Who owns HCRB
Which tracked institutional funds hold HCRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HCRB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
7 tracked funds added or opened HCRB while 7 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
HCRB’s largest tracked holder by dollar value, Hartford Funds Management Co LLC, sizes it at 15.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HCRB 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 23 tracked filers holding HCRB, 13 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 HCRB 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 4
- &PARTNERS$2M
- GOLDMAN SACHS GROUP INC$1M
- Gladstone Institutional Advisory LLC$1M
- RAYMOND JAMES FINANCIAL INC$581K
Full exits 1
- FLOW TRADERS U.S. LLC$1M
Largest adds
- CITADEL ADVISORS LLC$3M
- JONES FINANCIAL COMPANIES LLLP$523K
- Private Advisor Group, LLC$451K
Largest trims
- Hartford Funds Management Co LLC$5M
- LPL Financial LLC$669K
- JANE STREET GROUP, LLC$488K
- Apollon Wealth Management, LLC$454K
- OSAIC HOLDINGS, INC.$382K
- Mariner, LLC$311K
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 |
|---|---|---|---|---|
| Hartford Funds Management Co LLC trimmed | 5,173,047 | $181M | 55.8% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 1,543,621 | $54M | 16.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,090,416 | $38M | 11.8% | 2026-Q1 |
| Mariner, LLC trimmed | 264,026 | $9M | 2.8% | 2026-Q1 |
| Allworth Financial LP trimmed | 231,048 | $8M | 2.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 159,679 | $6M | 1.7% | 2026-Q1 |
| Apollon Financial, LLC added | 141,656 | $5M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 103,142 | $4M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 97,186 | $3M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 74,167 | $3M | 0.8% | 2026-Q1 |
| &PARTNERS new | 69,593 | $2M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 43,919 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 40,885 | $1M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 35,948 | $1M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 33,966 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 30,725 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 26,850 | $941K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,565 | $581K | 0.2% | 2026-Q1 |
| Walleye Partners, LLC added | 13,908 | $487K | 0.2% | 2026-Q1 |
| Focus Partners Wealth | 10,801 | $379K | 0.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 9,707 | $340K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 285 | $10K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 150 | $5K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 36,993 | $1M | 0.4% | 2025-Q4 stale |
| McAdam, LLC trimmed | 11,394 | $400K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,140 | $359K | 0.1% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 374 | $13K | 0.0% | 2025-Q2 stale |
| AMERIFLEX GROUP, INC. added | 7 | $231 | 0.0% | 2025-Q2 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.