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HAP Institutional Ownership

VanEck Natural Resources ETF
1W: -1.3% 1M: -5.3% 3M: +6.3% YTD: +20.5% 1Y: +28.9% 3Y: +58.8% 5Y: +80.7%
$73.76
+0.95 (+1.31%)
 
Weekly Expected Move ±2.2%
$71 $72 $74 $75 $77
ETF AMEX · AUM $218.2M

Institutional Ownership — HAP

73
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
193M
Total Invested
11
New Positions
23
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (82 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cetera Investment Advisers 554,222 $41M -17,090 -3.0% 10Q SEC ↗
2 Morton Capital Management LLC/CA 372,552 $27M -7,693 -2.0% 11Q SEC ↗
3 IAG Wealth Partners, LLC 236,196 $17M -16,899 -6.7% 11Q SEC ↗
4 MORGAN STANLEY 222,945 $16M +10,046 +4.7% 41Q SEC ↗
5 VAN ECK ASSOCIATES CORP 222,512 $16M -202,230 -47.6% 3Q SEC ↗
6 LPL Financial LLC 204,959 $15M -15,830 -7.2% 23Q SEC ↗
7 Merit Financial Group, LLC NEW 146,855 $11M — +0.0% 1Q SEC ↗
8 CULTIVAR CAPITAL, INC. 140,091 $10M -1,160 -0.8% 11Q SEC ↗
9 BANK OF AMERICA CORP /DE 117,287 $9M +69,533 +145.6% 15Q SEC ↗
10 AMERIPRISE FINANCIAL INC 96,904 $7M +3,235 +3.5% 2Q SEC ↗
11 Baird Financial Group, Inc. 58,660 $4M -152 -0.3% 17Q SEC ↗
12 HighTower Advisors, LLC 41,718 $3M +19,805 +90.4% 22Q SEC ↗
13 CREATIVE FINANCIAL DESIGNS INC /ADV NEW 35,397 $3M — +0.0% 1Q SEC ↗
14 FLOW TRADERS U.S. LLC 34,699 $3M +15,631 +82.0% 2Q SEC ↗
15 MERCER GLOBAL ADVISORS INC /ADV 25,466 $2M -227 -0.9% 22Q SEC ↗
16 ROYAL BANK OF CANADA 24,430 $2M +6,689 +37.7% 37Q SEC ↗
17 OSAIC HOLDINGS, INC. 21,783 $2M +15,012 +221.7% 26Q SEC ↗
18 Avior Wealth Management, LLC 19,932 $1M +115 +0.6% 2Q SEC ↗
19 JONES FINANCIAL COMPANIES LLLP 18,514 $1M +8,596 +86.7% 10Q SEC ↗
20 WELLS FARGO & COMPANY/MN 15,326 $1M -1,462 -8.7% 41Q SEC ↗
21 RAYMOND JAMES FINANCIAL INC 15,322 $1M +5,260 +52.3% 7Q SEC ↗
22 Steward Partners Investment Advisory, 14,623 $1M +5,773 +65.2% 30Q SEC ↗
23 &PARTNERS 12,540 $925K +64 +0.5% 3Q SEC ↗
24 Advisors Preferred, LLC 12,362 $912K +10,112 +449.4% 3Q SEC ↗
25 UBS Group AG 12,105 $893K +5,090 +72.6% 41Q SEC ↗
26 Cambridge Investment Research Advisors 11,226 $828K +7,021 +167.0% 4Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 10,583 $781K — +0.0% 1Q SEC ↗
28 Austin Wealth Management, LLC 9,703 $716K -295 -3.0% 5Q SEC ↗
29 RWA WEALTH PARTNERS, LLC 9,049 $667K — +0.0% 11Q SEC ↗
30 Creative Planning 9,021 $665K +112 +1.3% 24Q SEC ↗
31 Savvy Advisors, Inc. NEW 8,505 $627K — +0.0% 1Q SEC ↗
32 Horizon Advisory Services, Inc. 7,817 $577K +259 +3.4% 10Q SEC ↗
33 Private Advisor Group, LLC NEW 6,797 $501K — +0.0% 1Q SEC ↗
34 Focus Financial Network, Inc. 5,647 $417K — +0.0% 10Q SEC ↗
35 MACROVIEW INVESTMENT MANAGEMENT LLC 5,335 $394K — +0.0% 17Q SEC ↗
36 Pure Financial Advisors, LLC 4,757 $351K -847 -15.1% 23Q SEC ↗
37 Farther Finance Advisors, LLC 3,910 $288K — +0.0% 5Q SEC ↗
38 Equitable Holdings, Inc. NEW 3,702 $273K — +0.0% 1Q SEC ↗
39 NewEdge Advisors, LLC 3,673 $271K -35 -0.9% 15Q SEC ↗
40 ENTREWEALTH, LLC 3,591 $265K — +0.0% 4Q SEC ↗
41 NORTHBRIDGE FINANCIAL GROUP, LLC 3,489 $257K -3,924 -52.9% 3Q SEC ↗
42 MAI Capital Management NEW 3,486 $257K — +0.0% 1Q SEC ↗
43 Certified Advisory Corp NEW 3,400 $251K — +0.0% 1Q SEC ↗
44 Castleview Partners, LLC 3,245 $239K +366 +12.7% 2Q SEC ↗
45 Atria Investments, Inc NEW 3,057 $225K — +0.0% 1Q SEC ↗
46 MML INVESTORS SERVICES, LLC 2,996 $221K -215 -6.7% 2Q SEC ↗
47 RIK SAYLOR FINANCIAL, INC. 2,938 $217K — +0.0% 2Q SEC ↗
48 TUCKER ASSET MANAGEMENT LLC 2,805 $207K +2,113 +305.3% 2Q SEC ↗
49 Peterson Wealth Services 2,742 $202K — +0.0% 8Q SEC ↗
50 Arax Advisory Partners 2,076 $153K +1,800 +652.2% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +69,533 +145.6% 117,287
HighTower Advisors, LLC +19,805 +90.4% 41,718
FLOW TRADERS U.S. LLC +15,631 +82.0% 34,699
OSAIC HOLDINGS, INC. +15,012 +221.7% 21,783
Advisors Preferred, LLC +10,112 +449.4% 12,362
MORGAN STANLEY +10,046 +4.7% 222,945
JONES FINANCIAL COMPANIES LLLP +8,596 +86.7% 18,514
Cambridge Investment Research Advis +7,021 +167.0% 11,226
ROYAL BANK OF CANADA +6,689 +37.7% 24,430
Steward Partners Investment Advisor +5,773 +65.2% 14,623
RAYMOND JAMES FINANCIAL INC +5,260 +52.3% 15,322
UBS Group AG +5,090 +72.6% 12,105
AMERIPRISE FINANCIAL INC +3,235 +3.5% 96,904
TUCKER ASSET MANAGEMENT LLC +2,113 +305.3% 2,805
Arax Advisory Partners +1,800 +652.2% 2,076
FMR LLC +820 +1301.6% 883
Castleview Partners, LLC +366 +12.7% 3,245
IFP Advisors, Inc +354 +33.9% 1,399
Horizon Advisory Services, Inc. +259 +3.4% 7,817
Avior Wealth Management, LLC +115 +0.6% 19,932
Biggest Decreases (14)
HolderReducedChange %Total Shares
VAN ECK ASSOCIATES CORP -202,230 -47.6% 222,512
Cetera Investment Advisers -17,090 -3.0% 554,222
IAG Wealth Partners, LLC -16,899 -6.7% 236,196
LPL Financial LLC -15,830 -7.2% 204,959
Morton Capital Management LLC/CA -7,693 -2.0% 372,552
NORTHBRIDGE FINANCIAL GROUP, LLC -3,924 -52.9% 3,489
WELLS FARGO & COMPANY/MN -1,462 -8.7% 15,326
CULTIVAR CAPITAL, INC. -1,160 -0.8% 140,091
Pure Financial Advisors, LLC -847 -15.1% 4,757
Austin Wealth Management, LLC -295 -3.0% 9,703
MERCER GLOBAL ADVISORS INC /ADV -227 -0.9% 25,466
MML INVESTORS SERVICES, LLC -215 -6.7% 2,996
Baird Financial Group, Inc. -152 -0.3% 58,660
NewEdge Advisors, LLC -35 -0.9% 3,673

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms