Public record / Tickers / HLN

HLN — Haleon plc†

Both disclosure regimes on one name: who in Congress filed about HLN, 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
14
all PTR rows naming HLN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
481
top-481 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

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-10 → filed 2023-08-13. Ranked over every HLN row by the provable lower bound, never a point estimate.

No member disclosed HLN 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

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in HLN

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

No member disclosed HLN in the trailing 12 months.

Congress ↔ notable managers · HLN

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

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HALEON PLC

No moves on either side in the window.

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

Top institutional holders of HLN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DODGE & COX$1.5B1
2FMR LLC$1.1B1
3Clearbridge Investments, LLC$318M1
4MORGAN STANLEY$192M1
5HARDING LOEVNER LP$157M1
6HARRIS ASSOCIATES L P$150M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$147M1
8BANK OF AMERICA CORP /DE/$109M1
9Nuveen, LLC$87.1M1
10Aristotle Capital Management, LLC$76.7M1
11ENVESTNET ASSET MANAGEMENT INC$70.4M1
12Point72 Asset Management, L.P.$65.8M1
13RAYMOND JAMES FINANCIAL INC$62.7M1
14BlackRock, Inc.$52.6M1
15Rockefeller Capital Management L.P.$51.1M1
16NORTHERN TRUST CORP$48.9M1
17WELLINGTON MANAGEMENT GROUP LLP$48.3M1
18Bank Julius Baer & Co. Ltd, Zurich$43.6M1
19First Eagle Investment Management, LLC$40.4M1
20WELLS FARGO & COMPANY/MN$40.3M1
21CIBC Bancorp USA Inc.$39.6M1
22ROYAL BANK OF CANADA$30.7M1
23PRINCIPAL FINANCIAL GROUP INC$28.1M1
24JANE STREET GROUP, LLC$22.9M1
25STIFEL FINANCIAL CORP$21.8M1
26Grantham, Mayo, Van Otterloo & Co. LLC$19.0M1
27LPL Financial LLC$17.5M1
28WCM INVESTMENT MANAGEMENT, LLC$17.3M1
29VOLORIDGE INVESTMENT MANAGEMENT, LLC$16.7M1
30FRANKLIN RESOURCES INC$15.3M1
31CLARK ESTATES INC/NY$14.0M1
32CITIGROUP INC$13.3M1
33SEI INVESTMENTS CO$12.9M1
34Quantinno Capital Management LP$12.2M1
35Tidal Investments LLC$11.7M1
36SCHARF INVESTMENTS, LLC$11.5M1
37AMERICAN CENTURY COMPANIES INC$11.4M1
38MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.3M1
39UBS Group AG$11.0M1
40CITADEL ADVISORS LLC$10.0M1
41BANK OF MONTREAL /CAN/$9.5M1
42MASSACHUSETTS FINANCIAL SERVICES CO /MA/$8.0M1
43Crossmark Global Holdings, Inc.$7.5M1
44Callan Family Office, LLC$7.4M1
45US BANCORP \DE\$7.1M1
46CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.9M1
47Qube Research & Technologies Ltd$6.7M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.6M1
49WELCH & FORBES LLC$6.4M1
50Mariner, LLC$6.4M1
51Creative Planning$6.3M1
52O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.5M1
53TRUIST FINANCIAL CORP$5.0M1
54OPPENHEIMER ASSET MANAGEMENT INC.$4.8M1
55CIDEL ASSET MANAGEMENT INC$4.7M1
56DIMENSIONAL FUND ADVISORS LP$4.7M1
57Cerity Partners LLC$4.6M1
58Pinnacle Financial Partners, Inc.$4.3M1
59Orion Porfolio Solutions, LLC$3.9M1
60QRG CAPITAL MANAGEMENT, INC.$3.8M1
61XTX Topco Ltd$3.8M1
62Third View Private Wealth, LLC$3.6M1
63Focus Partners Wealth$3.4M1
64Vestmark Advisory Solutions, Inc.$3.3M1
65EAGLE GLOBAL ADVISORS LLC$3.2M1
66LGT Group Foundation$3.0M1
67Sanctuary Advisors, LLC$3.0M1
68MERCER GLOBAL ADVISORS INC /ADV$2.9M1
69Acumen Wealth Advisors, LLC$2.9M1
70TRILLIUM ASSET MANAGEMENT, LLC$2.5M1
71DAVENPORT & Co LLC$2.5M1
72Cetera Investment Advisers$2.5M1
73Trexquant Investment LP$2.4M1
74Vident Advisory, LLC$2.4M1
75BENJAMIN EDWARDS INC$2.3M1
76Private Advisor Group, LLC$2.2M1
77FIFTH THIRD BANCORP$2.2M1
782Xideas AG$2.2M1
79EXENCIAL WEALTH ADVISORS, LLC$2.1M1
80D. E. Shaw & Co., Inc.$2.1M1
81Vanguard Personalized Indexing Management, LLC$2.1M1
82KEYBANK NATIONAL ASSOCIATION/OH$2.1M1
83FOUNDERS FINANCIAL SECURITIES LLC$2.0M1
841832 Asset Management L.P.$2.0M1
85CHOREO, LLC$2.0M1
86AQR CAPITAL MANAGEMENT LLC$2.0M1
87FACTORY MUTUAL INSURANCE CO$2.0M1
88Altshuler Shaham Ltd$2.0M1
89COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
90HighTower Advisors, LLC$1.9M1
91FIRST TRUST ADVISORS LP$1.9M1
92Atria Investments, Inc$1.7M1
93Pathstone Holdings, LLC$1.6M1
94Archford Capital Strategies, LLC$1.5M1
95PRINCIPAL SECURITIES, INC.$1.5M1
96Laird Norton Wetherby Trust Company, LLC$1.5M1
97HB Wealth Management, LLC$1.4M1
98Corient Private Wealth LLC$1.4M1
99REGIONS FINANCIAL CORP$1.3M1
100OSAIC HOLDINGS, INC.$1.3M1
101Savant Capital, LLC$1.2M1
102MML INVESTORS SERVICES, LLC$1.2M1
103QUADRANT CAPITAL GROUP LLC$1.2M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
105EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
106NewEdge Advisors, LLC$1.1M1
107Western Wealth Management, LLC$1.1M1
108Clearstead Advisors, LLC$1.1M1
109WCG Wealth Advisors LLC$1.0M1
110OLD MISSION CAPITAL LLC$1.0M1
111Sequoia Financial Advisors, LLC$1.0M1
112American Assets Investment Management, LLC$1.0M1
113SIGNATUREFD, LLC$987K1
114DRIVE WEALTH MANAGEMENT, LLC$986K1
115RITHOLTZ WEALTH MANAGEMENT$972K1
116Calamos Advisors LLC$969K1
117Y-Intercept (Hong Kong) Ltd$939K1
118STEPHENS INC /AR/$932K1
119Blue Trust, Inc.$876K1
120IEQ CAPITAL, LLC$838K1
121NewEdge Wealth, LLC$808K1
122Robertson Stephens Wealth Management, LLC$800K1
123BROWN ADVISORY INC$795K1
124GUGGENHEIM CAPITAL LLC$792K1
125Merit Financial Group, LLC$768K1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$750K1
127BAKER TILLY WEALTH MANAGEMENT, LLC$747K1
128GLENMEDE TRUST CO NA$702K1
129MGO ONE SEVEN LLC$699K1
130Future Fund LLC$693K1
131FIDUCIARY TRUST CO$680K1
132Legacy Wealth Asset Management, LLC$680K1
133One Wealth Advisors, LLC$674K1
134Dynasty Wealth Management, LLC$674K1
135M&T BANK CORP$665K1
136Ascent Group, LLC$645K1
137ALLIANCEBERNSTEIN L.P.$643K1
138Vise Technologies, Inc.$627K1
139Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$622K1
140SmartHarvest Portfolios, LLC$618K1
141Lido Advisors, LLC$600K1
142&PARTNERS$597K1
143AXXCESS WEALTH MANAGEMENT, LLC$592K1
144Waverly Advisors, LLC$555K1
145Naviter Wealth, LLC$549K1
146Tempus Wealth Planning, LLC$548K1
147CIBC Asset Management Inc$535K1
148SUMMITRY LLC$530K1
149Keystone Financial Planning, Inc.$526K1
150AIMZ Investment Advisors, LLC$522K1
151BLAIR WILLIAM & CO/IL$515K1
152CAMBIAR INVESTORS LLC$511K1
153PROFUND ADVISORS LLC$506K1
154Compound Planning, Inc.$503K1
