HFSI — Institutional owners (13F)

82 filers · $741.2M 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
New England Capital Financial Advisors LLC $96,418,159 2,742,268 13.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91,389,007 2,599,232 12.33% Shares
BANK OF AMERICA CORP /DE/ $74,090,348 2,107,234 10.00% Shares
RAYMOND JAMES FINANCIAL INC $55,660,808 1,583,072 7.51% Shares
Hartford Funds Management Co LLC $54,822,949 1,559,242 7.40% Shares
BENJAMIN EDWARDS INC $34,051,264 968,502 4.59% Shares
Retirement Management Systems Inc. $29,280,651 832,783 3.95% Shares
Modern Wealth Management, LLC $27,201,066 773,637 3.67% Shares
OSAIC HOLDINGS, INC. $25,341,097 720,743 3.42% Shares
Bleakley Financial Group, LLC $22,613,014 643,146 3.05% Shares
Wealthspire Retirement, LLC $21,080,296 600,921 2.84% Shares
Centric Wealth Management $14,435,235 411,612 1.95% Shares
ROYAL BANK OF CANADA $13,702,000 389,715 1.85% Shares
ENVESTNET ASSET MANAGEMENT INC $13,104,536 372,711 1.77% Shares
JONES FINANCIAL COMPANIES LLLP $11,085,006 313,490 1.50% Shares
STIFEL FINANCIAL CORP $10,832,936 308,104 1.46% Shares
Live Oak Investment Partners $9,382,371 266,848 1.27% Shares
Focus Partners Wealth $8,977,407 255,309 1.21% Shares
Mutual Advisors, LLC $8,596,796 244,505 1.16% Shares
GREAT VALLEY ADVISOR GROUP, INC. $8,211,935 233,559 1.11% Shares
CITIZENS FINANCIAL GROUP INC/RI $7,950,094 225,038 1.07% Shares
LPL Financial LLC $7,414,998 210,893 1.00% Shares
MGO ONE SEVEN LLC $7,107,747 202,154 0.96% Shares
TRUIST FINANCIAL CORP $6,842,036 194,597 0.92% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,293,110 178,985 0.85% Shares
Retirement Planning Group, LLC $6,153,809 175,023 0.83% Shares
Sonoma Allocations LLC $6,026,654 171,553 0.81% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5,865,802 167,236 0.79% Shares
Private Advisor Group, LLC $5,710,772 162,423 0.77% Shares
Sanctuary Advisors, LLC $5,078,088 144,428 0.69% Shares
WNY Asset Management, LLC $3,826,236 108,824 0.52% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $3,600,890 103,237 0.49% Shares
Diversify Advisory Services, LLC $3,600,890 103,237 0.49% Shares
MML INVESTORS SERVICES, LLC $3,189,082 90,702 0.43% Shares
Strategic Blueprint, LLC $2,974,290 84,593 0.40% Shares
CARY STREET PARTNERS FINANCIAL LLC $2,697,827 76,730 0.36% Shares
JPMORGAN CHASE & CO $2,312,191 65,622 0.31% Shares
Beacon Pointe Advisors, LLC $2,298,585 65,375 0.31% Shares
Kovack Advisors, Inc. $1,792,404 51,047 0.24% Shares
&PARTNERS $1,525,225 43,039 0.21% Shares
Destiny Capital Corp/CO $1,335,539 37,985 0.18% Shares
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $1,311,679 37,306 0.18% Shares
EP Wealth Advisors, LLC $1,267,975 36,063 0.17% Shares
Cetera Investment Advisers $1,194,935 33,986 0.16% Shares
Steward Partners Investment Advisory, LLC $1,112,568 31,643 0.15% Shares
Hobart Private Capital, LLC $909,800 25,876 0.12% Shares
Mariner, LLC $788,182 22,417 0.11% Shares
AdvisorNet Financial, Inc $776,848 22,095 0.10% Shares
Arkadios Wealth Advisors $715,610 20,353 0.10% Shares
UPTICK PARTNERS, LLC $649,015 18,459 0.09% Shares
CORE WEALTH ADVISORS, LLC $632,564 17,991 0.09% Shares
SURIENCE PRIVATE WEALTH LLC $631,755 17,968 0.09% Shares
Evergreen Wealth Partners LLC $611,538 17,393 0.08% Shares
FLAGSHIP HARBOR ADVISORS, LLC $591,919 16,835 0.08% Shares
Marks Group Wealth Management, Inc $571,772 16,263 0.08% Shares
HARBOUR INVESTMENTS, INC. $556,426 15,826 0.08% Shares
Capital Investment Advisory Services, LLC $553,875 15,753 0.07% Shares
Concurrent Investment Advisors, LLC $488,927 13,906 0.07% Shares
CWC Advisors, LLC. $401,105 11,408 0.05% Shares
Vise Technologies, Inc. $383,947 10,920 0.05% Shares
Meridian Financial Advisors, LLC $332,842 9,466 0.04% Shares
Bright Futures Wealth Management, LLC. $329,578 9,374 0.04% Shares
StoneX Group Inc. $314,420 8,919 0.04% Shares
Cypress Wealth Services, LLC $308,865 8,785 0.04% Shares
Coquina Private Wealth LLC $293,691 8,353 0.04% Shares
AXXCESS WEALTH MANAGEMENT, LLC $245,522 6,983 0.03% Shares
Stonebridge Financial Group, LLC / MO $244,428 6,952 0.03% Shares
Summit Financial, LLC $239,818 6,788 0.03% Shares
ALEXANDER LABRUNERIE & CO., INC. $231,142 6,574 0.03% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $201,358 5,726 0.03% Shares
Wealth Enhancement Trust Services, Inc. $192,466 5,474 0.03% Shares
IFP Advisors, Inc $98,202 2,793 0.01% Shares
Geneos Wealth Management Inc. $73,906 2,102 0.01% Shares
Continuum Advisory, LLC $30,800 876 0.00% Shares
Bogart Wealth, LLC $25,444 724 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $18,832 536 0.00% Shares
FSA Wealth Management LLC $7,112 200 0.00% Shares
MORGAN STANLEY $5,913 168 0.00% Shares
Rockefeller Capital Management L.P. $2,848 81 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,793 79,450 0.00% Shares
NATIXIS ADVISORS, LLC $2,229 63,397 0.00% Shares
Capital Analysts, LLC $183 5,206 0.00% Shares