CUSIP: 42968F108 | US | Financial Services · Asset Management | Micro Cap | 174 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,485,826 | $7.7M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 156,643 | $808.3K | 0.3% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 93,656 | $483.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 76,811 | $396.3K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 71,865 | $370.8K | 0.3% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 61,119 | $315.4K | 0.2% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 49,443 | $255.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 37,917 | $191.5K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 34,925 | $180.2K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 33,562 | $173.2K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 29,160 | $150.5K | 0.1% | Growth | Low | Frisco, TX | 2026-11-03 | |
| 26,489 | $136.7K | 0.0% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 21,617 | $111.5K | 0.0% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 20,000 | $103.2K | 0.0% | Yield | Medium | New Canaan, CT | 2026-10-13 | |
| 19,212 | $99.1K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 18,084 | $93.3K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 17,651 | $91.1K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 17,557 | $90.6K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 16,878 | $87.1K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 13,700 | $70.7K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 12,013 | $62.0K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 8,000 | $41.3K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 7,009 | $36.2K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 1,200 | $6.2K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 770 | $4.0K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 677 | $3.5K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 500 | $2.6K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 500 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 387 | $2.0K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 64 | $328 | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |