HappenHAPN
13F holders, Q4 2025 (December 31)256holders +15
43new positions
25sold out
7famous investors
$18.94avg. 13F price*
At the end of Q4 2025, 256 institutions reported holding Happen Inc. (HAPN) in their 13F filings, up 15 from Q3 2025. 43 opened new positions and 25 sold out. The largest holders were Vanguard Group Inc. ($221.5M), BlackRock, Inc. ($184.7M) and Wellington Management Group LLP ($145.6M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Happen Inc.
- Filed as
- LENDINGCLUB CORP (Q4 2025)
- CUSIP
- 52603A208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $81.4M |
| Exits | 25 | $25.3M |
All 13F filers, Q3 2025 → Q4 2025: 12,296,476 shares bought and 14,404,193 shares sold, net −2,107,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Vanguard Group Inc. | 0.00% | Add +4.6% | 11,697,333 | $221.5M |
| BlackRock, Inc. | 0.00% | Add +8.5% | 9,754,453 | $184.7M |
| Wellington Management Group LLP | 0.03% | Reduce -3.4% | 7,687,435 | $145.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.5% | 5,620,395 | $106.5M |
| Senvest Management, LLC | 2.54% | Reduce -20.3% | 4,320,058 | $81.8M |
| Driehaus Capital Management LLC | 0.45% | Reduce -3.5% | 3,519,350 | $66.7M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | New | 3,356,936 | $63.6M |
| State Street Corp. | 0.00% | Reduce -16.0% | 2,814,138 | $53.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 2,703,496 | $51.2M |
| American Century Companies Inc. | 0.02% | Add +11.8% | 2,314,912 | $43.8M |
| Citadel Advisors | 0.03% | Add +3.1% | 2,294,049 | $43.4M |
| Nuveen, LLC | 0.01% | Reduce -7.2% | 1,872,586 | $35.5M |
| Cramer Rosenthal McGlynn LLC | 1.99% | Reduce -1.4% | 1,634,021 | $30.9M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -7.4% | 1,546,038 | $29.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.5% | 1,287,350 | $24.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +61.0% | 1,239,370 | $23.5M |
| Point72 Asset Management | 0.04% | Add +42.4% | 1,227,163 | $23.2M |
| Long Focus Capital Management, LLC | 1.13% | Add +0.0% | 1,200,100 | $22.7M |
| Morgan Stanley | 0.00% | Add +70.3% | 1,165,614 | $22.1M |
| Bank of America Corp. | 0.00% | Add +39.8% | 1,140,404 | $21.6M |
| Northern Trust Corp. | 0.00% | Reduce -6.9% | 967,501 | $18.3M |
| FMR LLC | 0.00% | Add +3681.6% | 917,752 | $17.4M |
| Harspring Capital Management, LLC | 6.04% | No change | 860,000 | $16.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 825,082 | $15.6M |
| Basswood Capital Management, L.L.C. | 0.69% | Reduce -0.8% | 824,482 | $15.6M |
| Millennium Management | 0.01% | Add +10.6% | 800,615 | $15.2M |
| Emerald Advisers, LLC | 0.45% | Add +267.3% | 778,208 | $14.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -9.3% | 716,277 | $13.6M |
| Nicholas Investment Partners, LP | 1.11% | Add +144.7% | 709,206 | $13.4M |
| Cander Asset Management LP | 2.41% | — | 687,295 | $13.0M |
| SG Americas Securities, LLC | 0.02% | Reduce -1.4% | 640,417 | $12.1M |
| Trexquant Investment LP | 0.11% | Add +47.3% | 630,392 | $11.9M |
| Federated Hermes, Inc. | 0.02% | Add +12.6% | 630,094 | $11.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -28.1% | 597,675 | $11.3M |
| Emerald Mutual Fund Advisers Trust | 0.53% | Add +207.0% | 577,591 | $10.9M |
| Azora Capital LP | 0.64% | Reduce -77.6% | 536,577 | $10.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -76.8% | 491,289 | $9.3M |
| Invesco Ltd. | 0.00% | Reduce -11.7% | 448,881 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 440,437 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +58.9% | 404,292 | $7.7M |
| Interval Partners, LP | 0.17% | Add +63.1% | 377,053 | $7.1M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -26.1% | 376,081 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 369,967 | $7.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.9% | 351,998 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +48.4% | 341,501 | $6.5M |
| Principal Financial Group Inc. | 0.00% | Add +205.7% | 333,424 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +24.2% | 327,727 | $6.2M |
| UBS Group AG | 0.00% | Reduce -11.2% | 326,369 | $6.2M |
| Barclays PLC | 0.00% | Reduce -26.8% | 319,705 | $6.1M |
| Brighton Jones LLC | 0.22% | Reduce -24.3% | 311,340 | $5.9M |
| Kennedy Capital Management LLC | 0.12% | Reduce -0.1% | 296,782 | $5.6M |
| Jump Financial, LLC | 0.07% | Add +117.3% | 291,200 | $5.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -2.6% | 285,411 | $5.4M |
| Algert Global LLC | 0.08% | Add +464.8% | 264,947 | $5.0M |
| TCW Group Inc. | 0.03% | Reduce -32.5% | 238,867 | $4.5M |
| Nomura Asset Management International Inc. | 0.01% | — | 235,778 | $4.5M |
| Quinn Opportunity Partners LLC | 0.19% | No change | 233,857 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.5% | 230,883 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 230,440 | $4.4M |
| Swiss National Bank | 0.00% | Add +2.2% | 226,260 | $4.3M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.5% | 224,426 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +315.9% | 205,797 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -90.4% | 189,875 | $3.6M |
| Dark Forest Capital Management LP | 0.16% | New | 185,264 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +20.1% | 171,161 | $3.2M |
| Joel Isaacson & Co., LLC | 0.10% | Reduce -15.6% | 165,301 | $3.1M |
| Credit Agricole S A | 0.01% | New | 162,149 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -61.4% | 159,082 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.0% | 152,492 | $2.9M |
| Quantbot Technologies LP | 0.10% | Add +33.7% | 151,114 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -13.8% | 148,479 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +11.4% | 142,091 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +60.4% | 139,396 | $2.6M |
| Ieq Capital, LLC | 0.01% | No change | 135,537 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -86.0% | 124,712 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 119,390 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +46.5% | 116,530 | $2.2M |
| Zacks Investment Management | 0.02% | Add +283.7% | 115,553 | $2.2M |
| Alliancebernstein L.P. | 0.00% | No change | 112,198 | $2.1M |
| Regal Partners Ltd | 0.12% | New | 111,509 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -3.2% | 107,056 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.1% | 105,939 | $2.0M |
| Acadian Asset Management LLC | 0.00% | Add +1063.9% | 101,768 | $1.9M |
| Bridgewater Associates | 0.01% | Add +11.6% | 100,805 | $1.9M |
| Lido Advisors, LLC | 0.01% | No change | 99,905 | $1.9M |
| Gsa Capital Partners LLP | 0.16% | Reduce -42.3% | 99,656 | $1.9M |
| Rothschild & Co Wealth Management UK Ltd | 0.03% | No change | 99,000 | $1.9M |
| Legato Capital Management LLC | 0.16% | Add +160.5% | 98,927 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -7.5% | 97,420 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Add +61.2% | 95,270 | $1.8M |
| Creek Drive Management Group LLC | 1.28% | — | 91,000 | $1.7M |
| Creative Planning | 0.00% | Add +53.4% | 87,668 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +200.7% | 85,204 | $1.6M |
| Range Financial Group LLC | 0.51% | Reduce -4.5% | 78,233 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -11.8% | 77,073 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +63.4% | 76,850 | $1.5M |
| Round Rock Advisors LLC | 0.22% | Add +58.9% | 75,504 | $1.4M |
| Wakefield Asset Management LLLP | 0.39% | Add +0.2% | 74,959 | $1.4M |
| Comerica Bank | 0.01% | Add +6520.7% | 72,232 | $1.4M |
| Intech Investment Management LLC | 0.01% | No change | 71,004 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -39.4% | 70,860 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -16.3% | 70,546 | $1.3M |
| Sei Investments Co. | 0.00% | Add +49.2% | 69,405 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +20.8% | 69,050 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.6% | 63,526 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -68.7% | 56,076 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +8.8% | 55,976 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 55,113 | $1.0M |
| Shay Capital LLC | 0.17% | Add +9.3% | 55,000 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 54,612 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 52,095 | $986K |
| GTS Securities LLC | 0.03% | New | 51,626 | $978K |
| Two Sigma Investments, LP | 0.00% | Reduce -88.3% | 51,424 | $974K |
| STRS Ohio | 0.00% | No change | 47,200 | $894K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 46,950 | $889K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.3% | 46,813 | $887K |
| Quantinno Capital Management LP | 0.00% | Add +14.9% | 38,470 | $729K |
| Cetera Investment Advisers | 0.00% | Add +9.7% | 37,769 | $715K |
| Invst, LLC | 0.08% | Add +16.2% | 37,126 | $703K |
| Citigroup Inc. | 0.00% | Add +21.7% | 36,693 | $695K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 36,101 | $684K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -29.6% | 34,967 | $662K |
| Cambria Investment Management, L.P. | 0.04% | New | 34,531 | $654K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 34,524 | $654K |
| Los Angeles Capital Management LLC | 0.00% | No change | 36,382 | $613K |
| Arizona State Retirement System | 0.00% | Reduce -5.2% | 32,032 | $607K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -43.5% | 31,998 | $606K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.3% | 31,448 | $596K |
| Raymond James Financial Inc. | 0.00% | Add +31.6% | 31,115 | $589K |
| Independent Advisor Alliance | 0.01% | Add +28.4% | 28,551 | $541K |
| Inceptionr LLC | 0.15% | Add +135.9% | 28,311 | $536K |
| Capstone Investment Advisors, LLC | 0.01% | Add +40.6% | 28,261 | $535K |
| AQR Capital Management | 0.00% | Add +26.2% | 27,756 | $526K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -39.3% | 26,923 | $510K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -45.2% | 26,649 | $505K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 26,647 | $505K |
| SP Asset Management LLC | 0.04% | Add +1.1% | 25,765 | $488K |
| G2 Investment Partners Management LLC | 0.11% | New | 25,000 | $474K |
| LPL Financial LLC | 0.00% | Reduce -34.1% | 24,620 | $466K |
| AlphaQuest LLC | 0.03% | Reduce -44.9% | 24,460 | $463K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.4% | 24,440 | $463K |
| PharVision Advisers, LLC | 0.22% | Add +32.4% | 23,309 | $441K |
| Numerai GP LLC | 0.05% | Add +54.0% | 22,642 | $429K |
| Composition Wealth, LLC | 0.01% | No change | 22,158 | $420K |
| Mackenzie Financial Corp. | 0.00% | New | 21,505 | $413K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 21,361 | $405K |
| Evergreen Capital Management LLC | 0.01% | New | 21,169 | $401K |
| Aquatic Capital Management LLC | 0.01% | Add +140.3% | 20,950 | $397K |
| Bank of Montreal | 0.00% | No change | 20,822 | $394K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 20,704 | $392K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 20,569 | $390K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 20,400 | $386K |
| Requisite Capital Management, LLC | 0.07% | Add +13.8% | 20,000 | $379K |
| Cache Advisors, LLC | 0.05% | No change | 20,000 | $379K |
| Sompo Asset Management Co., Ltd. | 0.06% | Add +3.9% | 18,880 | $358K |
| Sheets Smith Wealth Management | 0.04% | No change | 18,282 | $346K |
| Cibc World Market Inc. | 0.00% | Reduce -5.1% | 18,000 | $341K |
| Caxton Associates LLP | 0.01% | New | 16,450 | $312K |
| Voleon Capital Management LP | 0.01% | Reduce -39.9% | 16,225 | $307K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -32.1% | 15,934 | $305K |
| Ameriprise Financial Inc. | 0.00% | New | 16,061 | $304K |
| XTX Topco Ltd | 0.01% | Add +44.0% | 15,676 | $297K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 15,550 | $295K |
| Citizens Financial Group Inc. | 0.00% | Reduce -21.8% | 15,267 | $289K |
| Canada Pension Plan Investment Board | 0.00% | New | 14,900 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,825 | $281K |
| SBI Securities Co., Ltd. | 0.01% | Add +13.8% | 13,533 | $256K |
| Mangrove Partners Im, LLC | 0.02% | New | 13,411 | $254K |
| HSBC Holdings PLC | 0.00% | Reduce -27.7% | 13,156 | $249K |
| Victory Capital Management Inc. | 0.00% | Reduce -67.0% | 12,882 | $244K |
| Thrivent Financial for Lutherans | 0.00% | No change | 12,706 | $241K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 12,628 | $239K |
| Mirabella Financial Services LLP | 0.02% | New | 12,088 | $229K |
| Jefferies Financial Group Inc. | 0.00% | New | 12,001 | $227K |
| Jain Global LLC | 0.00% | New | 11,879 | $225K |
| Boothbay Fund Management, LLC | 0.01% | New | 11,512 | $218K |
| Banque Pictet & Cie SA | 0.00% | New | 11,464 | $217K |
| Bailard, Inc. | 0.00% | New | 11,000 | $208K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.8% | 10,950 | $207K |
| Two Sigma Advisers, LP | 0.00% | Reduce -98.0% | 10,940 | $207K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,869 | $206K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -76.9% | 10,812 | $205K |
| Headlands Technologies LLC | 0.02% | New | 10,750 | $204K |
| Scotia Capital Inc. | 0.00% | Reduce -5.7% | 10,460 | $198K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,430 | $198K |
| Maltin Wealth Management, Inc. | 0.08% | No change | 10,000 | $189K |
| Ursa Fund Management, LLC | 0.02% | New | 10,000 | $189K |
| Marex Group Ltd | 0.00% | No change | 10,000 | $189K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,464 | $179K |
| National Bank of Canada | 0.00% | Add +13.4% | 8,913 | $169K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.3% | 6,771 | $128K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.8% | 6,529 | $124K |
| Bayforest Capital Ltd | 0.07% | New | 4,816 | $91K |
| State of Alaska, Department of Revenue | 0.00% | No change | 4,576 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.4% | 4,457 | $84K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -40.7% | 4,251 | $83K |
| KBC Group NV | 0.00% | No change | 4,040 | $77K |
| Royal Bank of Canada | 0.00% | Reduce -99.5% | 4,020 | $76K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.2% | 3,920 | $74K |
| Amalgamated Bank | 0.00% | Reduce -7.0% | 3,559 | $67K |
| Financial Avengers, Inc. | 0.03% | Reduce -12.5% | 3,500 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -27.1% | 3,300 | $63K |
| Versant Capital Management, Inc | 0.01% | No change | 3,236 | $61K |
| Larson Financial Group LLC | 0.00% | Add +1435.3% | 3,040 | $58K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,326 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 2,100 | $40K |
| Cwm, LLC | 0.00% | Add +7.5% | 1,875 | $36K |
| Signaturefd, LLC | 0.00% | Add +1.8% | 1,810 | $34K |
| Quarry LP | 0.01% | Reduce -43.6% | 1,709 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.1% | 1,572 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +51.4% | 1,528 | $29K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.0% | 1,422 | $27K |
| GAMMA Investing LLC | 0.00% | Add +33.5% | 1,286 | $24K |
| Torren Management, LLC | 0.01% | — | 1,212 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +5.3% | 1,194 | $23K |
| Allworth Financial LP | 0.00% | Reduce -11.1% | 1,139 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,138 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.0% | 1,068 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,041 | $20K |
| DV Trading LLC | 0.00% | — | 1,000 | $19K |
| US Bancorp \de | 0.00% | No change | 851 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 833 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 563 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -19.1% | 550 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | New | 440 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | New | 436 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 424 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 423 | $8K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.4% | 414 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -77.7% | 385 | $7K |
| Triumph Capital Management | 0.00% | New | 370 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 275 | $5K |
| Optiver Holding B.V. | 0.00% | Add +47.6% | 273 | $5K |
| Rothschild Investment LLC | 0.00% | Add +3.0% | 242 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | — | 196 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -30.4% | 181 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 177 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -22.7% | 160 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 158 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 152 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 150 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 100 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 88 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 81 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 80 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -81.8% | 79 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 54 | $1K |
| Avion Wealth | 0.00% | No change | 96 | $1K |
| Kilter Group LLC | 0.00% | Add +12.2% | 46 | $872 |
| IFP Advisors, Inc | 0.00% | No change | 36 | $682 |
| Marquette Asset Management, LLC | 0.00% | New | 29 | $550 |
| Key Financial Inc | 0.00% | No change | 10 | $189 |
| Essential Partners LLC | 0.00% | New | 4 | $76 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $33 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 1 | $19 |
| Covestor Ltd | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is HAPN's weight in each manager's 13F, not the share of Happen Inc. the manager owns.