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Funds Holding HYDB

On this page, we present all of the funds holding HYDB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HYDB, with a link to that fund's top holdings. The next columns indicate the amount of HYDB stock held by each of the funds holding HYDB, followed by the HYDB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 125 funds holding HYDB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding HYDB), click the fund name in the "Holder" column of the funds-holding-HYDB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.600,714$27,753 12/31/2023
     HYDB600,714$27,753 12/31/2023
IMA Wealth Inc.262,015$12,241 03/31/2024
     HYDB262,015$12,241 03/31/2024
CWM LLC255,075$11,917 03/31/2024
     HYDB255,075$11,917 03/31/2024
Cornerstone Planning Group LLC228,587$10,561 12/31/2023
     HYDB228,587$10,561 12/31/2023
Raymond James Financial Services Advisors Inc.211,942$9,902 03/31/2024
     HYDB211,942$9,902 03/31/2024
Outlook Wealth Advisors LLC204,238$9,542 03/31/2024
     HYDB204,238$9,542 03/31/2024
Arden Trust Co196,887$9,199 03/31/2024
     HYDB196,887$9,199 03/31/2024
Hennion & Walsh Asset Management Inc.194,414$9,083 03/31/2024
     HYDB194,414$9,083 03/31/2024
Morgan Stanley172,811$7,984 12/31/2023
     HYDB172,811$7,984 12/31/2023
BlackRock Inc.149,019$6,885 12/31/2023
     HYDB149,019$6,885 12/31/2023
LPL Financial LLC148,850$6,877 12/31/2023
     HYDB148,850$6,877 12/31/2023
Advisor Group Holdings Inc.124,612$5,760 12/31/2023
     HYDB124,612$5,760 12/31/2023
Advisory Resource Group119,488$5,520 12/31/2023
     HYDB119,488$5,520 12/31/2023
Jane Street Group LLC93,662$4,327 12/31/2023
     HYDB93,662$4,327 12/31/2023
Ameriprise Financial Inc.86,061$3,976 12/31/2023
     HYDB86,061$3,976 12/31/2023
Envestnet Portfolio Solutions Inc.75,167$3,473 12/31/2023
     HYDB75,167$3,473 12/31/2023
Insight Wealth Strategies LLC69,265$3,236 03/31/2024
     HYDB69,265$3,236 03/31/2024
Bank of America Corp DE67,828$3,134 12/31/2023
     HYDB67,828$3,134 12/31/2023
Triad Wealth Partners LLC63,983$2,989 03/31/2024
     HYDB63,983$2,989 03/31/2024
Oxinas Partners Wealth Management LLC63,539$2,969 03/31/2024
     HYDB63,539$2,969 03/31/2024
JPMorgan Chase & Co.60,104$2,777 12/31/2023
     HYDB60,104$2,777 12/31/2023
MML Investors Services LLC51,854$2,396 12/31/2023
     HYDB51,854$2,396 12/31/2023
Summit X LLC42,010$1,941 12/31/2023
     HYDB42,010$1,941 12/31/2023
Legacy Financial Group LLC41,446$1,936 03/31/2024
     HYDB41,446$1,936 03/31/2024
Cetera Investment Advisers41,324$1,909 12/31/2023
     HYDB41,324$1,909 12/31/2023
Cambridge Investment Research Advisors Inc.38,518$1,800 03/31/2024
     HYDB38,518$1,800 03/31/2024
United Capital Financial Advisers LLC31,053$1,435 12/31/2023
     HYDB31,053$1,435 12/31/2023
Continuum Advisory LLC30,829$1,424 12/31/2023
     HYDB30,829$1,424 12/31/2023
Cetera Advisor Networks LLC28,319$1,308 12/31/2023
     HYDB28,319$1,308 12/31/2023
Cetera Advisors LLC26,199$1,210 12/31/2023
     HYDB26,199$1,210 12/31/2023
Janney Montgomery Scott LLC25,262$1,167 12/31/2023
     HYDB25,262$1,167 12/31/2023
Thoroughbred Financial Services LLC22,826$1,054 12/31/2023
     HYDB22,826$1,054 12/31/2023
Financial Advisory Corp UT ADV22,149$1,035 03/31/2024
     HYDB22,149$1,035 03/31/2024
AE Wealth Management LLC22,095$1,029 12/31/2023
     HYDB22,095$1,029 12/31/2023
Milestone Investment Advisors LLC20,892$965 12/31/2023
