Who owns HFGM
Which tracked institutional funds hold HFGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HFGM 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
The tracked-fund tape on HFGM is one-sided between 2026-Q1 and 2026-Q2: 16 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
HFGM’s largest tracked holder by dollar value, Tactive Advisors, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HFGM 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 33 tracked filers holding HFGM, 24 increased or opened the position and 13 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 HFGM 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 3
- COMPASS FINANCIAL MANAGEMENT LLC$2M
- Quantinno Capital Management LP$1M
- JANE STREET GROUP, LLC$769K
Full exits 1
- HighTower Advisors, LLC$7M
Largest adds
- Insight Wealth Strategies, LLC$10M
- Tactive Advisors, LLC$7M
- Corient Private Wealth LP$4M
- Encompass More Asset Management$4M
- MATHER GROUP, LLC.$3M
- Arrowroot Family Office, LLC$2M
Largest trims
- Brookwood Investment Group LLC$837K
- Wealthcare Advisory Partners LLC$782K
- ENVESTNET ASSET MANAGEMENT INC$362K
- TRUIST FINANCIAL CORP$355K
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 |
|---|---|---|---|---|
| Tactive Advisors, LLC added | 426,576 | $13M | 11.7% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 376,670 | $11M | 10.2% | 2026-Q2 |
| Weil Company, Inc. added | 327,272 | $10M | 9.0% | 2026-Q2 |
| MATHER GROUP, LLC. added | 236,633 | $7M | 6.5% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 204,511 | $6M | 5.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 198,552 | $6M | 5.4% | 2026-Q2 |
| Encompass More Asset Management added | 185,377 | $6M | 5.1% | 2026-Q2 |
| Corient Private Wealth LP added | 144,479 | $4M | 4.0% | 2026-Q2 |
| CLG LLC trimmed | 106,627 | $3M | 2.9% | 2026-Q2 |
| GenTrust, LLC added | 101,854 | $3M | 2.8% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 99,527 | $3M | 2.7% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 83,178 | $3M | 2.3% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 83,178 | $3M | 2.3% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 75,326 | $2M | 2.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 62,442 | $2M | 1.7% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 61,750 | $2M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 60,026 | $2M | 1.6% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 57,888 | $2M | 1.6% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 44,724 | $1M | 1.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 43,811 | $1M | 1.2% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 42,023 | $1M | 1.1% | 2026-Q2 |
| RHS Financial, LLC added | 39,888 | $1M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 37,700 | $1M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 25,166 | $769K | 0.7% | 2026-Q2 |
| SMART Wealth LLC trimmed | 21,015 | $642K | 0.6% | 2026-Q2 |
| National Philanthropic Trust added | 14,770 | $451K | 0.4% | 2026-Q2 |
| Signet Private Wealth LLC new | 10,137 | $310K | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 9,064 | $276K | 0.2% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 2,310 | $71K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC new | 635 | $19K | 0.0% | 2026-Q2 |
| Caitlin John, LLC new | 310 | $9K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 25 | $1K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 1 | $26 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 209,214 | $7M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| Summit Global Investments new | 9,656 | $310K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,938 | $254K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates | 76 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 10,937 | $315K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 2,409 | $69K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Creative Capital Management Investments LLC new | 418 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC new | 200 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NAPA WEALTH MANAGEMENT new | 215,661 | $7M | 6.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.