HGER — Détenteurs institutionnels (13F)

239 déclarants · $2.9B total · Au 30 septembre 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
WELLS FARGO & COMPANY/MN $495 531 727 16 889 289 17,37% Actions
BANK OF AMERICA CORP /DE/ $405 379 149 13 816 604 14,21% Actions
JPMORGAN CHASE & CO $369 247 707 12 754 670 12,94% Actions
3EDGE Asset Management, LP $128 503 420 4 379 803 4,50% Actions
GREAT LAKES ADVISORS, LLC $107 799 072 3 674 133 3,78% Actions
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $97 336 007 3 317 519 3,41% Actions
LPL Financial LLC $94 894 228 3 234 296 3,33% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91 627 282 3 122 947 3,21% Actions
RAYMOND JAMES FINANCIAL INC $89 759 295 3 059 281 3,15% Actions
Pinnacle Financial Partners, Inc. $40 154 861 1 368 604 1,41% Actions
HighTower Advisors, LLC $39 812 906 1 356 950 1,40% Actions
New Harbor Financial Group, LLC $37 403 336 1 274 824 1,31% Actions
Horizon Advisory Services, Inc. $34 235 999 1 166 871 1,20% Actions
ASSETMARK, INC $32 292 132 1 100 618 1,13% Actions
SYNOVUS FINANCIAL CORP $31 055 341 1 203 559 1,09% Actions
COMMONWEALTH EQUITY SERVICES, LLC $30 476 514 1 038 736 1,07% Actions
Private Advisor Group, LLC $27 540 917 938 680 0,97% Actions
CENTRAL TRUST Co $24 366 050 830 472 0,85% Actions
ROYAL BANK OF CANADA $23 572 000 803 424 0,83% Actions
Ellsworth Advisors, LLC $20 513 576 645 893 0,72% Actions
Vident Advisory, LLC $20 432 405 696 401 0,72% Actions
INSPIRION WEALTH ADVISORS, LLC $20 198 767 684 472 0,71% Actions
Aprio Wealth Management, LLC $19 419 862 661 890 0,68% Actions
Advisor OS, LLC $17 536 195 597 689 0,61% Actions
Sanctuary Advisors, LLC $15 423 752 525 690 0,54% Actions
Compound Planning, Inc. $15 378 917 524 162 0,54% Actions
MJP ASSOCIATES INC /ADV $15 030 471 512 286 0,53% Actions
PRIVATE CLIENT SERVICES, LLC $12 625 548 358 070 0,44% Actions
Cornerstone Wealth Group, LLC $12 513 921 426 514 0,44% Actions
Jefferies Financial Group Inc. $11 740 372 400 149 0,41% Actions
Choice Wealth Advisors LLC $11 704 577 398 929 0,41% Actions
Stratos Wealth Partners, LTD. $11 600 605 395 385 0,41% Actions
Mariner, LLC $11 193 664 381 515 0,39% Actions
Resonant Capital Advisors, LLC $11 073 708 377 427 0,39% Actions
Cetera Investment Advisers $10 131 793 345 324 0,36% Actions
OPPENHEIMER & CO INC $10 061 654 342 933 0,35% Actions
ENVESTNET ASSET MANAGEMENT INC $10 058 334 342 820 0,35% Actions
Blue Trust, Inc. $9 917 830 338 031 0,35% Actions
NORTHCAPE WEALTH MANAGEMENT, LLC $9 652 303 328 981 0,34% Actions
Sunrise Financial Services, LLC $9 647 392 328 814 0,34% Actions
Csenge Advisory Group $9 410 165 320 728 0,33% Actions
Ethos Financial Group, LLC $9 224 822 286 041 0,32% Actions
Guided Capital Wealth Management, LLC $9 050 833 308 481 0,32% Actions
Great Diamond Partners, LLC $8 351 220 284 636 0,29% Actions
TWIN FOCUS CAPITAL PARTNERS, LLC $8 350 457 284 610 0,29% Actions
&PARTNERS $7 825 595 266 330 0,27% Actions
OSAIC HOLDINGS, INC. $7 712 787 262 873 0,27% Actions
MBL Wealth, LLC $7 620 977 259 747 0,27% Actions
Weil Company, Inc. $7 297 387 248 718 0,26% Actions
VestGen Advisors, LLC $7 264 731 247 605 0,25% Actions
tru Independence LLC $7 232 606 246 510 0,25% Actions
CROBAN $7 216 774 245 978 0,25% Actions
Cooper Financial Group $7 182 725 244 810 0,25% Actions
D L CARLSON INVESTMENT GROUP INC $7 124 251 242 817 0,25% Actions
Proactive Wealth Strategies LLC $6 428 998 219 119 0,23% Actions
NVWM, LLC $6 192 677 211 066 0,22% Actions
Nvest Wealth Strategies, Inc. $6 139 825 197 995 0,22% Actions
Archford Capital Strategies, LLC $5 795 384 197 525 0,20% Actions
MML INVESTORS SERVICES, LLC $5 751 824 196 040 0,20% Actions
Beta Wealth Group, Inc. $5 651 499 192 621 0,20% Actions
Steward Partners Investment Advisory, LLC $5 331 929 181 729 0,19% Actions
AXXCESS WEALTH MANAGEMENT, LLC $5 095 918 173 685 0,18% Actions
Perennial Investment Advisors, LLC $4 770 514 162 594 0,17% Actions
GREAT VALLEY ADVISOR GROUP, INC. $4 750 089 161 887 0,17% Actions
Empire Financial Management Company, LLC $4 500 817 153 402 0,16% Actions
Portside Wealth Group, LLC $4 497 030 153 273 0,16% Actions
Vise Technologies, Inc. $4 480 396 152 706 0,16% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4 444 129 145 375 0,16% Actions
D.A. DAVIDSON & CO. $4 341 205 147 962 0,15% Actions
Kestra Advisory Services, LLC $4 250 720 144 878 0,15% Actions
CHANNEL WEALTH LLC $4 184 706 142 628 0,15% Actions
Atria Investments, Inc $4 182 300 142 546 0,15% Actions
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $4 131 307 140 808 0,14% Actions
Twelve Points Wealth Management LLC $4 064 545 138 533 0,14% Actions
Echo45 Advisors LLC $4 051 399 138 084 0,14% Actions
Platform Technology Partners $4 049 224 138 010 0,14% Actions
OneAscent Financial Services LLC $4 009 692 136 663 0,14% Actions
GRAYHAWK INVESTMENT STRATEGIES INC. $3 914 907 162 782 0,14% Actions
TRUIST FINANCIAL CORP $3 908 062 133 199 0,14% Actions
SFG Wealth Management, LLC. $3 844 243 131 024 0,13% Actions
KICKSTAND VENTURES, LLC. $3 723 481 126 908 0,13% Actions
Randall & Associates Wealth Management $3 691 676 125 824 0,13% Actions
Coastal Bridge Advisors, LLC $3 361 161 114 559 0,12% Actions
Ausdal Financial Partners, Inc. $3 070 607 104 656 0,11% Actions
PLANWISER FINANCIAL, LLC $3 057 199 104 199 0,11% Actions
CERTIOR FINANCIAL GROUP, LLC $2 948 993 100 511 0,10% Actions
MONECO ADVISORS, LLC $2 841 451 96 846 0,10% Actions
IFP Advisors, Inc $2 820 014 96 115 0,10% Actions
COURIER CAPITAL LLC $2 781 784 94 812 0,10% Actions
CARY STREET PARTNERS FINANCIAL LLC $2 672 052 91 072 0,09% Actions
Alliance Wealth Advisors, LLC /UT $2 627 602 89 557 0,09% Actions
PCG Wealth Advisors, LLC $2 445 874 83 363 0,09% Actions
Bedel Financial Consulting, Inc. $2 418 614 82 434 0,08% Actions
MainStreet Investment Advisors LLC $2 339 601 79 741 0,08% Actions
HARBOR INVESTMENT ADVISORY, LLC $2 185 449 74 487 0,08% Actions
FLYNN ZITO CAPITAL MANAGEMENT, LLC $2 172 660 74 051 0,08% Actions
Worth Financial Advisory Group, LLC $2 113 037 72 019 0,07% Actions
Cerity Partners LLC $1 996 690 68 054 0,07% Actions
SHP Wealth Management $1 994 039 67 963 0,07% Actions
World Investment Advisors $1 986 789 64 069 0,07% Actions
VICUS CAPITAL $1 939 260 66 096 0,07% Actions
NOMURA ASSET MANAGEMENT CO LTD $1 924 704 65 600 0,07% Actions
EXCHANGE TRADED CONCEPTS, LLC $1 913 995 65 235 0,07% Actions
Kathmere Capital Management, LLC $1 902 259 64 835 0,07% Actions
Opus Financial Solutions LLC $1 863 207 63 504 0,07% Actions
MassMutual Private Wealth & Trust, FSB $1 808 078 61 625 0,06% Actions
Baird Financial Group, Inc. $1 722 581 58 711 0,06% Actions
Marshall & Sterling Wealth Advisors Inc. $1 634 973 55 725 0,06% Actions
Meridian Wealth Management, LLC $1 581 479 53 902 0,06% Actions
Bank of New York Mellon Corp $1 514 454 51 617 0,05% Actions
IronOak Wealth LLC. $1 496 653 61 616 0,05% Actions
IHT Wealth Management, LLC $1 482 140 50 516 0,05% Actions
GENESIS PRIVATE WEALTH, LLC $1 369 855 46 689 0,05% Actions
Embree Financial Group $1 257 454 42 858 0,04% Actions
