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Institutional Ownership · SEC Form 13F

Who owns HKD (HKD)


Which tracked institutional funds hold HKD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HKD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

17
Institutional holders
609,278
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on HKD is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 0 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

HKD’s largest tracked holder by dollar value, Faithward Advisors, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HKD 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 17 tracked filers holding HKD, 12 increased or opened the position and 6 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 HKD 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.

Largest adds

  • Faithward Advisors, LLC$13M

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).

FundSharesReported value% of valueQuarter
Faithward Advisors, LLC added67,921$13M93.4%2026-Q1
SmartHarvest Portfolios, LLC new114,741$179K1.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added91,800$143K1.0%2026-Q1
UBS Group AG trimmed68,759$107K0.7%2026-Q1
Independent Advisor Alliance new48,033$75K0.5%2026-Q1
GAMMA Investing LLC added32,373$51K0.3%2026-Q1
Headlands Technologies LLC new29,751$46K0.3%2026-Q1
LPL Financial LLC new29,000$45K0.3%2026-Q1
Virtu Financial LLC trimmed26,796$42K0.3%2026-Q1
XTX Topco Ltd trimmed25,398$40K0.3%2026-Q1
HRT FINANCIAL LP trimmed23,808$37K0.3%2026-Q1
HighTower Advisors, LLC20,260$32K0.2%2026-Q1
Institute for Wealth Management, LLC. new12,500$20K0.1%2026-Q1
QRG CAPITAL MANAGEMENT, INC. new12,272$19K0.1%2026-Q1
RHUMBLINE ADVISERS added4,187$7K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,665$3K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.140.0%2026-Q1
Smith Anglin Financial, LLC20,260$35K0.2%2025-Q2 stale
DGS Capital Management, LLC trimmed19,842$25K0.2%2025-Q4 stale
TWO SIGMA SECURITIES, LLC new12,188$22K0.2%2025-Q3 stale
Militia Capital Partners, LP new4,400$9K0.1%2025-Q1 stale
Euro Pacific Asset Management, LLC trimmed71,002$9K0.1%2025-Q3 stale
Caitong International Asset Management Co., Ltd added1,919$3K0.0%2025-Q2 stale
EverSource Wealth Advisors, LLC trimmed2,249$3K0.0%2025-Q4 stale
MORGAN STANLEY trimmed1,372$2K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new500$8750.0%2025-Q2 stale
Bell Investment Advisors, Inc258$5470.0%2025-Q1 stale
GFG Capital, LLC new100$1750.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC.47$850.0%2025-Q3 stale
SageView Advisory Group, LLC new1$20.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

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