     HYDB20,892$965 12/31/2023
FFG Retirement Advisors LLC18,829$870 12/31/2023
     HYDB18,829$870 12/31/2023
Atomi Financial Group Inc.18,100$836 12/31/2023
     HYDB18,100$836 12/31/2023
Stifel Financial Corp17,376$803 12/31/2023
     HYDB17,376$803 12/31/2023
Thrivent Financial for Lutherans17,105$790 12/31/2023
     HYDB17,105$790 12/31/2023
Armor Investment Advisors LLC16,599$775 03/31/2024
     HYDB16,599$775 03/31/2024
Wealthsource Partners LLC16,370$756 12/31/2023
     HYDB16,370$756 12/31/2023
Resources Investment Advisors LLC.14,328$662 12/31/2023
     HYDB14,328$662 12/31/2023
Kingsview Wealth Management LLC14,306$661 12/31/2023
     HYDB14,306$661 12/31/2023
Avestar Capital LLC14,202$656 12/31/2023
     HYDB14,202$656 12/31/2023
TSA Wealth Managment LLC13,286$614 12/31/2023
     HYDB13,286$614 12/31/2023
Apollon Wealth Management LLC13,005$601 12/31/2023
     HYDB13,005$601 12/31/2023
Commonwealth Equity Services LLC12,957$599 12/31/2023
     HYDB12,957$599 12/31/2023
US Bancorp DE12,799$591 12/31/2023
     HYDB12,799$591 12/31/2023
Truist Financial Corp12,407$573 12/31/2023
     HYDB12,407$573 12/31/2023
Strategic Blueprint LLC11,928$557 03/31/2024
     HYDB11,928$557 03/31/2024
Regal Investment Advisors LLC11,858$548 12/31/2023
     HYDB11,858$548 12/31/2023
Equitable Holdings Inc.11,717$541 12/31/2023
     HYDB11,717$541 12/31/2023
Cook Wealth Management Group LLC11,691$540 12/31/2023
     HYDB11,691$540 12/31/2023
Cedar Point Capital Partners LLC11,058$511 12/31/2023
     HYDB11,058$511 12/31/2023
TBH Global Asset Management LLC10,435$482 12/31/2023
     HYDB10,435$482 12/31/2023
Claro Advisors LLC10,231$478 03/31/2024
     HYDB10,231$478 03/31/2024
Capital Investment Advisors LLC10,073$471 03/31/2024
     HYDB10,073$471 03/31/2024
Sowell Financial Services LLC10,156$469 12/31/2023
     HYDB10,156$469 12/31/2023
Foundations Investment Advisors LLC9,378$437 12/31/2023
     HYDB9,378$437 12/31/2023
Park Avenue Securities LLC9,162$428 03/31/2024
     HYDB9,162$428 03/31/2024
HighTower Advisors LLC9,434$428 12/31/2023
     HYDB9,434$428 12/31/2023
Bank of New York Mellon Corp8,988$420 03/31/2024
     HYDB8,988$420 03/31/2024
Tennessee Valley Asset Management Partners8,605$402 03/31/2024
     HYDB8,605$402 03/31/2024
Fermata Advisors LLC8,233$385 03/31/2024
     HYDB8,233$385 03/31/2024
Atria Wealth Solutions Inc.7,987$369 12/31/2023
     HYDB7,987$369 12/31/2023
Integrated Advisors Network LLC7,749$358 12/31/2023
     HYDB7,749$358 12/31/2023
Matthew Goff Investment Advisor LLC7,346$343 03/31/2024
     HYDB7,346$343 03/31/2024
Dynamic Advisor Solutions LLC7,301$341 03/31/2024
     HYDB7,301$341 03/31/2024
Seamount Financial Group Inc.7,139$334 03/31/2024
     HYDB7,139$334 03/31/2024
Change Path LLC6,753$312 12/31/2023
     HYDB6,753$312 12/31/2023
Glass Jacobson Investment Advisors llc6,340$293 12/31/2023
     HYDB6,340$293 12/31/2023
Madrona Financial Services LLC6,165$288 03/31/2024
     HYDB6,165$288 03/31/2024
JB Capital LLC6,245$288 12/31/2023
     HYDB6,245$288 12/31/2023
Perigon Wealth Management LLC5,954$275 12/31/2023
     HYDB5,954$275 12/31/2023
Parsons Capital Management Inc. RI5,544$259 03/31/2024
     HYDB5,544$259 03/31/2024
Copperleaf Capital LLC5,300$245 12/31/2023
     HYDB5,300$245 12/31/2023
Prudential Financial Inc.4,915$227 12/31/2023
     HYDB4,915$227 12/31/2023
Ascent Group LLC4,843$224 12/31/2023
     HYDB4,843$224 12/31/2023
Absolute Capital Management LLC4,805$222 12/31/2023
