HQL — Institutional owners (13F)

86 filers · $135.3M 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
MORGAN STANLEY $35,454,713 1,771,848 26.20% Shares
RAYMOND JAMES FINANCIAL INC $13,789,574 689,134 10.19% Shares
LPL Financial LLC $10,288,368 514,161 7.60% Shares
Allspring Global Investments Holdings, LLC $9,107,031 455,124 6.73% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $8,865,250 443,041 6.55% Shares
FLAGSHIP HARBOR ADVISORS, LLC $8,019,293 400,765 5.93% Shares
AMERIPRISE FINANCIAL INC $3,913,082 195,451 2.89% Shares
180 WEALTH ADVISORS, LLC $3,058,108 152,829 2.26% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $3,001,500 150,000 2.22% Shares
Advisors Asset Management, Inc. $2,824,645 168,334 2.09% Shares
Formidable Asset Management, LLC $2,688,504 165,243 1.99% Shares
ROYAL BANK OF CANADA $2,495,000 124,679 1.84% Shares
BANK OF AMERICA CORP /DE/ $2,448,708 122,374 1.81% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,858,909 92,899 1.37% Shares
UHLMANN PRICE SECURITIES, LLC $1,631,156 81,518 1.21% Shares
Saba Capital Management, L.P. $1,562,681 78,095 1.15% Shares
1607 Capital Partners, LLC $1,528,504 76,387 1.13% Shares
World Investment Advisors $1,480,836 91,016 1.09% Shares
Z3 Capital Partners, LLC $1,441,320 72,030 1.06% Shares
Steward Partners Investment Advisory, LLC $1,375,109 68,721 1.02% Shares
GUGGENHEIM CAPITAL LLC $1,347,034 67,318 1.00% Shares
STIFEL FINANCIAL CORP $1,217,710 60,855 0.90% Shares
FIRST TRUST ADVISORS LP $1,130,104 56,477 0.84% Shares
Invesco Ltd. $1,079,720 53,959 0.80% Shares
Rockefeller Capital Management L.P. $944,792 47,216 0.70% Shares
OSAIC HOLDINGS, INC. $912,585 45,601 0.67% Shares
Kingsview Wealth Management, LLC $714,676 35,716 0.53% Shares
STEPHENS INC /AR/ $630,515 31,510 0.47% Shares
Closed-End Fund Advisors, Inc. $603,722 30,171 0.45% Shares
ENVESTNET ASSET MANAGEMENT INC $600,520 30,011 0.44% Shares
KPP Advisory Services LLC $505,275 25,251 0.37% Shares
Private Advisor Group, LLC $468,324 23,405 0.35% Shares
PMG Family Office LLC $466,473 23,312 0.34% Shares
XTX Topco Ltd $464,912 23,234 0.34% Shares
COMMONWEALTH EQUITY SERVICES, LLC $426,436 21,311 0.32% Shares
UBS Group AG $407,103 20,345 0.30% Shares
NewEdge Advisors, LLC $403,509 20,165 0.30% Shares
JANE STREET GROUP, LLC $365,983 18,290 0.27% Shares
OPPENHEIMER & CO INC $359,700 17,976 0.27% Shares
Atlantic Union Bankshares Corp $356,338 17,808 0.26% Shares
DECISION INVESTMENTS, INC $345,253 17,254 0.26% Shares
Atlas Wealth LLC $303,552 15,170 0.22% Shares
Almitas Capital LLC $297,649 14,875 0.22% Shares
CITADEL ADVISORS LLC $287,264 14,356 0.21% Shares
INDEPENDENT FINANCIAL GROUP, LLC $267,675 13,377 0.20% Shares
Live Oak Private Wealth LLC $264,592 13,223 0.20% Shares
Merit Financial Group, LLC $261,654 13,076 0.19% Shares
EVOLVE PRIVATE WEALTH, LLC $244,062 12,197 0.18% Shares
Wealthcare Advisory Partners LLC $237,639 11,876 0.18% Shares
Stratos Wealth Partners, LTD. $233,317 11,660 0.17% Shares
Cetera Investment Advisers $224,656 11,227 0.17% Shares
Shaker Financial Services, LLC $220,631 11,026 0.16% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $216,712 10,686 0.16% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $214,107 10,700 0.16% Shares
Baldwin Investment Management, LLC $208,323 10,411 0.15% Shares
Thomas J. Herzfeld Advisors, Inc. $183,912 9,191 0.14% Shares
CWM, LLC $163,595 10,055 0.12% Shares
WOLVERINE ASSET MANAGEMENT LLC $151,756 7,584 0.11% Shares
Global Retirement Partners, LLC $122,613 6,128 0.09% Shares
PNC Financial Services Group, Inc. $96,608 4,828 0.07% Shares
COMERICA BANK $78,499 4,678 0.06% Shares
WELLS FARGO & COMPANY/MN $69,335 3,465 0.05% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $56,248 2,811 0.04% Shares
CAROLINAS WEALTH CONSULTING LLC $43,996 3,467 0.03% Shares
BankPlus Trust Department $42,701 2,134 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $39,800 1,989 0.03% Shares
FIFTH THIRD BANCORP $36,107 1,804 0.03% Shares
VSM Wealth Advisory, LLC $34,544 1,726 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23,372 1,168 0.02% Shares
HARBOUR INVESTMENTS, INC. $22,801 1,139 0.02% Shares
Costello Asset Management, INC $22,225 1,111 0.02% Shares
WPG Advisers, LLC $18,884 944 0.01% Shares
Penserra Capital Management LLC $16,786 838,890 0.01% Shares
Buck Wealth Strategies, LLC $13,939 697 0.01% Shares
CoreCap Advisors, LLC $10,685 534 0.01% Shares
Newton One Investments LLC $10,246 512 0.01% Shares
ASSETMARK, INC $7,524 376 0.01% Shares
SALEM INVESTMENT COUNSELORS INC $2,502 125 0.00% Shares
Janney Montgomery Scott LLC $2,236 111,730 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,564 78,146 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $784 38 0.00% Shares
Nexus Investment Management ULC $640 32 0.00% Shares
WEDBUSH SECURITIES INC $319 15,960 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $212 13 0.00% Shares
HUNTINGTON NATIONAL BANK $120 6 0.00% Shares
JFS WEALTH ADVISORS, LLC $49 3 0.00% Shares