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This page summarizes the HYZD holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether HYZD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HYZD Share Count |
|---|
| LPL Financial LLC |
248,215 |
417,170 |
+168,955 |
+68.07% |
| Kestra Advisory Services LLC |
69,426 |
99,577 |
+30,151 |
+43.43% |
| Commonwealth Equity Services LLC |
33,180 |
44,117 |
+10,937 |
+32.96% |
| Jane Street Group LLC |
93,176 |
120,314 |
+27,138 |
+29.13% |
| Geneos Wealth Management Inc. |
9,041 |
11,436 |
+2,395 |
+26.49% |
| Avestar Capital LLC |
24,025 |
29,796 |
+5,771 |
+24.02% |
| Equitable Holdings Inc. |
78,231 |
94,762 |
+16,531 |
+21.13% |
| Morgan Stanley |
492,723 |
571,384 |
+78,661 |
+15.96% |
| Global Retirement Partners LLC |
185 |
189 |
+4 |
+2.16% |
| CWM LLC |
258 |
263 |
+5 |
+1.94% |
| Integrated Wealth Concepts LLC |
65,555 |
66,682 |
+1,127 |
+1.72% |
| Verus Capital Partners LLC |
33,566 |
34,069 |
+503 |
+1.50% |
| FMR LLC |
83 |
84 |
+1 |
+1.20% |
| UBS Group AG |
1,126,459 |
1,138,426 |
+11,967 |
+1.06% |
| 13F Filers Reporting New Positions In HYZD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Stephens Inc. AR |
0 |
14,314 |
+14,314 |
+100% |
| Oppenheimer & Co. Inc. |
0 |
9,884 |
+9,884 |
+100% |
| Avantax Advisory Services Inc. |
0 |
10,722 |
+10,722 |
+100% |
| OLD Mission Capital LLC |
0 |
55,354 |
+55,354 |
+100% |
| Advisory Services Network LLC |
0 |
183 |
+183 |
+100% |
| Moloney Securities Asset Management LLC |
0 |
10,257 |
+10,257 |
+100% |
| Melone Private Wealth LLC |
0 |
9,562 |
+9,562 |
+100% |
| Atria Wealth Solutions Inc. |
0 |
9,754 |
+9,754 |
+100% |
| Smartleaf Asset Management LLC |
0 |
72,781 |
+72,781 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| National Bank of Canada FI |
917 |
917 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Northwestern Mutual Wealth Management Co. |
1,581 |
1,581 |
UNCH |
0.00% |
| Cetera Advisor Networks LLC |
10,975 |
10,975 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
292 |
292 |
UNCH |
0.00% |
| HCR Wealth Advisors |
21,000 |
21,000 |
UNCH |
0.00% |
| Front Row Advisors LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| Retirement Group LLC |
625 |
625 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1 |
1 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
1,354 |
1,354 |
UNCH |
0.00% |
| Invenio Wealth Partners LLC |
9,985 |
9,985 |
UNCH |
0.00% |
| 13F Filers Decreasing HYZD Share Count |
|---|
| Wells Fargo & Company MN |
20,246 |
3,525 |
-16,721 |
-82.59% |
| Advisor Group Holdings Inc. |
399,687 |
117,140 |
-282,547 |
-70.69% |
| National Asset Management Inc. |
1,170,554 |
722,062 |
-448,492 |
-38.31% |
| Private Advisor Group LLC |
127,301 |
93,764 |
-33,537 |
-26.34% |
| Vista Investment Management |
43,574 |
32,431 |
-11,143 |
-25.57% |
| Royal Bank of Canada |
12,516 |
10,045 |
-2,471 |
-19.74% |
| Envestnet Asset Management Inc. |
695,030 |
614,280 |
-80,750 |
-11.62% |
| Cetera Advisors LLC |
37,045 |
33,670 |
-3,375 |
-9.11% |
| Ameriprise Financial Inc. |
685,098 |
626,118 |
-58,980 |
-8.61% |
| Raymond James Financial Services Advisors Inc. |
43,984 |
40,338 |
-3,646 |
-8.29% |
| Ameritas Advisory Services LLC |
35,921 |
33,692 |
-2,229 |
-6.21% |
| McAdam LLC |
84,262 |
79,614 |
-4,648 |
-5.52% |
| Team Financial Group LLC |
7,862 |
7,453 |
-409 |
-5.20% |
| MML Investors Services LLC |
43,720 |
41,575 |
-2,145 |
-4.91% |
| Stifel Financial Corp |
21,447 |
20,447 |
-1,000 |
-4.66% |
| Bank of America Corp DE |
4,132 |
3,956 |
-176 |
-4.26% |
| Empirical Asset Management LLC |
60,033 |
57,560 |
-2,473 |
-4.12% |
| Advisory Alpha LLC |
49,904 |
47,897 |
-2,007 |
-4.02% |
| Stratos Wealth Partners LTD. |
32,479 |
31,487 |
-992 |
-3.05% |
| Raymond James & Associates |
17,424 |
17,349 |
-75 |
-0.43% |
| Cambridge Investment Research Advisors Inc. |
11,231 |
11,188 |
-43 |
-0.38% |
| 13F Filers Exiting HYZD |
|---|
| Aprio Wealth Management LLC |
12,500 |
0 |
-12,500 |
-100.00% |
| Robertson Stephens Wealth Management LLC |
45,773 |
0 |
-45,773 |
-100.00% |
| Cary Street Partners Investment Advisory LLC |
200 |
0 |
-200 |
-100.00% |
| Tower Research Capital LLC TRC |
1,277 |
0 |
-1,277 |
-100.00% |
| Flow Traders U.S. LLC |
13,104 |
0 |
-13,104 |
-100.00% |
| Sandy Spring Bank |
2,445 |
0 |
-2,445 |
-100.00% |
See Summary: Institutional Holders of HYZD
See Details: Top 10 Hedge Funds Holding HYZD
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