Signal Advisors Wealth, LLC $1 249 473 42 586 0,04% Actions
Gateway Wealth Partners, LLC $1 248 924 42 567 0,04% Actions
Cyndeo Wealth Partners, LLC $1 196 397 40 777 0,04% Actions
GREENWOOD CAPITAL ASSOCIATES LLC $1 194 373 40 708 0,04% Actions
Wallace Advisory Group, LLC $1 177 561 40 135 0,04% Actions
Ackerman Capital Advisors, LLC $1 154 206 39 339 0,04% Actions
Advisory Services Network, LLC $1 111 781 37 893 0,04% Actions
Outlook Wealth Advisors, LLC $1 100 927 37 378 0,04% Actions
FIFTH THIRD BANCORP $1 085 551 36 999 0,04% Actions
Visionary Wealth Advisors $1 072 117 36 541 0,04% Actions
LAKE STREET PRIVATE WEALTH, LLC $1 057 348 36 037 0,04% Actions
SK Wealth Management, LLC $1 055 688 31 551 0,04% Actions
Advisors Preferred, LLC $1 025 030 34 571 0,04% Actions
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $1 016 236 34 708 0,04% Actions
HM PAYSON & CO $1 014 921 34 592 0,04% Actions
Arkadios Wealth Advisors $1 010 483 34 440 0,04% Actions
Rockefeller Capital Management L.P. $945 863 32 238 0,03% Actions
Integrated Wealth Concepts LLC $893 381 30 449 0,03% Actions
STAR Financial Bank $880 640 30 015 0,03% Actions
Global Retirement Partners, LLC $862 247 29 388 0,03% Actions
4J Wealth Management LLC $840 265 28 639 0,03% Actions
Merit Financial Group, LLC $827 041 28 188 0,03% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $814 323 27 755 0,03% Actions
Corient Private Wealth LP $787 427 26 838 0,03% Actions
COMERICA BANK $780 912 31 463 0,03% Actions
FINANCIAL MANAGEMENT NETWORK INC $768 530 24 107 0,03% Actions
SHEETS SMITH WEALTH MANAGEMENT $764 776 26 066 0,03% Actions
Concurrent Investment Advisors, LLC $754 871 25 728 0,03% Actions
CreativeOne Wealth, LLC $754 185 25 705 0,03% Actions
MGO ONE SEVEN LLC $753 393 25 678 0,03% Actions
Richmond Investment Services, LLC $751 198 25 603 0,03% Actions
OneAscent Family Office, LLC $723 994 24 676 0,03% Actions
Financial Network Wealth Advisors LLC $711 935 24 265 0,02% Actions
NORTHEAST PLANNING ASSOCIATES, INC. / NH / $685 267 24 731 0,02% Actions
Sagard Holdings Management Inc. $677 044 26 242 0,02% Actions
Balboa Wealth Partners $647 798 22 079 0,02% Actions
WHITTIER TRUST CO $635 660 20 855 0,02% Actions
TRUST CO OF TOLEDO NA /OH/ $626 350 21 348 0,02% Actions
NWAM LLC $611 211 20 832 0,02% Actions
Beacon Pointe Advisors, LLC $571 259 19 470 0,02% Actions
NewEdge Advisors, LLC $559 572 19 072 0,02% Actions
NORDEN GROUP LLC $558 222 19 026 0,02% Actions
Presidio Capital Management, LLC $553 147 18 853 0,02% Actions
Belpointe Asset Management LLC $548 101 18 681 0,02% Actions
CGN Advisors LLC $538 096 18 340 0,02% Actions
LEVEL FOUR ADVISORY SERVICES, LLC $535 367 18 247 0,02% Actions
FIDUCIARY FINANCIAL ADVISORS $531 024 18 134 0,02% Actions
Ascension Capital Advisors, Inc. $509 430 17 363 0,02% Actions
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $507 641 17 302 0,02% Actions
OneAscent Wealth Management LLC $506 849 17 275 0,02% Actions
Prosperity Consulting Group, LLC $504 384 17 191 0,02% Actions
Worth Asset Management, LLC $499 015 17 008 0,02% Actions
KWB Wealth $475 514 19 159 0,02% Actions
Advisory Alpha, LLC $475 249 16 198 0,02% Actions
MORGAN STANLEY $472 732 16 112 0,02% Actions
Vavra Capital Management, LLC $444 648 15 155 0,02% Actions
PFG Investments, LLC $426 515 14 537 0,01% Actions
Entelevest, LLC $420 060 14 317 0,01% Actions
NewEdge Wealth, LLC $388 227 13 232 0,01% Actions
TRUSTMARK BANK TRUST DEPARTMENT $383 386 13 067 0,01% Actions
Fragasso Financial Advisors Inc $382 063 13 022 0,01% Actions
CIBC Bancorp USA Inc. $376 667 12 838 0,01% Actions
