Who owns HMOP (HMOP)
Which tracked institutional funds hold HMOP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HMOP 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.
How the tape is positioned
40 tracked funds added or opened HMOP while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
HMOP’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes HMOP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HMOP 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 121 tracked filers holding HMOP, 82 increased or opened the position and 36 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 HMOP 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 6
- Henderson Brothers Financial Partners, LLC$9M
- LeClair Wealth Partners LLC$9M
- Uniting Wealth Partners, LLC$5M
- Summit Financial, LLC$863K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$750K
- PRIVATE TRUST CO NA$563K
Full exits 2
- Janney Montgomery Scott LLC$6M
- AXXCESS WEALTH MANAGEMENT, LLC$566K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68M
- RAYMOND JAMES FINANCIAL INC$6M
- CWM, LLC$5M
- Sepio Capital, LP$5M
- Avantax Planning Partners, Inc.$5M
- JONES FINANCIAL COMPANIES LLLP$3M
Largest trims
- ABOUND FINANCIAL, LLC$5M
- Cedar Point Capital Partners, LLC$2M
- Focus Partners Wealth$1M
- HighTower Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$984K
- J.W. COLE ADVISORS, INC.$798K
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,783,327 | $69M | 11.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,562,458 | $61M | 9.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,083,043 | $42M | 6.8% | 2026-Q1 |
| LPL Financial LLC added | 1,058,799 | $41M | 6.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 812,954 | $31M | 5.1% | 2026-Q1 |
| Legacy Wealth Management, LLC added | 603,467 | $23M | 3.8% | 2026-Q1 |
| Goldstein Advisors, LLC added | 523,488 | $20M | 3.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 473,390 | $18M | 3.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 0 | $14M | 2.3% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 309,212 | $12M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 294,952 | $11M | 1.9% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 280,640 | $11M | 1.8% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 279,200 | $11M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 279,045 | $11M | 1.8% | 2026-Q1 |
| Sepio Capital, LP added | 266,503 | $10M | 1.7% | 2026-Q1 |
| INTEGRATED WEALTHCARE, LLC trimmed | 251,068 | $10M | 1.6% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 243,873 | $9M | 1.5% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 223,764 | $9M | 1.4% | 2026-Q1 |
| Blue Water Asset Management added | 223,764 | $9M | 1.4% | 2026-Q1 |
| GGM Financial LLC added | 214,262 | $8M | 1.3% | 2026-Q1 |
| ERn Financial, LLC trimmed | 208,727 | $8M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 203,156 | $8M | 1.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 187,631 | $7M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 175,786 | $7M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 175,634 | $7M | 1.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 152,863 | $6M | 1.0% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 142,450 | $6M | 0.9% | 2026-Q1 |
| CWM, LLC added | 140,442 | $5M | 0.9% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 136,437 | $5M | 0.9% | 2026-Q1 |
| Bernardo Wealth Planning LLC added | 135,273 | $5M | 0.9% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 129,988 | $5M | 0.8% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 121,769 | $5M | 0.8% | 2026-Q1 |
| CONSILIO WEALTH ADVISORS, LLC trimmed | 117,563 | $5M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 114,523 | $4M | 0.7% | 2026-Q1 |
| Strid Group, LLC added | 105,245 | $4M | 0.7% | 2026-Q1 |
| Retirement Planning Group, LLC added | 101,917 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 96,015 | $4M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 87,100 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 78,161 | $3M | 0.5% | 2026-Q1 |
| Apollon Financial, LLC added | 68,767 | $3M | 0.4% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 64,796 | $3M | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 63,229 | $2M | 0.4% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 61,843 | $2M | 0.4% | 2026-Q1 |
| GAMMA Investing LLC added | 59,561 | $2M | 0.4% | 2026-Q1 |
| RTD Financial Advisors, Inc. added | 52,447 | $2M | 0.3% | 2026-Q1 |
| Montis Financial, LLC trimmed | 51,742 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 48,909 | $2M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 45,737 | $2M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 45,408 | $2M | 0.3% | 2026-Q1 |
| Wiser Advisor Group LLC trimmed | 45,224 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 44,132 | $2M | 0.3% | 2026-Q1 |
| Thrive Wealth Management, LLC trimmed | 43,706 | $2M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 45,735 | $2M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 43,152 | $2M | 0.3% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 38,656 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 38,227 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 37,861 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 34,714 | $1M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 33,524 | $1M | 0.2% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 31,804 | $1M | 0.2% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 29,817 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 29,012 | $1M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 28,197 | $1M | 0.2% | 2026-Q1 |
| Westside Investment Management, Inc. trimmed | 26,979 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 26,317 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 25,864 | $1M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 25,123 | $973K | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 24,805 | $961K | 0.2% | 2026-Q1 |
| Stonehearth Capital Management, LLC added | 24,326 | $942K | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 23,677 | $917K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 22,202 | $863K | 0.1% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 21,146 | $819K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 21,082 | $817K | 0.1% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 20,223 | $790K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 19,994 | $775K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,353 | $750K | 0.1% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 19,138 | $741K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 19,029 | $737K | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 17,901 | $693K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 17,675 | $685K | 0.1% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 17,172 | $665K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 14,810 | $574K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 14,527 | $563K | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 14,085 | $546K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 12,657 | $490K | 0.1% | 2026-Q1 |
| Cedar Point Capital Partners, LLC trimmed | 11,611 | $450K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 10,976 | $425K | 0.1% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC | 10,500 | $407K | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC added | 10,291 | $400K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 10,170 | $394K | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC added | 10,007 | $388K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 8,375 | $324K | 0.1% | 2026-Q1 |
| Sterling Investment Counsel, LLC added | 175,912 | $7M | 1.1% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 142,751 | $6M | 0.9% | 2025-Q4 stale |
| Naviter Wealth, LLC added | 79,413 | $3M | 0.5% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 67,049 | $3M | 0.4% | 2025-Q2 stale |
| Masso Torrence Wealth Management Inc. added | 26,540 | $1M | 0.2% | 2025-Q3 stale |
| Cresset Asset Management, LLC new | 25,177 | $971K | 0.2% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 14,482 | $566K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 10,691 | $417K | 0.1% | 2025-Q3 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.