Who owns HEDJ
Which tracked institutional funds hold HEDJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEDJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
34 tracked funds added or opened HEDJ while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
HEDJ’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HEDJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HEDJ 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 219 tracked filers holding HEDJ, 83 increased or opened the position and 86 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 HEDJ 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
- Guardian Partners Inc.$6M
- JANE STREET GROUP, LLC$3M
Full exits 9
- CONDOR CAPITAL MANAGEMENT$6M
- Janney Montgomery Scott LLC$6M
- FLOW TRADERS U.S. LLC$4M
- Harel Insurance Investments & Financial Services Ltd.$4M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- MORGAN STANLEY$7M
- BANK OF AMERICA CORP /DE/$6M
- GOLDMAN SACHS GROUP INC$5M
- ELEVATION POINT WEALTH PARTNERS, LLC$4M
- UBS Group AG$4M
- Vestmark Advisory Solutions, Inc.$3M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- ROYAL BANK OF CANADA$581K
- Steward Partners Investment Advisory, LLC$291K
- AMERIPRISE FINANCIAL INC$252K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC trimmed | 2,442,985 | $139M | 18.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,342,831 | $77M | 10.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,265,333 | $72M | 9.5% | 2026-Q2 |
| UBS Group AG added | 831,141 | $47M | 6.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 530,852 | $30M | 4.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 492,910 | $28M | 3.7% | 2026-Q2 |
| FMR LLC added | 447,535 | $26M | 3.4% | 2026-Q2 |
| Boothe Investment Group, Inc. trimmed | 446,055 | $25M | 3.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 421,768 | $24M | 3.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 413,712 | $24M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 395,634 | $23M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 340,760 | $19M | 2.6% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 291,745 | $17M | 2.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 262,566 | $15M | 2.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 257,124 | $15M | 1.9% | 2026-Q2 |
| Azimuth Capital Investment Management LLC trimmed | 193,515 | $11M | 1.5% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 189,717 | $11M | 1.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 155,318 | $9M | 1.2% | 2026-Q2 |
| CONNING INC. | 144,030 | $8M | 1.1% | 2026-Q2 |
| Sharper & Granite LLC added | 114,024 | $6M | 0.9% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 107,588 | $6M | 0.8% | 2026-Q2 |
| Guardian Partners Inc. added | 100,300 | $6M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 93,306 | $5M | 0.7% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 93,087 | $5M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 84,497 | $5M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 79,229 | $5M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 63,175 | $4M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 60,671 | $3M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 59,896 | $3M | 0.4% | 2026-Q2 |
| Curi Capital, LLC | 58,308 | $3M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 55,507 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 53,518 | $3M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH | 52,080 | $3M | 0.4% | 2026-Q2 |
| PFG Advisors added | 51,566 | $3M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 50,480 | $3M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 49,949 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 48,087 | $3M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 44,620 | $3M | 0.3% | 2026-Q2 |
| Creative Planning added | 44,043 | $3M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 43,408 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 42,854 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 40,268 | $2M | 0.3% | 2026-Q2 |
| Sage Capital Management, LLC added | 36,891 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 34,649 | $2M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC | 32,540 | $2M | 0.2% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 30,896 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 29,876 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 28,036 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 27,551 | $2M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC | 26,797 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 26,264 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 23,479 | $1M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 23,250 | $1M | 0.2% | 2026-Q2 |
| BigSur Wealth Management LLC added | 23,200 | $1M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 21,377 | $1M | 0.2% | 2026-Q2 |
| Eagle Strategies LLC added | 21,093 | $1M | 0.2% | 2026-Q2 |
| Hyposwiss Advisors SA | 20,715 | $1M | 0.2% | 2026-Q2 |
| GenTrust, LLC | 20,354 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 19,042 | $1M | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 19,020 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 17,700 | $1M | 0.1% | 2026-Q2 |
| Karnit Road Accident Victims Compensation Fund | 17,610 | $1M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 17,397 | $985K | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 16,794 | $957K | 0.1% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC | 16,010 | $913K | 0.1% | 2026-Q2 |
| Sloy Dahl & Holst, LLC added | 15,085 | $860K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 14,875 | $848K | 0.1% | 2026-Q2 |
| Harbour Capital Advisors, LLC trimmed | 14,390 | $811K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 13,832 | $787K | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 13,640 | $777K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 13,419 | $765K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 13,052 | $744K | 0.1% | 2026-Q2 |
| FULCRUM WEALTH ADVISORS, LLC trimmed | 11,669 | $665K | 0.1% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 11,507 | $656K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 11,473 | $654K | 0.1% | 2026-Q2 |
| Hickory Point Bank & Trust | 11,374 | $648K | 0.1% | 2026-Q2 |
| Portland Financial Advisors Inc trimmed | 11,131 | $634K | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC added | 11,095 | $632K | 0.1% | 2026-Q2 |
| Cooksen Wealth, LLC added | 11,060 | $630K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 10,788 | $615K | 0.1% | 2026-Q2 |
| Napier Financial, LLC added | 10,533 | $600K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 10,440 | $595K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 10,314 | $588K | 0.1% | 2026-Q2 |
| Marion Wealth Management | 10,232 | $583K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC | 9,982 | $569K | 0.1% | 2026-Q2 |
| M. Kulyk & Associates, LLC trimmed | 9,943 | $567K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 9,846 | $561K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 9,590 | $547K | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 9,517 | $542K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC added | 9,359 | $533K | 0.1% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 8,629 | $490K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 8,489 | $484K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC | 8,334 | $475K | 0.1% | 2026-Q2 |
| Capstone Wealth Management Group, Inc. new | 8,012 | $457K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 7,778 | $443K | 0.1% | 2026-Q2 |
| E&G Advisors, LLC trimmed | 7,569 | $431K | 0.1% | 2026-Q2 |
| Thrive Wealth Management, LLC added | 7,450 | $425K | 0.1% | 2026-Q2 |
| Next Level Private LLC added | 7,320 | $417K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 7,306 | $416K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. new | 0 | $461K | 0.1% | 2026-Q2 |
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.