Ticker: HFND CUSIP: 886364439 Class: UNLIMITED HFND
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Darwin Wealth Management, LLC | 122,763 | $2,768 |
| AXXCESS WEALTH MANAGEMENT, LLC | 120,317 | $2,713 |
| Miller Global Investments, LLC | 119,514 | $2,695 |
| Arrowroot Family Office, LLC | 84,514 | $1,906 |
| Pursuit Wealth Management LLC | 73,970 | $1,668 |
| Fermata Advisors, LLC | 35,067 | $791 |
| Farther Finance Advisors, LLC | 22,856 | $515 |
| Oregon Pacific Wealth Management, LLC | 14,970 | $338 |
| Arete Wealth Advisors, LLC | 14,783 | $0 |
| COMERICA BANK | 12,591 | $284 |
| Clark Asset Management, LLC | 9,352 | $211 |
| Osbon Capital Management LLC | 1,168 | $26 |
| ASSETMARK, INC | 263 | $6 |
| JONES FINANCIAL COMPANIES LLLP | 135 | $3 |
| Total (14 institutions) | 632,263 | $13,925 |