Prospera Financial Services Inc $376 390 12 829 0,01% Actions
CIBC Private Wealth Group LLC $372 294 14 430 0,01% Actions
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $370 625 12 632 0,01% Actions
Aventura Private Wealth, LLC $357 713 12 192 0,01% Actions
PFG Advisors $349 469 11 911 0,01% Actions
Legacy Wealth Managment, LLC/ID $339 964 11 587 0,01% Actions
FOCUSED ALPHA, LLC $330 120 11 252 0,01% Actions
MERCER GLOBAL ADVISORS INC /ADV $319 777 10 899 0,01% Actions
WBI INVESTMENTS, LLC $318 706 10 862 0,01% Actions
Apollon Wealth Management, LLC $318 574 10 858 0,01% Actions
Arax Advisory Partners $313 645 10 690 0,01% Actions
Focus Partners Advisor Solutions, LLC $281 957 9 610 0,01% Actions
OMNI 360 Wealth, Inc. $281 957 9 610 0,01% Actions
Trajan Wealth LLC $272 715 9 295 0,01% Actions
Eagle Strategies LLC $269 534 9 187 0,01% Actions
REGIMEN WEALTH, LLC $268 402 9 148 0,01% Actions
Englebert Financial Advisers, LLC $268 197 9 141 0,01% Actions
RWA WEALTH PARTNERS, LLC $264 060 9 000 0,01% Actions
Family Office Research LLC $255 541 8 710 0,01% Actions
Harvest Investment Services, LLC $255 111 8 695 0,01% Actions
FIDUCIENT ADVISORS LLC $253 410 8 637 0,01% Actions
EASTERN BANK $246 397 8 398 0,01% Actions
Crewe Advisors LLC $230 906 7 870 0,01% Actions
VERUS CAPITAL PARTNERS, LLC $229 409 7 819 0,01% Actions
PRESILIUM PRIVATE WEALTH, LLC $224 774 7 661 0,01% Actions
Ballew Advisors, Inc $224 599 7 575 0,01% Actions
Farther Finance Advisors, LLC $182 377 6 216 0,01% Actions
Ensign Peak Advisors, Inc $181 908 6 200 0,01% Actions
WHITTIER TRUST CO OF NEVADA INC $150 896 4 985 0,01% Actions
Synergy Investment Management, LLC $139 028 4 738 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $120 696 4 090 0,00% Actions
Birchwood Financial Partners, Inc. $105 947 3 611 0,00% Actions
HARBOUR INVESTMENTS, INC. $90 279 3 077 0,00% Actions
US BANCORP \DE\ $84 264 2 872 0,00% Actions
Continuum Advisory, LLC $72 382 2 467 0,00% Actions
Sandy Spring Bank $71 549 2 975 0,00% Actions
Westside Investment Management, Inc. $55 746 1 900 0,00% Actions
PRIVATE TRUST CO NA $50 142 1 709 0,00% Actions
BlackRock, Inc. $49 482 1 686 0,00% Actions
Litman Gregory Wealth Management LLC $49 392 1 990 0,00% Actions
Allworth Financial LP $38 876 1 325 0,00% Actions
MATHER GROUP, LLC. $35 560 1 212 0,00% Actions
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $22 796 777 0,00% Actions
UBS Group AG $20 948 714 0,00% Actions
IFG Advisory, LLC $20 480 698 0,00% Actions
Sowa Financial Group, Inc. $19 880 677 587 0,00% Actions
EverSource Wealth Advisors, LLC $18 946 646 0,00% Actions
Cambridge Investment Research Advisors, Inc. $16 929 576 978 0,00% Actions
Atlantic Union Bankshares Corp $16 871 575 0,00% Actions
OLD SECOND NATIONAL BANK OF AURORA $13 350 455 0,00% Actions
CAROLINAS WEALTH CONSULTING LLC $12 390 515 0,00% Actions
Janney Montgomery Scott LLC $10 994 374 717 0,00% Actions
JNBA Financial Advisors $7 482 255 0,00% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5 117 165 0,00% Actions
Lloyd Advisory Services, LLC. $4 489 153 0,00% Actions
Buck Wealth Strategies, LLC $2 318 79 0,00% Actions
Matrix Trust Co $1 082 36 880 0,00% Actions
Signature Resources Capital Management, LLC $616 21 0,00% Actions
Capital Analysts, LLC $476 16 247 0,00% Actions
Stillwater Private Wealth, LLC $320 9 509 0,00% Actions
HARBOR CAPITAL ADVISORS, INC. $108 3 676 0,00% Actions
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $36 1 235 0,00% Actions
HANTZ FINANCIAL SERVICES, INC. $0 14 0,00% Actions