Who owns HFGO
Which tracked institutional funds hold HFGO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HFGO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 HFGO is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 6 trimmed or exited — on balance reducing.
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
HFGO’s largest tracked holder by dollar value, Hartford Funds Management Co LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HFGO 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 2025-Q4 and 2026-Q1, across 15 tracked filers holding HFGO, 9 increased or opened the position and 7 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 HFGO between the 2025-Q4 and 2026-Q1 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.
Full exits 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$595K
Largest adds
- JONES FINANCIAL COMPANIES LLLP$2M
Largest trims
- Hartford Funds Management Co LLC$10M
- Mariner, LLC$10M
- Cambridge Investment Research Advisors, Inc.$3M
- WELLINGTON MANAGEMENT GROUP LLP$654K
- LPL Financial LLC$464K
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 | 3,404,528 | $83M | 66.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 425,547 | $10M | 8.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 325,039 | $8M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 302,553 | $7M | 5.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | 227,200 | $6M | 4.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 115,125 | $3M | 2.2% | 2026-Q1 |
| Mariner, LLC trimmed | 72,354 | $2M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 20,022 | $489K | 0.4% | 2026-Q1 |
| World Investment Advisors added | 19,325 | $472K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,142 | $223K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,822 | $215K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC new | 8,760 | $214K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 1,200 | $29K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 450 | $11K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 227 | $6K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 107,070 | $3M | 2.3% | 2025-Q3 stale |
| Summit Financial, LLC new | 31,548 | $856K | 0.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,801 | $595K | 0.5% | 2025-Q4 stale |
| Harborfront Financial Group LLC new | 16,914 | $462K | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 15,192 | $412K | 0.3% | 2025-Q3 stale |
| CAROLINAS WEALTH CONSULTING LLC | 4,592 | $96K | 0.1% | 2025-Q1 stale |
| JPMORGAN CHASE & CO | 1,221 | $33K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 1,233 | $31K | 0.0% | 2025-Q2 stale |
| UBS Group AG added | 86 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.