CUSIP: 41013P749 | 125 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 538,822 | $2.8M | 1.2% | Yield | Medium | Santa Monica, CA | 2024-05-14 | |
| 312,903 | $1.6M | 0.1% | Yield | Medium | Richmond, VA | 2024-05-13 | |
| 294,649 | $1.5K | 0.0% | Yield | Low | Minneapolis, MN | 2024-05-14 | |
| 287,333 | $1.5M | 0.2% | Yield | High | Rosemary Beach, FL | 2025-01-31 | |
| 99,118 | $518.9K | 0.0% | Core | Low | New York, NY | 2024-10-17 | |
| 92,997 | $487.0K | 0.0% | Index | Low | Scottsdale, AZ | 2024-05-10 | |
| 82,101 | $429.8K | 0.1% | Yield | Very High | Westport, CT | 2024-05-14 | |
| 77,896 | $407.8K | 0.0% | Index | Very Low | Fort Mill, SC | 2024-05-10 | |
| 77,258 | $404.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-05-13 | |
| 67,807 | $355.0K | 0.0% | ETF | Low | Madison, WI | 2024-07-22 | |
| 65,409 | $342.7K | 0.0% | Yield | High | West Palm Beach, FL | 2024-05-15 | |
| 38,766 | $203 | 0.0% | ETF | Low | Waltham, MA | 2024-04-29 | |
| 37,300 | $195.3K | 0.0% | GARP | Low | Los Angeles, CA | 2025-10-06 | |
| 33,148 | $173.7K | 0.0% | Core | Low | Chicago, IL | 2024-05-14 | |
| 28,915 | $151.4K | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 26,900 | $140.8K | 0.0% | Index | Very Low | Schaumburg, IL | 2024-05-24 | |
| 24,250 | $127 | 0.0% | Growth | Very Low | Fort Mitchell, KY | 2024-04-18 | |
| 19,912 | $104.2K | 0.0% | Growth | Very Low | Irving, TX | 2024-05-08 | |
| 19,577 | $102.5K | 0.0% | Core | Medium | New York, NY | 2024-05-14 | |
| 17,098 | $89.5K | 0.0% | Core | Low | New York, NY | 2024-05-07 | |
| 14,900 | $78.0K | 0.0% | Core | Low | New Orleans, LA | 2024-05-14 | |
| 10,488 | $54.9K | 0.0% | N/A | N/A | New York, NY | 2024-05-13 | |
| 10,371 | $54.3K | 0.0% | Yield | Medium | Chappaqua, NY | 2024-05-13 | |
| 9,732 | $50.9K | 0.0% | Growth | High | Asheville, NC | 2024-05-10 | |
| 7,500 | $39.2K | 0.0% | N/A | N/A | Atlanta, 2Q | 2024-05-10 | |
| 3,000 | $15.7K | 0.0% | Core | Low | Cleveland, OH | 2024-04-24 | |
| 2,879 | $15.1K | 0.0% | Core | Low | Auburn, IN | 2024-05-29 | |
| 280 | $1.5K | 0.0% | Core | Low | Stamford, CT | 2024-05-15 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |