Who owns HAP
Which tracked institutional funds hold HAP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HAP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HAP is one-sided between 2025-Q4 and 2026-Q1: 18 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HAP’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HAP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 62 tracked filers holding HAP, 32 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HAP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- AMERIPRISE FINANCIAL INC$7M
- Avior Wealth Management, LLC$1M
- FLOW TRADERS U.S. LLC$1M
- JANE STREET GROUP, LLC$576K
Full exits 2
- Clearstead Advisors, LLC$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- VAN ECK ASSOCIATES CORP$22M
- LPL Financial LLC$12M
- MORGAN STANLEY$6M
- Cetera Investment Advisers$5M
- Beaumont Financial Advisors, LLC$4M
- Morton Capital Management LLC/CA$4M
Largest trims
- IAG Wealth Partners, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers trimmed | 571,312 | $41M | 19.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 424,742 | $31M | 14.6% | 2026-Q1 |
| Morton Capital Management LLC/CA trimmed | 380,245 | $28M | 13.1% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 253,095 | $18M | 8.7% | 2026-Q1 |
| LPL Financial LLC added | 220,789 | $16M | 7.6% | 2026-Q1 |
| MORGAN STANLEY added | 212,899 | $15M | 7.3% | 2026-Q1 |
| CULTIVAR CAPITAL, INC. added | 141,251 | $10M | 4.9% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 130,627 | $9M | 4.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 93,669 | $7M | 3.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 58,812 | $4M | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 47,754 | $3M | 1.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 25,693 | $2M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 21,913 | $2M | 0.8% | 2026-Q1 |
| Avior Wealth Management, LLC new | 19,817 | $1M | 0.7% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 19,068 | $1M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 17,741 | $1M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 16,788 | $1M | 0.6% | 2026-Q1 |
| &PARTNERS added | 12,476 | $905K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 10,062 | $729K | 0.3% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 9,998 | $726K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,918 | $703K | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 9,049 | $656K | 0.3% | 2026-Q1 |
| Creative Planning | 8,909 | $646K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 8,850 | $641K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,951 | $576K | 0.3% | 2026-Q1 |
| Horizon Advisory Services, Inc. trimmed | 7,558 | $548K | 0.3% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC trimmed | 7,413 | $547K | 0.3% | 2026-Q1 |
| UBS Group AG added | 7,015 | $508K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 6,771 | $491K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 5,647 | $409K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 5,623 | $407K | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 5,604 | $406K | 0.2% | 2026-Q1 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5,335 | $387K | 0.2% | 2026-Q1 |
| Ancora Advisors LLC | 5,141 | $373K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 4,205 | $305K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,910 | $283K | 0.1% | 2026-Q1 |
| ENTREWEALTH, LLC | 3,591 | $260K | 0.1% | 2026-Q1 |
| EVOKE WEALTH, LLC | 3,486 | $253K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,211 | $233K | 0.1% | 2026-Q1 |
| RIK SAYLOR FINANCIAL, INC. new | 2,938 | $213K | 0.1% | 2026-Q1 |
| Castleview Partners, LLC added | 2,879 | $209K | 0.1% | 2026-Q1 |
| Peterson Wealth Services | 2,742 | $199K | 0.1% | 2026-Q1 |
| Advisors Preferred, LLC trimmed | 2,250 | $163K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,751 | $127K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors new | 1,395 | $101K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 1,045 | $76K | 0.0% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC | 1,000 | $72K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 3,418 | $24K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 300 | $22K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 279 | $20K | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 276 | $20K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 273 | $20K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 174 | $13K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 167 | $12K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 125 | $9K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 100 | $7K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. | 95 | $7K | 0.0% | 2026-Q1 |
| Realta Investment Advisors added | 86 | $6K | 0.0% | 2026-Q1 |
| FMR LLC | 63 | $5K | 0.0% | 2026-Q1 |
| Darwin Wealth Management, LLC | 21 | $2K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 10 | $725 | 0.0% | 2026-Q1 |
| CITIGROUP INC | 2 | $145 | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC | 40,732 | $2M | 1.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 17,407 | $1M | 0.5% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 6,336 | $362K | 0.2% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,933 | $345K | 0.2% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,462 | $328K | 0.2% | 2025-Q4 stale |
| Firestone Capital Management trimmed | 5,237 | $299K | 0.1% | 2025-Q3 stale |
| Global View Capital Management LLC new | 4,164 | $250K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 1,858 | $112K | 0.1% | 2025-Q4 stale |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P new | 1,500 | $90K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC | 1,395 | $84K | 0.0% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC | 1,421 | $71K | 0.0% | 2025-Q1 stale |
| Sachetta, LLC | 1,136 | $68K | 0.0% | 2025-Q4 stale |
| AdvisorNet Financial, Inc | 1,003 | $57K | 0.0% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. new | 700 | $42K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 323 | $18K | 0.0% | 2025-Q3 stale |
| BARCLAYS PLC new | 180 | $11K | 0.0% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. | 160 | $10K | 0.0% | 2025-Q4 stale |
| Independence Bank of Kentucky | 85 | $4K | 0.0% | 2025-Q2 stale |
| Allworth Financial LP | 0 | $13 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.