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Institutional Holders of HAP
HolderAmountPosition Size
($ in 1000's)
 As of
IAG Wealth Partners LLC285,556$14,543 03/31/2024
     HAP285,556$14,543 03/31/2024
Beaumont Financial Advisors LLC254,408$12,418 12/31/2023
     HAP254,408$12,418 12/31/2023
Morton Capital Management LLC CA181,862$9,262 03/31/2024
     HAP181,862$9,262 03/31/2024
Cultivar Capital Inc.135,255$6,889 03/31/2024
     HAP135,255$6,889 03/31/2024
Aveo Capital Partners LLC111,393$5,437 12/31/2023
     HAP111,393$5,437 12/31/2023
LPL Financial LLC58,407$2,851 12/31/2023
     HAP58,407$2,851 12/31/2023
Morgan Stanley54,697$2,670 12/31/2023
     HAP54,697$2,670 12/31/2023
Wells Fargo & Company MN32,300$1,577 12/31/2023
     HAP32,300$1,577 12/31/2023
Mercer Global Advisors Inc. ADV29,916$1,460 12/31/2023
     HAP29,916$1,460 12/31/2023
Baird Financial Group Inc.25,154$1,228 12/31/2023
     HAP25,154$1,228 12/31/2023
UBS Group AG23,781$1,161 12/31/2023
     HAP23,781$1,161 12/31/2023
Macroview Investment Management LLC16,203$825 03/31/2024
     HAP16,203$825 03/31/2024
Adviser Investments LLC12,403$632 03/31/2024
     HAP12,403$632 03/31/2024
Advisor Group Holdings Inc.12,629$616 12/31/2023
     HAP12,629$616 12/31/2023
Focus Financial Network Inc. ADV12,198$595 12/31/2023
     HAP12,198$595 12/31/2023
ORG Partners LLC11,676$570 12/31/2023
     HAP11,676$570 12/31/2023
Raymond James Financial Services Advisors Inc.11,145$568 03/31/2024
     HAP11,145$568 03/31/2024
Focus Financial Network Inc.11,056$560 03/31/2024
     HAP11,056$560 03/31/2024
David R. Rahn & Associates Inc.10,041$511 03/31/2024
     HAP10,041$511 03/31/2024
HighTower Advisors LLC9,322$455 12/31/2023
     HAP9,322$455 12/31/2023
Royal Bank of Canada8,913$435 12/31/2023
     HAP8,913$435 12/31/2023
Bank of America Corp DE8,608$420 12/31/2023
     HAP8,608$420 12/31/2023
Allworth Financial LP8,027$409 03/31/2024
     HAP8,027$409 03/31/2024
Pure Financial Advisors Inc.7,806$398 03/31/2024
     HAP7,806$398 03/31/2024
Envestnet Asset Management Inc.7,619$372 12/31/2023
     HAP7,619$372 12/31/2023
Susquehanna International Group LLP7,450$364 12/31/2023
     HAP7,450$364 12/31/2023
Creative Planning6,683$326 12/31/2023
     HAP6,683$326 12/31/2023
Commonwealth Equity Services LLC6,274$320 03/31/2024
     HAP6,274$320 03/31/2024
Ancora Advisors LLC5,141$251 12/31/2023
     HAP5,141$251 12/31/2023
Horizon Advisory Services Inc.4,826$246 03/31/2024
     HAP4,826$246 03/31/2024
Raymond James & Associates4,601$234 03/31/2024
     HAP4,601$234 03/31/2024
Goldman Sachs Group Inc.4,466$218 12/31/2023
     HAP4,466$218 12/31/2023
Cetera Advisors LLC4,402$215 12/31/2023
     HAP4,402$215 12/31/2023
Financial Advisory Service Inc.2,985$152 03/31/2024
     HAP2,985$152 03/31/2024
Citigroup Inc.2,892$141 12/31/2023
     HAP2,892$141 12/31/2023
Harbour Investments Inc.2,711$132 12/31/2023
     HAP2,711$132 12/31/2023
Spire Wealth Management1,769$90 03/31/2024
     HAP1,769$90 03/31/2024
Sachetta LLC1,085$53 03/31/2024
     HAP1,085$53 03/31/2024
Jackson Hole Capital Partners LLC1,000$49 12/31/2023
     HAP1,000$49 12/31/2023
FMR LLC864$42 12/31/2023
     HAP864$42 12/31/2023
Castleview Partners LLC570$28 12/31/2023
     HAP570$28 12/31/2023
Principal Securities Inc.342$17 12/31/2023
     HAP342$17 12/31/2023
GWM Advisors LLC290$14 12/31/2023
     HAP290$14 12/31/2023
Steward Partners Investment Advisory LLC225$11 12/31/2023
     HAP225$11 12/31/2023
NBC Securities Inc.183$9 03/31/2024
     HAP183$9 03/31/2024
Van ECK Associates Corp108$6 03/31/2024
     HAP108$6 03/31/2024
Independence Bank of Kentucky85$4 03/31/2024
     HAP85$4 03/31/2024
Opal Wealth Advisors LLC50$3 03/31/2024
     HAP50$3 03/31/2024

See All: Funds Holding HAP
See Details: Top 10 Hedge Funds Holding HAP
Also See: HAP Holdings Changes

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