HDMV institutional holders
FIRST TR EXCH TRADED FD III · 13F, 2026Q2
| Managers holding | 24 |
|---|---|
| Shares held | 300,575 |
| Reported value | $11.1m |
| Quarter flows | 3 new, 7 added, 10 trimmed, 8 exited |
Top 24 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Kestra Advisory Services, LLC | 58,209 | $2.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 56,221 | $2.1m | 0.0% |
| JANE STREET GROUP, LLC | 40,756 | $1.5m | 0.0% |
| CITADEL ADVISORS LLC | 36,932 | $1.4m | 0.0% |
| LPL Financial LLC | 27,525 | $1.0m | 0.0% |
| Golden State Wealth Management, LLC | 21,356 | $790,440 | 0.1% |
| INDEPENDENT FINANCIAL GROUP, LLC | 14,452 | $534,886 | 0.0% |
| GOLDMAN SACHS GROUP INC | 12,098 | $447,761 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,331 | $345,352 | 0.0% |
| Gladstone Institutional Advisory LLC | 8,460 | $313,115 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 6,961 | $257,647 | 0.0% |
| United Advisor Group, LLC | 6,324 | $234,059 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 447 | $16,544 | 0.0% |
| Global Retirement Partners, LLC | 400 | $14,804 | 0.0% |
| Arax Advisory Partners | 370 | $13,695 | 0.0% |
| AE Wealth Management LLC | 189 | $6,995 | 0.0% |
| MORGAN STANLEY | 143 | $5,303 | 0.0% |
| UBS Group AG | 143 | $5,293 | 0.0% |
| Larson Financial Group LLC | 142 | $5,248 | 0.0% |
| IFG Advisory, LLC | 52 | $1,925 | 0.0% |
| Farther Finance Advisors, LLC | 42 | $1,542 | 0.0% |
| Kingdom Financial Group LLC. | 20 | $751 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | $51 | 0.0% |
| Russell Investments Group, Ltd. | 1 | $21 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("HDMV"). HDMV price history · All 13F data