Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
38 tracked funds added or opened HMOP while 16 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
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 0.0% 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 2026-Q1 and 2026-Q2, across 120 tracked filers holding HMOP, 73 increased or opened the position and 47 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 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 3
- EP Wealth Advisors, LLC$3M
- IHT Wealth Management, LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$876K
Full exits 9
- LeClair Wealth Partners LLC$9M
- HighTower Advisors, LLC$7M
- CWM, LLC$5M
- Cambridge Investment Research Advisors, Inc.$1M
- Thrivent Financial for Lutherans$973K
- NATIXIS ADVISORS, LLC$961K
Largest adds
- LPL Financial LLC$9M
- JONES FINANCIAL COMPANIES LLLP$5M
- Apollon Wealth Management, LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- Elequin Capital, LP$2M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- Henderson Brothers Financial Partners, LLC$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Mariner, LLC$2M
- Merit Financial Group, LLC$1M
- Montis Financial, LLC$763K
- Blue Water Asset Management$578K
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,693,868 | $66M | 10.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,641,662 | $64M | 10.4% | 2026-Q2 |
| LPL Financial LLC added | 1,286,412 | $50M | 8.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,122,049 | $44M | 7.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 807,346 | $32M | 5.1% | 2026-Q2 |
| Legacy Wealth Management, LLC added | 617,517 | $24M | 3.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 574,747 | $22M | 3.6% | 2026-Q2 |
| Goldstein Advisors, LLC added | 546,282 | $21M | 3.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 406,292 | $16M | 2.6% | 2026-Q2 |
| Focus Partners Wealth added | 371,241 | $15M | 2.4% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 314,557 | $12M | 2.0% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 296,157 | $12M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 293,030 | $11M | 1.9% | 2026-Q2 |
| Sepio Capital, LP added | 290,404 | $11M | 1.8% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 282,628 | $11M | 1.8% | 2026-Q2 |
| INTEGRATED WEALTHCARE, LLC added | 253,027 | $10M | 1.6% | 2026-Q2 |
| GGM Financial LLC added | 248,505 | $10M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 245,363 | $10M | 1.6% | 2026-Q2 |
| ERn Financial, LLC added | 208,729 | $8M | 1.3% | 2026-Q2 |
| Blue Water Asset Management trimmed | 206,678 | $8M | 1.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 202,754 | $8M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 189,048 | $7M | 1.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 160,753 | $6M | 1.0% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 150,118 | $6M | 1.0% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 141,826 | $5M | 0.9% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 141,018 | $6M | 0.9% | 2026-Q2 |
| Bernardo Wealth Planning LLC trimmed | 134,295 | $5M | 0.9% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 131,048 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,363 | $5M | 0.8% | 2026-Q2 |
| Retirement Planning Group, LLC added | 122,346 | $5M | 0.8% | 2026-Q2 |
| CONSILIO WEALTH ADVISORS, LLC added | 120,221 | $5M | 0.8% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 115,131 | $5M | 0.7% | 2026-Q2 |
| Strid Group, LLC added | 106,597 | $4M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 105,123 | $4M | 0.7% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 85,193 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 85,138 | $3M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 75,032 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,506 | $3M | 0.5% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 71,176 | $3M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 70,406 | $3M | 0.4% | 2026-Q2 |
| Apollon Financial, LLC added | 69,161 | $3M | 0.4% | 2026-Q2 |
| GAMMA Investing LLC added | 67,639 | $3M | 0.4% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 66,532 | $3M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 65,989 | $3M | 0.4% | 2026-Q2 |
| World Investment Advisors | 63,229 | $2M | 0.4% | 2026-Q2 |
| Elequin Capital, LP added | 62,992 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 60,864 | $2M | 0.4% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 60,366 | $2M | 0.4% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 56,538 | $2M | 0.4% | 2026-Q2 |
| Thrive Wealth Management, LLC added | 55,560 | $2M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC new | 50,281 | $2M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 48,520 | $2M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 46,987 | $2M | 0.3% | 2026-Q2 |
| Wiser Advisor Group LLC trimmed | 43,792 | $2M | 0.3% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 42,568 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 39,882 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,894 | $1M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Group, LLC trimmed | 33,386 | $1M | 0.2% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 33,375 | $1M | 0.2% | 2026-Q2 |
| Montis Financial, LLC trimmed | 31,716 | $1M | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 31,084 | $1M | 0.2% | 2026-Q2 |
| Magnus Financial Group LLC added | 29,991 | $1M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 27,982 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 26,673 | $1M | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. trimmed | 26,329 | $1M | 0.2% | 2026-Q2 |
| VICUS CAPITAL added | 24,822 | $972K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 23,928 | $937K | 0.2% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 23,451 | $918K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 22,765 | $891K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 22,378 | $876K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 20,652 | $811K | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 20,361 | $797K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 19,694 | $771K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 19,290 | $755K | 0.1% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 19,138 | $749K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 18,302 | $716K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 16,288 | $638K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,045 | $628K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 14,589 | $571K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 14,527 | $569K | 0.1% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 14,298 | $560K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 13,700 | $536K | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 12,665 | $497K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 11,925 | $467K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 11,802 | $462K | 0.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 11,298 | $442K | 0.1% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 10,645 | $417K | 0.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 10,350 | $405K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC | 10,007 | $392K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 9,377 | $367K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 8,529 | $334K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 8,097 | $317K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 8,092 | $316K | 0.1% | 2026-Q2 |
| Argent Trust Co | 8,073 | $316K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 7,793 | $305K | 0.0% | 2026-Q2 |
| &PARTNERS new | 7,560 | $296K | 0.0% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 7,098 | $278K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 7,030 | $275K | 0.0% | 2026-Q2 |
| XY Planning Network, Inc. new | 6,276 | $246K | 0.0% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC trimmed | 5,713 | $224K | 0.0% | 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.