155Quadrature Capital Ltd$496K1
156Beacon Pointe Advisors, LLC$485K1
157Graham Capital Management, L.P.$483K1
158WealthTrust Axiom LLC$471K1
159Aaron Wealth Advisors LLC$469K1
160Torrey Growth & Income Advisors$456K1
161Summit Trail Advisors, LLC$451K1
162Heritage Family Offices, LLP$437K1
163Allspring Global Investments Holdings, LLC$435K1
164Ballentine Partners, LLC$433K1
165Central Pacific Bank - Trust Division$430K1
166Kestra Advisory Services, LLC$426K1
167FORTRESS PRIVATE LEDGER, LLC$416K1
168Steward Partners Investment Advisory, LLC$413K1
169ELEVATION POINT WEALTH PARTNERS, LLC$404K1
170First Affirmative Financial Network$401K1
171Rehmann Capital Advisory Group$400K1
172NorthRock Partners, LLC$398K1
173U.S. Capital Wealth Advisors, LLC$394K1
174KING LUTHER CAPITAL MANAGEMENT CORP$393K1
175Aspen Grove Capital, LLC$385K1
176EntryPoint Capital, LLC$379K1
177UNITED CAPITAL FINANCIAL ADVISORS, LLC$378K1
178SANDERS MORRIS HARRIS LLC$360K1
179Kathmere Capital Management, LLC$349K1
180Legacy Capital Wealth Partners, LLC$349K1
181Smartleaf Asset Management LLC$337K1
182INSIGNEO ADVISORY SERVICES, LLC$337K1
183Martin Investment Management, LLC$332K1
184Blueshift Asset Management, LLC$330K1
185Envestnet Portfolio Solutions, Inc.$328K1
186Diversified Trust Co$322K1
187Resonant Capital Advisors, LLC$319K1
188OpenArc Corporate Advisory, LLC$312K1
189Marks Group Wealth Management, Inc$308K1
190Simplicity Wealth,LLC$306K1
191Independent Advisor Alliance$304K1
192Bleakley Financial Group, LLC$300K1
193COLDSTREAM CAPITAL MANAGEMENT INC$298K1
194DEFINED WEALTH MANAGEMENT, LLC$293K1
195Lafayette Investments, Inc.$288K1
196NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$287K1
197Alvarez & Marsal Private Wealth Partners, LLC$285K1
198Dorsey & Whitney Trust CO LLC$281K1
199Concurrent Investment Advisors, LLC$279K1
200Baird Financial Group, Inc.$277K1
201Bridgefront Capital, LLC$275K1
202PATRICK M SWEENEY & ASSOCIATES, INC$269K1
203Seed Wealth Management, Inc.$266K1
204Equitable Holdings, Inc.$254K1
205Haverford Trust Co$245K1
206May Hill Capital, LLC$244K1
207Headlands Technologies LLC$233K1
208EP Wealth Advisors, LLC$226K1
209OneDigital Investment Advisors LLC$225K1
210Fielder Capital Group LLC$225K1
211OPPENHEIMER & CO INC$223K1
212CWM, LLC$223K1
213LIGHTHOUSE FINANCIAL SERVICES INC /ADV$217K1
214Apollon Wealth Management, LLC$213K1
215BAILARD, INC.$210K1
216Ariston Services Group$207K1
217Wallace Capital Management Inc.$202K1
218South Shore Capital Advisors$202K1
219Larry Mathis Financial Planning, LLC$198K1
220MAI Capital Management$197K1
221COMMERCE BANK$197K1
222STATE STREET CORP$196K1
223LEVEL FOUR ADVISORY SERVICES, LLC$194K1
224OLD NATIONAL BANCORP /IN/$194K1
225Ascentis Independent Advisors$191K1
226New Republic Capital, LLC$190K1
227D.A. DAVIDSON & CO.$186K1
228PFG Investments, LLC$185K1
229EWA, LLC$182K1
230Invesco Ltd.$179K1
231Snowden Capital Advisors LLC$175K1
232AE Wealth Management LLC$172K1
233Beacon Financial Strategies CORP$171K1
234Choate Investment Advisors$170K1
235EVOLVE PRIVATE WEALTH, LLC$169K1
236PDS Planning, Inc$167K1
237Quotient Wealth Partners, LLC$164K1
238SEEDS INVESTOR LLC$164K1
239SAGE RHINO CAPITAL LLC$164K1
240GTS SECURITIES LLC$162K1
241Drucker Wealth 3.0, LLC$162K1
242Ameritas Advisory Services, LLC$161K1
243PERSONAL CFO SOLUTIONS, LLC$157K1
244DIMENSION CAPITAL MANAGEMENT LLC$155K1
245Keebeck Wealth Management$154K1
246DIVERSIFY WEALTH MANAGEMENT, LLC$150K1
247SAGESPRING WEALTH PARTNERS, LLC$149K1
248CARDIFF PARK ADVISORS, LLC$149K1
249Frec Markets, Inc.$148K1
250TD Waterhouse Canada Inc.$148K1
251Pitcairn Wealth Advisors LLC$145K1
252FIRST NATIONAL BANK OF OMAHA$143K1
253Allworth Financial LP$143K1
254Hilltop National Bank$139K1
255Checchi Capital Advisers, LLC$139K1
256Federation des caisses Desjardins du Quebec$137K1
257Tanager Wealth Management LLP$136K1
258MOODY NATIONAL BANK TRUST DIVISION$135K1
259Gibbs Wealth Management$134K1
260FLAGSHIP HARBOR ADVISORS, LLC$134K1
261West Family Investments, Inc.$133K1
262UMB Bank, n.a.$133K1
263Composition Wealth, LLC$130K1
264Savvy Advisors, Inc.$130K1
265HORIZON KINETICS ASSET MANAGEMENT LLC$129K1
266Aprio Wealth Management, LLC$129K1
267Moors & Cabot, Inc.$128K1
268Walleye Capital LLC$126K1
269Holistic Financial Partners$126K1
270R Squared Ltd$125K1
271HANCOCK WHITNEY CORP$125K1
272Ballew Advisors, Inc$124K1
273PharVision Advisers, LLC$123K1
274Larson Financial Group LLC$122K1
275Cromwell Holdings LLC$121K1
276Pinnacle Wealth Planning Services, Inc.$120K1
277LAZARD ASSET MANAGEMENT LLC$120K1
278Abel Hall, LLC$119K1
279Cornerstone Wealth Management, LLC$119K1
280PCM Encore, LLC$119K1
281Greenspring Advisors, LLC$118K1
282AlphaCore Capital LLC$117K1
283Perigon Wealth Management, LLC$115K1
284Tepp RIA, LLC$115K1
285Leo Wealth, LLC$113K1
286Stratos Investment Management, LLC$113K1
287Summit Financial, LLC$110K1
288HUB Investment Partners, LLC$109K1
289Atala Financial Inc$109K1
290Scientech Research LLC$104K1
291McAdam, LLC$104K1
292NWF Advisory Services Inc.$102K1
293Modern Wealth Management, LLC$102K1
294Stratos Wealth Partners, LTD.$101K1
295Gryphon Financial Partners LLC$101K1
296B. Riley Wealth Advisors, Inc.$101K1
297Endowment Wealth Management, Inc.$101K1
298VestGen Advisors, LLC$97.8K1
299NATIXIS ADVISORS, LLC$92.1K1
300SALEM INVESTMENT COUNSELORS INC$91.2K1
301Aviso Financial Inc.$84.8K1
302CENTRAL TRUST Co$79.0K1
303Wilmington Savings Fund Society, FSB$75.7K1
304ASSETMARK, INC$65.0K1
305NATIONAL BANK OF CANADA /FI/$60.3K1
306MATHER GROUP, LLC.$56.6K1
307Parkside Financial Bank & Trust$51.8K1
308VAN ECK ASSOCIATES CORP$46.4K1
309FIL Ltd$45.5K1
310Spire Wealth Management$40.2K1
311Atlantic Union Bankshares Corp$37.3K1
312Addison Advisors LLC$36.2K1
313BARRETT & COMPANY, INC.$35.0K1
314Opal Wealth Advisors, LLC$34.3K1
315Owl Creek Wealth Partners LLC$31.2K1
316Grove Bank & Trust$30.1K1
317Annis Gardner Whiting Capital Advisors, LLC$30.1K1
318EFG International AG$29.6K1
319Arax Advisory Partners$29.3K1
320Transamerica Financial Advisors, LLC$28.2K1
321HM PAYSON & CO$24.1K1
322JFS WEALTH ADVISORS, LLC$24.0K1
323EASTERN BANK$22.4K1
324MONTAG A & ASSOCIATES INC$20.0K1
325Measured Wealth Private Client Group, LLC$20.0K1
326West Branch Capital LLC$17.2K1
327JTC Employer Solutions Trustee Ltd$16.1K1
328E Fund Management (Hong Kong) Co., Ltd.$14.0K1
329Costello Asset Management, INC$14.0K1
330Glen Eagle Advisors, LLC$12.9K1
331DEUTSCHE BANK AG\$12.4K1
332Independence Bank of Kentucky$12.3K1
