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Institutional Holders of HQI
HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.264,971$4,067 12/31/2023
     HQI264,971$4,067 12/31/2023
BlackRock Inc.264,465$4,060 12/31/2023
     HQI264,465$4,060 12/31/2023
Bandera Partners LLC251,847$3,866 12/31/2023
     HQI251,847$3,866 12/31/2023
US Bancorp DE133,333$2,047 12/31/2023
     HQI133,333$2,047 12/31/2023
Geode Capital Management LLC114,025$1,750 12/31/2023
     HQI114,025$1,750 12/31/2023
NewEdge Wealth LLC93,036$1,428 12/31/2023
     HQI93,036$1,428 12/31/2023
Bank of New York Mellon Corp89,341$1,157 03/31/2024
     HQI89,341$1,157 03/31/2024
State Street Corp73,279$1,125 12/31/2023
     HQI73,279$1,125 12/31/2023
Summit Trail Advisors LLC62,625$811 03/31/2024
     HQI62,625$811 03/31/2024
Northern Trust Corp51,284$787 12/31/2023
     HQI51,284$787 12/31/2023
Truist Financial Corp43,417$666 12/31/2023
     HQI43,417$666 12/31/2023
Creative Planning34,750$533 12/31/2023
     HQI34,750$533 12/31/2023
RBF Capital LLC30,000$460 12/31/2023
     HQI30,000$460 12/31/2023
Global Strategic Investment Solutions LLC21,243$326 12/31/2023
     HQI21,243$326 12/31/2023
Dimensional Fund Advisors LP19,977$307 12/31/2023
     HQI19,977$307 12/31/2023
O Shaughnessy Asset Management LLC14,336$220 12/31/2023
     HQI14,336$220 12/31/2023
Morgan Stanley14,004$215 12/31/2023
     HQI14,004$215 12/31/2023
Charles Schwab Investment Management Inc.13,973$214 12/31/2023
     HQI13,973$214 12/31/2023
SRS Capital Advisors Inc.13,923$214 12/31/2023
     HQI13,923$214 12/31/2023
Concurrent Investment Advisors LLC12,569$193 12/31/2023
     HQI12,569$193 12/31/2023
Mirae Asset Global Investments Co. Ltd.10,871$167 12/31/2023
     HQI10,871$167 12/31/2023
Barclays PLC7,479$115 12/31/2023
     HQI7,479$115 12/31/2023
Bank of America Corp DE7,178$110 12/31/2023
     HQI7,178$110 12/31/2023
UBS Group AG6,345$97 12/31/2023
     HQI6,345$97 12/31/2023
JPMorgan Chase & Co.5,916$91 12/31/2023
     HQI5,916$91 12/31/2023
Deutsche Bank AG4,658$72 12/31/2023
     HQI4,658$72 12/31/2023
Rhumbline Advisers4,485$69 12/31/2023
     HQI4,485$69 12/31/2023
New York State Common Retirement Fund3,646$56 12/31/2023
     HQI3,646$56 12/31/2023
American International Group Inc.2,664$41 12/31/2023
     HQI2,664$41 12/31/2023
Royal Bank of Canada1,943$30 12/31/2023
     HQI1,943$30 12/31/2023
Covestor Ltd1,710$26 12/31/2023
     HQI1,710$26 12/31/2023
Wells Fargo & Company MN1,389$21 12/31/2023
     HQI1,389$21 12/31/2023
Strs Ohio1,400$21 12/31/2023
     HQI1,400$21 12/31/2023
Tower Research Capital LLC TRC 1,173$18 12/31/2023
     HQI1,173$18 12/31/2023
California State Teachers Retirement System882$14 12/31/2023
     HQI882$14 12/31/2023
Citigroup Inc.762$12 12/31/2023
     HQI762$12 12/31/2023
Legal & General Group Plc627$10 12/31/2023
     HQI627$10 12/31/2023
Advisor Group Holdings Inc.594$9 12/31/2023
     HQI594$9 12/31/2023
Ameritas Investment Partners Inc.443$7 12/31/2023
     HQI443$7 12/31/2023
FMR LLC166$3 12/31/2023
     HQI166$3 12/31/2023
Amalgamated Bank180$2 03/31/2024
     HQI180$2 03/31/2024
CWM LLC1$0 03/31/2024
     HQI1$0 03/31/2024

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

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