FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.2°C
UV0
Feels31.7°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:10 PM
13F QoQ Ownership Changes

HIO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 23 new · 33 added · 60 reduced · 9 exited

New Positions(23)

ManagerSharesΔ SharesValueΔ Value% Δ
Rareview Capital LLC572,495+572,495$2.3M+$2.3M
ABSOLUTE INVESTMENT ADVISERS, LLC327,231+327,231$1.2M+$1.2M
Calamos Advisors LLC144,295+144,295$535.3K+$535.3K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.130,863+130,863$485.5K+$485.5K
XTX Topco Ltd74,557+74,557$276.6K+$276.6K
Segment Wealth Management, LLC49,332+49,332$183.0K+$183.0K
Logan Stone Capital, LLC42,419+42,419$157.4K+$157.4K
BOOTHBAY FUND MANAGEMENT, LLC42,202+42,202$156.6K+$156.6K
KELLEHER FINANCIAL ADVISORS33,436+33,436$124.0K+$124.0K
Global Retirement Partners, LLC27,152+27,152$100.7K+$100.7K
Quadrature Capital Ltd23,257+23,257$86.3K+$86.3K
Cape Investment Advisory, Inc.18,300+18,300$67.9K+$67.9K
Blue Barn Wealth, LLC16,446+16,446$61.0K+$61.0K
One Capital Management, LLC11,690+11,690$43.4K+$43.4K
LAUREL OAK WEALTH MANAGEMENT, LLC10,913+10,913$40.5K+$40.5K
Pinnacle Wealth Planning Services, Inc.10,912+10,912$40.5K+$40.5K
GILPIN WEALTH MANAGEMENT, LLC2,602+2,602$9.7K+$9.7K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,227+2,227$8.3K+$8.3K
CoreCap Advisors, LLC2,188+2,188$8.1K+$8.1K
Rockefeller Capital Management L.P.830+830$3.1K+$3.1K
Allworth Financial LP486+486$1.8K+$1.8K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC9+9$33+$33
Lloyd Advisory Services, LLC.1+1$2+$2

Added To(33)

ManagerSharesΔ SharesValueΔ Value% Δ
Shaker Financial Services, LLC613,763+402,861$2.3M+$1.5M191.0%
READYSTATE ASSET MANAGEMENT LP477,054+383,537$1.8M+$1.4M410.1%
WOLVERINE ASSET MANAGEMENT LLC640,496+375,140$2.4M+$1.4M141.4%
PIN OAK INVESTMENT ADVISORS INC234,308+1,680$886-$900.7K0.7%
Invesco Ltd.1,220,952+201,345$4.5M+$614.4K19.7%
JANE STREET GROUP, LLC195,056+102,915$723.7K+$369.8K111.7%
LPL Financial LLC385,003+105,685$1.4M+$355.8K37.8%
NWF Advisory Services Inc.153,476+89,143$577.8K+$330.8K138.6%
JONES FINANCIAL COMPANIES LLLP417,109+97,379$1.5M+$326.1K30.4%
WELLS FARGO & COMPANY/MN776,289+92,096$2.9M+$252.7K13.5%
COMMONWEALTH EQUITY SERVICES, LLC57,443+7,331$213.1K+$212.9K14.6%
Suncoast Equity Management37,764+19,572$140.1K+$70.2K107.6%
Chicago Partners Investment Group LLC398,939+4,559$1.5M-$46.2K1.1%
Integrity Advisory Solutions, LLC21,786+8,787$80.8K+$30.9K67.6%
ACCREDITED INVESTOR SERVICES, LLC24,070+6,301$89.3K+$21.1K35.5%
MORGAN STANLEY9,632,812+320,681$35.7M-$20.9K3.4%
Pathway Financial Advisers, LLC277,703+5,376$1.0M-$15.3K2.0%
ENVESTNET ASSET MANAGEMENT INC133,124+1,165$493.9K-$12.8K0.9%
Steward Partners Investment Advisory, LLC93,797+18$348.0K-$12.1K0.0%
Merit Financial Group, LLC20,295+3,486$75.3K+$10.7K20.7%
Stratos Wealth Partners, LTD.59,365+65$220.2K-$7.5K0.1%
Concurrent Investment Advisors, LLC49,376+435$183.2K-$4.7K0.9%
CHOREO, LLC46,226+426$172.7K-$3.2K0.9%
WPG Advisers, LLC4,192+908$15.6K+$2.9K27.6%
Mariner, LLC22,144+192$82.2K-$2.1K0.9%
SIT INVESTMENT ASSOCIATES INC2,235,264+556,840$8.3K+$1.8K33.2%
Encompass More Asset Management12,006+111$44.5K-$1.1K0.9%
Equitable Holdings, Inc.11,188+169$41.5K-$8061.5%
Penserra Capital Management LLC1,574,987+145,761$5.8K+$35510.2%
Samalin Investment Counsel, LLC21,617+774$80.2K+$1643.7%
&PARTNERS20,046+650$74.4K-$1083.4%
Cetera Investment Advisers98,413+3,341$365.1K+$353.5%
PARK AVENUE SECURITIES LLC25,847+1,914$96+$48.0%

Reduced(60)

ManagerSharesΔ SharesValueΔ Value% Δ
Kanen Wealth Management LLC480,454-216,564$1.8K-$2.7M-31.1%
Fiera Capital Corp42,967-439,348$159.4K-$1.7M-91.1%
Capital Investment Advisors, LLC2,889,829-226,091$10.7M-$1.2M-7.3%
UBS Group AG534,544-218,646$2.0M-$909.1K-29.0%
RFG Advisory, LLC180,783-128,806$670.7K-$518.1K-41.6%
Royal Bank of Canada151,874-101,269$564.0K-$443.0K-40.0%
FCA CORP /TX1,140,561-47,030$4.2M-$328.9K-4.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,822-69,355$132.9K-$271.0K-65.9%
STIFEL FINANCIAL CORP90,113-40,035$334.3K-$165.4K-30.8%
BANK OF AMERICA CORP /DE/358,800-30,475$1.3M-$163.7K-7.8%
OPPENHEIMER & CO INC40,804-29,797$151.4K-$119.7K-42.2%
RAYMOND JAMES FINANCIAL INC702,709-5,124$2.6M-$111.0K-0.7%
Marex Group plc67,142-22,725$249.1K-$96.0K-25.3%
OSAIC HOLDINGS, INC.109,510-14,484$406.3K-$79.6K-11.7%
Clearstead Advisors, LLC34,375-17,324$127.5K-$71.0K-33.5%
FIRST TRUST ADVISORS LP240,618-10,310$892.7K-$70.9K-4.1%
MAI Capital Management10,839-14,402$40.2K-$56.7K-57.0%
High Net Worth Advisory Group LLC10,062-12,291$37.3K-$48.5K-55.0%
Fortis Group Advisors, LLC213,476-2,183$804.8K-$27.6K-1.0%
NewEdge Advisors, LLC45,535-5,310$168.9K-$26.3K-10.4%
Farther Finance Advisors, LLC1,254-6,330$4.7K-$24.5K-83.5%
Pinnacle Bancorp, Inc.1,700-6,000$6.3K-$23.3K-77.9%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors39,764-4,487$147.5K-$22.4K-10.1%
Sigma Planning Corp12,704-4,928$47.1K-$20.6K-27.9%
CHAPIN DAVIS, INC.29,205-4,175$108.4K-$19.8K-12.5%
EVERGREEN CAPITAL MANAGEMENT LLC16,033-4,001$59.5K-$18.1K-20.0%
COMERICA BANK28,983-3,338$107.5K-$16.6K-10.3%
MERCER GLOBAL ADVISORS INC /ADV30,159-2,964$111.9K-$15.3K-8.9%
MELFA WEALTH MANAGEMENT, INC.78,9500$292.9K-$10.3K0.0%
TRUIST FINANCIAL CORP72,1590$267.7K-$9.4K0.0%
Everstar Asset Management, LLC53,1800$197.3K-$6.9K0.0%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC50,9850$189.2K-$6.6K0.0%
TWO SIGMA SECURITIES, LLC21,147-718$78.5K-$5.5K-3.3%
Wilson & Boucher Capital Management, LLC36,1000$133.9K-$4.7K0.0%
DUDLEY CAPITAL MANAGEMENT, LLC31,1000$115.4K-$4.0K0.0%
Uncommon Cents Investing LLC26,3270$97.7K-$3.4K0.0%
Corps Capital Advisors, LLC25,0000$92.8K-$3.3K0.0%
STEEL GROVE CAPITAL ADVISORS, LLC11,9890$44.5K-$3.2K0.0%
Aptus Capital Advisors, LLC20,2810$75.2K-$2.6K0.0%
Advisory Services Network, LLC17,5000$64.9K-$2.3K0.0%
Spire Wealth Management2,290-497$8.5K-$2.2K-17.8%
FOURPATH CAPITAL MANAGEMENT, LLC15,4660$57.4K-$2.0K0.0%
Jackson Hole Capital Partners, LLC14,2000$52.7K-$1.8K0.0%
Pekin Hardy Strauss, Inc.13,9730$51.8K-$1.8K0.0%
Occidental Asset Management, LLC11,505-83$42.7K-$1.8K-0.7%
Meridian Wealth Management, LLC11,2000$41.6K-$1.5K0.0%
PNC Financial Services Group, Inc.10,9000$40.4K-$1.4K0.0%
Nova Wealth Management, Inc.10,4500$38.8K-$1.4K0.0%
US BANCORP \DE\8,0000$29.7K-$1.0K0.0%
Mountain Hill Investment Partners Corp.4,0000$14.8K-$5200.0%
HRT FINANCIAL LP30,093-108,815$111-$422-78.3%
Arax Advisory Partners2,6200$9.7K-$3400.0%
Cambridge Investment Research Advisors, Inc.46,404-73,156$172-$287-61.2%
HIGHLINE WEALTH PARTNERS LLC7500$2.8K-$970.0%
Thrivent Financial for Lutherans524,3340$1.9K-$680.0%
Russell Investments Group, Ltd.1900$705-$250.0%
MTM Investment Management, LLC1700$631-$220.0%
WEDBUSH SECURITIES INC11,8430$44-$10.0%
ROTHSCHILD INVESTMENT LLC30$11-$10.0%
HUNTINGTON NATIONAL BANK10$4$00.0%

Sold Out(9)

ManagerSharesΔ SharesValueΔ Value% Δ
Wela Strategies, Inc.0-127,018$0-$487.7K
MML INVESTORS SERVICES, LLC0-28,255$0-$108.5K
Integrated Wealth Concepts LLC0-15,175$0-$58.3K
Balyasny Asset Management L.P.0-13,054$0-$50.1K
Mach-1 Financial Group, LLC0-12,999$0-$49.9K
CITADEL ADVISORS LLC0-12,269$0-$47.1K
Larson Financial Group LLC0-5,850$0-$22.5K
Newbridge Financial Services Group, Inc.0-1,272$0-$4.9K
Virtu Financial LLC0-37,251$0-$143