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-Q2 13F filings (latest filed 2026-08-14). 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 HCRB is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 3 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
HCRB’s largest tracked holder by dollar value, Hartford Funds Management Co LLC, sizes it at 16.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.1pp 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 2026-Q1 and 2026-Q2, across 22 tracked filers holding HCRB, 17 increased or opened the position and 9 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 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- E6 Portfolios, LLC$507K
Full exits 1
- Mariner, LLC$9M
Largest adds
- Hartford Funds Management Co LLC$20M
- Apollon Wealth Management, LLC$14M
- Private Advisor Group, LLC$8M
- LPL Financial LLC$8M
- RAYMOND JAMES FINANCIAL INC$8M
- &PARTNERS$3M
Largest trims
- CITADEL ADVISORS LLC$3M
- Allworth Financial LP$600K
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 added | 5,741,406 | $201M | 51.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 1,941,271 | $68M | 17.6% | 2026-Q2 |
| LPL Financial LLC added | 1,328,948 | $46M | 12.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 267,381 | $9M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 249,277 | $9M | 2.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 214,321 | $7M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 161,545 | $6M | 1.5% | 2026-Q2 |
| &PARTNERS added | 153,191 | $5M | 1.4% | 2026-Q2 |
| Apollon Financial, LLC added | 148,178 | $5M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 121,794 | $4M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 68,969 | $2M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 54,391 | $2M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 49,817 | $2M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,611 | $2M | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 42,954 | $2M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 33,205 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 33,102 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 25,561 | $894K | 0.2% | 2026-Q2 |
| Walleye Partners, LLC added | 16,765 | $587K | 0.2% | 2026-Q2 |
| E6 Portfolios, LLC new | 14,493 | $507K | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 9,451 | $331K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 3,386 | $118K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 264,026 | $9M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth | 10,801 | $379K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 285 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CoreCap Advisors, LLC trimmed | 150 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 36,993 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| McAdam, LLC trimmed | 11,394 | $400K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN | 374 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 7 | $231 | 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.