Who owns HIPS
Which tracked institutional funds hold HIPS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HIPS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
1 tracked fund added or opened HIPS while 2 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
HIPS’s largest tracked holder by dollar value, HAMILTON CAPITAL PARTNERS, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HIPS 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 32 tracked filers holding HIPS, 14 increased or opened the position and 11 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 HIPS 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 1
- HAMILTON CAPITAL PARTNERS, LLC$10M
Full exits 1
- Private Advisor Group, LLC$910K
Largest trims
- Ethos Financial Group, LLC$485K
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 |
|---|---|---|---|---|
| HAMILTON CAPITAL PARTNERS, LLC trimmed | 868,768 | $10M | 33.3% | 2026-Q2 |
| LPL Financial LLC added | 419,142 | $5M | 16.0% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 206,194 | $2M | 7.9% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 123,056 | $1M | 4.7% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 92,749 | $1M | 3.6% | 2026-Q2 |
| Cetera Investment Advisers added | 65,460 | $756K | 2.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 47,693 | $551K | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 45,518 | $525K | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 42,995 | $496K | 1.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 35,339 | $407K | 1.4% | 2026-Q2 |
| RHS Financial, LLC trimmed | 34,804 | $402K | 1.3% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 26,136 | $302K | 1.0% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID new | 24,279 | $280K | 0.9% | 2026-Q2 |
| Strategic Blueprint, LLC new | 23,258 | $269K | 0.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 16,543 | $191K | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 16,000 | $185K | 0.6% | 2026-Q2 |
| Kovack Advisors, Inc. added | 14,986 | $172K | 0.6% | 2026-Q2 |
| SimpliFi, Inc. added | 13,924 | $161K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 13,336 | $154K | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 13,236 | $153K | 0.5% | 2026-Q2 |
| Keystone Financial Group new | 11,074 | $128K | 0.4% | 2026-Q2 |
| Capital Square, LLC | 10,748 | $125K | 0.4% | 2026-Q2 |
| Intrua Financial, LLC | 10,200 | $118K | 0.4% | 2026-Q2 |
| Insight Advisors, LLC/ PA | 10,000 | $115K | 0.4% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 6,420 | $74K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC | 4,375 | $51K | 0.2% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC trimmed | 3,960 | $46K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 952 | $11K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 75 | $866 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $15 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $14 | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 78,800 | $910K | 3.0% | 2026-Q1 stale (1 quarter behind) |
| RiverTree Advisors, LLC trimmed | 23,511 | $272K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 10,936 | $126K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 930 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 52,204 | $610K | 2.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 40,384 | $472K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 22,635 | $264K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 15,337 | $179K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Aurora Private Wealth, Inc. trimmed | 12,515 | $147K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC trimmed | 10,570 | $123K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 9,619 | $112K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 714 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 471 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC trimmed | 0 | $6 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 68,412 | $807K | 2.7% | 2025-Q3 stale (3 quarters behind) |
| Brookwood Investment Group LLC added | 23,664 | $279K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 13,659 | $161K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC new | 5,000 | $59K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 3,430 | $40K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC | 800 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 10,025 | $121K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 850 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC trimmed | 541 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 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.