Who owns HFXI
Which tracked institutional funds hold HFXI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HFXI 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 HFXI is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 7 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
HFXI’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HFXI 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 107 tracked filers holding HFXI, 60 increased or opened the position and 45 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 HFXI 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 7
- WCG Wealth Advisors LLC$9M
- Navigation Group, LLC$5M
- Spartan Wealth Advisory Services LLC$5M
- NewEdge Advisors, LLC$3M
- Oder Investment Management, LLC$2M
- Peck Wealth Management, LLC$2M
Full exits 4
- Independent Advisor Alliance$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- TSFG, LLC$1M
- HighTower Advisors, LLC$1M
Largest adds
- AMERIPRISE FINANCIAL INC$132M
- MORGAN STANLEY$53M
- LPL Financial LLC$40M
- BANK OF AMERICA CORP /DE/$32M
- RAYMOND JAMES FINANCIAL INC$28M
- UBS Group AG$26M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Ameritas Advisory Services, LLC$575K
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 7,601,314 | $290M | 19.3% | 2026-Q2 |
| MORGAN STANLEY added | 6,228,945 | $237M | 15.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,018,254 | $115M | 7.7% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 3,003,229 | $114M | 7.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,783,902 | $106M | 7.1% | 2026-Q2 |
| LPL Financial LLC added | 2,643,812 | $101M | 6.7% | 2026-Q2 |
| UBS Group AG added | 2,102,933 | $80M | 5.3% | 2026-Q2 |
| Mariner, LLC trimmed | 1,587,883 | $60M | 4.0% | 2026-Q2 |
| Go Invest LLC added | 1,184,742 | $45M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 899,322 | $34M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 840,088 | $32M | 2.1% | 2026-Q2 |
| Mason & Associates Inc trimmed | 653,490 | $25M | 1.7% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 570,109 | $22M | 1.4% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 496,162 | $19M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 386,956 | $15M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 382,883 | $15M | 1.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 356,633 | $14M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 288,042 | $11M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 284,513 | $11M | 0.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 268,863 | $10M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 260,621 | $10M | 0.7% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 245,335 | $9M | 0.6% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 243,008 | $9M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 235,629 | $9M | 0.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 220,842 | $8M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 197,851 | $8M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 177,722 | $7M | 0.5% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 171,934 | $7M | 0.4% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 150,274 | $6M | 0.4% | 2026-Q2 |
| Navigation Group, LLC new | 131,729 | $5M | 0.3% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC new | 121,238 | $5M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 112,937 | $4M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 90,844 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 87,533 | $3M | 0.2% | 2026-Q2 |
| Wiser Advisor Group LLC trimmed | 84,606 | $3M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 81,247 | $3M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC added | 80,022 | $3M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 74,563 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 70,435 | $3M | 0.2% | 2026-Q2 |
| WESCAP Management Group, Inc. | 69,316 | $3M | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC new | 60,194 | $2M | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp added | 53,802 | $2M | 0.1% | 2026-Q2 |
| Peck Wealth Management, LLC added | 52,607 | $2M | 0.1% | 2026-Q2 |
| Intentional Wealth Strategies, LLC trimmed | 50,135 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 47,404 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 47,098 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 43,017 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 40,501 | $2M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 37,865 | $1M | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC | 36,705 | $1M | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 30,781 | $1M | 0.1% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 28,612 | $1M | 0.1% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 28,466 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 26,785 | $1M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 26,267 | $1M | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 24,540 | $935K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 23,636 | $900K | 0.1% | 2026-Q2 |
| Indivisible Partners added | 23,582 | $898K | 0.1% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 21,350 | $813K | 0.1% | 2026-Q2 |
| MRP Capital Investments, LLC | 21,000 | $800K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 15,075 | $574K | 0.0% | 2026-Q2 |
| NewEdge Wealth, LLC | 14,802 | $564K | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC added | 14,536 | $554K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 12,963 | $494K | 0.0% | 2026-Q2 |
| GGM Financial LLC trimmed | 12,826 | $489K | 0.0% | 2026-Q2 |
| Covenant Asset Management, LLC added | 12,810 | $488K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 11,911 | $454K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 10,803 | $411K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 9,627 | $367K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 9,508 | $362K | 0.0% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 8,845 | $337K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. added | 7,837 | $294K | 0.0% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 7,742 | $295K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,419 | $283K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 7,379 | $281K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 7,025 | $268K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 6,467 | $246K | 0.0% | 2026-Q2 |
| TFB Advisors LLC | 6,435 | $245K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 6,393 | $244K | 0.0% | 2026-Q2 |
| NWF Advisory Services Inc. new | 6,303 | $240K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 5,608 | $214K | 0.0% | 2026-Q2 |
| CATALYST FINANCIAL PARTNERS LLC trimmed | 5,512 | $210K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 3,584 | $137K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,012 | $115K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,098 | $80K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 1,900 | $72K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 1,713 | $65K | 0.0% | 2026-Q2 |
| JNBA Financial Advisors | 1,446 | $55K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,158 | $44K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,118 | $43K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 1,009 | $38K | 0.0% | 2026-Q2 |
| MTM Investment Management, LLC | 835 | $32K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 781 | $30K | 0.0% | 2026-Q2 |
| HOEY INVESTMENTS, INC | 629 | $24K | 0.0% | 2026-Q2 |
| Quent Capital, LLC | 579 | $22K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 533 | $20K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 400 | $15K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 398 | $15K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 229 | $9K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC new | 221 | $8K | 0.0% | 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.