333Signature Equity Partners, LLC$12.0K1
334HRT FINANCIAL LP$11.0K1
335SHP Wealth Management$10.1K1
336Key FInancial Inc$10.0K1
337CALDWELL SUTTER CAPITAL, INC.$9.8K1
338Evelyn Partners Asset Management Ltd$9.7K1
339MV CAPITAL MANAGEMENT, INC.$9.3K1
340Fairman Group, LLC$9.3K1
341WOLFF WIESE MAGANA LLC$9.2K1
342CNB Bank$9.1K1
343GROUP ONE TRADING LLC$9.0K1
344FINANCIAL CONSULATE, INC$8.7K1
345SITTNER & NELSON, LLC$7.8K1
346TOTH FINANCIAL ADVISORY CORP$7.7K1
347Vanguard National Trust Co$7.4K1
348DT Investment Partners, LLC$7.3K1
349Geneos Wealth Management Inc.$7.1K1
350Stone House Investment Management, LLC$6.6K1
351Bell Investment Advisors, Inc$6.6K1
352Physician Wealth Advisors, Inc.$6.4K1
353Cranbrook Wealth Management, LLC$6.4K1
354Financial Perspectives, Inc$6.3K1
355MidFirst Bank$6.0K1
356True Wealth Design, LLC$5.8K1
357ARMSTRONG ADVISORY GROUP, INC$5.4K1
358Destiny Wealth Partners, LLC$5.2K1
359MCF Advisors LLC$4.8K1
360ACADIAN ASSET MANAGEMENT LLC$4.5K1
361Community Financial Services Group, LLC$4.4K1
362GHP Investment Advisors, Inc.$4.4K1
363Cassaday & Co Wealth Management LLC$4.1K1
364BROWN, LISLE/CUMMINGS, INC.$3.9K1
365Retirement Wealth Solutions LLC$3.9K1
366Intentional Wealth Strategies, LLC$3.8K1
367WEBSTER BANK, N. A.$3.5K1
368HighMark Wealth Management LLC$3.5K1
369Quest 10 Wealth Builders, Inc.$3.2K1
370COUNTRY TRUST BANK$3.0K1
371WealthCollab, LLC$3.0K1
372Truvestments Capital LLC$2.9K1
373Beaird Harris Wealth Management, LLC$2.8K1
374Burk Holdings LLC$2.8K1
375Abound Wealth Management$2.6K1
376Asset Dedication, LLC$2.6K1
377Scarborough Advisors, LLC$2.5K1
378Caitong International Asset Management Co., Ltd$2.4K1
379BEACON INVESTMENT ADVISORY SERVICES, INC.$2.3K1
380CVA Family Office, LLC$2.3K1
381Raleigh Capital Management Inc.$2.2K1
382Union Bancaire Privee, UBP SA$2.2K1
383Godfrey Financial Associates, Inc.$2.1K1
384First Pacific Financial$2.0K1
385Harbor Asset Planning, Inc.$2.0K1
386Pacifica Partners Inc.$1.8K1
387NATURAL INVESTMENTS, LLC$1.7K1
388Bank & Trust Co$1.6K1
389Pacific Center for Financial Services$1.4K1
390TD Capital Management LLC$1.4K1
391NFSG Corp$1.3K1
392MBM WEALTH CONSULTANTS, LLC$1.2K1
393Tower Research Capital LLC (TRC)$1.2K1
394PARK AVENUE SECURITIES LLC$1.1K1
395Cherry Tree Wealth Management, LLC$1.1K1
396Medallion Wealth Advisors, LLC$1.1K1
397Pflug Koory, LLC$1.0K1
398Prestige Wealth Management Group LLC$1.0K1
399Meramec Financial Planners, LLC$9681
400Kilter Group LLC$9311
401Financial Network Wealth Advisors LLC$8011
402Manchester Capital Management LLC$7911
403Elevated Capital Advisors, LLC$7811
404WPG Advisers, LLC$7011
405Nvest Wealth Strategies, Inc.$6011
406HHM Wealth Advisors, LLC$5911
407American Capital Advisory, LLC$5611
408PITTENGER & ANDERSON INC$5291
409Prudent Man Investment Management, Inc.$5061
410HOEY INVESTMENTS, INC$4611
411PEAPACK GLADSTONE FINANCIAL CORP$4081
412INGALLS & SNYDER LLC$2421
413THRIVENT FINANCIAL FOR LUTHERANS$2331
414Triumph Capital Management$1801
415POM Investment Strategies, LLC$1001
416Bollard Group LLC$921
417Darwin Wealth Management, LLC$581
418Farmers & Merchants Trust Co of Chambersburg PA$241
419Smithfield Trust Co$171
420VALLEY NATIONAL ADVISERS INC$101
