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Institutional Holders of HPF
HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG253,641$4,002 12/31/2023
     HPF253,641$4,002 12/31/2023
Axim Planning & Wealth167,193$2,764 03/31/2024
     HPF167,193$2,764 03/31/2024
Invesco Ltd.151,974$2,398 12/31/2023
     HPF151,974$2,398 12/31/2023
Koshinski Asset Management Inc.133,072$2,100 12/31/2023
     HPF133,072$2,100 12/31/2023
Morgan Stanley130,983$2,067 12/31/2023
     HPF130,983$2,067 12/31/2023
Guggenheim Capital LLC85,724$1,353 12/31/2023
     HPF85,724$1,353 12/31/2023
Stifel Financial Corp84,390$1,332 12/31/2023
     HPF84,390$1,332 12/31/2023
Advisor Group Holdings Inc.72,958$1,151 12/31/2023
     HPF72,958$1,151 12/31/2023
Commonwealth Equity Services LLC64,237$1,014 12/31/2023
     HPF64,237$1,014 12/31/2023
National Asset Management Inc.62,045$979 12/31/2023
     HPF62,045$979 12/31/2023
Kestra Advisory Services LLC46,059$727 12/31/2023
     HPF46,059$727 12/31/2023
GWM Advisors LLC28,708$458 12/31/2023
     HPF28,708$458 12/31/2023
Wealth Enhancement Advisory Services LLC23,597$390 03/31/2024
     HPF23,597$390 03/31/2024
LPL Financial LLC24,125$381 12/31/2023
     HPF24,125$381 12/31/2023
Royal Bank of Canada21,883$345 12/31/2023
     HPF21,883$345 12/31/2023
Private Advisor Group LLC20,191$319 12/31/2023
     HPF20,191$319 12/31/2023
Wedbush Securities Inc.17,576$277 12/31/2023
     HPF17,576$277 12/31/2023
Atria Wealth Solutions Inc.16,745$264 12/31/2023
     HPF16,745$264 12/31/2023
Cetera Investment Advisers14,661$231 12/31/2023
     HPF14,661$231 12/31/2023
Raymond James & Associates12,239$202 03/31/2024
     HPF12,239$202 03/31/2024
Vanguard Capital Wealth Advisors12,000$198 03/31/2024
     HPF12,000$198 03/31/2024
Susquehanna International Group LLP12,401$196 12/31/2023
     HPF12,401$196 12/31/2023
Live Oak Private Wealth LLC10,891$180 03/31/2024
     HPF10,891$180 03/31/2024
Bank of America Corp DE11,238$177 12/31/2023
     HPF11,238$177 12/31/2023
Wells Fargo & Company MN10,595$167 12/31/2023
     HPF10,595$167 12/31/2023
Spire Wealth Management9,095$150 03/31/2024
     HPF9,095$150 03/31/2024
GPS Wealth Strategies Group LLC4,620$73 12/31/2023
     HPF4,620$73 12/31/2023
Global Retirement Partners LLC3,343$55 03/31/2024
     HPF3,343$55 03/31/2024
Webster Bank N. A.2,879$48 03/31/2024
     HPF2,879$48 03/31/2024
Glass Jacobson Investment Advisors llc2,615$41 12/31/2023
     HPF2,615$41 12/31/2023
Hollencrest Capital Management2,294$36 12/31/2023
     HPF2,294$36 12/31/2023
Anchor Investment Management LLC2,110$33 12/31/2023
     HPF2,110$33 12/31/2023
SOA Wealth Advisors LLC.1,678$28 03/31/2024
     HPF1,678$28 03/31/2024
Livelsberger Financial Advisory1,537$24 12/31/2023
     HPF1,537$24 12/31/2023
Tucker Asset Management LLC1,200$19 12/31/2023
     HPF1,200$19 12/31/2023
Winch Advisory Services LLC1,158$18 12/31/2023
     HPF1,158$18 12/31/2023
Advisory Services Network LLC969$15 12/31/2023
     HPF969$15 12/31/2023
Sound Income Strategies LLC200$3 03/31/2024
     HPF200$3 03/31/2024
JPMorgan Chase & Co.108$2 12/31/2023
     HPF108$2 12/31/2023
Huntington National Bank1$0 12/31/2023
     HPF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     HPF0$0 12/31/2023
Montag A & Associates Inc.0$0 12/31/2023
     HPF0$0 12/31/2023

See All: Funds Holding HPF
See Details: Top 10 Hedge Funds Holding HPF
Also See: HPF Insider Buying
Also See: HPF Holdings Changes

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