Ticker: HBTA CUSIP: 44053A630 Class: EXPEDITION PLUS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bank of New York Mellon Corp | 1,537,455 | $44,540 |
| Cambridge Investment Research Advisors, Inc. | 721,098 | $21 |
| ENVESTNET ASSET MANAGEMENT INC | 701,876 | $20,333 |
| Cetera Investment Advisers | 547,364 | $15,857 |
| Brinker Capital Investments, LLC | 114,133 | $3,306 |
| PRINCIPAL SECURITIES, INC. | 55,979 | $1,622 |
| CERTIOR FINANCIAL GROUP, LLC | 24,599 | $713 |
| Envestnet Portfolio Solutions, Inc. | 24,191 | $701 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 19,096 | $553 |
| Horizon Investments, LLC | 18,820 | $545 |
| OLD MISSION CAPITAL LLC | 17,536 | $508 |
| Brookwood Investment Group LLC | 10,876 | $315 |
| OSAIC HOLDINGS, INC. | 10,449 | $303 |
| Ausdal Financial Partners, Inc. | 9,929 | $288 |
| HBW ADVISORY SERVICES LLC | 5,236 | $152 |
| JPMORGAN CHASE & CO | 3,969 | $115 |
| Kestra Advisory Services, LLC | 1,102 | $32 |
| ROYAL BANK OF CANADA | 594 | $17 |
| UBS Group AG | 414 | $12 |
| Allworth Financial LP | 130 | $4 |
| Total (20 institutions) | 3,824,846 | $89,936 |