HGER — Institutional owners (13F)

239 filers · $2.9B total · As of Sept. 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
WELLS FARGO & COMPANY/MN $495,531,727 16,889,289 17.37% Shares
BANK OF AMERICA CORP /DE/ $405,379,149 13,816,604 14.21% Shares
JPMORGAN CHASE & CO $369,247,707 12,754,670 12.94% Shares
3EDGE Asset Management, LP $128,503,420 4,379,803 4.50% Shares
GREAT LAKES ADVISORS, LLC $107,799,072 3,674,133 3.78% Shares
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $97,336,007 3,317,519 3.41% Shares
LPL Financial LLC $94,894,228 3,234,296 3.33% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91,627,282 3,122,947 3.21% Shares
RAYMOND JAMES FINANCIAL INC $89,759,295 3,059,281 3.15% Shares
Pinnacle Financial Partners, Inc. $40,154,861 1,368,604 1.41% Shares
HighTower Advisors, LLC $39,812,906 1,356,950 1.40% Shares
New Harbor Financial Group, LLC $37,403,336 1,274,824 1.31% Shares
Horizon Advisory Services, Inc. $34,235,999 1,166,871 1.20% Shares
ASSETMARK, INC $32,292,132 1,100,618 1.13% Shares
SYNOVUS FINANCIAL CORP $31,055,341 1,203,559 1.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $30,476,514 1,038,736 1.07% Shares
Private Advisor Group, LLC $27,540,917 938,680 0.97% Shares
CENTRAL TRUST Co $24,366,050 830,472 0.85% Shares
ROYAL BANK OF CANADA $23,572,000 803,424 0.83% Shares
Ellsworth Advisors, LLC $20,513,576 645,893 0.72% Shares
Vident Advisory, LLC $20,432,405 696,401 0.72% Shares
INSPIRION WEALTH ADVISORS, LLC $20,198,767 684,472 0.71% Shares
Aprio Wealth Management, LLC $19,419,862 661,890 0.68% Shares
Advisor OS, LLC $17,536,195 597,689 0.61% Shares
Sanctuary Advisors, LLC $15,423,752 525,690 0.54% Shares
Compound Planning, Inc. $15,378,917 524,162 0.54% Shares
MJP ASSOCIATES INC /ADV $15,030,471 512,286 0.53% Shares
PRIVATE CLIENT SERVICES, LLC $12,625,548 358,070 0.44% Shares
Cornerstone Wealth Group, LLC $12,513,921 426,514 0.44% Shares
Jefferies Financial Group Inc. $11,740,372 400,149 0.41% Shares
Choice Wealth Advisors LLC $11,704,577 398,929 0.41% Shares
Stratos Wealth Partners, LTD. $11,600,605 395,385 0.41% Shares
Mariner, LLC $11,193,664 381,515 0.39% Shares
Resonant Capital Advisors, LLC $11,073,708 377,427 0.39% Shares
Cetera Investment Advisers $10,131,793 345,324 0.36% Shares
OPPENHEIMER & CO INC $10,061,654 342,933 0.35% Shares
ENVESTNET ASSET MANAGEMENT INC $10,058,334 342,820 0.35% Shares
Blue Trust, Inc. $9,917,830 338,031 0.35% Shares
NORTHCAPE WEALTH MANAGEMENT, LLC $9,652,303 328,981 0.34% Shares
Sunrise Financial Services, LLC $9,647,392 328,814 0.34% Shares
Csenge Advisory Group $9,410,165 320,728 0.33% Shares
Ethos Financial Group, LLC $9,224,822 286,041 0.32% Shares
Guided Capital Wealth Management, LLC $9,050,833 308,481 0.32% Shares
Great Diamond Partners, LLC $8,351,220 284,636 0.29% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $8,350,457 284,610 0.29% Shares
&PARTNERS $7,825,595 266,330 0.27% Shares
OSAIC HOLDINGS, INC. $7,712,787 262,873 0.27% Shares
MBL Wealth, LLC $7,620,977 259,747 0.27% Shares
Weil Company, Inc. $7,297,387 248,718 0.26% Shares
VestGen Advisors, LLC $7,264,731 247,605 0.25% Shares
tru Independence LLC $7,232,606 246,510 0.25% Shares
CROBAN $7,216,774 245,978 0.25% Shares
Cooper Financial Group $7,182,725 244,810 0.25% Shares
D L CARLSON INVESTMENT GROUP INC $7,124,251 242,817 0.25% Shares
Proactive Wealth Strategies LLC $6,428,998 219,119 0.23% Shares
NVWM, LLC $6,192,677 211,066 0.22% Shares
Nvest Wealth Strategies, Inc. $6,139,825 197,995 0.22% Shares
