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-Q1 13F filings (latest filed 2026-05-18). 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 HGER is one-sided between 2025-Q4 and 2026-Q1: 120 added or opened and 17 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
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 2025-Q4 and 2026-Q1, across 199 tracked filers holding HGER, 148 increased or opened the position and 63 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 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.
New buyers 34
- MJP ASSOCIATES INC /ADV$15M
- WIN ADVISORS, INC$15M
- Blue Trust, Inc.$10M
- Resonant Capital Advisors, LLC$10M
- Great Diamond Partners, LLC$9M
- Guided Capital Wealth Management, LLC$8M
Full exits 5
- Econ Financial Services Corp$3M
- Arete Wealth Advisors, LLC$2M
- Avestar Capital, LLC$1M
- COMERICA BANK$781K
- Clarity Retirement & Wealth, LLC$533K
Largest adds
- JPMORGAN CHASE & CO$304M
- BANK OF AMERICA CORP /DE/$230M
- WELLS FARGO & COMPANY/MN$191M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$75M
- GREAT LAKES ADVISORS, LLC$53M
- LPL Financial LLC$48M
Largest trims
- 3EDGE Asset Management, LP$11M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- Vident Advisory, LLC$3M
- FLYNN ZITO CAPITAL MANAGEMENT, LLC$1M
- Visionary Wealth Advisors$1M
- Alliance Wealth Advisors, LLC /UT$911K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 17,486,881 | $542M | 21.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,492,393 | $325M | 13.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,820,944 | $304M | 12.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 3,834,178 | $119M | 4.8% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 3,349,886 | $104M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 2,844,849 | $88M | 3.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,434,687 | $75M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,238,529 | $69M | 2.8% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 1,336,589 | $41M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,250,098 | $39M | 1.6% | 2026-Q1 |
| New Harbor Financial Group, LLC added | 1,228,121 | $38M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 1,153,539 | $36M | 1.4% | 2026-Q1 |
| ASSETMARK, INC added | 1,040,792 | $32M | 1.3% | 2026-Q1 |
| Horizon Advisory Services, Inc. trimmed | 978,268 | $30M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 933,466 | $29M | 1.2% | 2026-Q1 |
| Sowa Financial Group, Inc. added | 780,366 | $24M | 1.0% | 2026-Q1 |
| CENTRAL TRUST Co added | 749,155 | $23M | 0.9% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 663,121 | $21M | 0.8% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 622,814 | $19M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 581,147 | $18M | 0.7% | 2026-Q1 |
| Ellsworth Advisors, LLC added | 577,276 | $18M | 0.7% | 2026-Q1 |
| Advisor OS, LLC added | 573,731 | $18M | 0.7% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV new | 487,524 | $15M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 475,851 | $15M | 0.6% | 2026-Q1 |
| WIN ADVISORS, INC new | 469,067 | $15M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 453,952 | $14M | 0.6% | 2026-Q1 |
| Compound Planning, Inc. added | 379,958 | $12M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 371,558 | $12M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 364,655 | $11M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 337,543 | $10M | 0.4% | 2026-Q1 |
| Blue Trust, Inc. new | 332,261 | $10M | 0.4% | 2026-Q1 |
| Resonant Capital Advisors, LLC new | 324,751 | $10M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 324,507 | $10M | 0.4% | 2026-Q1 |
| NORTHCAPE WEALTH MANAGEMENT, LLC added | 316,671 | $10M | 0.4% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 311,446 | $10M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 304,770 | $9M | 0.4% | 2026-Q1 |
| Csenge Advisory Group trimmed | 297,744 | $9M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 296,771 | $9M | 0.4% | 2026-Q1 |
| Ethos Financial Group, LLC added | 293,574 | $9M | 0.4% | 2026-Q1 |
| Great Diamond Partners, LLC new | 282,220 | $9M | 0.4% | 2026-Q1 |
| Guided Capital Wealth Management, LLC new | 249,881 | $8M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 240,709 | $7M | 0.3% | 2026-Q1 |
| MBL Wealth, LLC added | 238,344 | $7M | 0.3% | 2026-Q1 |
| tru Independence LLC trimmed | 231,524 | $7M | 0.3% | 2026-Q1 |
| Weil Company, Inc. added | 231,129 | $7M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 223,094 | $7M | 0.3% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 220,261 | $7M | 0.3% | 2026-Q1 |
| NVWM, LLC added | 212,262 | $7M | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 209,580 | $6M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 200,384 | $6M | 0.2% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. trimmed | 197,995 | $6M | 0.2% | 2026-Q1 |
| Archford Capital Strategies, LLC new | 195,608 | $6M | 0.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 189,644 | $6M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC added | 174,702 | $6M | 0.2% | 2026-Q1 |
| Beta Wealth Group, Inc. added | 188,120 | $6M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 174,803 | $5M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 174,483 | $5M | 0.2% | 2026-Q1 |
| &PARTNERS added | 172,460 | $5M | 0.2% | 2026-Q1 |
| D L CARLSON INVESTMENT GROUP INC new | 166,051 | $5M | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 162,425 | $5M | 0.2% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 152,454 | $5M | 0.2% | 2026-Q1 |
| SFG Wealth Management, LLC. added | 147,924 | $5M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 145,817 | $5M | 0.2% | 2026-Q1 |
| Randall & Associates Wealth Management added | 142,162 | $4M | 0.2% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC new | 140,591 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 136,440 | $4M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 134,762 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 134,174 | $4M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 130,724 | $4M | 0.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 130,055 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 129,890 | $4M | 0.2% | 2026-Q1 |
| Echo45 Advisors LLC trimmed | 126,037 | $4M | 0.2% | 2026-Q1 |
| Platform Technology Partners added | 121,019 | $4M | 0.2% | 2026-Q1 |
| Elevation Capital Advisory, LLC new | 118,960 | $4M | 0.1% | 2026-Q1 |
| CHANNEL WEALTH LLC trimmed | 118,397 | $4M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 107,000 | $3M | 0.1% | 2026-Q1 |
| PLANWISER FINANCIAL, LLC trimmed | 101,620 | $3M | 0.1% | 2026-Q1 |
| Portside Wealth Group, LLC trimmed | 96,473 | $3M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 92,512 | $3M | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 92,461 | $3M | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 91,893 | $3M | 0.1% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. added | 90,973 | $3M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 89,765 | $3M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 89,518 | $3M | 0.1% | 2026-Q1 |
| PCG Wealth Advisors, LLC new | 85,987 | $3M | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 84,873 | $3M | 0.1% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT trimmed | 79,845 | $2M | 0.1% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC added | 77,931 | $2M | 0.1% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 75,684 | $2M | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC added | 71,382 | $2M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED new | 71,364 | $2M | 0.1% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC trimmed | 70,094 | $2M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 65,630 | $2M | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 65,391 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 64,069 | $2M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 60,786 | $2M | 0.1% | 2026-Q1 |
| SYNOVUS FINANCIAL CORP added | 1,203,559 | $31M | 1.2% | 2025-Q3 stale |
| Grayhawk Investment Strategies Inc. trimmed | 162,782 | $4M | 0.2% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC added | 153,118 | $4M | 0.1% | 2025-Q1 stale |
| Econ Financial Services Corp new | 136,017 | $3M | 0.1% | 2025-Q4 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.