$35.29

-0.01 (-0.03%)

Weekly Expected Move ±1.6%

$34 $35 $35 $36 $36

ETF NYSE · AUM $4.2B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — HGER

255

Institutional Holders

+38 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

122

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (269 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	WELLS FARGO & COMPANY/MN	16,889,289	596M	-597,592	-3.4%	4Q	SEC ↗
2	BANK OF AMERICA CORP /DE	13,816,604	488M	+3,324,211	+31.7%	5Q	SEC ↗
3	JPMORGAN CHASE & CO	12,754,670	450M	+2,933,726	+29.9%	3Q	SEC ↗
4	3EDGE Asset Management, LP	4,379,803	155M	+1,029,917	+30.7%	9Q	SEC ↗
5	GREAT LAKES ADVISORS, LLC	3,674,133	130M	-160,045	-4.2%	6Q	SEC ↗
6	MAINSTAY CAPITAL MANAGEMENT LLC /ADV NEW	3,317,519	117M	—	+0.0%	1Q	SEC ↗
7	LPL Financial LLC	3,234,296	114M	+389,447	+13.7%	6Q	SEC ↗
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	3,122,947	110M	+688,260	+28.3%	4Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	3,059,281	108M	+820,752	+36.7%	7Q	SEC ↗
10	Pinnacle Financial Partners, Inc.	1,368,604	48M	+32,015	+2.4%	3Q	SEC ↗
11	HighTower Advisors, LLC	1,356,950	48M	+106,852	+8.5%	9Q	SEC ↗
12	New Harbor Financial Group, LLC	1,274,824	45M	+46,703	+3.8%	11Q	SEC ↗
13	Horizon Advisory Services, Inc.	1,166,871	41M	+188,603	+19.3%	7Q	SEC ↗
14	ASSETMARK, INC	1,100,618	39M	+59,826	+5.7%	5Q	SEC ↗
15	COMMONWEALTH EQUITY SERVICES, LLC	1,038,736	37M	+105,270	+11.3%	18Q	SEC ↗
16	Private Advisor Group, LLC	938,680	33M	-214,859	-18.6%	6Q	SEC ↗
17	CENTRAL TRUST Co	830,472	29M	+81,317	+10.9%	4Q	SEC ↗
18	ROYAL BANK OF CANADA	803,424	28M	+222,277	+38.2%	5Q	SEC ↗
19	Vident Advisory, LLC	696,401	25M	+476,140	+216.2%	5Q	SEC ↗
20	INSPIRION WEALTH ADVISORS, LLC	684,472	24M	+21,351	+3.2%	13Q	SEC ↗
21	Sowa Financial Group, Inc.	677,587	24M	-102,779	-13.2%	9Q	SEC ↗
22	Aprio Wealth Management, LLC	661,890	23M	+39,076	+6.3%	5Q	SEC ↗
23	Ellsworth Advisors, LLC	645,893	23M	+68,617	+11.9%	10Q	SEC ↗
24	Advisor OS, LLC	597,689	21M	+23,958	+4.2%	11Q	SEC ↗
25	Cambridge Investment Research Advisors	576,978	20M	+123,026	+27.1%	18Q	SEC ↗
26	Sanctuary Advisors, LLC	525,690	19M	+49,839	+10.5%	9Q	SEC ↗
27	Compound Planning, Inc.	524,162	18M	+144,204	+38.0%	3Q	SEC ↗
28	MJP ASSOCIATES INC /ADV	512,286	18M	+24,762	+5.1%	2Q	SEC ↗
