CUSIP: 42254E104 | 33 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 191,541 | $22.4K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-05-10 | |
| 180,465 | $21.1K | 0.0% | ETF | Low | Edina, MN | 2024-05-13 | |
| 165,373 | $19.3K | 0.0% | Index | Very Low | Chicago, IL | 2024-05-14 | |
| 123,086 | $14.4K | 0.0% | Core | Very High | Miami, FL | 2024-05-15 | |
| 122,465 | $14 | 0.0% | GARP | Very High | New York, NY | 2024-05-13 | |
| 100,000 | $11.7K | 0.0% | Growth | Low | Los Angeles, CA | 2024-05-10 | |
| 81,995 | $9.6K | 0.0% | ETF | Very Low | New Braunfels, TX | 2024-05-07 | |
| 75,000 | $8.8K | 0.0% | Core | Very Low | Denver, CO | 2024-05-16 | |
| 70,358 | $8.2K | 0.0% | N/A | N/A | Flint, MI | 2024-05-15 | |
| 62,489 | $7.3K | 0.0% | GARP | Very High | New York, NY | 2024-05-15 | |
| 50,538 | $5.9K | 0.0% | Value | Very High | New York, NY | 2024-05-15 | |
| 50,000 | $5.8K | 0.0% | Yield | Low | Denton, TX | 2024-04-26 | |
| 50,000 | $5.8K | 0.0% | Agg Growth | High | New York, NY | 2024-05-15 | |
| 49,180 | $5.7K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-05-07 | |
| 45,822 | $5.4K | 0.0% | Core | Medium | New York, NY | 2024-05-15 | |
| 42,316 | $4.9K | 0.0% | Index | Very Low | Boston, MA | 2024-05-13 | |
| 24,307 | $2.8K | 0.0% | Value | Very High | London, United Kingdom | 2024-05-13 | |
| 20,400 | $2.0K | 0.0% | Core | Medium | Wesley Chapel, FL | 2024-04-23 | |
| 19,993 | $2.3K | 0.0% | ETF | Medium | Cornelius, NC | 2024-05-08 | |
| 15,000 | $1.8K | 0.0% | Growth | High | Baltimore, MD | 2024-04-18 | |
| 14,122 | $1.7K | 0.0% | Value | High | Stamford, CT | 2024-05-15 | |
| 453 | $53 | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 10 | $1 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |
| 7.5% |
| New 5%+ stake |
| Oct 5, 2026 |
| No 13F filer matched |
| 13DDigital Currency Group, Inc. | 411,522 | 9.4% | New 5%+ stake | Aug 12, 2026 | No 13F filer matched |