Public record / Tickers / HL

HL — HECLA MINING CO/DE/†

Both disclosure regimes on one name: who in Congress filed about HL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming HL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-05
filed 2024-09-05
13F holders
426
top-426 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Debbie Wasserman Schultz · $1.0K–$15.0K

BUY · traded 2024-08-09 → filed 2024-09-05. Ranked over every HL row by the provable lower bound, never a point estimate.

No member disclosed HL in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HL rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-09-05Debbie Wasserman Schultz D–FL-25BUY DC (dependent-child-owned)Traded 08-09 +27d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27BUYTraded 2019-01-09 LATE·474d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in HL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HL in the trailing 12 months.

Congress ↔ notable managers · HL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HECLA MINING COMPANY

Merged timeline of congressional filings and notable-manager moves on HL
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+1,770,377 sh
2026-05-15Bridgewater Associates 13FNEW+480,978 sh
2026-05-15Gotham Asset Management 13FNEW+199,662 sh
2026-05-14Caxton Associates 13FNEW+90,663 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2STATE STREET CORP$622M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$589M1
4VANGUARD CAPITAL MANAGEMENT LLC$539M1
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$384M1
6Tidal Investments LLC$366M1
7GEODE CAPITAL MANAGEMENT, LLC$350M1
8Invesco Ltd.$238M1
9DIMENSIONAL FUND ADVISORS LP$235M1
10NORTHERN TRUST CORP$156M1
11D. E. Shaw & Co., Inc.$155M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$127M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$118M1
14JUPITER ASSET MANAGEMENT LTD$108M1
15Bank of New York Mellon Corp$87.4M1
16MORGAN STANLEY$85.6M1
17TWO SIGMA INVESTMENTS, LP$82.2M1
18VANGUARD FIDUCIARY TRUST CO$81.5M1
19Nuveen, LLC$76.5M1
20MILLENNIUM MANAGEMENT LLC$74.0M1
21RENAISSANCE TECHNOLOGIES LLC$72.7M1
22FMR LLC$59.6M1
23FIRST TRUST ADVISORS LP$59.1M1
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$52.5M1
25UBS Group AG$45.7M1
26WELLINGTON MANAGEMENT GROUP LLP$41.1M1
27CITIGROUP INC$39.3M1
28PRINCIPAL FINANCIAL GROUP INC$38.8M1
29TUDOR INVESTMENT CORP ET AL$34.5M1
30Squarepoint Ops LLC$32.0M1
31AQR CAPITAL MANAGEMENT LLC$30.3M1
32Amundi$29.5M1
33ALLIANCEBERNSTEIN L.P.$28.5M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.2M1
35CITADEL ADVISORS LLC$26.9M1
36BANK OF AMERICA CORP /DE/$24.9M1
37Swiss National Bank$24.7M1
38BARCLAYS PLC$24.7M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$24.0M1
40Man Group plc$23.7M1
41AMERICAN CENTURY COMPANIES INC$21.0M1
42Point72 Asset Management, L.P.$20.8M1
43Janus Henderson Group Ltd.$19.5M1
44WELLS FARGO & COMPANY/MN$17.5M1
