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-Q2 13F filings (latest filed 2026-08-27). 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
12 tracked funds added or opened HAP while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 66 tracked filers holding HAP, 32 increased or opened the position and 22 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 2026-Q1 and 2026-Q2 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
- Merit Financial Group, LLC$10M
- CREATIVE FINANCIAL DESIGNS INC /ADV$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$726K
- Savvy Advisors, Inc.$584K
Full exits 4
- Beaumont Financial Advisors, LLC$9M
- HighTower Advisors, LLC$2M
- FLOW TRADERS U.S. LLC$1M
- JANE STREET GROUP, LLC$576K
Largest adds
- BANK OF AMERICA CORP /DE/$5M
- OSAIC HOLDINGS, INC.$1M
- Advisors Preferred, LLC$691K
- JONES FINANCIAL COMPANIES LLLP$562K
- ROYAL BANK OF CANADA$390K
- Steward Partners Investment Advisory, LLC$362K
Largest trims
- VAN ECK ASSOCIATES CORP$16M
- Cetera Investment Advisers$3M
- IAG Wealth Partners, LLC$2M
- Morton Capital Management LLC/CA$2M
- LPL Financial LLC$2M
- CULTIVAR CAPITAL, INC.$625K
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 | 554,222 | $38M | 18.4% | 2026-Q2 |
| Morton Capital Management LLC/CA trimmed | 372,552 | $26M | 12.3% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 236,196 | $16M | 7.8% | 2026-Q2 |
| MORGAN STANLEY added | 222,945 | $15M | 7.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 222,512 | $15M | 7.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 204,959 | $14M | 6.8% | 2026-Q2 |
| Merit Financial Group, LLC new | 146,855 | $10M | 4.9% | 2026-Q2 |
| CULTIVAR CAPITAL, INC. trimmed | 140,091 | $10M | 4.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 117,287 | $8M | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 96,904 | $7M | 3.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 58,660 | $4M | 1.9% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 35,397 | $2M | 1.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 25,466 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 24,430 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 21,783 | $1M | 0.7% | 2026-Q2 |
| Avior Wealth Management, LLC added | 19,932 | $1M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 18,514 | $1M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 15,326 | $1M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,322 | $1M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,623 | $1M | 0.5% | 2026-Q2 |
| &PARTNERS added | 12,540 | $861K | 0.4% | 2026-Q2 |
| Advisors Preferred, LLC added | 12,362 | $854K | 0.4% | 2026-Q2 |
| UBS Group AG added | 12,105 | $831K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,583 | $726K | 0.4% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 9,703 | $675K | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 9,049 | $621K | 0.3% | 2026-Q2 |
| Creative Planning added | 9,021 | $619K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. new | 8,505 | $584K | 0.3% | 2026-Q2 |
| Horizon Advisory Services, Inc. added | 7,817 | $536K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC new | 6,797 | $466K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. | 5,647 | $387K | 0.2% | 2026-Q2 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5,335 | $366K | 0.2% | 2026-Q2 |
| Ancora Advisors LLC | 5,141 | $353K | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 4,757 | $326K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,910 | $268K | 0.1% | 2026-Q2 |
| ENTREWEALTH, LLC | 3,591 | $259K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 3,702 | $254K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,673 | $252K | 0.1% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC trimmed | 3,489 | $239K | 0.1% | 2026-Q2 |
| MAI Capital Management new | 3,486 | $239K | 0.1% | 2026-Q2 |
| Certified Advisory Corp new | 3,400 | $233K | 0.1% | 2026-Q2 |
| Castleview Partners, LLC added | 3,245 | $223K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 3,057 | $210K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 2,996 | $206K | 0.1% | 2026-Q2 |
| RIK SAYLOR FINANCIAL, INC. | 2,938 | $202K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 2,805 | $192K | 0.1% | 2026-Q2 |
| Peterson Wealth Services | 2,742 | $188K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 2,076 | $142K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,751 | $120K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 1,399 | $96K | 0.0% | 2026-Q2 |
| FMR LLC added | 883 | $61K | 0.0% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management new | 379 | $26K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 300 | $21K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 279 | $19K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 273 | $19K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 174 | $12K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 167 | $11K | 0.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. | 160 | $11K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 125 | $9K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 100 | $7K | 0.0% | 2026-Q2 |
| Realta Investment Advisors added | 97 | $7K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 95 | $7K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 50 | $3K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC | 21 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 10 | $686 | 0.0% | 2026-Q2 |
| CITIGROUP INC | 2 | $137 | 0.0% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 130,627 | $9M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 21,913 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 19,068 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,951 | $576K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 5,623 | $407K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 4,205 | $305K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| EVOKE WEALTH, LLC | 3,486 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 1,395 | $101K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Jackson Hole Capital Partners, LLC | 1,000 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clearstead Advisors, LLC | 40,732 | $2M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 17,407 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,462 | $328K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Global View Capital Management LLC new | 4,164 | $250K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 1,858 | $112K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P new | 1,500 | $90K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 1,395 | $84K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sachetta, LLC | 1,136 | $68K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. new | 700 | $42K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC new | 180 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 6,336 | $362K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Firestone Capital Management trimmed | 5,237 | $299K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AdvisorNet Financial, Inc | 1,003 | $57K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 323 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Independence Bank of Kentucky | 85 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP | 0 | $13 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.