Who owns HARD (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 12 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
HARD’s largest tracked holder by dollar value, Encompass More Asset Management, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp 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 2025-Q4 and 2026-Q1, across 24 tracked filers holding HARD, 18 increased or opened the position and 11 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 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 5
- LPL Financial LLC$7M
- MML INVESTORS SERVICES, LLC$6M
- BLVD Private Wealth, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Tidal Investments LLC$717K
Full exits 2
- Whalen Wealth Management Inc.$1M
- Holcombe Financial, Inc.$783K
Largest adds
- Encompass More Asset Management$11M
- ENVESTNET ASSET MANAGEMENT INC$7M
- Longview Financial Advisors, Inc.$2M
- Park Edge Advisors, LLC$426K
- Private Advisor Group, LLC$385K
- Global View Capital Management LLC$342K
Largest trims
- CreativeOne Wealth, LLC$369K
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 added | 405,214 | $14M | 17.9% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 229,783 | $8M | 10.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 203,946 | $7M | 9.0% | 2026-Q1 |
| LPL Financial LLC new | 189,518 | $7M | 8.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 177,393 | $6M | 7.8% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 120,037 | $4M | 5.3% | 2026-Q1 |
| BLVD Private Wealth, LLC new | 66,808 | $2M | 2.9% | 2026-Q1 |
| Park Edge Advisors, LLC added | 53,492 | $2M | 2.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 34,396 | $1M | 1.5% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 33,261 | $1M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 32,810 | $1M | 1.4% | 2026-Q1 |
| Global View Capital Management LLC added | 31,788 | $1M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 24,925 | $882K | 1.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 24,612 | $871K | 1.1% | 2026-Q1 |
| Tidal Investments LLC new | 20,000 | $717K | 0.9% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 14,237 | $504K | 0.6% | 2026-Q1 |
| Summit Global Investments new | 11,821 | $418K | 0.5% | 2026-Q1 |
| Bluesphere Advisors LLC | 10,344 | $366K | 0.5% | 2026-Q1 |
| Straight Path Wealth Management | 9,750 | $345K | 0.4% | 2026-Q1 |
| CWM, LLC added | 9,013 | $319K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 6,148 | $217K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,513 | $160K | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. new | 1,936 | $68K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 122 | $4K | 0.0% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 162,454 | $5M | 5.7% | 2025-Q2 stale |
| Bison Wealth, LLC new | 148,356 | $4M | 5.2% | 2025-Q1 stale |
| Simplify Asset Management Inc. added | 66,957 | $2M | 2.6% | 2025-Q1 stale |
| Whalen Wealth Management Inc. new | 40,897 | $1M | 1.5% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT trimmed | 33,739 | $1M | 1.3% | 2025-Q3 stale |
| CLG LLC new | 31,679 | $984K | 1.2% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,353 | $825K | 1.0% | 2025-Q2 stale |
| Holcombe Financial, Inc. new | 26,423 | $783K | 1.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 18,817 | $585K | 0.7% | 2025-Q1 stale |
| Claris Financial LLC new | 18,238 | $551K | 0.7% | 2025-Q3 stale |
| Worth Asset Management, LLC added | 15,385 | $465K | 0.6% | 2025-Q3 stale |
| Inspire Advisors, LLC new | 14,466 | $437K | 0.5% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 15,049 | $423K | 0.5% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 13,583 | $422K | 0.5% | 2025-Q1 stale |
| Hilltop Holdings Inc. added | 12,182 | $361K | 0.5% | 2025-Q4 stale |
| BROWN ADVISORY INC | 8,356 | $235K | 0.3% | 2025-Q2 stale |
| Cherry Creek Investment Advisors, Inc. new | 6,445 | $200K | 0.2% | 2025-Q1 stale |
| IFP Advisors, Inc added | 2,276 | $64K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 1,603 | $48K | 0.1% | 2025-Q4 stale |
| JFS WEALTH ADVISORS, LLC new | 630 | $20K | 0.0% | 2025-Q1 stale |
| Farther Finance Advisors, LLC new | 540 | $16K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 181 | $5K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 168 | $5K | 0.0% | 2025-Q2 stale |
| UBS Group AG added | 138 | $4K | 0.0% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC added | 134 | $4K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 50 | $2K | 0.0% | 2025-Q3 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.