Archford Capital Strategies, LLC $5,795,384 197,525 0.20% Shares
MML INVESTORS SERVICES, LLC $5,751,824 196,040 0.20% Shares
Beta Wealth Group, Inc. $5,651,499 192,621 0.20% Shares
Steward Partners Investment Advisory, LLC $5,331,929 181,729 0.19% Shares
AXXCESS WEALTH MANAGEMENT, LLC $5,095,918 173,685 0.18% Shares
Perennial Investment Advisors, LLC $4,770,514 162,594 0.17% Shares
GREAT VALLEY ADVISOR GROUP, INC. $4,750,089 161,887 0.17% Shares
Empire Financial Management Company, LLC $4,500,817 153,402 0.16% Shares
Portside Wealth Group, LLC $4,497,030 153,273 0.16% Shares
Vise Technologies, Inc. $4,480,396 152,706 0.16% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,444,129 145,375 0.16% Shares
D.A. DAVIDSON & CO. $4,341,205 147,962 0.15% Shares
Kestra Advisory Services, LLC $4,250,720 144,878 0.15% Shares
CHANNEL WEALTH LLC $4,184,706 142,628 0.15% Shares
Atria Investments, Inc $4,182,300 142,546 0.15% Shares
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $4,131,307 140,808 0.14% Shares
Twelve Points Wealth Management LLC $4,064,545 138,533 0.14% Shares
Echo45 Advisors LLC $4,051,399 138,084 0.14% Shares
Platform Technology Partners $4,049,224 138,010 0.14% Shares
OneAscent Financial Services LLC $4,009,692 136,663 0.14% Shares
GRAYHAWK INVESTMENT STRATEGIES INC. $3,914,907 162,782 0.14% Shares
TRUIST FINANCIAL CORP $3,908,062 133,199 0.14% Shares
SFG Wealth Management, LLC. $3,844,243 131,024 0.13% Shares
KICKSTAND VENTURES, LLC. $3,723,481 126,908 0.13% Shares
Randall & Associates Wealth Management $3,691,676 125,824 0.13% Shares
Coastal Bridge Advisors, LLC $3,361,161 114,559 0.12% Shares
Ausdal Financial Partners, Inc. $3,070,607 104,656 0.11% Shares
PLANWISER FINANCIAL, LLC $3,057,199 104,199 0.11% Shares
CERTIOR FINANCIAL GROUP, LLC $2,948,993 100,511 0.10% Shares
MONECO ADVISORS, LLC $2,841,451 96,846 0.10% Shares
IFP Advisors, Inc $2,820,014 96,115 0.10% Shares
COURIER CAPITAL LLC $2,781,784 94,812 0.10% Shares
CARY STREET PARTNERS FINANCIAL LLC $2,672,052 91,072 0.09% Shares
Alliance Wealth Advisors, LLC /UT $2,627,602 89,557 0.09% Shares
PCG Wealth Advisors, LLC $2,445,874 83,363 0.09% Shares
Bedel Financial Consulting, Inc. $2,418,614 82,434 0.08% Shares
MainStreet Investment Advisors LLC $2,339,601 79,741 0.08% Shares
HARBOR INVESTMENT ADVISORY, LLC $2,185,449 74,487 0.08% Shares
FLYNN ZITO CAPITAL MANAGEMENT, LLC $2,172,660 74,051 0.08% Shares
Worth Financial Advisory Group, LLC $2,113,037 72,019 0.07% Shares
Cerity Partners LLC $1,996,690 68,054 0.07% Shares
SHP Wealth Management $1,994,039 67,963 0.07% Shares
World Investment Advisors $1,986,789 64,069 0.07% Shares
VICUS CAPITAL $1,939,260 66,096 0.07% Shares
NOMURA ASSET MANAGEMENT CO LTD $1,924,704 65,600 0.07% Shares
EXCHANGE TRADED CONCEPTS, LLC $1,913,995 65,235 0.07% Shares
Kathmere Capital Management, LLC $1,902,259 64,835 0.07% Shares
Opus Financial Solutions LLC $1,863,207 63,504 0.07% Shares
MassMutual Private Wealth & Trust, FSB $1,808,078 61,625 0.06% Shares
Baird Financial Group, Inc. $1,722,581 58,711 0.06% Shares
Marshall & Sterling Wealth Advisors Inc. $1,634,973 55,725 0.06% Shares
Meridian Wealth Management, LLC $1,581,479 53,902 0.06% Shares
Bank of New York Mellon Corp $1,514,454 51,617 0.05% Shares
IronOak Wealth LLC. $1,496,653 61,616 0.05% Shares
IHT Wealth Management, LLC $1,482,140 50,516 0.05% Shares
GENESIS PRIVATE WEALTH, LLC $1,369,855 46,689 0.05% Shares
Embree Financial Group $1,257,454 42,858 0.04% Shares
Signal Advisors Wealth, LLC $1,249,473 42,586 0.04% Shares
Gateway Wealth Partners, LLC $1,248,924 42,567 0.04% Shares
Cyndeo Wealth Partners, LLC $1,196,397 40,777 0.04% Shares
GREENWOOD CAPITAL ASSOCIATES LLC $1,194,373 40,708 0.04% Shares
Wallace Advisory Group, LLC $1,177,561 40,135 0.04% Shares
Ackerman Capital Advisors, LLC $1,154,206 39,339 0.04% Shares
Advisory Services Network, LLC $1,111,781 37,893 0.04% Shares
Outlook Wealth Advisors, LLC $1,100,927 37,378 0.04% Shares
FIFTH THIRD BANCORP $1,085,551 36,999 0.04% Shares
Visionary Wealth Advisors $1,072,117 36,541 0.04% Shares
LAKE STREET PRIVATE WEALTH, LLC $1,057,348 36,037 0.04% Shares
SK Wealth Management, LLC $1,055,688 31,551 0.04% Shares
Advisors Preferred, LLC $1,025,030 34,571 0.04% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $1,016,236 34,708 0.04% Shares
HM PAYSON & CO $1,014,921 34,592 0.04% Shares
Arkadios Wealth Advisors $1,010,483 34,440 0.04% Shares
Rockefeller Capital Management L.P. $945,863 32,238 0.03% Shares
Integrated Wealth Concepts LLC $893,381 30,449 0.03% Shares
STAR Financial Bank $880,640 30,015 0.03% Shares
Global Retirement Partners, LLC $862,247 29,388 0.03% Shares
4J Wealth Management LLC $840,265 28,639 0.03% Shares
Merit Financial Group, LLC $827,041 28,188 0.03% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $814,323 27,755 0.03% Shares
Corient Private Wealth LP $787,427 26,838 0.03% Shares
COMERICA BANK $780,912 31,463 0.03% Shares
FINANCIAL MANAGEMENT NETWORK INC $768,530 24,107 0.03% Shares
SHEETS SMITH WEALTH MANAGEMENT $764,776 26,066 0.03% Shares
Concurrent Investment Advisors, LLC $754,871 25,728 0.03% Shares
CreativeOne Wealth, LLC $754,185 25,705 0.03% Shares
MGO ONE SEVEN LLC $753,393 25,678 0.03% Shares
Richmond Investment Services, LLC $751,198 25,603 0.03% Shares
OneAscent Family Office, LLC $723,994 24,676 0.03% Shares
Financial Network Wealth Advisors LLC $711,935 24,265 0.02% Shares
NORTHEAST PLANNING ASSOCIATES, INC. / NH / $685,267 24,731 0.02% Shares
Sagard Holdings Management Inc. $677,044 26,242 0.02% Shares
Balboa Wealth Partners $647,798 22,079 0.02% Shares
WHITTIER TRUST CO $635,660 20,855 0.02% Shares
TRUST CO OF TOLEDO NA /OH/ $626,350 21,348 0.02% Shares
NWAM LLC $611,211 20,832 0.02% Shares
Beacon Pointe Advisors, LLC $571,259 19,470 0.02% Shares
NewEdge Advisors, LLC $559,572 19,072 0.02% Shares
NORDEN GROUP LLC $558,222 19,026 0.02% Shares
Presidio Capital Management, LLC $553,147 18,853 0.02% Shares
Belpointe Asset Management LLC $548,101 18,681 0.02% Shares
CGN Advisors LLC $538,096 18,340 0.02% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $535,367 18,247 0.02% Shares
FIDUCIARY FINANCIAL ADVISORS $531,024 18,134 0.02% Shares
Ascension Capital Advisors, Inc. $509,430 17,363 0.02% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $507,641 17,302 0.02% Shares
OneAscent Wealth Management LLC $506,849 17,275 0.02% Shares
Prosperity Consulting Group, LLC $504,384 17,191 0.02% Shares
Worth Asset Management, LLC $499,015 17,008 0.02% Shares
KWB Wealth $475,514 19,159 0.02% Shares
Advisory Alpha, LLC $475,249 16,198 0.02% Shares
MORGAN STANLEY $472,732 16,112 0.02% Shares
Vavra Capital Management, LLC $444,648 15,155 0.02% Shares
PFG Investments, LLC $426,515 14,537 0.01% Shares
Entelevest, LLC $420,060 14,317 0.01% Shares
NewEdge Wealth, LLC $388,227 13,232 0.01% Shares
TRUSTMARK BANK TRUST DEPARTMENT $383,386 13,067 0.01% Shares
Fragasso Financial Advisors Inc $382,063 13,022 0.01% Shares
