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Funds Holding HSCZ

On this page, we present all of the funds holding HSCZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HSCZ, with a link to that fund's top holdings. The next columns indicate the amount of HSCZ stock held by each of the funds holding HSCZ, followed by the HSCZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding HSCZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Wealth Management LLC. For more details on the positions held by Capital Wealth Management LLC (or by any of the other funds holding HSCZ), click the fund name in the "Holder" column of the funds-holding-HSCZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Wealth Management LLC236,722$7,457 03/31/2024
     HSCZ236,722$7,457 03/31/2024
Commonwealth Equity Services LLC157,754$4,969 03/31/2024
     HSCZ157,754$4,969 03/31/2024
AE Wealth Management LLC164,997$4,867 12/31/2023
     HSCZ164,997$4,867 12/31/2023
Systelligence LLC118,956$3,747 03/31/2024
     HSCZ118,956$3,747 03/31/2024
Bank of America Corp DE104,600$3,065 12/31/2023
     HSCZ104,600$3,065 12/31/2023
LPL Financial LLC62,124$1,820 12/31/2023
     HSCZ62,124$1,820 12/31/2023
Cetera Advisor Networks LLC52,414$1,536 12/31/2023
     HSCZ52,414$1,536 12/31/2023
Certified Advisory Corp45,040$1,320 12/31/2023
     HSCZ45,040$1,320 12/31/2023
OLD Mission Capital LLC41,438$1,214 12/31/2023
     HSCZ41,438$1,214 12/31/2023
Comprehensive Wealth Management LLC35,336$1,035 12/31/2023
     HSCZ35,336$1,035 12/31/2023
Dynamic Advisor Solutions LLC25,565$805 03/31/2024
     HSCZ25,565$805 03/31/2024
Avantax Advisory Services Inc.25,240$740 12/31/2023
     HSCZ25,240$740 12/31/2023
WESCAP Management Group Inc.21,282$624 12/31/2023
     HSCZ21,282$624 12/31/2023
Raymond James Financial Services Advisors Inc.17,416$549 03/31/2024
     HSCZ17,416$549 03/31/2024
GWM Advisors LLC15,617$458 12/31/2023
     HSCZ15,617$458 12/31/2023
Advisor Group Holdings Inc.15,114$443 12/31/2023
     HSCZ15,114$443 12/31/2023
Cedar Brook Financial Partners LLC11,003$347 03/31/2024
     HSCZ11,003$347 03/31/2024
Financial Advisory Corp UT ADV10,707$337 03/31/2024
     HSCZ10,707$337 03/31/2024
Sage Mountain Advisors LLC10,077$317 03/31/2024
     HSCZ10,077$317 03/31/2024
Jane Street Group LLC9,806$287 12/31/2023
     HSCZ9,806$287 12/31/2023
Cambridge Investment Research Advisors Inc.8,639$272 03/31/2024
     HSCZ8,639$272 03/31/2024
Wealth Enhancement Advisory Services LLC6,736$212 03/31/2024
     HSCZ6,736$212 03/31/2024
Glass Jacobson Investment Advisors llc4,770$150 03/31/2024
     HSCZ4,770$150 03/31/2024
Sachetta LLC2,782$82 12/31/2023
     HSCZ2,782$82 12/31/2023
Bank of Montreal Can2,510$74 12/31/2023
     HSCZ2,510$74 12/31/2023
Global Retirement Partners LLC1,989$63 03/31/2024
     HSCZ1,989$63 03/31/2024
Comerica Bank1,907$56 12/31/2023
     HSCZ1,907$56 12/31/2023
Morling Financial Advisors LLC1,439$42 12/31/2023
     HSCZ1,439$42 12/31/2023
Morgan Stanley1,321$39 12/31/2023
     HSCZ1,321$39 12/31/2023
WASHINGTON TRUST Co1,098$35 03/31/2024
     HSCZ1,098$35 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC1,003$29 12/31/2023
     HSCZ1,003$29 12/31/2023
Harbour Investments Inc.511$15 12/31/2023
     HSCZ511$15 12/31/2023
Royal Bank of Canada421$13 12/31/2023
     HSCZ421$13 12/31/2023
Principal Securities Inc.200$6 12/31/2023
     HSCZ200$6 12/31/2023
Signaturefd LLC145$4 12/31/2023
     HSCZ145$4 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     HSCZ1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HSCZ0$0 12/31/2023

See Summary: Institutional Holders of HSCZ
See Details: Top 10 Hedge Funds Holding HSCZ
Also See: HSCZ Holdings Changes

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