/31/2023 |
Elevated Capital Advisors LLC | 4,660 | $436 | 03/31/2024 |
HYS | 4,660 | $436 | 03/31/2024 |
Crabel Capital Management LLC | 4,647 | $433 | 12/31/2023 |
HYS | 4,647 | $433 | 12/31/2023 |
Level Four Advisory Services LLC | 4,398 | $409 | 12/31/2023 |
HYS | 4,398 | $409 | 12/31/2023 |
Advisor OS LLC | 4,316 | $402 | 12/31/2023 |
HYS | 4,316 | $402 | 12/31/2023 |
Stratos Wealth Partners LTD. | 4,194 | $392 | 03/31/2024 |
HYS | 4,194 | $392 | 03/31/2024 |
Snowden Capital Advisors LLC | 4,177 | $389 | 12/31/2023 |
HYS | 4,177 | $389 | 12/31/2023 |
TFG Advisers LLC | 4,078 | $380 | 12/31/2023 |
HYS | 4,078 | $380 | 12/31/2023 |
Burt Wealth Advisors | 4,044 | $378 | 03/31/2024 |
HYS | 4,044 | $378 | 03/31/2024 |
Foundations Investment Advisors LLC | 3,896 | $363 | 12/31/2023 |
HYS | 3,896 | $363 | 12/31/2023 |
Crestone Asset Management LLC | 3,720 | $346 | 12/31/2023 |
HYS | 3,720 | $346 | 12/31/2023 |
Aveo Capital Partners LLC | 3,615 | $336 | 12/31/2023 |
HYS | 3,615 | $336 | 12/31/2023 |
Madison Wealth Partners Inc | 3,574 | $333 | 12/31/2023 |
HYS | 3,574 | $333 | 12/31/2023 |
Coppell Advisory Solutions LLC | 3,574 | $333 | 12/31/2023 |
HYS | 3,574 | $333 | 12/31/2023 |
National Bank of Canada FI | 3,571 | $331 | 12/31/2023 |
HYS | 3,571 | $331 | 12/31/2023 |
Valicenti Advisory Services Inc. | 3,407 | $317 | 12/31/2023 |
HYS | 3,407 | $317 | 12/31/2023 |
NBT Bank N A NY | 3,338 | $311 | 12/31/2023 |
HYS | 3,338 | $311 | 12/31/2023 |
Kestra Advisory Services LLC | 3,304 | $307 | 12/31/2023 |
HYS | 3,304 | $307 | 12/31/2023 |
Csenge Advisory Group | 3,291 | $306 | 12/31/2023 |
HYS | 3,291 | $306 | 12/31/2023 |
Beacon Financial Advisory LLC | 3,228 | $300 | 12/31/2023 |
HYS | 3,228 | $300 | 12/31/2023 |
Sharkey Howes & Javer | 3,076 | $288 | 03/31/2024 |
HYS | 3,076 | $288 | 03/31/2024 |
Geneos Wealth Management Inc. | 3,059 | $285 | 12/31/2023 |
HYS | 3,059 | $285 | 12/31/2023 |
D.A. Davidson & CO. | 3,050 | $284 | 12/31/2023 |
HYS | 3,050 | $284 | 12/31/2023 |
Comerica Bank | 2,930 | $273 | 12/31/2023 |
HYS | 2,930 | $273 | 12/31/2023 |
Stokes Capital Advisors LLC | 2,909 | $272 | 03/31/2024 |
HYS | 2,909 | $272 | 03/31/2024 |
Wedbush Securities Inc. | 2,888 | $269 | 12/31/2023 |
HYS | 2,888 | $269 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 2,846 | $265 | 12/31/2023 |
HYS | 2,846 | $265 | 12/31/2023 |
Gilman Hill Asset Management LLC | 2,800 | $262 | 03/31/2024 |
HYS | 2,800 | $262 | 03/31/2024 |
Susquehanna International Group LLP | 2,820 | $262 | 12/31/2023 |
HYS | 2,820 | $262 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 2,626 | $260 | 12/31/2023 |
HYS | 2,626 | $260 | 12/31/2023 |
Qube Research & Technologies Ltd | 2,763 | $257 | 12/31/2023 |
HYS | 2,763 | $257 | 12/31/2023 |
Oppenheimer & Co. Inc. | 2,704 | $252 | 12/31/2023 |
HYS | 2,704 | $252 | 12/31/2023 |
Bank of New York Mellon Corp | 2,624 | $244 | 12/31/2023 |
HYS | 2,624 | $244 | 12/31/2023 |
Cape ANN Savings Bank | 2,572 | $240 | 12/31/2023 |
HYS | 2,572 | $240 | 12/31/2023 |
Ascent Group LLC | 2,428 | $226 | 12/31/2023 |
HYS | 2,428 | $226 | 12/31/2023 |
Arete Wealth Advisors LLC | 2,264 | $211 | 12/31/2023 |
HYS | 2,264 | $211 | 12/31/2023 |
Ameritas Advisory Services LLC | 2,261 | $211 | 12/31/2023 |
HYS | 2,261 | $211 | 12/31/2023 |
PFG Investments LLC | 2,215 | $207 | 03/31/2024 |
HYS | 2,215 | $207 | 03/31/2024 |
Consolidated Portfolio Review Corp | 2,212 | $206 | 12/31/2023 |
HYS | 2,212 | $206 | 12/31/2023 |
Avantax Advisory Services Inc. | 2,175 | $202 | 12/31/2023 |
HYS | 2,175 | $202 | 12/31/2023 |
Hillsdale Investment Management Inc. | 2,165 | $202 | 12/31/2023 |
HYS | 2,165 | $202 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 1,897 | $177 | 03/31/2024 |
HYS | 1,897 | $177 | 03/31/2024 |
Key Financial Inc | 1,892 | $176 | 12/31/2023 |
HYS | 1,892 | $176 | 12/31/2023 |
Cardiff Park Advisors LLC | 1,230 | $114 | 12/31/2023 |
HYS | 1,230 | $114 | 12/31/2023 |
DT Investment Partners LLC | 1,118 | $105 | 12/31/2023 |
HYS | 1,118 | $105 | 12/31/2023 |
Whittier Trust Co. | 1,019 | $95 | 12/31/2023 |
HYS | 1,019 | $95 | 12/31/2023 |
IFP Advisors Inc | 1,001 | $93 | 12/31/2023 |
HYS | 1,001 | $93 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 963 | $90 | 12/31/2023 |
HYS | 963 | $90 | 12/31/2023 |
Rockbridge Investment Management LCC | 904 | $84 | 12/31/2023 |
HYS | 904 | $84 | 12/31/2023 |
Armor Investment Advisors LLC | 893 | $83 | 12/31/2023 |
HYS | 893 | $83 | 12/31/2023 |
Farther Finance Advisors LLC | 860 | $80 | 12/31/2023 |
HYS | 860 | $80 | 12/31/2023 |
Ambassador Advisors LLC | 849 | $79 | 12/31/2023 |
HYS | 849 | $79 | 12/31/2023 |
ZRC Wealth Management LLC | 774 | $72 | 03/31/2024 |
HYS | 774 | $72 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 733 | $68 | 12/31/2023 |
HYS | 733 | $68 | 12/31/2023 |
Bank of Montreal Can | 701 | $66 | 12/31/2023 |
HYS | 701 | $66 | 12/31/2023 |
NBC Securities Inc. | 649 | $61 | 03/31/2024 |
HYS | 649 | $61 | 03/31/2024 |
Element Wealth LLC | 609 | $57 | 12/31/2023 |
HYS | 609 | $57 | 12/31/2023 |
Harbour Investments Inc. | 563 | $52 | 12/31/2023 |
HYS | 563 | $52 | 12/31/2023 |
Capital Advisors Ltd. LLC | 506 | $47 | 03/31/2024 |
HYS | 506 | $47 | 03/31/2024 |
South State CORP. | 507 | $47 | 12/31/2023 |
HYS | 507 | $47 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 481 | $45 | 12/31/2023 |
HYS | 481 | $45 | 12/31/2023 |
Union Savings Bank | 475 | $44 | 12/31/2023 |
HYS | 475 | $44 | 12/31/2023 |
Proequities Inc. | 423 | $40 | 12/31/2023 |
HYS | 423 | $40 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 407 | $38 | 12/31/2023 |
HYS | 407 | $38 | 12/31/2023 |
Focused Wealth Management Inc | 377 | $35 | 12/31/2023 |
HYS | 377 | $35 | 12/31/2023 |
First Horizon Advisors Inc. | 358 | $33 | 12/31/2023 |
HYS | 358 | $33 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 346 | $32 | 12/31/2023 |
HYS | 346 | $32 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 334 | $31 | 12/31/2023 |
HYS | 334 | $31 | 12/31/2023 |
