Ticker: HMOP CUSIP: 41653L503 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Per Stirling Capital Management, LLC. | 154,950 | $6,060 |
| Fragasso Group Inc. | 226,628 | $8,863 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 13,958 | $546 |
| RTD Financial Advisors, Inc. | 24,288 | $950 |
| ARKANSAS FINANCIAL GROUP, INC. | 14,521 | $568 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 6,598 | $258 |
| Stonebridge Financial Group, LLC | 10,355 | $405 |
| Farther Finance Advisors, LLC | 28,362 | $1,109 |
| OLD MISSION CAPITAL LLC | 8,174 | $320 |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,067 | $159 |
| ABOUND FINANCIAL, LLC | 698 | $27 |
| Kingsview Wealth Management, LLC | 7,012 | $274 |
| HUNTINGTON NATIONAL BANK | 1,361 | $53 |
| UBS Group AG | 395 | $15 |
| CWM, LLC | 14,551 | $1 |
| NATIXIS ADVISORS, L.P. | 14,660 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GGM Financials LLC | 158,450 | 175,153 | +16,703 (+10.5%) |
| Johnson & White Wealth Management, LLC | 245,689 | 254,880 | +9,191 (+3.7%) |
| Goldstein Advisors, LLC | 490,884 | 511,050 | +20,166 (+4.1%) |
| Legacy Wealth Management, Inc | 547,484 | 596,389 | +48,905 (+8.9%) |
| CONSILIO WEALTH ADVISORS, LLC | 116,938 | 120,104 | +3,166 (+2.7%) |
| Bernardo Wealth Planning LLC | 124,010 | 129,175 | +5,165 (+4.2%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,947 | 5,195 | +2,248 (+76.3%) |
| Sepio Capital, LP | 126,986 | 141,085 | +14,099 (+11.1%) |
| GAMMA Investing LLC | 34,998 | 51,852 | +16,854 (+48.2%) |
| VERUS CAPITAL PARTNERS, LLC | 114,419 | 123,278 | +8,859 (+7.7%) |
| OneAscent Financial Services LLC | 18,766 | 25,308 | +6,542 (+34.9%) |
| Apollon Financial, LLC | 50,378 | 52,882 | +2,504 (+5.0%) |
| Retirement Planning Group, LLC | 65,348 | 77,305 | +11,957 (+18.3%) |
| Apollon Wealth Management, LLC | 428,721 | 441,970 | +13,249 (+3.1%) |
| RiverFront Investment Group, LLC | 98,899 | 119,642 | +20,743 (+21.0%) |
| Richard P Slaughter Associates Inc | 33,269 | 34,843 | +1,574 (+4.7%) |
| VICUS CAPITAL | 14,694 | 19,725 | +5,031 (+34.2%) |
| RAYMOND JAMES FINANCIAL INC | 1,023,106 | 1,395,661 | +372,555 (+36.4%) |
| Merit Financial Group, LLC | 28,572 | 52,821 | +24,249 (+84.9%) |
| Steward Partners Investment Advisory, LLC | 754,736 | 770,061 | +15,325 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 63,484 | 54,185 | -9,299 (-14.6%) |
| Montis Financial, LLC | 82,869 | 55,308 | -27,561 (-33.3%) |
| CRUX WEALTH ADVISORS | 73,585 | 68,318 | -5,267 (-7.2%) |
| Landmark Wealth Management, LLC | 58,842 | 54,445 | -4,397 (-7.5%) |
| Stonehearth Capital Management, LLC | 29,539 | 23,600 | -5,939 (-20.1%) |
| Wealthcare Advisory Partners LLC | 153,758 | 138,424 | -15,334 (-10.0%) |
| HighTower Advisors, LLC | 350,901 | 199,715 | -151,186 (-43.1%) |
| Cornerstone Wealth Group, LLC | 32,902 | 30,330 | -2,572 (-7.8%) |
| Avantax Planning Partners, Inc. | 163,165 | 159,807 | -3,358 (-2.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 129,009 | 87,536 | -41,473 (-32.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 132,792 | 73,608 | -59,184 (-44.6%) |
| Magnus Financial Group LLC | 31,208 | 29,932 | -1,276 (-4.1%) |
| OSAIC HOLDINGS, INC. | 102,009 | 86,894 | -15,115 (-14.8%) |
| World Investment Advisors | 74,671 | 72,847 | -1,824 (-2.4%) |
| Focus Partners Wealth | 408,666 | 403,504 | -5,162 (-1.3%) |
| CITADEL ADVISORS LLC | 12,175 | 5,426 | -6,749 (-55.4%) |
| ROYAL BANK OF CANADA | 9,215 | 5,480 | -3,735 (-40.5%) |
| CAPTRUST FINANCIAL ADVISORS | 28,016 | 26,419 | -1,597 (-5.7%) |
| Amplius Wealth Advisors, LLC | 18,521 | 18,221 | -300 (-1.6%) |
| Savvy Advisors, Inc. | 22,182 | 21,796 | -386 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sterling Investment Counsel, LLC | 175,912 | $6,855 |
| Uniting Wealth Partners, LLC | 108,956 | $4,259 |
| Oregon Pacific Wealth Management, LLC | 6,000 | $234 |
| Exit Wealth Advisors, LLC. | 6,736 | $263 |
| Madison Wealth Partners, Inc | 5,397 | $210 |
| Buckingham Strategic Partners | 5,681 | $221 |
| FLOW TRADERS U.S. LLC | 10,691 | $0 |
| CIBC Private Wealth Group, LLC | 416 | $16 |
| Smartleaf Asset Management LLC | 1 | $0 |