29	Cornerstone Wealth Group, LLC NEW	426,514	15M	—	+0.0%	1Q	SEC ↗
30	Jefferies Financial Group Inc. NEW	400,149	14M	—	+0.0%	1Q	SEC ↗
31	Choice Wealth Advisors LLC NEW	398,929	14M	—	+0.0%	1Q	SEC ↗
32	Stratos Wealth Partners, LTD.	395,385	14M	+70,878	+21.8%	4Q	SEC ↗
33	Mariner, LLC	381,515	13M	+16,860	+4.6%	4Q	SEC ↗
34	Resonant Capital Advisors, LLC	377,427	13M	+52,676	+16.2%	2Q	SEC ↗
35	Janney Montgomery Scott LLC	374,717	13M	+3,159	+0.9%	11Q	SEC ↗
36	PRIVATE CLIENT SERVICES, LLC NEW	347,558	12M	—	+0.0%	1Q	SEC ↗
37	Cetera Investment Advisers	345,324	12M	+48,553	+16.4%	9Q	SEC ↗
38	OPPENHEIMER & CO INC	342,933	12M	+5,390	+1.6%	4Q	SEC ↗
39	ENVESTNET ASSET MANAGEMENT INC	342,820	12M	+38,050	+12.5%	17Q	SEC ↗
40	Blue Trust, Inc.	338,031	12M	+5,770	+1.7%	2Q	SEC ↗
41	NORTHCAPE WEALTH MANAGEMENT, LLC	328,981	12M	+12,310	+3.9%	7Q	SEC ↗
42	Sunrise Financial Services, LLC	328,814	12M	+17,368	+5.6%	3Q	SEC ↗
43	Csenge Advisory Group	320,728	11M	+22,984	+7.7%	6Q	SEC ↗
44	Guided Capital Wealth Management, LLC	308,481	11M	+58,600	+23.5%	2Q	SEC ↗
45	Ethos Financial Group, LLC	286,041	10M	-7,533	-2.6%	3Q	SEC ↗
46	Great Diamond Partners, LLC	284,636	10M	+2,416	+0.9%	2Q	SEC ↗
47	TWIN FOCUS CAPITAL PARTNERS, LLC	284,610	10M	+75,030	+35.8%	5Q	SEC ↗
48	&PARTNERS	266,330	9M	+93,870	+54.4%	4Q	SEC ↗
49	OSAIC HOLDINGS, INC.	262,873	9M	+88,390	+50.7%	18Q	SEC ↗
50	MBL Wealth, LLC	259,747	9M	+21,403	+9.0%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
MAINSTAY CAPITAL MANAGEMENT LLC /AD	3,317,519	117M
Cornerstone Wealth Group, LLC	426,514	15M
Jefferies Financial Group Inc.	400,149	14M
Choice Wealth Advisors LLC	398,929	14M
PRIVATE CLIENT SERVICES, LLC	347,558	12M
CROBAN	245,978	9M
Cooper Financial Group	244,810	9M
D.A. DAVIDSON & CO.	147,962	5M
KICKSTAND VENTURES, LLC.	126,908	4M
Ausdal Financial Partners, Inc.	104,656	4M
Bedel Financial Consulting, Inc.	82,434	3M
MainStreet Investment Advisors LLC	79,741	3M
MassMutual Private Wealth & Trust,	61,625	2M
Embree Financial Group	42,858	2M
Signal Advisors Wealth, LLC	42,586	2M
KAYNE ANDERSON RUDNICK INVESTMENT M	34,708	1M
Advisors Preferred, LLC	34,571	1M
Rockefeller Capital Management L.P.	32,238	1M
Global Retirement Partners, LLC	29,388	1M
KESTRA PRIVATE WEALTH SERVICES, LLC	27,755	979K

