$19.80

-0.58 (-2.85%)

Weekly Expected Move ±3.1%

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ETF NYSE · AUM $1.1B

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

Institutional Ownership — HQH

141

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

287M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (153 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	4,466,114	88M	-60,425	-1.3%	47Q	SEC ↗
2	RAYMOND JAMES FINANCIAL INC	1,229,661	24M	+35,036	+2.9%	7Q	SEC ↗
3	Penserra Capital Management LLC	1,194,853	24M	+45,585	+4.0%	8Q	SEC ↗
4	Advisors Asset Management, Inc.	665,476	13M	+88,237	+15.3%	35Q	SEC ↗
5	LPL Financial LLC	582,882	12M	+30,488	+5.5%	47Q	SEC ↗
6	ROYAL BANK OF CANADA	524,781	10M	+5,114	+1.0%	47Q	SEC ↗
7	AMERIPRISE FINANCIAL INC	465,769	9M	-926	-0.2%	16Q	SEC ↗
8	NEEDHAM INVESTMENT MANAGEMENT LLC	320,825	6M	+9,541	+3.1%	47Q	SEC ↗
9	Z3 Capital Partners, LLC	230,448	5M	+3,080	+1.4%	3Q	SEC ↗
10	BANK OF AMERICA CORP /DE	226,301	4M	+629	+0.3%	15Q	SEC ↗
11	Janney Montgomery Scott LLC	214,304	4M	+9,056	+4.4%	47Q	SEC ↗
12	NewEdge Advisors, LLC	164,510	3M	+12,772	+8.4%	19Q	SEC ↗
13	Samalin Investment Counsel, LLC	154,616	3M	+28,768	+22.9%	14Q	SEC ↗
14	UBS Group AG	133,040	3M	+4,106	+3.2%	47Q	SEC ↗
15	Kestra Advisory Services, LLC	131,800	3M	+3,407	+2.7%	23Q	SEC ↗
16	OSAIC HOLDINGS, INC.	131,570	3M	+1,693	+1.3%	26Q	SEC ↗
17	Invesco Ltd.	121,516	2M	+8,976	+8.0%	36Q	SEC ↗
18	OPPENHEIMER & CO INC	116,304	2M	-324	-0.3%	15Q	SEC ↗
19	FIRST TRUST ADVISORS LP	114,792	2M	+8,857	+8.4%	36Q	SEC ↗
20	Smith Asset Management Co., LLC	112,724	2M	-2,537	-2.2%	7Q	SEC ↗
21	Steward Partners Investment Advisory,	101,994	2M	+17,646	+20.9%	39Q	SEC ↗
22	NWF Advisory Services Inc.	98,507	2M	-2,262	-2.2%	6Q	SEC ↗
23	COHEN & STEERS, INC.	89,573	2M	—	+0.0%	38Q	SEC ↗
24	Cambridge Investment Research Advisors	87,280	2M	+4,629	+5.6%	26Q	SEC ↗
25	Rockefeller Capital Management L.P.	86,488	2M	+56,653	+189.9%	8Q	SEC ↗
26	COMMONWEALTH EQUITY SERVICES, LLC	76,373	2M	+950	+1.3%	35Q	SEC ↗
27	Sage Capital Management, LLC	73,807	1M	+11,332	+18.1%	11Q	SEC ↗
28	Private Advisor Group, LLC	61,345	1M	+5,627	+10.1%	21Q	SEC ↗
29	Cetera Investment Advisers	60,059	1M	-22,537	-27.3%	23Q	SEC ↗
30	NORTHERN TRUST CORP	57,971	1M	+1,484	+2.6%	2Q	SEC ↗
31	GUGGENHEIM CAPITAL LLC	56,858	1M	+12,520	+28.2%	14Q	SEC ↗
32	EVOLVE PRIVATE WEALTH, LLC	53,461	1M	-3,781	-6.6%	3Q	SEC ↗
33	CITY OF LONDON INVESTMENT MANAGEMENT C	51,952	1M	—	+0.0%	15Q	SEC ↗
34	STEPHENS INC /AR	46,190	915K	+22,566	+95.5%	16Q	SEC ↗
35	WEDBUSH SECURITIES INC	46,103	913K	+12,325	+36.5%	47Q	SEC ↗
36	Triumph Capital Management	45,512	901K	+567	+1.3%	8Q	SEC ↗
37	AlphaCore Capital LLC	42,947	850K	+873	+2.1%	6Q	SEC ↗
38	AE Wealth Management LLC	41,797	828K	-5,952	-12.5%	29Q	SEC ↗
39	MGO ONE SEVEN LLC NEW	40,226	796K	—	+0.0%	1Q	SEC ↗
40	Baird Financial Group, Inc.	39,989	792K	-32,935	-45.2%	9Q	SEC ↗
41	Cyndeo Wealth Partners, LLC	38,308	758K	—	+0.0%	15Q	SEC ↗
42	World Investment Advisors	34,259	678K	-525	-1.5%	4Q	SEC ↗
43	Abel Hall, LLC	33,000	653K	—	+0.0%	5Q	SEC ↗
44	Closed-End Fund Advisors, Inc.	32,293	639K	-5,722	-15.1%	3Q	SEC ↗
45	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31,122	616K	-1,366	-4.2%	22Q	SEC ↗
46	HighTower Advisors, LLC	30,515	604K	+545	+1.8%	47Q	SEC ↗
47	WELLS FARGO & COMPANY/MN	27,808	551K	+720	+2.7%	47Q	SEC ↗
48	Compound Planning, Inc.	23,585	467K	+6,297	+36.4%	14Q	SEC ↗
49	JANE STREET GROUP, LLC NEW	23,286	461K	—	+0.0%	1Q	SEC ↗
50	WESPAC Advisors, LLC	23,153	458K	+293	+1.3%	6Q	SEC ↗

Recent Activity

New Positions (17)

Holder	Shares	Value
MGO ONE SEVEN LLC	40,226	796K
JANE STREET GROUP, LLC	23,286	461K
WEALTH ENHANCEMENT ADVISORY SERVICE	19,757	391K
Turner Financial Group, Inc.	17,646	349K
M&T Bank Corp	13,861	274K
Advisory Advocates, LLC	11,271	223K
Lido Advisors, LLC	10,049	199K
180 WEALTH ADVISORS, LLC	9,979	198K
MOODY LYNN LIEBERSON & WALKER, LLC	9,664	191K
Ameritas Advisory Services, LLC	6,800	135K
Integrated Wealth Concepts LLC	6,772	134K
IFG Advisory, LLC	5,153	102K
Global Retirement Partners, LLC	4,532	90K
Arax Advisory Partners	2,650	52K
Kennebec Savings Bank	1,287	25K
CWM, LLC	125	2K
TRUST CO OF VERMONT	26	1K

Sold Out (20)

Holder	Prev Shares	Prev Value
PREVAIL INNOVATIVE WEALTH ADVISORS,	110,374	2M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C	34,599	685K
WOLVERINE ASSET MANAGEMENT LLC	23,915	474K
SUSQUEHANNA INTERNATIONAL GROUP, LL	20,161	399K
MILLENNIUM MANAGEMENT LLC	20,013	396K
Independent Advisor Alliance	16,743	332K
Shaker Financial Services, LLC	16,260	322K
GOLDMAN SACHS GROUP INC	12,517	248K
IFP Advisors, Inc	12,099	240K
DECISION INVESTMENTS, INC	10,861	215K
Advisory Services Network, LLC	4,749	94K
Osbon Capital Management LLC	4,370	87K
FLAGSHIP HARBOR ADVISORS, LLC	2,555	51K
EASTERN BANK	1,676	33K
Karpus Management, Inc.	1,070	21K
MAI Capital Management	1,029	20K
PNC FINANCIAL SERVICES GROUP, INC.	828	16K
EVOLUTION WEALTH MANAGEMENT INC.	628	12K
Mountain Hill Investment Partners C	500	10K
BlackRock, Inc.	268	5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Advisors Asset Management, Inc.	+88,237	+15.3%	665,476
Rockefeller Capital Management L.P.	+56,653	+189.9%	86,488
Penserra Capital Management LLC	+45,585	+4.0%	1,194,853
RAYMOND JAMES FINANCIAL INC	+35,036	+2.9%	1,229,661
LPL Financial LLC	+30,488	+5.5%	582,882
Samalin Investment Counsel, LLC	+28,768	+22.9%	154,616
STEPHENS INC /AR	+22,566	+95.5%	46,190
Steward Partners Investment Advisor	+17,646	+20.9%	101,994
NewEdge Advisors, LLC	+12,772	+8.4%	164,510
GUGGENHEIM CAPITAL LLC	+12,520	+28.2%	56,858
WEDBUSH SECURITIES INC	+12,325	+36.5%	46,103
Sage Capital Management, LLC	+11,332	+18.1%	73,807
NEEDHAM INVESTMENT MANAGEMENT LLC	+9,541	+3.1%	320,825
Janney Montgomery Scott LLC	+9,056	+4.4%	214,304
Invesco Ltd.	+8,976	+8.0%	121,516
FIRST TRUST ADVISORS LP	+8,857	+8.4%	114,792
Compound Planning, Inc.	+6,297	+36.4%	23,585
Private Advisor Group, LLC	+5,627	+10.1%	61,345
ROYAL BANK OF CANADA	+5,114	+1.0%	524,781
Cambridge Investment Research Advis	+4,629	+5.6%	87,280

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-60,425	-1.3%	4,466,114
Baird Financial Group, Inc.	-32,935	-45.2%	39,989
Cetera Investment Advisers	-22,537	-27.3%	60,059
ENVESTNET ASSET MANAGEMENT INC	-20,713	-59.4%	14,139
XTX Topco Ltd	-11,761	-48.1%	12,713
UHLMANN PRICE SECURITIES, LLC	-9,084	-34.3%	17,406
BLUE BELL PRIVATE WEALTH MANAGEMENT	-7,195	-34.4%	13,718
AE Wealth Management LLC	-5,952	-12.5%	41,797
Closed-End Fund Advisors, Inc.	-5,722	-15.1%	32,293
WNY Asset Management, LLC	-4,677	-32.9%	9,536
MERCER GLOBAL ADVISORS INC /ADV	-4,288	-41.4%	6,082
EVOLVE PRIVATE WEALTH, LLC	-3,781	-6.6%	53,461
Smith Asset Management Co., LLC	-2,537	-2.2%	112,724
NWF Advisory Services Inc.	-2,262	-2.2%	98,507
INDEPENDENT FINANCIAL GROUP, LLC	-2,003	-15.3%	11,056
NATIONS FINANCIAL GROUP INC, /IA/ /	-1,366	-4.2%	31,122
AMERIPRISE FINANCIAL INC	-926	-0.2%	465,769
Equitable Holdings, Inc.	-663	-6.0%	10,386
World Investment Advisors	-525	-1.5%	34,259
STIFEL FINANCIAL CORP	-501	-3.4%	14,268

HQH

Institutional Ownership — HQH

Ownership Trends

Top Institutional Holders (153 total)

Recent Activity

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