Who owns HCMT
Which tracked institutional funds hold HCMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HCMT 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
The tracked-fund tape on HCMT is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 4 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
HCMT’s largest tracked holder by dollar value, Howard Capital Management, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HCMT 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 39 tracked filers holding HCMT, 19 increased or opened the position and 21 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 HCMT 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 5
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Vise Technologies, Inc.$1M
- Global Assets Advisory, LLC$679K
- J.W. COLE ADVISORS, INC.$665K
- TUCKER ASSET MANAGEMENT LLC$568K
Full exits 3
- GTS SECURITIES LLC$1M
- Optivise Advisory Services LLC$873K
- Cambridge Investment Research Advisors, Inc.$873K
Largest adds
- Howard Capital Management, LLC$45M
- Discipline Wealth Solutions, LLC$13M
- NewEdge Advisors, LLC$11M
- LPL Financial LLC$5M
- Wealth Watch Advisors, INC$3M
- ENVESTNET ASSET MANAGEMENT INC$1M
Largest trims
- Orion Porfolio Solutions, LLC$37M
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 |
|---|---|---|---|---|
| Howard Capital Management, LLC trimmed | 7,263,689 | $305M | 65.2% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 1,203,003 | $50M | 10.8% | 2026-Q2 |
| LPL Financial LLC added | 445,233 | $19M | 4.0% | 2026-Q2 |
| Wealth Watch Advisors, INC trimmed | 390,601 | $16M | 3.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 265,483 | $11M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 197,544 | $8M | 1.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 187,396 | $8M | 1.7% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 154,777 | $6M | 1.4% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 119,649 | $5M | 1.1% | 2026-Q2 |
| Delta Investment Management, LLC trimmed | 107,739 | $5M | 1.0% | 2026-Q2 |
| CPR Investments Inc. trimmed | 86,856 | $4M | 0.8% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 67,377 | $3M | 0.6% | 2026-Q2 |
| Bison Wealth, LLC added | 40,336 | $2M | 0.4% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC trimmed | 35,779 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 36,057 | $1M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 35,420 | $1M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 20,769 | $871K | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC added | 16,428 | $679K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 15,862 | $665K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 13,894 | $583K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 13,554 | $568K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 11,871 | $498K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC | 11,382 | $477K | 0.1% | 2026-Q2 |
| VestGen Investment Management trimmed | 11,298 | $474K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 11,273 | $473K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,823 | $412K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 9,423 | $395K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 9,139 | $383K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,947 | $333K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 7,642 | $320K | 0.1% | 2026-Q2 |
| Lifestyle Asset Management, Inc. trimmed | 6,968 | $292K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 5,893 | $247K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,821 | $244K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 3,605 | $151K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 12,501 | $62K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,112 | $45K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 788 | $33K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 623 | $26K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 325 | $14K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 37,850 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Optivise Advisory Services LLC trimmed | 24,812 | $873K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 24,804 | $873K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 2,000 | $70K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NFSG Corp new | 950 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 914 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 217 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parsonex Advisory Services, Inc. trimmed | 155,393 | $6M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| Geneos Wealth Management Inc. added | 26,690 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| RIA Advisory Group LLC added | 20,788 | $802K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,791 | $416K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 2,000 | $77K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC trimmed | 14 | $540 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 5,673 | $213K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BlackRock, Inc. trimmed | 846 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 18,326 | $597K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 13,641 | $445K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,000 | $195K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Sunbelt Securities, Inc. | 155 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC added | 86 | $3K | 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.