Who owns HCMT (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-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 HCMT is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 18 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
HCMT’s largest tracked holder by dollar value, Howard Capital Management Inc., sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding HCMT, 22 increased or opened the position and 23 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 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.
Full exits 6
- Parsonex Advisory Services, Inc.$6M
- Geneos Wealth Management Inc.$1M
- RIA Advisory Group LLC$802K
- Global Assets Advisory, LLC$621K
- Coppell Advisory Solutions LLC$537K
- J.W. COLE ADVISORS, INC.$523K
Largest adds
- Discipline Wealth Solutions, LLC$27M
- Bison Wealth, LLC$452K
- OSAIC HOLDINGS, INC.$278K
Largest trims
- Orion Porfolio Solutions, LLC$49M
- Howard Capital Management Inc.$21M
- CPR Investments Inc.$4M
- NewEdge Advisors, LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
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 Inc. added | 9,548,309 | $260M | 52.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 1,077,594 | $38M | 7.6% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 1,057,983 | $37M | 7.5% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 392,248 | $14M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 382,715 | $13M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 195,130 | $7M | 1.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 184,127 | $6M | 1.3% | 2026-Q1 |
| WealthTrak Capital Management LLC added | 153,237 | $5M | 1.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 132,580 | $5M | 0.9% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 112,180 | $4M | 0.8% | 2026-Q1 |
| CPR Investments Inc. trimmed | 95,544 | $3M | 0.7% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 65,734 | $2M | 0.5% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC added | 44,158 | $2M | 0.3% | 2026-Q1 |
| Bison Wealth, LLC added | 37,724 | $2M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 37,850 | $1M | 0.3% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 24,812 | $873K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 24,804 | $873K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 18,692 | $658K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 11,382 | $452K | 0.1% | 2026-Q1 |
| VestGen Investment Management trimmed | 12,015 | $423K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 12,002 | $422K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,904 | $349K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 9,139 | $322K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,679 | $305K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 8,341 | $294K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 8,287 | $292K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 7,922 | $279K | 0.1% | 2026-Q1 |
| Lifestyle Asset Management, Inc. added | 7,416 | $261K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 233,646 | $234K | 0.0% | 2026-Q1 |
| CWM, LLC added | 2,000 | $70K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 1,112 | $39K | 0.0% | 2026-Q1 |
| NFSG Corp new | 950 | $33K | 0.0% | 2026-Q1 |
| UBS Group AG added | 914 | $32K | 0.0% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO new | 788 | $28K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 325 | $11K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 217 | $8K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 1,764,212 | $53M | 10.7% | 2025-Q1 stale |
| Efficient Advisors, LLC new | 736,858 | $22M | 4.5% | 2025-Q1 stale |
| Parsonex Advisory Services, Inc. trimmed | 155,393 | $6M | 1.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 73,257 | $3M | 0.6% | 2025-Q3 stale |
| United Advisor Group, LLC added | 57,329 | $2M | 0.3% | 2025-Q1 stale |
| Geneos Wealth Management Inc. added | 26,690 | $1M | 0.2% | 2025-Q4 stale |
| RIA Advisory Group LLC added | 20,788 | $802K | 0.2% | 2025-Q4 stale |
| Global Assets Advisory, LLC added | 16,107 | $621K | 0.1% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 18,326 | $597K | 0.1% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC trimmed | 13,716 | $537K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 13,560 | $523K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 13,641 | $445K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,791 | $416K | 0.1% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC new | 8,365 | $253K | 0.1% | 2025-Q1 stale |
| Private Advisor Group, LLC | 8,345 | $252K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 5,877 | $227K | 0.0% | 2025-Q4 stale |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 5,673 | $213K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,000 | $195K | 0.0% | 2025-Q2 stale |
| MORGAN STANLEY new | 2,828 | $109K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 2,000 | $77K | 0.0% | 2025-Q4 stale |
| BlackRock, Inc. trimmed | 846 | $32K | 0.0% | 2025-Q3 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 212 | $8K | 0.0% | 2025-Q4 stale |
| Sunbelt Securities, Inc. | 155 | $6K | 0.0% | 2025-Q2 stale |
| NorthRock Partners, LLC | 113 | $3K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 86 | $3K | 0.0% | 2025-Q2 stale |
| CoreCap Advisors, LLC trimmed | 14 | $540 | 0.0% | 2025-Q4 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.