CIBC Bancorp USA Inc. $376,667 12,838 0.01% Shares
Prospera Financial Services Inc $376,390 12,829 0.01% Shares
CIBC Private Wealth Group LLC $372,294 14,430 0.01% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $370,625 12,632 0.01% Shares
Aventura Private Wealth, LLC $357,713 12,192 0.01% Shares
PFG Advisors $349,469 11,911 0.01% Shares
Legacy Wealth Managment, LLC/ID $339,964 11,587 0.01% Shares
FOCUSED ALPHA, LLC $330,120 11,252 0.01% Shares
MERCER GLOBAL ADVISORS INC /ADV $319,777 10,899 0.01% Shares
WBI INVESTMENTS, LLC $318,706 10,862 0.01% Shares
Apollon Wealth Management, LLC $318,574 10,858 0.01% Shares
Arax Advisory Partners $313,645 10,690 0.01% Shares
Focus Partners Advisor Solutions, LLC $281,957 9,610 0.01% Shares
OMNI 360 Wealth, Inc. $281,957 9,610 0.01% Shares
Trajan Wealth LLC $272,715 9,295 0.01% Shares
Eagle Strategies LLC $269,534 9,187 0.01% Shares
REGIMEN WEALTH, LLC $268,402 9,148 0.01% Shares
Englebert Financial Advisers, LLC $268,197 9,141 0.01% Shares
RWA WEALTH PARTNERS, LLC $264,060 9,000 0.01% Shares
Family Office Research LLC $255,541 8,710 0.01% Shares
Harvest Investment Services, LLC $255,111 8,695 0.01% Shares
FIDUCIENT ADVISORS LLC $253,410 8,637 0.01% Shares
EASTERN BANK $246,397 8,398 0.01% Shares
Crewe Advisors LLC $230,906 7,870 0.01% Shares
VERUS CAPITAL PARTNERS, LLC $229,409 7,819 0.01% Shares
PRESILIUM PRIVATE WEALTH, LLC $224,774 7,661 0.01% Shares
Ballew Advisors, Inc $224,599 7,575 0.01% Shares
Farther Finance Advisors, LLC $182,377 6,216 0.01% Shares
Ensign Peak Advisors, Inc $181,908 6,200 0.01% Shares
WHITTIER TRUST CO OF NEVADA INC $150,896 4,985 0.01% Shares
Synergy Investment Management, LLC $139,028 4,738 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $120,696 4,090 0.00% Shares
Birchwood Financial Partners, Inc. $105,947 3,611 0.00% Shares
HARBOUR INVESTMENTS, INC. $90,279 3,077 0.00% Shares
US BANCORP \DE\ $84,264 2,872 0.00% Shares
Continuum Advisory, LLC $72,382 2,467 0.00% Shares
Sandy Spring Bank $71,549 2,975 0.00% Shares
Westside Investment Management, Inc. $55,746 1,900 0.00% Shares
PRIVATE TRUST CO NA $50,142 1,709 0.00% Shares
BlackRock, Inc. $49,482 1,686 0.00% Shares
Litman Gregory Wealth Management LLC $49,392 1,990 0.00% Shares
Allworth Financial LP $38,876 1,325 0.00% Shares
MATHER GROUP, LLC. $35,560 1,212 0.00% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $22,796 777 0.00% Shares
UBS Group AG $20,948 714 0.00% Shares
IFG Advisory, LLC $20,480 698 0.00% Shares
Sowa Financial Group, Inc. $19,880 677,587 0.00% Shares
EverSource Wealth Advisors, LLC $18,946 646 0.00% Shares
Cambridge Investment Research Advisors, Inc. $16,929 576,978 0.00% Shares
Atlantic Union Bankshares Corp $16,871 575 0.00% Shares
OLD SECOND NATIONAL BANK OF AURORA $13,350 455 0.00% Shares
CAROLINAS WEALTH CONSULTING LLC $12,390 515 0.00% Shares
Janney Montgomery Scott LLC $10,994 374,717 0.00% Shares
JNBA Financial Advisors $7,482 255 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,117 165 0.00% Shares
Lloyd Advisory Services, LLC. $4,489 153 0.00% Shares
Buck Wealth Strategies, LLC $2,318 79 0.00% Shares
Matrix Trust Co $1,082 36,880 0.00% Shares
Signature Resources Capital Management, LLC $616 21 0.00% Shares
Capital Analysts, LLC $476 16,247 0.00% Shares
Stillwater Private Wealth, LLC $320 9,509 0.00% Shares
HARBOR CAPITAL ADVISORS, INC. $108 3,676 0.00% Shares
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $36 1,235 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $0 14 0.00% Shares