Clearstead Advisors, LLC

Position in HTH — Hilltop Holdings Inc.

CIK 842775 CLEVELAND, OH

Position in HTH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,296

+$1,541 QoQ

Shares Held

+73.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#205

of 234 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $251,435 across 6 Financial Conglomerates names. HTH ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	5,362	$203,970
2	VOYA	Voya Financial, Inc.	468	$42,368
3	HTH	Hilltop Holdings Inc. This page	85	$3,296
4	TREE	LendingTree, Inc.	33	$1,461
5	FRHC	Freedom Holding Corp.	2	$260
6	RILY	BRC Group Holdings, Inc.	10	$80

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,296	85	+73.5%	Shares	Sole	2026-08-06
2026-03-31	$1,755	49	-14.0%	Shares	Sole	2026-05-06
2025-12-31	$1,934	57	-87.8%	Shares	Sole	2026-02-09
2025-09-30	$15,573	466	+28.4%	Shares	Sole	2025-11-10
2025-06-30	$11,017	363	+640.8%	Shares	Sole	2025-08-08
2025-03-31	$1,492	49	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,402	49	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,575	49	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,532	49	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.