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Institutional Holders of HTD

There is a long list of 83 institutional holders of HTD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HTD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HTD table below, the initial column indicates the name of each top institutional holder of HTD, with a link to that fund's top holdings. The next columns indicate the amount of HTD stock held by each of the institutional holders of HTD, followed by the HTD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG650,484$12,340 12/31/2023
     HTD650,484$12,340 12/31/2023
Invesco Ltd.432,581$8,206 12/31/2023
     HTD432,581$8,206 12/31/2023
Raymond James & Associates413,199$8,124 03/31/2024
     HTD413,199$8,124 03/31/2024
Bank of America Corp DE321,812$6,105 12/31/2023
     HTD321,812$6,105 12/31/2023
Guggenheim Capital LLC235,956$4,476 12/31/2023
     HTD235,956$4,476 12/31/2023
LPL Financial LLC218,280$4,141 12/31/2023
     HTD218,280$4,141 12/31/2023
Cetera Advisor Networks LLC190,662$3,617 12/31/2023
     HTD190,662$3,617 12/31/2023
Morgan Stanley179,993$3,414 12/31/2023
     HTD179,993$3,414 12/31/2023
Advisor Group Holdings Inc.173,121$3,284 12/31/2023
     HTD173,121$3,284 12/31/2023
CNH Partners LLC168,393$3,194 12/31/2023
     HTD168,393$3,194 12/31/2023
Wells Fargo & Company MN160,331$3,041 12/31/2023
     HTD160,331$3,041 12/31/2023
Landscape Capital Management L.L.C.148,663$2,820 12/31/2023
     HTD148,663$2,820 12/31/2023
Stifel Financial Corp120,593$2,288 12/31/2023
     HTD120,593$2,288 12/31/2023
Karpus Management Inc.118,131$2,241 12/31/2023
     HTD118,131$2,241 12/31/2023
Live Oak Private Wealth LLC102,602$2,017 03/31/2024
     HTD102,602$2,017 03/31/2024
First Trust Advisors LP103,518$1,964 12/31/2023
     HTD103,518$1,964 12/31/2023
CENTRAL TRUST Co98,722$1,941 03/31/2024
     HTD98,722$1,941 03/31/2024
Royal Bank of Canada87,075$1,652 12/31/2023
     HTD87,075$1,652 12/31/2023
Hennion & Walsh Asset Management Inc.83,138$1,634 03/31/2024
     HTD83,138$1,634 03/31/2024
Raymond James Financial Services Advisors Inc.81,024$1,593 03/31/2024
     HTD81,024$1,593 03/31/2024
Flow State Investments L.P.83,125$1,577 12/31/2023
     HTD83,125$1,577 12/31/2023
Founders Financial Securities LLC79,975$1,572 03/31/2024
     HTD79,975$1,572 03/31/2024
Wolverine Asset Management LLC79,783$1,513 12/31/2023
     HTD79,783$1,513 12/31/2023
Samalin Investment Counsel LLC63,451$1,204 12/31/2023
     HTD63,451$1,204 12/31/2023
Commonwealth Equity Services LLC55,669$1,094 03/31/2024
     HTD55,669$1,094 03/31/2024
Welch & Forbes LLC50,000$983 03/31/2024
     HTD50,000$983 03/31/2024
Cohen & Steers Inc.47,835$907 12/31/2023
     HTD47,835$907 12/31/2023
Wealth Enhancement Advisory Services LLC43,826$862 03/31/2024
     HTD43,826$862 03/31/2024
Janney Montgomery Scott LLC38,359$754 03/31/2024
     HTD38,359$754 03/31/2024
Mutual Advisors LLC34,401$676 03/31/2024
     HTD34,401$676 03/31/2024
Morris Retirement Advisors LLC30,925$608 03/31/2024
     HTD30,925$608 03/31/2024
Lincoln National Corp30,052$591 03/31/2024
     HTD30,052$591 03/31/2024
First National Bank of Mount Dora Trust Investment Services27,800$547 03/31/2024
     HTD27,800$547 03/31/2024
Advisors Asset Management Inc.28,000$531 12/31/2023
     HTD28,000$531 12/31/2023
Platte River Wealth Advisors LLC26,792$527 03/31/2024
     HTD26,792$527 03/31/2024
Cambridge Investment Research Advisors Inc.23,139$455 03/31/2024
     HTD23,139$455 03/31/2024
Nations Financial Group Inc. IA ADV21,775$428 03/31/2024
     HTD21,775$428 03/31/2024
Private Advisor Group LLC17,626$347 03/31/2024
     HTD17,626$347 03/31/2024
Cornerstone Advisors LLC17,900$340 12/31/2023
     HTD17,900$340 12/31/2023
HB Wealth Management LLC17,242$339 03/31/2024
     HTD17,242$339 03/31/2024
Abbot Financial Management Inc.16,600$315 12/31/2023
     HTD16,600$315 12/31/2023
Elequin Capital LP16,627$315 12/31/2023
     HTD16,627$315 12/31/2023
Envestnet Asset Management Inc.15,292$290 12/31/2023
     HTD15,292$290 12/31/2023
Fernwood Investment Management LLC15,252$289 12/31/2023
     HTD15,252$289 12/31/2023
Sowell Financial Services LLC14,632$288 03/31/2024
     HTD14,632$288 03/31/2024
GWM Advisors LLC15,052$283 12/31/2023
     HTD15,052$283 12/31/2023
PFG Investments LLC13,708$269 03/31/2024
     HTD13,708$269 03/31/2024
Logan Stone Capital LLC13,177$250 12/31/2023
     HTD13,177$250 12/31/2023
Capital CS Group LLC12,459$245 03/31/2024
     HTD12,459$245 03/31/2024
SeaCrest Wealth Management LLC11,422$225 03/31/2024
     HTD11,422$225 03/31/2024

See All: Funds Holding HTD
See Details: Top 10 Hedge Funds Holding HTD
Also See: HTD Insider Buying
Also See: HTD Holdings Changes

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