Who owns HAWX
Which tracked institutional funds hold HAWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HAWX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 HAWX is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 5 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
HAWX’s largest tracked holder by dollar value, Beacon Pointe Advisors, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HAWX 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 55 tracked filers holding HAWX, 24 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 HAWX 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
- NewEdge Advisors, LLC$2M
- JANE STREET GROUP, LLC$928K
Full exits 2
- Independent Advisor Alliance$3M
- Sigma Planning Corp$1M
Largest adds
- Beacon Pointe Advisors, LLC$8M
- Private Advisor Group, LLC$5M
- LPL Financial LLC$2M
- Kingsview Wealth Management, LLC$2M
- PARTNERS CAPITAL INVESTMENT GROUP, LLP$1M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- Mariner, LLC$4M
- COLDSTREAM CAPITAL MANAGEMENT INC$1M
- CITADEL ADVISORS LLC$999K
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC trimmed | 1,560,237 | $73M | 22.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 508,624 | $24M | 7.2% | 2026-Q2 |
| Carroll Advisory Group, LLC trimmed | 501,020 | $23M | 7.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 400,263 | $19M | 5.7% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 334,946 | $16M | 4.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 307,628 | $14M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 277,464 | $13M | 3.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 201,618 | $9M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 132,958 | $6M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 115,238 | $5M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 113,276 | $5M | 1.6% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC added | 80,061 | $4M | 1.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 70,414 | $3M | 1.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 63,036 | $3M | 0.9% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 58,880 | $3M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 45,089 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 40,056 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,329 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 27,798 | $1M | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 20,781 | $966K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 19,963 | $928K | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC | 17,560 | $817K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,320 | $790K | 0.2% | 2026-Q2 |
| Focus Partners Wealth | 13,862 | $645K | 0.2% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 13,023 | $606K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC | 12,192 | $567K | 0.2% | 2026-Q2 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added | 12,106 | $563K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 11,882 | $553K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 11,404 | $530K | 0.2% | 2026-Q2 |
| &PARTNERS added | 10,620 | $494K | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. | 10,367 | $482K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,990 | $465K | 0.1% | 2026-Q2 |
| STAR Financial Bank | 8,695 | $404K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 8,463 | $394K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,010 | $372K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 7,576 | $352K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,421 | $345K | 0.1% | 2026-Q2 |
| Creative Planning | 7,183 | $334K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,023 | $327K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,195 | $288K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 5,731 | $266K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,463 | $254K | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 5,358 | $249K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 2,728 | $127K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,431 | $113K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,416 | $66K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 1,387 | $64K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,304 | $61K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,200 | $56K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 1,086 | $50K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 688 | $32K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 445 | $21K | 0.0% | 2026-Q2 |
| NBH Bank new | 307 | $14K | 0.0% | 2026-Q2 |
| Piscataqua Savings Bank new | 265 | $12K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $21 | 0.0% | 2026-Q2 |
| Independent Advisor Alliance added | 62,731 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp trimmed | 32,340 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 4,151 | $170K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Destiny Wealth Partners, LLC new | 2,038 | $83K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1,765 | $72K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Westend Capital Management, LLC | 315 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Bank of Jackson Hole Trust | 307 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 102,100 | $4M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 39,095 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| PKS Advisory Services, LLC trimmed | 18,588 | $734K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GAMMA Investing LLC new | 361 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Wealth Partners, Ltd. | 178 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 100 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 29 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Financial Advisors, LLC trimmed | 1,692,450 | $64M | 19.5% | 2025-Q3 stale (3 quarters behind) |
| World Investment Advisors new | 5,423 | $205K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 1,615 | $61K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC new | 368,101 | $13M | 4.0% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 34,929 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6,302 | $223K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC added | 2,930 | $85K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| SIGNATUREFD, LLC | 176 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC new | 16 | $565 | 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.