Sold Out (20)

Holder	Prev Shares	Prev Value
WIN ADVISORS, INC	469,067	17M
JANE STREET GROUP, LLC	136,440	5M
Econ Financial Services Corp	136,017	5M
Elevation Capital Advisory, LLC	118,960	4M
FSA WEALTH PARTNERS, INC.	90,973	3M
SILVER OAK SECURITIES, INCORPORATED	71,364	3M
Arete Wealth Advisors, LLC	67,510	2M
AE Wealth Management LLC	57,644	2M
Avestar Capital, LLC	57,321	2M
Synergy Asset Management, LLC	49,814	2M
Per Stirling Capital Management, LL	47,991	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	43,603	2M
FLOW TRADERS U.S. LLC	29,386	1M
Hershey Financial Advisers, LLC	27,719	978K
Darden Wealth Group Inc	23,675	835K
JT Stratford LLC	22,461	793K
Clarity Retirement & Wealth, LLC	21,478	758K
Qube Research & Technologies Ltd	20,961	740K
Almanack Investment Partners, LLC.	17,004	600K
Rossby Financial, LCC	15,069	532K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BANK OF AMERICA CORP /DE	+3,324,211	+31.7%	13,816,604
JPMORGAN CHASE & CO	+2,933,726	+29.9%	12,754,670
3EDGE Asset Management, LP	+1,029,917	+30.7%	4,379,803
RAYMOND JAMES FINANCIAL INC	+820,752	+36.7%	3,059,281
NORTHWESTERN MUTUAL WEALTH MANAGEME	+688,260	+28.3%	3,122,947
Vident Advisory, LLC	+476,140	+216.2%	696,401
LPL Financial LLC	+389,447	+13.7%	3,234,296
ROYAL BANK OF CANADA	+222,277	+38.2%	803,424
Horizon Advisory Services, Inc.	+188,603	+19.3%	1,166,871
Compound Planning, Inc.	+144,204	+38.0%	524,162
Cambridge Investment Research Advis	+123,026	+27.1%	576,978
HighTower Advisors, LLC	+106,852	+8.5%	1,356,950
COMMONWEALTH EQUITY SERVICES, LLC	+105,270	+11.3%	1,038,736
&PARTNERS	+93,870	+54.4%	266,330
Vise Technologies, Inc.	+92,779	+154.8%	152,706
OSAIC HOLDINGS, INC.	+88,390	+50.7%	262,873
CENTRAL TRUST Co	+81,317	+10.9%	830,472
D L CARLSON INVESTMENT GROUP INC	+76,766	+46.2%	242,817
TWIN FOCUS CAPITAL PARTNERS, LLC	+75,030	+35.8%	284,610
VestGen Advisors, LLC	+72,903	+41.7%	247,605

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
WELLS FARGO & COMPANY/MN	-597,592	-3.4%	16,889,289
Concurrent Investment Advisors, LLC	-214,981	-89.3%	25,728
Private Advisor Group, LLC	-214,859	-18.6%	938,680
GREAT LAKES ADVISORS, LLC	-160,045	-4.2%	3,674,133
Sowa Financial Group, Inc.	-102,779	-13.2%	677,587
FIG FINANCIAL ADVISORY SERVICES INC	-91,699	-65.0%	49,339
Merit Financial Group, LLC	-61,330	-68.5%	28,188
NOMURA ASSET MANAGEMENT CO LTD	-41,400	-38.7%	65,600
GREAT VALLEY ADVISOR GROUP, INC.	-38,497	-19.2%	161,887
Richmond Investment Services, LLC	-27,553	-51.8%	25,603
MML INVESTORS SERVICES, LLC	-27,054	-12.1%	196,040
SFG Wealth Management, LLC.	-16,900	-11.4%	131,024
Gateway Wealth Partners, LLC	-16,737	-28.2%	42,567
Randall & Associates Wealth Managem	-16,338	-11.5%	125,824
Stillwater Private Wealth, LLC	-12,312	-56.4%	9,509
Farther Finance Advisors, LLC	-12,281	-66.4%	6,216
FLYNN ZITO CAPITAL MANAGEMENT, LLC	-10,822	-12.8%	74,051
GENESIS PRIVATE WEALTH, LLC	-10,001	-17.6%	46,689
Ethos Financial Group, LLC	-7,533	-2.6%	286,041
Baird Financial Group, Inc.	-6,919	-10.5%	58,711

HGER Institutional Ownership

Institutional Ownership — HGER

Ownership Trends

Top Institutional Holders (269 total)

Recent Activity

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