Who owns HEGD
Which tracked institutional funds hold HEGD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HEGD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on HEGD is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 6 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
HEGD’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HEGD 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 82 tracked filers holding HEGD, 47 increased or opened the position and 27 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 HEGD 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
- MY Wealth Management Inc.$11M
- Ethos Financial Group, LLC$7M
- AQR CAPITAL MANAGEMENT LLC$4M
- OLD MISSION CAPITAL LLC$848K
Full exits 4
- CWM, LLC$113M
- Cambridge Investment Research Advisors, Inc.$7M
- VISTA INVESTMENT PARTNERS II, LLC$2M
- Independent Advisor Alliance$1M
Largest adds
- NewEdge Advisors, LLC$26M
- Taylor Securities Services, Inc.$10M
- Blueprint Investment Partners LLC$6M
- LPL Financial LLC$6M
- LAUREL OAK WEALTH MANAGEMENT, LLC$5M
- Blueprint Financial Advisors LLC$4M
Largest trims
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1M
- Baird Financial Group, Inc.$768K
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 |
|---|---|---|---|---|
| Taylor Securities Services, Inc. added | 2,360,663 | $63M | 9.5% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 1,658,700 | $44M | 6.7% | 2026-Q2 |
| Swan Global Investments, LLC trimmed | 1,569,429 | $42M | 6.3% | 2026-Q2 |
| LPL Financial LLC added | 1,518,861 | $40M | 6.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,397,996 | $37M | 5.6% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 857,002 | $23M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 845,273 | $23M | 3.4% | 2026-Q2 |
| Legacy CG, LLC added | 751,283 | $20M | 3.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 650,777 | $17M | 2.6% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 630,722 | $17M | 2.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 623,845 | $17M | 2.5% | 2026-Q2 |
| Financial Designs Corp added | 607,632 | $16M | 2.4% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 533,624 | $14M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 488,134 | $13M | 2.0% | 2026-Q2 |
| MY Wealth Management Inc. added | 429,643 | $11M | 1.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 376,676 | $10M | 1.5% | 2026-Q2 |
| Atria Investments, Inc added | 331,070 | $9M | 1.3% | 2026-Q2 |
| Spartan Planning & Wealth Management added | 308,649 | $8M | 1.2% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC added | 294,582 | $8M | 1.2% | 2026-Q2 |
| Inspire Advisors, LLC added | 282,321 | $8M | 1.1% | 2026-Q2 |
| Ethos Financial Group, LLC new | 267,815 | $7M | 1.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 212,929 | $6M | 0.9% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 189,652 | $5M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 152,252 | $4M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 134,801 | $4M | 0.5% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 126,259 | $3M | 0.5% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 107,561 | $3M | 0.4% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 102,912 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 85,690 | $2M | 0.3% | 2026-Q2 |
| Thompson David Blair trimmed | 82,627 | $2M | 0.3% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 76,700 | $2M | 0.3% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 58,135 | $2M | 0.2% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 54,228 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 44,190 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 43,526 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 42,611 | $1M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 41,690 | $1M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 40,570 | $1M | 0.2% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 38,060 | $1M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 35,188 | $938K | 0.1% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC added | 34,233 | $913K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 31,820 | $848K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 29,268 | $780K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 29,136 | $777K | 0.1% | 2026-Q2 |
| Momentum Wealth Planning, LLC trimmed | 29,107 | $776K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,303 | $755K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 26,406 | $704K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 26,015 | $694K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 23,385 | $623K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 21,809 | $581K | 0.1% | 2026-Q2 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 17,958 | $479K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 16,953 | $452K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 15,352 | $409K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,327 | $382K | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 13,476 | $359K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,147 | $353K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,798 | $315K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC | 11,732 | $313K | 0.0% | 2026-Q2 |
| Empire Financial Management Company, LLC | 11,133 | $297K | 0.0% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 10,390 | $277K | 0.0% | 2026-Q2 |
| Global View Capital Management LLC added | 10,175 | $271K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 10,157 | $271K | 0.0% | 2026-Q2 |
| Synergy Asset Management, LLC new | 9,496 | $253K | 0.0% | 2026-Q2 |
| Advisor Resource Council | 8,830 | $235K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 7,917 | $211K | 0.0% | 2026-Q2 |
| UBS Group AG added | 7,579 | $202K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,635 | $150K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 5,499 | $147K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC added | 5,283 | $141K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 5,167 | $138K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,057 | $135K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 4,474 | $119K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 2,764 | $73K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,875 | $50K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,771 | $47K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,585 | $42K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,553 | $41K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 1,005 | $27K | 0.0% | 2026-Q2 |
| Park Square Financial Group, LLC trimmed | 712 | $19K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 318 | $8K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $267 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $34 | 0.0% | 2026-Q2 |
| CWM, LLC added | 4,586,482 | $113M | 17.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 280,750 | $7M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| VISTA INVESTMENT PARTNERS II, LLC new | 78,139 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 55,323 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 19,572 | $483K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 14,249 | $352K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FRANKLIN RESOURCES INC new | 513,742 | $13M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| Vantage Financial Partners, LLC added | 477,957 | $12M | 1.8% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 84,314 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Csenge Advisory Group trimmed | 31,322 | $790K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN added | 18,718 | $472K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 15,461 | $390K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Hilltop Holdings Inc. added | 11,928 | $301K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 13,074 | $326K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 39,787 | $935K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. new | 19,661 | $462K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 16,751 | $394K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 16,333 | $384K | 0.1% | 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.