     HYDB4,805$222 12/31/2023
Focus Financial Network Inc.4,569$209 03/31/2024
     HYDB4,569$209 03/31/2024
GWM Advisors LLC4,434$205 12/31/2023
     HYDB4,434$205 12/31/2023
Allworth Financial LP3,207$150 03/31/2024
     HYDB3,207$150 03/31/2024
WealthShield Partners LLC3,045$141 12/31/2023
     HYDB3,045$141 12/31/2023
Proequities Inc.2,551$118 12/31/2023
     HYDB2,551$118 12/31/2023
Icon Wealth Advisors LLC2,509$116 12/31/2023
     HYDB2,509$116 12/31/2023
ICA Group Wealth Management LLC2,335$108 12/31/2023
     HYDB2,335$108 12/31/2023
Sunbelt Securities Inc.1,825$85 03/31/2024
     HYDB1,825$85 03/31/2024
O Dell Group LLC1,604$74 12/31/2023
     HYDB1,604$74 12/31/2023
Farther Finance Advisors LLC1,412$65 12/31/2023
     HYDB1,412$65 12/31/2023
Harbour Investments Inc.1,372$63 12/31/2023
     HYDB1,372$63 12/31/2023
AdvisorNet Financial Inc1,311$61 03/31/2024
     HYDB1,311$61 03/31/2024
Creative Financial Designs Inc. ADV1,326$61 12/31/2023
     HYDB1,326$61 12/31/2023
North Star Investment Management Corp.1,175$54 12/31/2023
     HYDB1,175$54 12/31/2023
NBC Securities Inc.1,134$52 03/31/2024
     HYDB1,134$52 03/31/2024
FMR LLC1,074$50 12/31/2023
     HYDB1,074$50 12/31/2023
Park Place Capital Corp1,004$47 03/31/2024
     HYDB1,004$47 03/31/2024
Mather Group LLC.945$44 03/31/2024
     HYDB945$44 03/31/2024
Tyler Stone Wealth Management795$37 12/31/2023
     HYDB795$37 12/31/2023
Caitlin John LLC684$32 12/31/2023
     HYDB684$32 12/31/2023
Global Retirement Partners LLC609$28 03/31/2024
     HYDB609$28 03/31/2024
Advisory Services Network LLC591$27 12/31/2023
     HYDB591$27 12/31/2023
Adirondack Trust Co.554$26 03/31/2024
     HYDB554$26 03/31/2024
Comerica Bank552$26 12/31/2023
     HYDB552$26 12/31/2023
Aspire Private Capital LLC438$20 03/31/2024
     HYDB438$20 03/31/2024
Steward Partners Investment Advisory LLC438$20 12/31/2023
     HYDB438$20 12/31/2023
ORG Partners LLC411$19 12/31/2023
     HYDB411$19 12/31/2023
Wells Fargo & Company MN380$18 12/31/2023
     HYDB380$18 12/31/2023
Coppell Advisory Solutions LLC367$17 12/31/2023
     HYDB367$17 12/31/2023
Spire Wealth Management317$15 03/31/2024
     HYDB317$15 03/31/2024
Moisand Fitzgerald Tamayo LLC306$14 03/31/2024
     HYDB306$14 03/31/2024
Principal Securities Inc.304$14 12/31/2023
     HYDB304$14 12/31/2023
Spectrum Wealth Counsel LLC279$13 12/31/2023
     HYDB279$13 12/31/2023
FinTrust Capital Advisors LLC210$10 12/31/2023
     HYDB210$10 12/31/2023
Keener Financial Planning LLC179$8 12/31/2023
     HYDB179$8 12/31/2023
Ancora Advisors LLC142$7 12/31/2023
     HYDB142$7 12/31/2023
First Horizon Advisors Inc.115$5 03/31/2024
     HYDB115$5 03/31/2024
Front Row Advisors LLC100$5 12/31/2023
     HYDB100$5 12/31/2023
Raleigh Capital Management Inc.81$4 12/31/2023
     HYDB81$4 12/31/2023
Cape Investment Advisory Inc.96$4 12/31/2023
     HYDB96$4 12/31/2023
Capital Investment Advisory Services LLC46$2 03/31/2024
     HYDB46$2 03/31/2024
City State Bank40$2 03/31/2024
     HYDB40$2 03/31/2024
Royal Bank of Canada54$2 12/31/2023
     HYDB54$2 12/31/2023
Aptus Capital Advisors LLC34$2 12/31/2023
     HYDB34$2 12/31/2023
EverSource Wealth Advisors LLC53$2 12/31/2023
     HYDB53$2 12/31/2023
Oliver Lagore Vanvalin Investment Group42$2 12/31/2023
     HYDB42$2 12/31/2023
NBT Bank N A NY17$1 03/31/2024
     HYDB17$1 03/31/2024

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

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