Webster Bank N. A. | 305 | $29 | 03/31/2024 |
HYS | 305 | $29 | 03/31/2024 |
Main Management LLC | 316 | $29 | 12/31/2023 |
HYS | 316 | $29 | 12/31/2023 |
Bartlett & Co. LLC | 300 | $28 | 12/31/2023 |
HYS | 300 | $28 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 300 | $28 | 12/31/2023 |
HYS | 300 | $28 | 12/31/2023 |
DB Wealth Management Group LLC | 290 | $27 | 12/31/2023 |
HYS | 290 | $27 | 12/31/2023 |
Blair William & Co. IL | 280 | $26 | 12/31/2023 |
HYS | 280 | $26 | 12/31/2023 |
EverSource Wealth Advisors LLC | 235 | $22 | 12/31/2023 |
HYS | 235 | $22 | 12/31/2023 |
Bellevue Asset Management LLC | 240 | $22 | 12/31/2023 |
HYS | 240 | $22 | 12/31/2023 |
Cape Investment Advisory Inc. | 231 | $22 | 12/31/2023 |
HYS | 231 | $22 | 12/31/2023 |
Global Retirement Partners LLC | 190 | $18 | 12/31/2023 |
HYS | 190 | $18 | 12/31/2023 |
Pacifica Partners Inc. | 175 | $16 | 03/31/2024 |
HYS | 175 | $16 | 03/31/2024 |
Spire Wealth Management | 176 | $16 | 12/31/2023 |
HYS | 176 | $16 | 12/31/2023 |
Westside Investment Management Inc. | 126 | $12 | 03/31/2024 |
HYS | 126 | $12 | 03/31/2024 |
Tsfg LLC | 133 | $12 | 03/31/2024 |
HYS | 133 | $12 | 03/31/2024 |
Clear Investment Research LLC | 117 | $11 | 12/31/2023 |
HYS | 117 | $11 | 12/31/2023 |
ORG Partners LLC | 122 | $11 | 12/31/2023 |
HYS | 122 | $11 | 12/31/2023 |
Allworth Financial LP | 103 | $10 | 12/31/2023 |
HYS | 103 | $10 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 108 | $10 | 12/31/2023 |
HYS | 108 | $10 | 12/31/2023 |
Bank of New Hampshire | 99 | $9 | 03/31/2024 |
HYS | 99 | $9 | 03/31/2024 |
Retirement Group LLC | 91 | $8 | 12/31/2023 |
HYS | 91 | $8 | 12/31/2023 |
Coastal Investment Advisors Inc. | 75 | $7 | 03/31/2024 |
HYS | 75 | $7 | 03/31/2024 |
Tidemark LLC | 75 | $7 | 12/31/2023 |
HYS | 75 | $7 | 12/31/2023 |
Parallel Advisors LLC | 61 | $6 | 12/31/2023 |
HYS | 61 | $6 | 12/31/2023 |
Sunbelt Securities Inc. | 42 | $4 | 03/31/2024 |
HYS | 42 | $4 | 03/31/2024 |
Tower Research Capital LLC TRC | 48 | $4 | 12/31/2023 |
HYS | 48 | $4 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 43 | $4 | 12/31/2023 |
HYS | 43 | $4 | 12/31/2023 |
Smartleaf Asset Management LLC | 39 | $4 | 12/31/2023 |
HYS | 39 | $4 | 12/31/2023 |
Aspire Private Capital LLC | 29 | $3 | 03/31/2024 |
HYS | 29 | $3 | 03/31/2024 |
Hollencrest Capital Management | 17 | $2 | 12/31/2023 |
HYS | 17 | $2 | 12/31/2023 |
FWL Investment Management LLC | 20 | $2 | 12/31/2023 |
HYS | 20 | $2 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 23 | $2 | 12/31/2023 |
HYS | 23 | $2 | 12/31/2023 |
Principal Securities Inc. | 12 | $1 | 12/31/2023 |
HYS | 12 | $1 | 12/31/2023 |
Richard W. Paul & Associates LLC | 14 | $1 | 12/31/2023 |
HYS | 14 | $1 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 3 | $0 | 12/31/2023 |
HYS | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HYS
See Details: Top 10 Hedge Funds Holding HYS
Also See: HYS Holdings Changes
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