421Financial Connections Group, Inc.$71
422Capital Analysts, LLC$21
423Navigoe, LLC$21
424Avion Wealth$11
425Strategic Wealth Advisors LLC$11
426NOMURA ASSET MANAGEMENT CO LTD$01
427Activest Wealth Management$01
428BANK OF NOVA SCOTIA— value not disclosed1
429HARBOUR INVESTMENTS, INC.— value not disclosed1
430CALTON & ASSOCIATES, INC.— value not disclosed1
431EXCALIBUR MANAGEMENT CORP— value not disclosed1
432Sculptor Capital LP— value not disclosed1
433BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
434NATIXIS— value not disclosed1
435CIBC Private Wealth Group LLC— value not disclosed1
436BOK Financial Private Wealth, Inc.— value not disclosed1
437Magnetar Financial LLC— value not disclosed1
438NORGES BANK— value not disclosed1
439Keel Point, LLC— value not disclosed1
440J.W. COLE ADVISORS, INC.— value not disclosed1
441GAM Holding AG— value not disclosed1
442TWO SIGMA SECURITIES, LLC— value not disclosed1
443EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
444Mesirow Financial Investment Management, Inc.— value not disclosed1
445Johnson Financial Group, Inc.— value not disclosed1
446DRW Securities, LLC— value not disclosed1
447TCTC Holdings, LLC— value not disclosed1
448Heathbridge Capital Management Ltd.— value not disclosed1
449Leonteq Securities AG— value not disclosed1
450LMR Partners LLP— value not disclosed1
451Allen Capital Group, LLC— value not disclosed1
452Caprock Group, LLC— value not disclosed1
453Wealthspire Advisors, LLC— value not disclosed1
454Clarius Group, LLC— value not disclosed1
455Schonfeld Strategic Advisors LLC— value not disclosed1
456Garner Asset Management Corp— value not disclosed1
457Lester Murray Antman dba SimplyRich— value not disclosed1
458ExodusPoint Capital Management, LP— value not disclosed1
459Global Retirement Partners, LLC— value not disclosed1
460Farringdon Capital, Ltd.— value not disclosed1
461Laurel Wealth Advisors LLC— value not disclosed1
462Aquatic Capital Management LLC— value not disclosed1
463Procyon Advisors, LLC— value not disclosed1
464Navalign, LLC— value not disclosed1
465Sage Mountain Advisors LLC— value not disclosed1
466West Financial Advisors, LLC— value not disclosed1
467MANE GLOBAL CAPITAL MANAGEMENT LP— value not disclosed1
468Optiver Holding B.V.— value not disclosed1
469TUCKER ASSET MANAGEMENT LLC— value not disclosed1
470Forum Financial Management, LP— value not disclosed1
471SageView Advisory Group, LLC— value not disclosed1
472Cape Investment Advisory, Inc.— value not disclosed1
473Dunhill Financial, LLC— value not disclosed1
474Stephens Consulting, LLC— value not disclosed1
475Bain Capital Public Equity, LP— value not disclosed1
476a16z Perennial Management, L.P.— value not disclosed1
477Sivia Capital Partners, LLC— value not disclosed1
478Prospect Financial Group LLC— value not disclosed1
479IMG Wealth Management, Inc.— value not disclosed1
480Wealth Watch Advisors, INC— value not disclosed1
481MCGUIRE CAPITAL ADVISORS INC— value not disclosed1
Truncated by Public Filings. Every one of the 427 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 HLN

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HLN · financials and macro

Financials — as filed PLANNED

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