 |
|
|
On this page, we present all of the funds holding HDEF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding HDEF, with a link to that fund's top holdings. The next columns
indicate the amount of HDEF stock held by each of the funds holding HDEF, followed by the HDEF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 88 funds holding HDEF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc.
(or by any of the other funds holding HDEF), click the fund name in the "Holder" column of the funds-holding-HDEF table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Advisory Inc. | 29,585,044 | $730,159 | 12/31/2023 | | HDEF | 29,585,044 | $730,159 | 12/31/2023 | | Allworth Financial LP | 1,586,463 | $39,138 | 03/31/2024 | | HDEF | 1,586,463 | $39,138 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 1,351,943 | $33,352 | 03/31/2024 | | HDEF | 1,351,943 | $33,352 | 03/31/2024 | | UBS Group AG | 962,863 | $23,763 | 12/31/2023 | | HDEF | 962,863 | $23,763 | 12/31/2023 | | Bank of America Corp DE | 940,893 | $23,221 | 12/31/2023 | | HDEF | 940,893 | $23,221 | 12/31/2023 | | WCG Wealth Advisors LLC | 635,279 | $15,679 | 12/31/2023 | | HDEF | 635,279 | $15,679 | 12/31/2023 | | CI Private Wealth LLC | 586,291 | $14,470 | 12/31/2023 | | HDEF | 586,291 | $14,470 | 12/31/2023 | | Royal Bank of Canada | 563,660 | $13,911 | 12/31/2023 | | HDEF | 563,660 | $13,911 | 12/31/2023 | | Morgan Stanley | 537,512 | $13,266 | 12/31/2023 | | HDEF | 537,512 | $13,266 | 12/31/2023 | | White Pine Investment CO | 506,880 | $12,505 | 03/31/2024 | | HDEF | 506,880 | $12,505 | 03/31/2024 | | Coldstream Capital Management Inc. | 481,147 | $11,875 | 12/31/2023 | | HDEF | 481,147 | $11,875 | 12/31/2023 | | Orion Portfolio Solutions LLC | 401,628 | $9,908 | 12/31/2023 | | HDEF | 401,628 | $9,908 | 12/31/2023 | | Geneos Wealth Management Inc. | 337,433 | $8,328 | 12/31/2023 | | HDEF | 337,433 | $8,328 | 12/31/2023 | | Jane Street Group LLC | 336,980 | $8,317 | 12/31/2023 | | HDEF | 336,980 | $8,317 | 12/31/2023 | | Rockefeller Capital Management L.P. | 299,472 | $7,391 | 12/31/2023 | | HDEF | 299,472 | $7,391 | 12/31/2023 | | Envestnet Asset Management Inc. | 279,818 | $6,906 | 12/31/2023 | | HDEF | 279,818 | $6,906 | 12/31/2023 | | Valmark Advisers Inc. | 267,086 | $6,592 | 12/31/2023 | | HDEF | 267,086 | $6,592 | 12/31/2023 | | Columbus Macro LLC | 267,183 | $6,591 | 03/31/2024 | | HDEF | 267,183 | $6,591 | 03/31/2024 | | Tradition Wealth Management LLC | 261,000 | $6,441 | 12/31/2023 | | HDEF | 261,000 | $6,441 | 12/31/2023 | | Cetera Investment Advisers | 216,104 | $5,333 | 12/31/2023 | | HDEF | 216,104 | $5,333 | 12/31/2023 | | Tsfg LLC | 194,708 | $4,803 | 03/31/2024 | | HDEF | 194,708 | $4,803 | 03/31/2024 | | Beta Wealth Group Inc. | 192,848 | $4,759 | 12/31/2023 | | HDEF | 192,848 | $4,759 | 12/31/2023 | | LPL Financial LLC | 146,536 | $3,617 | 12/31/2023 | | HDEF | 146,536 | $3,617 | 12/31/2023 | | Aprio Wealth Management LLC | 104,790 | $2,585 | 03/31/2024 | | HDEF | 104,790 | $2,585 | 03/31/2024 | | SWS Partners | 103,921 | $2,565 | 12/31/2023 | | HDEF | 103,921 | $2,565 | 12/31/2023 | | RiverFront Investment Group LLC | 102,953 | $2,541 | 12/31/2023 | | HDEF | 102,953 | $2,541 | 12/31/2023 | | Shepherd Kaplan Krochuk LLC | 93,619 | $2,311 | 12/31/2023 | | HDEF | 93,619 | $2,311 | 12/31/2023 | | CSM Advisors LLC | 93,124 | $2,296 | 12/31/2023 | | HDEF | 93,124 | $2,296 | 12/31/2023 | | HighTower Advisors LLC | 91,983 | $2,268 | 12/31/2023 | | HDEF | 91,983 | $2,268 | 12/31/2023 | | OLD Mission Capital LLC | 85,170 | $2,102 | 12/31/2023 | | HDEF | 85,170 | $2,102 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 77,541 | $1,913 | 03/31/2024 | | HDEF | 77,541 | $1,913 | 03/31/2024 | | Stifel Financial Corp | 76,216 | $1,881 | 12/31/2023 | | HDEF | 76,216 | $1,881 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 60,064 | $1,482 | 03/31/2024 | | HDEF | 60,064 | $1,482 | 03/31/2024 | | First Hawaiian Bank | 55,885 | $1,379 | 03/31/2024 | | HDEF | 55,885 | $1,379 | 03/31/2024 | | Captrust Financial Advisors | 51,022 | $1,259 | 12/31/2023 | | HDEF | 51,022 | $1,259 | 12/31/2023 | | JPMorgan Chase & Co. | 44,683 | $1,103 | 12/31/2023 | | HDEF | 44,683 | $1,103 | 12/31/2023 | | Glenmede Trust Co. NA | 41,900 | $1,034 | 12/31/2023 | | HDEF | 41,900 | $1,034 | 12/31/2023 | | Avantax Advisory Services Inc. | 30,684 | $757 | 12/31/2023 | | HDEF | 30,684 | $757 | 12/31/2023 | | IFP Advisors Inc | 27,267 | $673 | 12/31/2023 | | HDEF | 27,267 | $673 | 12/31/2023 | | GWM Advisors LLC | 27,134 | $653 | 12/31/2023 | | HDEF | 27,134 | $653 | 12/31/2023 | | Citadel Advisors LLC | 24,953 | $616 | 12/31/2023 | | HDEF | 24,953 | $616 | 12/31/2023 | | Orgel Wealth Management LLC | 24,941 | $615 | 03/31/2024 | | HDEF | 24,941 | $615 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 23,671 | $584 | 12/31/2023 | | HDEF | 23,671 | $584 | 12/31/2023 | | Advisor Group Holdings Inc. | 22,177 | $547 | 12/31/2023 | | HDEF | 22,177 | $547 | 12/31/2023 | | Commonwealth Equity Services LLC | 21,688 | $535 | 03/31/2024 | | HDEF | 21,688 | $535 | 03/31/2024 | | Crescent Grove Advisors LLC | 21,124 | $521 | 03/31/2024 | | HDEF | 21,124 | $521 | 03/31/2024 | | Raymond James & Associates | 21,052 | $519 | 03/31/2024 | | HDEF | 21,052 | $519 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 17,189 | $424 | 12/31/2023 | | HDEF | 17,189 | $424 | 12/31/2023 | | Austin Wealth Management LLC | 17,275 | $413 | 12/31/2023 | | HDEF | 17,275 | $413 | 12/31/2023 | | Annex Advisory Services LLC | 16,619 | $410 | 03/31/2024 | | HDEF | 16,619 | $410 | 03/31/2024 | | Pensionmark Financial Group LLC | 16,172 | $399 | 12/31/2023 | | HDEF | 16,172 | $399 | 12/31/2023 | | Cetera Advisor Networks LLC | 15,421 | $381 | 12/31/2023 | | HDEF | 15,421 | $381 | 12/31/2023 | | Lincoln National Corp | 13,503 | $333 | 12/31/2023 | | HDEF | 13,503 | $333 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 12,349 | $305 | 12/31/2023 | | HDEF | 12,349 | $305 | 12/31/2023 | | GSA Capital Partners LLP | 11,733 | $290 | 12/31/2023 | | HDEF | 11,733 | $290 | 12/31/2023 | | HB Wealth Management LLC | 11,345 | $280 | 12/31/2023 | | HDEF | 11,345 | $280 | 12/31/2023 | | Mariner LLC | 11,190 | $276 | 12/31/2023 | | HDEF | 11,190 | $276 | 12/31/2023 | | Comerica Bank | 11,111 | $274 | 12/31/2023 | | HDEF | 11,111 | $274 | 12/31/2023 | | Signal Advisors Wealth LLC | 10,828 | $267 | 03/31/2024 | | HDEF | 10,828 | $267 | 03/31/2024 | | Maripau Wealth Management LLC | 10,828 | $267 | 12/31/2023 | | HDEF | 10,828 | $267 | 12/31/2023 | | FDx Advisors Inc. | 10,214 | $252 | 12/31/2023 | | HDEF | 10,214 | $252 | 12/31/2023 | | CAP Partners LLC | 9,757 | $241 | 03/31/2024 | | HDEF | 9,757 | $241 | 03/31/2024 | | Creative Planning | 9,531 | $235 | 12/31/2023 | | HDEF | 9,531 | $235 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 9,403 | $232 | 12/31/2023 | | HDEF | 9,403 | $232 | 12/31/2023 | | Savant Capital LLC | 9,333 | $230 | 12/31/2023 | | HDEF | 9,333 | $230 | 12/31/2023 | | Resources Investment Advisors LLC. | 9,210 | $227 | 12/31/2023 | | HDEF | 9,210 | $227 | 12/31/2023 | | Cresset Asset Management LLC | 8,818 | $218 | 12/31/2023 | | HDEF | 8,818 | $218 | 12/31/2023 | | Foundations Investment Advisors LLC | 8,715 | $211 | 12/31/2023 | | HDEF | 8,715 | $211 | 12/31/2023 | | MONECO Advisors LLC | 8,510 | $210 | 03/31/2024 | | HDEF | 8,510 | $210 | 03/31/2024 | | CWM LLC | 6,934 | $171 | 03/31/2024 | | HDEF | 6,934 | $171 | 03/31/2024 | | Northwest Capital Management Inc | 6,934 | $171 | 03/31/2024 | | HDEF | 6,934 | $171 | 03/31/2024 | | Private Trust Co. NA | 5,252 | $130 | 03/31/2024 | | HDEF | 5,252 | $130 | 03/31/2024 | | FMR LLC | 5,227 | $129 | 12/31/2023 | | HDEF | 5,227 | $129 | 12/31/2023 | | Spire Wealth Management | 4,564 | $113 | 03/31/2024 | | HDEF | 4,564 | $113 | 03/31/2024 | | Webster Bank N. A. | 1,911 | $47 | 03/31/2024 | | HDEF | 1,911 | $47 | 03/31/2024 | | The PNC Financial Services Group Inc. | 874 | $22 | 12/31/2023 | | HDEF | 874 | $22 | 12/31/2023 | | Principal Securities Inc. | 783 | $19 | 12/31/2023 | | HDEF | 783 | $19 | 12/31/2023 | | Pinnacle Bank | 515 | $13 | 03/31/2024 | | HDEF | 515 | $13 | 03/31/2024 | | Deutsche Bank AG | 500 | $12 | 12/31/2023 | | HDEF | 500 | $12 | 12/31/2023 | | Capital Analysts LLC | 268 | $7 | 12/31/2023 | | HDEF | 268 | $7 | 12/31/2023 | | Advisory Services Network LLC | 242 | $6 | 12/31/2023 | | HDEF | 242 | $6 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 145 | $4 | 03/31/2024 | | HDEF | 145 | $4 | 03/31/2024 | | Wells Fargo & Company MN | 106 | $3 | 12/31/2023 | | HDEF | 106 | $3 | 12/31/2023 | | Focused Wealth Management Inc | 86 | $2 | 12/31/2023 | | HDEF | 86 | $2 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 26 | $1 | 12/31/2023 | | HDEF | 26 | $1 | 12/31/2023 | | Nemes Rush Group LLC | 43 | $1 | 12/31/2023 | | HDEF | 43 | $1 | 12/31/2023 | | Tidemark LLC | 23 | $1 | 12/31/2023 | | HDEF | 23 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | HDEF | 0 | $0 | 12/31/2023 | | Farther Finance Advisors LLC | 1 | $0 | 12/31/2023 | | HDEF | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HDEF
See Details: Top 10 Hedge Funds Holding HDEF
Also See: HDEF Holdings Changes
|
|
Free HDEF Email Alerts:
