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There is a long list of 61 institutional holders of HAUZ within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of HAUZ by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-HAUZ table below,
the initial column indicates the name of each top institutional holder of HAUZ, with a link to that fund's top holdings. The next columns
indicate the amount of HAUZ stock held by each of the institutional holders of HAUZ, followed by the HAUZ position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Advisory Inc. | 28,789,624 | $629,917 | 12/31/2023 | | HAUZ | 28,789,624 | $629,917 | 12/31/2023 | | Advisor Group Holdings Inc. | 593,472 | $12,985 | 12/31/2023 | | HAUZ | 593,472 | $12,985 | 12/31/2023 | | Aire Advisors LLC | 269,425 | $5,898 | 12/31/2023 | | HAUZ | 269,425 | $5,898 | 12/31/2023 | | Fairview Capital Investment Management LLC | 62,475 | $1,367 | 12/31/2023 | | HAUZ | 62,475 | $1,367 | 12/31/2023 | | Jane Street Group LLC | 46,188 | $1,011 | 12/31/2023 | | HAUZ | 46,188 | $1,011 | 12/31/2023 | | Bank of Montreal Can | 36,553 | $801 | 12/31/2023 | | HAUZ | 36,553 | $801 | 12/31/2023 | | Jackson Creek Investment Advisors LLC | 27,139 | $594 | 12/31/2023 | | HAUZ | 27,139 | $594 | 12/31/2023 | | Strategic Financial Planning Inc. | 11,068 | $240 | 03/31/2024 | | HAUZ | 11,068 | $240 | 03/31/2024 | | SOL Capital Management CO | 10,219 | $221 | 03/31/2024 | | HAUZ | 10,219 | $221 | 03/31/2024 | | Creative Planning | 9,660 | $211 | 12/31/2023 | | HAUZ | 9,660 | $211 | 12/31/2023 | | UBS Group AG | 2,180 | $48 | 12/31/2023 | | HAUZ | 2,180 | $48 | 12/31/2023 | | Wells Fargo & Company MN | 1,326 | $29 | 12/31/2023 | | HAUZ | 1,326 | $29 | 12/31/2023 | | Morgan Stanley | 1,032 | $23 | 12/31/2023 | | HAUZ | 1,032 | $23 | 12/31/2023 | | Bank of America Corp DE | 777 | $17 | 12/31/2023 | | HAUZ | 777 | $17 | 12/31/2023 | | Spire Wealth Management | 440 | $10 | 03/31/2024 | | HAUZ | 440 | $10 | 03/31/2024 | | Smithfield Trust Co. | 388 | $9 | 12/31/2023 | | HAUZ | 388 | $9 | 12/31/2023 | | Clearstead Advisors LLC | 381 | $8 | 12/31/2023 | | HAUZ | 381 | $8 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 358 | $8 | 12/31/2023 | | HAUZ | 358 | $8 | 12/31/2023 | | FMR LLC | 318 | $7 | 12/31/2023 | | HAUZ | 318 | $7 | 12/31/2023 | | JDM Financial Group LLC | 211 | $5 | 12/31/2023 | | HAUZ | 211 | $5 | 12/31/2023 | | The PNC Financial Services Group Inc. | 161 | $4 | 12/31/2023 | | HAUZ | 161 | $4 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 200 | $4 | 12/31/2023 | | HAUZ | 200 | $4 | 12/31/2023 | | MCF Advisors LLC | 148 | $3 | 03/31/2024 | | HAUZ | 148 | $3 | 03/31/2024 | | Royal Bank of Canada | 125 | $3 | 12/31/2023 | | HAUZ | 125 | $3 | 12/31/2023 | | Chilton Capital Management LLC | 117 | $3 | 12/31/2023 | | HAUZ | 117 | $3 | 12/31/2023 | | Advisory Services Network LLC | 118 | $3 | 12/31/2023 | | HAUZ | 118 | $3 | 12/31/2023 | | Addison Advisors LLC | 117 | $3 | 12/31/2023 | | HAUZ | 117 | $3 | 12/31/2023 | | APCM Wealth Management for Individuals | 72 | $2 | 03/31/2024 | | HAUZ | 72 | $2 | 03/31/2024 | | Principal Securities Inc. | 79 | $2 | 12/31/2023 | | HAUZ | 79 | $2 | 12/31/2023 | | Investors Research Corp | 89 | $2 | 12/31/2023 | | HAUZ | 89 | $2 | 12/31/2023 | | Ronald Blue Trust Inc. | 110 | $2 | 12/31/2023 | | HAUZ | 110 | $2 | 12/31/2023 | | Allworth Financial LP | 46 | $1 | 03/31/2024 | | HAUZ | 46 | $1 | 03/31/2024 | | First Pacific Financial | 27 | $1 | 03/31/2024 | | HAUZ | 27 | $1 | 03/31/2024 | | SOA Wealth Advisors LLC. | 34 | $1 | 03/31/2024 | | HAUZ | 34 | $1 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 31 | $1 | 03/31/2024 | | HAUZ | 31 | $1 | 03/31/2024 | | Citigroup Inc. | 38 | $1 | 12/31/2023 | | HAUZ | 38 | $1 | 12/31/2023 | | Bartlett & Co. LLC | 52 | $1 | 12/31/2023 | | HAUZ | 52 | $1 | 12/31/2023 | | Capital Analysts LLC | 34 | $1 | 12/31/2023 | | HAUZ | 34 | $1 | 12/31/2023 | | AlphaCore Capital LLC | 25 | $1 | 12/31/2023 | | HAUZ | 25 | $1 | 12/31/2023 | | Geneos Wealth Management Inc. | 32 | $1 | 12/31/2023 | | HAUZ | 32 | $1 | 12/31/2023 | | Key Financial Inc | 61 | $1 | 12/31/2023 | | HAUZ | 61 | $1 | 12/31/2023 | | Frazier Financial Advisors LLC | 38 | $1 | 12/31/2023 | | HAUZ | 38 | $1 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 52 | $1 | 12/31/2023 | | HAUZ | 52 | $1 | 12/31/2023 | | Wiser Advisor Group LLC | 48 | $1 | 12/31/2023 | | HAUZ | 48 | $1 | 12/31/2023 | | Financial Management Professionals Inc. | 2 | $0 | 03/31/2024 | | HAUZ | 2 | $0 | 03/31/2024 | | Sunbelt Securities Inc. | 1 | $0 | 03/31/2024 | | HAUZ | 1 | $0 | 03/31/2024 | | JPMorgan Chase & Co. | 2 | $0 | 12/31/2023 | | HAUZ | 2 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | HAUZ | 0 | $0 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 22 | $0 | 12/31/2023 | | HAUZ | 22 | $0 | 12/31/2023 | | Signaturefd LLC | 14 | $0 | 12/31/2023 | | HAUZ | 14 | $0 | 12/31/2023 |
See All: Funds Holding HAUZ
See Details: Top 10 Hedge Funds Holding HAUZ
Also See: HAUZ Holdings Changes
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