Who owns HARD
Which tracked institutional funds hold HARD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HARD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 HARD is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 11 trimmed or exited — on balance reducing.
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
HARD’s largest tracked holder by dollar value, Encompass More Asset Management, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HARD 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 19 tracked filers holding HARD, 9 increased or opened the position and 18 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 HARD 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 2
- JANE STREET GROUP, LLC$596K
- LANE BROTHERS & CO INC$552K
Full exits 6
- LPL Financial LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CreativeOne Wealth, LLC$1M
- Private Advisor Group, LLC$1M
- HighTower Advisors, LLC$882K
- Orion Porfolio Solutions, LLC$871K
Largest adds
- Global View Capital Management LLC$435K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$7M
- MML INVESTORS SERVICES, LLC$6M
- Encompass More Asset Management$5M
- Longview Financial Advisors, Inc.$990K
- Park Edge Advisors, LLC$320K
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 |
|---|---|---|---|---|
| Encompass More Asset Management trimmed | 328,252 | $10M | 18.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 240,644 | $7M | 13.3% | 2026-Q2 |
| AE Wealth Management LLC added | 137,844 | $4M | 7.6% | 2026-Q2 |
| BLVD Private Wealth, LLC added | 79,590 | $2M | 4.4% | 2026-Q2 |
| Park Edge Advisors, LLC trimmed | 53,003 | $2M | 2.9% | 2026-Q2 |
| Global View Capital Management LLC added | 52,571 | $2M | 2.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,083 | $596K | 1.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 19,041 | $565K | 1.1% | 2026-Q2 |
| LANE BROTHERS & CO INC new | 18,626 | $552K | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 18,448 | $547K | 1.0% | 2026-Q2 |
| Bluesphere Advisors LLC | 10,344 | $307K | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 10,083 | $299K | 0.6% | 2026-Q2 |
| Straight Path Wealth Management added | 10,025 | $297K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 9,022 | $268K | 0.5% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,776 | $53K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 515 | $15K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 255 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 41 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $31 | 0.0% | 2026-Q2 |
| LPL Financial LLC new | 189,518 | $7M | 12.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 34,396 | $1M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| CreativeOne Wealth, LLC trimmed | 33,261 | $1M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC added | 32,810 | $1M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 24,925 | $882K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 24,612 | $871K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Summit Global Investments new | 11,821 | $418K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 9,013 | $319K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| RAYMOND JAMES FINANCIAL INC new | 6,148 | $217K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Whalen Wealth Management Inc. new | 40,897 | $1M | 2.3% | 2025-Q4 stale (2 quarters behind) |
| Holcombe Financial, Inc. new | 26,423 | $783K | 1.5% | 2025-Q4 stale (2 quarters behind) |
| Hilltop Holdings Inc. added | 12,182 | $361K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC new | 540 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 181 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 138 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NAPA WEALTH MANAGEMENT trimmed | 33,739 | $1M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| Claris Financial LLC new | 18,238 | $551K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Worth Asset Management, LLC added | 15,385 | $465K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Inspire Advisors, LLC new | 14,466 | $437K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 50 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 162,454 | $5M | 8.5% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,353 | $825K | 1.5% | 2025-Q2 stale (4 quarters behind) |
| BROWN ADVISORY INC | 8,356 | $235K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc new | 2,276 | $64K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 168 | $5K | 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.