Who owns HGER
Which tracked institutional funds hold HGER, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HGER 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
73 tracked funds added or opened HGER while 47 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
HGER’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes HGER more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HGER 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 222 tracked filers holding HGER, 170 increased or opened the position and 72 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 HGER 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 27
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$97M
- Cornerstone Wealth Group, LLC$13M
- Jefferies Financial Group Inc.$12M
- Choice Wealth Advisors LLC$12M
- PRIVATE CLIENT SERVICES, LLC$10M
- CROBAN$7M
Full exits 20
- HighTower Advisors, LLC$39M
- Sowa Financial Group, Inc.$24M
- WIN ADVISORS, INC$15M
- Cambridge Investment Research Advisors, Inc.$14M
- Janney Montgomery Scott LLC$12M
- JANE STREET GROUP, LLC$4M
Largest adds
- BANK OF AMERICA CORP /DE/$80M
- JPMORGAN CHASE & CO$65M
- 3EDGE Asset Management, LP$25M
- RAYMOND JAMES FINANCIAL INC$20M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- Vident Advisory, LLC$14M
Largest trims
- WELLS FARGO & COMPANY/MN$47M
- GREAT LAKES ADVISORS, LLC$11M
- Private Advisor Group, LLC$8M
- Concurrent Investment Advisors, LLC$7M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$3M
- Merit Financial Group, LLC$2M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 16,889,289 | $496M | 18.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 13,816,604 | $405M | 15.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,754,670 | $369M | 13.7% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 4,379,803 | $129M | 4.8% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 3,674,133 | $108M | 4.0% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV new | 3,317,519 | $97M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 3,234,296 | $95M | 3.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,122,947 | $92M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,059,281 | $90M | 3.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 1,368,604 | $40M | 1.5% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 1,274,824 | $37M | 1.4% | 2026-Q2 |
| Horizon Advisory Services, Inc. added | 1,166,871 | $34M | 1.3% | 2026-Q2 |
| ASSETMARK, INC added | 1,100,618 | $32M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,038,736 | $30M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 938,680 | $28M | 1.0% | 2026-Q2 |
| CENTRAL TRUST Co added | 830,472 | $24M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 803,424 | $24M | 0.9% | 2026-Q2 |
| Vident Advisory, LLC added | 696,401 | $20M | 0.8% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 684,472 | $20M | 0.7% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 661,890 | $19M | 0.7% | 2026-Q2 |
| Ellsworth Advisors, LLC added | 645,893 | $21M | 0.8% | 2026-Q2 |
| Advisor OS, LLC added | 597,689 | $18M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 525,690 | $15M | 0.6% | 2026-Q2 |
| Compound Planning, Inc. added | 524,162 | $15M | 0.6% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 512,286 | $15M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Group, LLC new | 426,514 | $13M | 0.5% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 400,149 | $12M | 0.4% | 2026-Q2 |
| Choice Wealth Advisors LLC new | 398,929 | $12M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 395,385 | $12M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 381,515 | $11M | 0.4% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 377,427 | $11M | 0.4% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC new | 347,558 | $10M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 345,324 | $10M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 342,933 | $10M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 342,820 | $10M | 0.4% | 2026-Q2 |
| Blue Trust, Inc. added | 338,031 | $10M | 0.4% | 2026-Q2 |
| NORTHCAPE WEALTH MANAGEMENT, LLC added | 328,981 | $10M | 0.4% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 328,814 | $10M | 0.4% | 2026-Q2 |
| Csenge Advisory Group added | 320,728 | $9M | 0.3% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 308,481 | $9M | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 286,041 | $9M | 0.3% | 2026-Q2 |
| Great Diamond Partners, LLC added | 284,636 | $8M | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 284,610 | $8M | 0.3% | 2026-Q2 |
| &PARTNERS added | 266,330 | $8M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 262,873 | $8M | 0.3% | 2026-Q2 |
| MBL Wealth, LLC added | 259,747 | $8M | 0.3% | 2026-Q2 |
| Weil Company, Inc. added | 248,718 | $7M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC added | 247,605 | $7M | 0.3% | 2026-Q2 |
| tru Independence LLC added | 246,510 | $7M | 0.3% | 2026-Q2 |
| CROBAN new | 245,978 | $7M | 0.3% | 2026-Q2 |
| Cooper Financial Group new | 244,810 | $7M | 0.3% | 2026-Q2 |
| D L CARLSON INVESTMENT GROUP INC added | 242,817 | $7M | 0.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 219,119 | $6M | 0.2% | 2026-Q2 |
| NVWM, LLC trimmed | 211,066 | $6M | 0.2% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 205,635 | $6M | 0.2% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 197,525 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 196,040 | $6M | 0.2% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 192,621 | $6M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 181,729 | $5M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 173,685 | $5M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 162,594 | $5M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 161,887 | $5M | 0.2% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 153,402 | $5M | 0.2% | 2026-Q2 |
| Portside Wealth Group, LLC added | 153,273 | $4M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 152,706 | $4M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 147,962 | $4M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 145,375 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 144,878 | $4M | 0.2% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 142,628 | $4M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 142,546 | $4M | 0.2% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 140,808 | $4M | 0.2% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 138,533 | $4M | 0.2% | 2026-Q2 |
| Echo45 Advisors LLC added | 138,084 | $4M | 0.1% | 2026-Q2 |
| Platform Technology Partners added | 138,010 | $4M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 136,663 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 133,199 | $4M | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 131,024 | $4M | 0.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. new | 126,908 | $4M | 0.1% | 2026-Q2 |
| Randall & Associates Wealth Management trimmed | 125,824 | $4M | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 114,559 | $3M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 104,656 | $3M | 0.1% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC added | 104,199 | $3M | 0.1% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 100,511 | $3M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 96,846 | $3M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 96,115 | $3M | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC added | 94,812 | $3M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 91,072 | $3M | 0.1% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT added | 89,557 | $3M | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 83,363 | $2M | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. new | 82,434 | $2M | 0.1% | 2026-Q2 |
| MainStreet Investment Advisors LLC new | 79,741 | $2M | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC trimmed | 74,487 | $2M | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 74,051 | $2M | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 72,019 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 68,054 | $2M | 0.1% | 2026-Q2 |
| SHP Wealth Management added | 67,963 | $2M | 0.1% | 2026-Q2 |
| VICUS CAPITAL added | 66,096 | $2M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 65,600 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 65,235 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors | 64,069 | $2M | 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.