45Legal & General Group Plc$17.2M1
46Retirement Systems of Alabama$15.3M1
47DEUTSCHE BANK AG\$15.2M1
48DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13.2M1
49IMC-Chicago, LLC$13.2M1
50AMERIPRISE FINANCIAL INC$13.2M1
51MetLife Investment Management, LLC$12.4M1
52FEDERATED HERMES, INC.$12.1M1
53VOYA INVESTMENT MANAGEMENT LLC$11.9M1
54VANGUARD ASSET MANAGEMENT, Ltd$11.1M1
55ALPS ADVISORS INC$10.9M1
56Walleye Capital LLC$10.7M1
57FRANKLIN RESOURCES INC$10.2M1
58HATCH COVE CAPITAL, LLC$9.9M1
59GROUP ONE TRADING LLC$9.8M1
60MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.8M1
61PUBLIC SECTOR PENSION INVESTMENT BOARD$9.3M1
62First Eagle Investment Management, LLC$9.1M1
63Bridgewater Associates, LP$9.0M1
64Empowered Funds, LLC$8.7M1
65Weiss Asset Management LP$8.5M1
66KENNEDY CAPITAL MANAGEMENT LLC$8.4M1
67GUGGENHEIM CAPITAL LLC$7.8M1
68Steadtrust LLC$7.6M1
69LPL Financial LLC$7.2M1
70B. Riley Wealth Advisors, Inc.$7.0M1
71FORA Capital, LLC$7.0M1
72Creative Planning$7.0M1
73Electrum Group LLC$6.6M1
74STATE OF WISCONSIN INVESTMENT BOARD$6.6M1
75RAYMOND JAMES FINANCIAL INC$6.2M1
76Walleye Trading LLC$6.2M1
77Engineers Gate Manager LP$6.1M1
78Schonfeld Strategic Advisors LLC$5.8M1
79CANADA PENSION PLAN INVESTMENT BOARD$5.6M1
80Vanguard Global Advisers, LLC$5.5M1
81Allianz Asset Management GmbH$5.5M1
82Phocas Financial Corp.$5.3M1
83Oppenheimer & Close, LLC$5.3M1
84Caprock Group, LLC$5.1M1
85Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
86Elo Mutual Pension Insurance Co$4.9M1
87Oxbow Advisors, LLC$4.9M1
88Harvest Investment Services, LLC$4.8M1
89NEW YORK STATE COMMON RETIREMENT FUND$4.7M1
90INTECH INVESTMENT MANAGEMENT LLC$4.7M1
91Ensign Peak Advisors, Inc$4.7M1
92State of New Jersey Common Pension Fund D$4.5M1
93ZACKS INVESTMENT MANAGEMENT$4.2M1
94CVFG LLC$4.2M1
95JANE STREET GROUP, LLC$4.1M1
96PRUDENTIAL FINANCIAL INC$4.1M1
97SPROTT INC.$4.0M1
98Connor, Clark & Lunn Investment Management Ltd.$4.0M1
99NAVELLIER & ASSOCIATES INC$3.9M1
100CONGRESS ASSET MANAGEMENT CO$3.9M1
101Vest Financial, LLC$3.8M1
102Gotham Asset Management, LLC$3.7M1
103VICTORY CAPITAL MANAGEMENT INC$3.6M1
104MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.6M1
105Pekin Hardy Strauss, Inc.$3.5M1
106Arizona State Retirement System$3.4M1
107Ameritas Investment Partners, Inc.$3.3M1
108HSBC HOLDINGS PLC$3.2M1
109Federation des caisses Desjardins du Quebec$3.2M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.2M1
111Vanguard Investments Australia, Ltd.$3.1M1
112Cetera Investment Advisers$3.1M1
113MARTINGALE ASSET MANAGEMENT L P$3.1M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
115PEAK6 LLC$3.1M1
116STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
117Private Advisor Group, LLC$3.0M1
118SEI INVESTMENTS CO$2.8M1
119Pathstone Holdings, LLC$2.8M1
120ABBINGTON INVESTMENT GROUP$2.8M1
121NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
122FIFTH THIRD BANCORP$2.8M1
123KLP KAPITALFORVALTNING AS$2.7M1
124Orion Porfolio Solutions, LLC$2.6M1
125OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
126Trexquant Investment LP$2.4M1
127OSAIC HOLDINGS, INC.$2.4M1
128EDMOND DE ROTHSCHILD HOLDING S.A.$2.3M1
129ProShare Advisors LLC$2.2M1
130SIMPLEX TRADING, LLC$2.2M1
131ROYAL BANK OF CANADA$2.2M1
132Auxano Advisors, LLC$2.1M1
133ASSETMARK, INC$2.1M1
134Atom Investors LP$2.1M1
135Prospera Financial Services Inc$2.0M1
136BANK OF MONTREAL /CAN/$2.0M1
137CWA Asset Management Group, LLC$2.0M1
138Sigma Planning Corp$2.0M1
139Pictet Asset Management Holding SA$2.0M1
140Pine Valley Investments Ltd Liability Co$2.0M1
141OCCUDO QUANTITATIVE STRATEGIES LP$1.9M1
142PROFUND ADVISORS LLC$1.9M1
143Towne Trust Company, N.A$1.9M1
144XPONANCE LLC$1.8M1
145Marex Group Ltd$1.8M1
146SCHRODER INVESTMENT MANAGEMENT GROUP$1.7M1
147Quantbot Technologies LP$1.7M1
148CAXTON ASSOCIATES LLP$1.7M1
149MERCER GLOBAL ADVISORS INC /ADV$1.7M1
150FLORIDA FINANCIAL ADVISORS, LLC$1.7M1
151NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.7M1
152Vanguard Personalized Indexing Management, LLC$1.6M1
153Quantinno Capital Management LP$1.6M1
154Magnetar Financial LLC$1.6M1
155RFG Advisory, LLC$1.6M1
156Hudock, Inc.$1.5M1
157XTX Topco Ltd$1.5M1
158Convergence Investment Partners, LLC$1.5M1
159TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
160Leonteq Securities AG$1.4M1
161U S GLOBAL INVESTORS INC$1.4M1
162CREDIT AGRICOLE S A$1.4M1
163Susquehanna Portfolio Strategies, LLC$1.3M1
164CHOREO, LLC$1.3M1
165COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
166TD ASSET MANAGEMENT INC$1.2M1
167JENNISON ASSOCIATES LLC$1.2M1
168MACKENZIE FINANCIAL CORP$1.2M1
169Rothschild Wealth LLC$1.2M1
170Tower Research Capital LLC (TRC)$1.1M1
171HighTower Advisors, LLC$1.1M1
172Swiss Life Asset Management Ltd$1.0M1
173Legato Capital Management LLC$1.0M1
174Integrated Quantitative Investments LLC$1.0M1
175Inspire Investing, LLC$990K1
176O'SHAUGHNESSY ASSET MANAGEMENT, LLC$974K1
177ARISTEIA CAPITAL, L.L.C.$889K1
178Corient Private Wealth LLC$851K1
179Brevan Howard Capital Management LP$845K1
180J. Safra Sarasin Holding AG$844K1
181Generali Investments CEE, investicni spolecnost, a.s.$839K1
182Tactive Advisors, LLC$791K1
183Sumitomo Mitsui Trust Group, Inc.$764K1
184Voleon Capital Management LP$763K1
185Moors & Cabot, Inc.$762K1
186Merit Financial Group, LLC$757K1
187Vident Advisory, LLC$757K1
188New Harbor Financial Group, LLC$752K1
189EntryPoint Capital, LLC$752K1
190Vanguard National Trust Co$745K1
191CWM, LLC$713K1
192AVALON CAPITAL MANAGEMENT$712K1
193BENJAMIN EDWARDS INC$710K1
194Rockefeller Capital Management L.P.$693K1
195Concurrent Investment Advisors, LLC$679K1
196Financial Sense Advisors, Inc.$652K1
197WORLD EQUITY GROUP, INC.$645K1
198SBI Securities Co., Ltd.$638K1
199DnB Asset Management AS$636K1
200OLD MISSION CAPITAL LLC$635K1
201CIBC Bancorp USA Inc.$623K1
202OP Asset Management Ltd$621K1
203VAN ECK ASSOCIATES CORP$617K1
204M&T BANK CORP$610K1
205Kiker Wealth Management, LLC$575K1
206Cerity Partners LLC$567K1
207MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$554K1
208Rakuten Securities, Inc.$542K1
209Vestmark Advisory Solutions, Inc.$542K1
210Abel Hall, LLC$534K1
211FIL Ltd$534K1
212Baader Bank Aktiengesellschaft$532K1
213WEXFORD CAPITAL LP$524K1
214Ridge Creek Global, Inc$522K1
215OXFORD ASSET MANAGEMENT LLP$518K1
216Ethic Inc.$516K1
217ENVESTNET ASSET MANAGEMENT INC$507K1
218Atria Investments, Inc$499K1
219Farringdon Capital, Ltd.$499K1
220Vise Technologies, Inc.$497K1
221Comprehensive Money Management Services LLC$482K1
222EVERGREEN CAPITAL MANAGEMENT LLC$465K1
223Three Seasons Wealth, LLC$462K1
224Total Wealth Planning & Management, Inc.$460K1
225Chicago Partners Investment Group LLC$459K1
226GLENMEDE TRUST CO NA$456K1
227CIBC Asset Management Inc$450K1
228NISA INVESTMENT ADVISORS, LLC$441K1
229Stratos Wealth Partners, LTD.$439K1
230Themes Management Co LLC$433K1
231Sequoia Financial Advisors, LLC$428K1
232Polymer Capital Management (US) LLC$420K1
233AVIVA PLC$417K1
234Kestra Advisory Services, LLC$413K1
235SMART Wealth LLC$407K1
236AVAII WEALTH MANAGEMENT, LLC$405K1
237D.A. DAVIDSON & CO.$404K1
238Neo Ivy Capital Management$401K1
239Waverly Advisors, LLC$398K1
240Gallagher Fiduciary Advisors, LLC$396K1
241INCEPTIONR LLC$390K1
242Wealthspire Retirement, LLC$387K1
243SCOTIA CAPITAL INC.$378K1
244Allspring Global Investments Holdings, LLC$378K1
245MGO ONE SEVEN LLC$376K1
246EASTERN BANK$373K1
247Fieldview Capital Management, LLC$369K1
248CIBC WORLD MARKET INC.$365K1
249STIFEL FINANCIAL CORP$362K1
250Tradition Wealth Management, LLC$359K1
251PINNACLE ASSOCIATES LTD$358K1
252EP Wealth Advisors, LLC$357K1
253Guardian Partners Inc.$354K1
254Connective Portfolio Management, LLC$354K1
255AE Wealth Management LLC$351K1
256Advisors Asset Management, Inc.$346K1
257Sharp Wealth Advisory, LLC$344K1
258CAPSTONE INVESTMENT ADVISORS, LLC$342K1
259PARSONS CAPITAL MANAGEMENT INC/RI$340K1
260Dynamic Technology Lab Private Ltd$336K1
261Pinnacle Wealth Management Advisory Group, LLC$331K1
262World Investment Advisors$330K1
263Wealthfront Advisers LLC$329K1
264Ballentine Partners, LLC$327K1
265Vontobel Holding Ltd.$327K1
266RITHOLTZ WEALTH MANAGEMENT$322K1
267Sterling Capital Management LLC$319K1
268VAN DEN BERG MANAGEMENT I, INC$317K1
269Fifth Third Wealth Advisors LLC$314K1
270Steward Partners Investment Advisory, LLC$314K1
271OPPENHEIMER & CO INC$303K1
272Verition Fund Management LLC$300K1
273PRUDENTIAL PLC$296K1
274Optimist Retirement Group LLC$295K1
275INDEPENDENT FINANCIAL GROUP, LLC$293K1
276HIGHLAND CAPITAL MANAGEMENT, LLC$291K1
277Meiji Yasuda Asset Management Co Ltd.$288K1
278MONARCH CAPITAL MANAGEMENT INC$288K1
279Colonial River Investments, LLC$284K1
280Capital Management Associates, Inc$283K1
281PIAR LLC$279K1
282Bleakley Financial Group, LLC$277K1
283Westfuller Advisors, LLC$274K1
284HOHIMER WEALTH MANAGEMENT, LLC$274K1
285Aster Capital Management (DIFC) Ltd$272K1
286Bayesian Capital Management, LP$270K1
287EXCHANGE TRADED CONCEPTS, LLC$270K1
288Berman McAleer LLC$261K1
289Lido Advisors, LLC$257K1
290EXENCIAL WEALTH ADVISORS, LLC$255K1
291TWO SIGMA SECURITIES, LLC$252K1
292Polymer Capital Management (HK) LTD$250K1
293Graham Capital Management, L.P.$243K1
294StoneX Group Inc.$243K1
295BNP Paribas Asset Management Holding S.A.$236K1
296BROWN ADVISORY INC$228K1
297NOMURA HOLDINGS INC$227K1
298XML Financial, LLC$225K1
299Destiny Wealth Partners, LLC$225K1
300Sanctuary Advisors, LLC$221K1
301Cresset Asset Management, LLC$221K1
302Mountain Capital Investment Advisors Inc.$220K1
303Beacon Pointe Advisors, LLC$219K1
304GREENLEAF TRUST$218K1
305TD Waterhouse Canada Inc.$217K1
306Foyston, Gordon & Payne Inc$216K1
307Sowell Financial Services LLC$216K1
308Samalin Investment Counsel, LLC$215K1
309Blueshift Asset Management, LLC$211K1
310Eurizon Capital SGR S.p.A.$208K1
311SPWM Advisors LLC$206K1
312AXQ CAPITAL, LP$203K1
313Twin Tree Management, LP$202K1
314WATERS PARKERSON & CO., LLC$201K1
315REGIONS FINANCIAL CORP$197K1
316NORTHWEST WEALTH MANAGEMENT, LLC$195K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$194K1
318Veracity Capital LLC$192K1
319HM PAYSON & CO$186K1
320Cutler Capital Management, LLC$186K1
321Cladis Investment Advisory, LLC$186K1
322State of Wyoming$157K1
323Purpose Unlimited Inc.$149K1
324Smartleaf Asset Management LLC$135K1
325US BANCORP \DE\$131K1
326Wealth Enhancement Trust Services, Inc.$116K1
327HUSSMAN STRATEGIC ADVISORS, INC.$114K1
328Bank of New Hampshire$114K1
329MAI Capital Management$104K1
330Blue Trust, Inc.$97.2K1
331Atlantic Union Bankshares Corp$93.2K1
332Allworth Financial LP$89.1K1
333Kemnay Advisory Services Inc.$84.0K1
334UMB Bank, n.a.$84.0K1
335CHELSEA COUNSEL CO$80.5K1
336MEEDER ASSET MANAGEMENT INC$75.9K1
337PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$67.0K1
338Bayforest Capital Ltd$62.3K1
339Elequin Capital, LP$55.8K1
340Mitsubishi UFJ Asset Management Co., Ltd.$55.3K1
341Stone House Investment Management, LLC$53.2K1
342Hartford Financial Management Inc.$50.3K1
343INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$47.4K1
344QUADRANT CAPITAL GROUP LLC$45.8K1
345Pinnacle Wealth Planning Services, Inc.$41.7K1
346HRT FINANCIAL LP$36.2K1
347Ameliora Wealth Management Ltd.$31.7K1
348SITTNER & NELSON, LLC$27.9K1
349MCF Advisors LLC$26.1K1
350NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24.4K1
351Basecamp Wealth Advisors LLC$22.4K1
352ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$22.1K1
353ALLIANZ SE$16.1K1
354CVA Family Office, LLC$15.4K1
355CANADA LIFE ASSURANCE Co$15.2K1
356Tradewinds Capital Management, LLC$13.7K1
357Parkside Financial Bank & Trust$13.1K1
358TORONTO DOMINION BANK$12.0K1
359FARMERS & MERCHANTS INVESTMENTS INC$10.6K1
360NEW YORK STATE TEACHERS RETIREMENT SYSTEM$10.5K1
361JFS WEALTH ADVISORS, LLC$10.0K1
362Nemes Rush Group LLC$9.8K1
363EVOLUTION WEALTH MANAGEMENT INC.$9.3K1
364ALGERT GLOBAL LLC$9.0K1
365RWA WEALTH PARTNERS, LLC$8.8K1
366Private Wealth Management Group, LLC$7.7K1
367Compagnie Lombard Odier SCmA$5.6K1
368HOEY INVESTMENTS, INC$5.6K1
369Dogwood Wealth Management LLC$5.5K1
370Kilter Group LLC$5.5K1
371AMALGAMATED BANK$5.4K1
372Bell Investment Advisors, Inc$4.9K1
373MCGUIRE CAPITAL ADVISORS INC$4.8K1
374Physician Wealth Advisors, Inc.$4.7K1
375C M BIDWELL & ASSOCIATES LTD$4.2K1
376New England Capital Financial Advisors LLC$4.2K1
377Archer Investment Corp$3.9K1
378Cambridge Investment Research Advisors, Inc.$3.7K1
379DANSKE BANK A/S$3.7K1
380Caitlin John, LLC$3.7K1
381JPL Wealth Management, LLC$3.5K1
382THRIVENT FINANCIAL FOR LUTHERANS$3.5K1
383Rialto Wealth Management, LLC$3.5K1
384MARK SHEPTOFF FINANCIAL PLANNING, LLC$3.4K1
385VISION FINANCIAL MARKETS LLC$3.1K1
386Clearstead Advisors, LLC$2.8K1
387Quantitative Investment Management, LLC$2.5K1
388DiNuzzo Private Wealth, Inc.$2.3K1
389Sachetta, LLC$2.2K1
390SJS Investment Consulting Inc.$2.0K1
391SWAN Capital LLC$1.9K1
392State of Alaska, Department of Revenue$1.7K1
393HHM Wealth Advisors, LLC$1.5K1
394PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.2K1
395GSA CAPITAL PARTNERS LLP$1.2K1
396South Dakota Investment Council$1.1K1
397ACADIAN ASSET MANAGEMENT LLC$1.0K1
398Vermillion Wealth Management, Inc.$1.0K1
399Marquette Asset Management, LLC$9321
400HFM Investment Advisors, LLC$9321
401Annis Gardner Whiting Capital Advisors, LLC$9131
402SHP Wealth Management$8571
403Caitong International Asset Management Co., Ltd$8011
404Summit Global Investments$7981
405GHP Investment Advisors, Inc.$7461
406Godfrey Financial Associates, Inc.$7451
407Quarry LP$7271
408FINANCIAL CONSULATE, INC$7081
409Virtu Financial LLC$6751
410Intentional Wealth Strategies, LLC$5781
411Anfield Capital Management, LLC$4101
412KBC Group NV$3761
413Signature Equity Partners, LLC$3731
414American Capital Advisory, LLC$3171
415Transamerica Financial Advisors, LLC$2791
416True Wealth Design, LLC$2431
417M Holdings Securities, Inc.$2371
418Euro Pacific Asset Management, LLC$2131
419Indiana Trust & Investment Management Co$2051
420Vestcor Inc$1701
421Employees Retirement System of Texas$1301
422TFC Financial Management, Inc.$941
423Ankerstar Wealth, LLC$751
424VALLEY NATIONAL ADVISERS INC$21
425Ninepoint Partners LP— value not disclosed1
426Private Wealth Asset Management, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 424 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HL

RETAINED WINDOW · ACTIVE HITS

Zero hits on HL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HL · financials and macro

Financials — as filed PLANNED

HL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing