HAUZ — Institutional owners (13F)

119 filers · $932.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $876,245,635 39,083,213 94.00% Shares
Bleakley Financial Group, LLC $26,044,325 1,161,656 2.79% Shares
AIRE ADVISORS, LLC $7,671,144 342,156 0.82% Shares
Cetera Investment Advisers $3,285,420 146,539 0.35% Shares
Clark Capital Management Group, Inc. $2,807,522 125,224 0.30% Shares
ENVESTNET ASSET MANAGEMENT INC $2,009,137 89,614 0.22% Shares
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $1,895,454 84,543 0.20% Shares
OSAIC HOLDINGS, INC. $1,671,350 74,545 0.18% Shares
LPL Financial LLC $1,462,104 65,214 0.16% Shares
AMERICAN FINANCIAL & TAX STRATEGIES INC $1,016,926 45,358 0.11% Shares
Orion Porfolio Solutions, LLC $925,904 41,298 0.10% Shares
JANE STREET GROUP, LLC $595,408 26,557 0.06% Shares
Cerity Partners LLC $547,300 24,396 0.06% Shares
AlphaCore Capital LLC $496,312 22,137 0.05% Shares
Corient Private Wealth LP $461,946 20,604 0.05% Shares
Creative Planning $443,804 19,795 0.05% Shares
Quantinno Capital Management LP $401,991 17,930 0.04% Shares
Mariner, LLC $368,671 16,444 0.04% Shares
Nuveen, LLC $348,437 15,542 0.04% Shares
Brand Asset Management Group, Inc. $347,892 15,517 0.04% Shares
AQR CAPITAL MANAGEMENT LLC $292,424 13,043 0.03% Shares
Focus Partners Wealth $288,165 12,853 0.03% Shares
Ellis Investment Partners, LLC $275,161 12,273 0.03% Shares
Strategic Financial Planning, Inc. $250,593 11,177 0.03% Shares
PRINCIPAL SECURITIES, INC. $243,100 10,843 0.03% Shares
Skopos Labs, Inc. $230,035 10,181 0.02% Shares
MERCER GLOBAL ADVISORS INC /ADV $226,352 10,096 0.02% Shares
Ariadne Wealth Management, LP $224,200 10,000 0.02% Shares
Ancora Advisors LLC $224,200 10,000 0.02% Shares
FMR LLC $187,923 8,382 0.02% Shares
BlackRock, Inc. $107,997 4,817 0.01% Shares
MORGAN STANLEY $76,204 3,398 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $70,809 3,158 0.01% Shares
Farther Finance Advisors, LLC $26,926 1,201 0.00% Shares
Aptus Capital Advisors, LLC $26,904 1,200 0.00% Shares
ROYAL BANK OF CANADA $24,000 1,105 0.00% Shares
Allworth Financial LP $22,914 1,022 0.00% Shares
CoreCap Advisors, LLC $21,680 967 0.00% Shares
US BANCORP \DE\ $21,568 962 0.00% Shares
Parallel Advisors, LLC $18,209 812 0.00% Shares
Global Retirement Partners, LLC $17,578 784 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $17,527 780 0.00% Shares
CWM, LLC $17,083 756 0.00% Shares
Brooklyn FI, LLC $16,882 738 0.00% Shares
WELLS FARGO & COMPANY/MN $15,337 684 0.00% Shares
1620 INVESTMENT ADVISORS, INC. $15,268 681 0.00% Shares
HOEY INVESTMENTS, INC $12,331 550 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $11,748 524 0.00% Shares
UBS Group AG $9,058 404 0.00% Shares
AE Wealth Management LLC $8,856 395 0.00% Shares
BROWN BROTHERS HARRIMAN & CO $8,721 389 0.00% Shares
Dunhill Financial, LLC $6,681 298 0.00% Shares
Arax Advisory Partners $6,144 274 0.00% Shares
Crewe Advisors LLC $6,054 270 0.00% Shares
IFP Advisors, Inc $5,807 259 0.00% Shares
Iron Horse Wealth Management, LLC $5,740 251 0.00% Shares
Lodestone Wealth Management LLC $5,627 251 0.00% Shares
CIBC Private Wealth Group LLC $5,417 230 0.00% Shares
Atlantic Union Bankshares Corp $4,776 213 0.00% Shares
Tidemark, LLC $4,372 195 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,683 163 0.00% Shares
MCF Advisors LLC $3,341 149 0.00% Shares
Geneos Wealth Management Inc. $3,273 146 0.00% Shares
BANK OF MONTREAL /CAN/ $3,206 143 0.00% Shares
Key Financial Inc $2,758 123 0.00% Shares
Cordant, Inc. $2,422 108 0.00% Shares
Russell Investments Group, Ltd. $2,040 91 0.00% Shares
CrossGen Wealth, LLC $2,040 91 0.00% Shares
Clearstead Advisors, LLC $1,906 85 0.00% Shares
Cassaday & Co Wealth Management LLC $1,794 80 0.00% Shares
SENTINEL TRUST CO LBA $1,755 78,300 0.00% Shares
Abound Wealth Management $1,718 76 0.00% Shares
Signature Equity Partners, LLC $1,659 74 0.00% Shares
Larson Financial Group LLC $1,367 61 0.00% Shares
Addison Advisors LLC $1,301 58 0.00% Shares
Downshift Financial, LLC $1,233 55 0.00% Shares
ASSETMARK, INC $1,211 54 0.00% Shares
PFS Partners, LLC $1,099 49 0.00% Shares
PNC Financial Services Group, Inc. $964 43 0.00% Shares
PRIVATE TRUST CO NA $942 42 0.00% Shares
CITIGROUP INC $852 38 0.00% Shares
Steward Partners Investment Advisory, LLC $785 35 0.00% Shares
HARBOUR INVESTMENTS, INC. $746 33 0.00% Shares
Cornerstone Planning Group LLC $732 32 0.00% Shares
Salomon & Ludwin, LLC $716 32 0.00% Shares
Glass Jacobson Investment Advisors llc $696 31 0.00% Shares
Ameritas Investment Partners, Inc. $680 30 0.00% Shares
True Wealth Design, LLC $561 25 0.00% Shares
HRT FINANCIAL LP $542 24,197 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $538 24 0.00% Shares
Betterment LLC $535 23,858 0.00% Shares
Sunbelt Securities, Inc. $525 23 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $493 22 0.00% Shares
GHP Investment Advisors, Inc. $430 19 0.00% Shares
Investors Research Corp $429 19 0.00% Shares
GILL CAPITAL PARTNERS, LLC $426 19 0.00% Shares
Solstein Capital, LLC $426 19 0.00% Shares
Frazier Financial Advisors, LLC $395 18 0.00% Shares
SIGNATUREFD, LLC $381 17 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $381 17 0.00% Shares
CVA Family Office, LLC $314 14 0.00% Shares
Virtu Financial LLC $254 11,329 0.00% Shares
PARK AVENUE SECURITIES LLC $253 11,304 0.00% Shares
CENTRAL TRUST Co $225 10 0.00% Shares
Gunpowder Capital Management, LLC dba Oliver Wealth Management $224 10 0.00% Shares
Continuum Advisory, LLC $157 7 0.00% Shares
Signature Resources Capital Management, LLC $157 7 0.00% Shares
Ashton Thomas Private Wealth, LLC $157 7 0.00% Shares
Mosley Wealth Management $135 6 0.00% Shares
Smartleaf Asset Management LLC $90 4 0.00% Shares
Valued Wealth Advisors LLC $68 3 0.00% Shares
Financial Management Professionals, Inc. $45 2 0.00% Shares
HM PAYSON & CO $45 2 0.00% Shares
Activest Wealth Management $23 1 0.00% Shares
JPMORGAN CHASE & CO $5 0 0.00% Shares
PIN OAK INVESTMENT ADVISORS INC $2 96 0.00% Shares
Capital Analysts, LLC $1 33 0.00% Shares
BESSEMER GROUP INC $1 31 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $1 39 0.00% Shares