HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HUSV Share Count | ||||
| Cetera Advisors LLC | 18,806 | 21,763 | +2,957 | +15.72% |
| Envestnet Portfolio Solutions Inc. | 17,450 | 18,871 | +1,421 | +8.14% |
| Avantax Advisory Services Inc. | 58,030 | 61,783 | +3,753 | +6.47% |
| Benjamin F. Edwards & Company Inc. | 23,429 | 24,378 | +949 | +4.05% |
| Archer Investment Corp | 626 | 630 | +4 | +0.64% |
| NBC Securities Inc. | 1,014 | 1,016 | +2 | +0.20% |
| Morgan Stanley | 5,865 | 5,866 | +1 | +0.02% |
| 13F Filers Reporting New Positions In HUSV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 10,659 | +10,659 | +100% |
| JPMorgan Chase & Co. | 0 | 4 | +4 | +100% |
| Citadel Advisors LLC | 0 | 43,096 | +43,096 | +100% |
| International Assets Investment Management LLC | 0 | 22,450 | +22,450 | +100% |
| Advisor Resource Council | 0 | 7,120 | +7,120 | +100% |
| Coppell Advisory Solutions LLC | 0 | 80 | +80 | +100% |
| Iams Wealth Management LLC | 0 | 8,031 | +8,031 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wells Fargo & Company MN | 1 | 1 | UNCH | 0.00% |
| Harbour Investments Inc. | 3,775 | 3,775 | UNCH | 0.00% |
| Prospera Financial Services Inc | 11,073 | 11,073 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 50 | 50 | UNCH | 0.00% |
| 13F Filers Decreasing HUSV Share Count | ||||
| Commonwealth Equity Services LLC | 18,793 | 10,480 | -8,313 | -44.23% |
| Cetera Advisor Networks LLC | 90,831 | 54,401 | -36,430 | -40.11% |
| IFP Advisors Inc | 9,338 | 5,735 | -3,603 | -38.58% |
| Kestra Advisory Services LLC | 74,056 | 49,216 | -24,840 | -33.54% |
| Private Advisor Group LLC | 11,558 | 8,590 | -2,968 | -25.68% |
| Advisor Group Holdings Inc. | 56,171 | 47,622 | -8,549 | -15.22% |
| Kovack Advisors Inc. | 11,350 | 9,650 | -1,700 | -14.98% |
| LPL Financial LLC | 460,646 | 400,258 | -60,388 | -13.11% |
| Horizon Investments LLC | 299 | 262 | -37 | -12.37% |
| Royal Bank of Canada | 35,474 | 31,142 | -4,332 | -12.21% |
| Golden State Equity Partners | 160,699 | 143,471 | -17,228 | -10.72% |
| Oppenheimer & Co. Inc. | 7,497 | 6,752 | -745 | -9.94% |
| Raymond James & Associates | 16,719 | 15,389 | -1,330 | -7.96% |
| Orion Portfolio Solutions LLC | 45,287 | 43,480 | -1,807 | -3.99% |
| Truist Financial Corp | 206,167 | 198,669 | -7,498 | -3.64% |
| Cambridge Investment Research Advisors Inc. | 261,695 | 253,105 | -8,590 | -3.28% |
| Atria Wealth Solutions Inc. | 62,710 | 60,840 | -1,870 | -2.98% |
| Financial Advocates Investment Management | 25,309 | 24,594 | -715 | -2.83% |
| Cetera Investment Advisers | 104,950 | 102,205 | -2,745 | -2.62% |
| Envestnet Asset Management Inc. | 274,003 | 267,752 | -6,251 | -2.28% |
| Belpointe Asset Management LLC | 39,039 | 38,976 | -63 | -0.16% |
| 13F Filers Exiting HUSV | ||||
| HBW Advisory Services LLC | 1,804 | 0 | -1,804 | -100.00% |
| Geneos Wealth Management Inc. | 751 | 0 | -751 | -100.00% |
| UBS Group AG | 1,000 | 0 | -1,000 | -100.00% |
| CWM LLC | 170 | 0 | -170 | -100.00% |
| Signaturefd LLC | 200 | 0 | -200 | -100.00% |
| Susquehanna International Group LLP | 39,235 | 0 | -39,235 | -100.00% |
| Stifel Financial Corp | 13,730 | 0 | -13,730 | -100.00% |
See Summary: Institutional Holders of HUSV
See Details: Top 10 Hedge Funds Holding HUSV
