Who owns HEDG
Which tracked institutional funds hold HEDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEDG 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 HEDG is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 5 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
HEDG’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HEDG 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 36 tracked filers holding HEDG, 24 increased or opened the position and 17 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 HEDG 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 4
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- Steward Partners Investment Advisory, LLC$2M
- Farther Finance Advisors, LLC$970K
- OLD MISSION CAPITAL LLC$564K
Full exits 4
- HighTower Advisors, LLC$78M
- JOURNEY STRATEGIC WEALTH LLC$26M
- Janney Montgomery Scott LLC$1M
- Atria Investments, Inc$1M
Largest adds
- Rockefeller Capital Management L.P.$6M
- NewEdge Advisors, LLC$4M
- Vestmark Advisory Solutions, Inc.$4M
- ELEVATION POINT WEALTH PARTNERS, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- ENZI WEALTH$2M
Largest trims
- UBS Group AG$3M
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 |
|---|---|---|---|---|
| UBS Group AG trimmed | 1,390,019 | $42M | 11.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 951,354 | $29M | 7.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 866,449 | $26M | 7.2% | 2026-Q2 |
| ENZI WEALTH added | 585,334 | $18M | 4.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 567,283 | $17M | 4.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 564,091 | $17M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 547,895 | $16M | 4.6% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 534,795 | $16M | 4.4% | 2026-Q2 |
| Platform Technology Partners added | 305,957 | $9M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 261,089 | $8M | 2.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 227,986 | $7M | 1.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 181,283 | $5M | 1.5% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 181,283 | $5M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 170,694 | $5M | 1.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 138,297 | $4M | 1.1% | 2026-Q2 |
| KLINGENSTEIN FIELDS & CO LP trimmed | 129,299 | $4M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 126,407 | $4M | 1.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 119,385 | $4M | 1.0% | 2026-Q2 |
| CHAPIN DAVIS, INC. trimmed | 93,778 | $3M | 0.8% | 2026-Q2 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 92,945 | $3M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 74,115 | $2M | 0.6% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 70,346 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 60,421 | $2M | 0.5% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 57,246 | $2M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 47,004 | $1M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 32,325 | $970K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 18,810 | $564K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. | 16,111 | $483K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,473 | $344K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC new | 11,228 | $337K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 7,166 | $215K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,400 | $192K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 3,655 | $110K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 3,018 | $91K | 0.0% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 200 | $6K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 37 | $1K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 2,675,355 | $78M | 21.5% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 901,723 | $26M | 7.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 46,179 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc trimmed | 44,724 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,348 | $271K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY new | 984 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 200 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 154 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Quantinno Capital Management LP new | 10,266 | $301K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 5,284 | $155K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 3,457 | $101K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 308 | $9K | 0.0% | 2025-Q4 stale (2 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.