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Highland FDS I

CUSIP: 430101774 | 194 institutional holders

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2023

LPL Financial LLC193,792
0.0% of portfolio›$2.8M
Congress Wealth Management LLC / de /65,873
0.0% of portfolio›$965.7K
Morgan Stanley49,253
0.0% of portfolio›$722.0K
Truist Financial Corp32,985
0.0% of portfolio›$483.6K
Wells Fargo & Company24,677
0.0% of portfolio›$361.8K
Stifel Financial Corp20,028
0.0% of portfolio›$293.6K
Merit Financial Group, LLC19,919
0.0% of portfolio›$292.0K
Envestnet Asset Management Inc19,586
0.0% of portfolio›$287.1K
Comerica Securities,inc.18,339
0.0% of portfolio›$268.9K
Jane Street Group, LLC17,684
0.0% of portfolio›$259.2K
Sowell Financial Services LLC17,400
0.0% of portfolio›$255.0K
Adams Wealth Management13,065
0.1% of portfolio›$191.5K
Royal Bank of Canada6,495
0.0% of portfolio›$95.0K
Osaic Holdings, Inc.4,247
0.0% of portfolio›$62.3K
Parallel Advisors, LLC893
0.0% of portfolio›$13.1K
First Capital Advisors Group, Llc.223
0.0% of portfolio›$3.3K
Tower Research Capital LLC (TRC)81
0.0% of portfolio›$1.2K
FMR LLC1
0.0% of portfolio›$15
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
LPL Financial LLC
193,792$2.8M0.0%IndexVery LowFort Mill, SC2023-07-31
Congress Wealth Management LLC / de /
65,873$965.7K0.0%N/AN/ABoston, MA2023-07-13
Morgan Stanley
49,253$722.0K0.0%CoreLowNew York, NY2023-08-14
Truist Financial Corp
32,985$483.6K0.0%CoreLowCharlotte, NC2023-08-01
Wells Fargo & Company
24,677$361.8K0.0%CoreLowSan Francisco, CA2023-08-15
Stifel Financial Corp
20,028$293.6K0.0%CoreLowSt. Louis, MO2023-08-14
Merit Financial Group, LLC
19,919$292.0K0.0%ETFLowAlpharetta, GA2023-08-01
Envestnet Asset Management Inc
19,586$287.1K0.0%ETFLowBerwyn, PA2023-08-04
Comerica Securities,inc.
18,339$268.9K0.0%N/AN/ADetroit, MI2023-08-04
Jane Street Group, LLC
17,684$259.2K0.0%CoreVery HighNew York, NY2023-08-14
Sowell Financial Services LLC
17,400$255.0K0.0%CoreLowNorth Little Rock, AR2023-08-14
Adams Wealth Management
13,065$191.5K0.1%ETFMediumLogan, UT2023-08-14
Royal Bank of Canada
6,495$95.0K0.0%CoreLowToronto, Australia2023-08-14
Osaic Holdings, Inc.
4,247$62.3K0.0%IndexLowScottsdale, AZ2023-08-21
Parallel Advisors, LLC
893$13.1K0.0%IndexLowSan Francisco, CA2024-05-20
First Capital Advisors Group, Llc.
223$3.3K0.0%N/AN/ALittle Silver, NJ2023-08-15
Tower Research Capital LLC (TRC)
81$1.2K0.0%GARPVery HighNew York, NY2023-08-14
FMR LLC
1$150.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-08-10