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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
82 filers reported a long position in HFSI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| New England Capital Financial Advisors LLC | $96.4M | 2.7M | +7.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.4M | 2.6M | +22.4% |
| BANK OF AMERICA CORP /DE/ | $74.1M | 2.1M | +72.5% |
| RAYMOND JAMES FINANCIAL INC | $55.7M | 1.6M | +33.2% |
| Hartford Funds Management Co LLC | $54.8M | 1.6M | +1.5% |
| BENJAMIN EDWARDS INC | $34.1M | 968.5K | -0.3% |
| Retirement Management Systems Inc. | $29.3M | 832.8K | +15.2% |
| Modern Wealth Management, LLC | $27.2M | 773.6K | +9.6% |
| OSAIC HOLDINGS, INC. | $25.3M | 720.7K | +55.9% |
| Bleakley Financial Group, LLC | $22.6M | 643.1K | +4.9% |
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