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Institutional Ownership · SEC Form 13F

Who owns HAWX (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

55
Institutional holders
5,332,059
Shares held (tracked funds)

How the tape is positioned

15 tracked funds added or opened HAWX while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

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 2025-Q4 and 2026-Q1, across 55 tracked filers holding HAWX, 25 increased or opened the position and 27 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 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 6

  • Beacon Pointe Advisors, LLC$64M
  • Kingsview Wealth Management, LLC$8M
  • PACIFIC FINANCIAL GROUP INC$3M
  • Independent Advisor Alliance$3M
  • Belpointe Asset Management LLC$826K
  • Clearstead Advisors, LLC$617K

Full exits 4

  • FLOW TRADERS U.S. LLC$4M
  • NewEdge Advisors, LLC$2M
  • HRT FINANCIAL LP$2M
  • PKS Advisory Services, LLC$734K

Largest adds

  • Carroll Advisory Group, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$2M
  • Nova Wealth Management, Inc.$1M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • BANK OF AMERICA CORP /DE/$1M
  • COLDSTREAM CAPITAL MANAGEMENT INC$643K

Largest trims

  • STAR Financial Bank$3M
  • SCOTIA CAPITAL INC.$861K
  • Prime Capital Investment Advisors, LLC$852K
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$809K
  • OSAIC HOLDINGS, INC.$262K

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).

FundSharesReported value% of valueQuarter
Beacon Pointe Advisors, LLC new1,571,911$64M19.5%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed614,681$25M7.6%2026-Q1
Carroll Advisory Group, LLC added552,978$23M6.9%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed420,782$17M5.2%2026-Q1
SCOTIA CAPITAL INC. trimmed358,458$15M4.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed321,746$13M4.0%2026-Q1
LPL Financial LLC trimmed254,799$10M3.2%2026-Q1
Kingsview Wealth Management, LLC new188,550$8M2.3%2026-Q1
Mariner, LLC added150,149$6M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added120,580$5M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added107,944$4M1.3%2026-Q1
PACIFIC FINANCIAL GROUP INC new65,624$3M0.8%2026-Q1
Independent Advisor Alliance added62,731$3M0.8%2026-Q1
Equitable Holdings, Inc. added62,966$2M0.8%2026-Q1
Concurrent Investment Advisors, LLC added60,161$2M0.7%2026-Q1
CITADEL ADVISORS LLC added56,034$2M0.7%2026-Q1
Nova Wealth Management, Inc. added45,207$2M0.6%2026-Q1
Sigma Planning Corp trimmed32,340$1M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added31,037$1M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed21,013$866K0.3%2026-Q1
Belpointe Asset Management LLC added20,207$826K0.3%2026-Q1
Prime Capital Investment Advisors, LLC trimmed17,560$718K0.2%2026-Q1
Clearstead Advisors, LLC new15,091$617K0.2%2026-Q1
Focus Partners Wealth13,862$567K0.2%2026-Q1
Cetera Investment Advisers added13,042$533K0.2%2026-Q1
Whitaker-Myers Wealth Managers, LTD. trimmed13,036$533K0.2%2026-Q1
AE Wealth Management LLC trimmed12,192$499K0.2%2026-Q1
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed11,550$472K0.1%2026-Q1
Clark Capital Management Group, Inc.10,367$424K0.1%2026-Q1
&PARTNERS added9,647$394K0.1%2026-Q1
STAR Financial Bank trimmed8,695$356K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC8,463$346K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added7,800$319K0.1%2026-Q1
Advisory Services Network, LLC trimmed7,576$310K0.1%2026-Q1
Private Advisor Group, LLC trimmed7,443$304K0.1%2026-Q1
Creative Planning new7,183$294K0.1%2026-Q1
Redwood Financial Network Corp trimmed6,848$280K0.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed6,265$256K0.1%2026-Q1
Essex Financial Services, Inc.5,731$234K0.1%2026-Q1
Kestra Advisory Services, LLC added5,606$229K0.1%2026-Q1
ROYAL BANK OF CANADA added5,330$218K0.1%2026-Q1
McIlrath & Eck, LLC4,151$170K0.1%2026-Q1
FMR LLC trimmed2,842$116K0.0%2026-Q1
Rockefeller Capital Management L.P.2,431$99K0.0%2026-Q1
Destiny Wealth Partners, LLC new2,038$83K0.0%2026-Q1
Sunbelt Securities, Inc.1,765$72K0.0%2026-Q1
Parallel Advisors, LLC1,387$57K0.0%2026-Q1
Aptus Capital Advisors, LLC1,304$53K0.0%2026-Q1
PRIVATE TRUST CO NA1,200$49K0.0%2026-Q1
Glass Jacobson Investment Advisors llc688$28K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added445$18K0.0%2026-Q1
Westend Capital Management, LLC315$13K0.0%2026-Q1
Bank of Jackson Hole Trust307$13K0.0%2026-Q1
MORGAN STANLEY1$500.0%2026-Q1
WELLS FARGO & COMPANY/MN0$180.0%2026-Q1
Financial Advisors, LLC trimmed1,692,450$64M19.4%2025-Q3 stale
CW Advisors, LLC new368,101$13M3.9%2025-Q2 stale
Wolf Group Capital Advisors added354,093$12M3.6%2025-Q1 stale
Strategic Financial Concepts, LLC new188,143$6M1.9%2025-Q1 stale
FLOW TRADERS U.S. LLC added102,100$4M1.2%2025-Q4 stale
Advisory Resource Group trimmed118,188$4M1.2%2025-Q1 stale
NewEdge Advisors, LLC added57,358$2M0.7%2025-Q4 stale
HRT FINANCIAL LP new39,095$2M0.5%2025-Q4 stale
JANE STREET GROUP, LLC added35,940$1M0.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added34,929$1M0.4%2025-Q2 stale
PKS Advisory Services, LLC trimmed18,588$734K0.2%2025-Q4 stale
Virtue Capital Management, LLC new8,554$286K0.1%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,770$267K0.1%2025-Q4 stale
MML INVESTORS SERVICES, LLC trimmed6,028$238K0.1%2025-Q4 stale
FLPUTNAM INVESTMENT MANAGEMENT CO6,302$223K0.1%2025-Q2 stale
World Investment Advisors new5,423$205K0.1%2025-Q3 stale
Capital A Wealth Management, LLC added2,930$85K0.0%2025-Q2 stale
Ameritas Advisory Services, LLC trimmed1,615$61K0.0%2025-Q3 stale
GAMMA Investing LLC new361$14K0.0%2025-Q4 stale
Global Wealth Strategies & Associates new276$9K0.0%2025-Q1 stale
Strategic Wealth Partners, Ltd.178$7K0.0%2025-Q4 stale
SIGNATUREFD, LLC176$6K0.0%2025-Q2 stale
UBS Group AG trimmed100$4K0.0%2025-Q4 stale
JONES FINANCIAL COMPANIES LLLP trimmed29$1K0.0%2025-Q4 stale
TOTAL INVESTMENT MANAGEMENT INC new16$5650.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership