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Institutional Ownership · SEC Form 13F

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.

121
Institutional holders
15,107,094
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,783,327$69M11.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,562,458$61M9.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,083,043$42M6.8%2026-Q1
LPL Financial LLC added1,058,799$41M6.7%2026-Q1
Steward Partners Investment Advisory, LLC added812,954$31M5.1%2026-Q1
Legacy Wealth Management, LLC added603,467$23M3.8%2026-Q1
Goldstein Advisors, LLC added523,488$20M3.3%2026-Q1
Apollon Wealth Management, LLC added473,390$18M3.0%2026-Q1
Focus Partners Wealth trimmed0$14M2.3%2026-Q1
Johnson & White Wealth Management, LLC added309,212$12M1.9%2026-Q1
Cetera Investment Advisers added294,952$11M1.9%2026-Q1
Fragasso Financial Advisors Inc added280,640$11M1.8%2026-Q1
Avantax Planning Partners, Inc. added279,200$11M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added279,045$11M1.8%2026-Q1
Sepio Capital, LP added266,503$10M1.7%2026-Q1
INTEGRATED WEALTHCARE, LLC trimmed251,068$10M1.6%2026-Q1
Henderson Brothers Financial Partners, LLC added243,873$9M1.5%2026-Q1
LeClair Wealth Partners LLC new223,764$9M1.4%2026-Q1
Blue Water Asset Management added223,764$9M1.4%2026-Q1
GGM Financial LLC added214,262$8M1.3%2026-Q1
ERn Financial, LLC trimmed208,727$8M1.3%2026-Q1
JPMORGAN CHASE & CO added203,156$8M1.3%2026-Q1
Per Stirling Capital Management, LLC. added187,631$7M1.2%2026-Q1
Kestra Advisory Services, LLC added175,786$7M1.1%2026-Q1
HighTower Advisors, LLC trimmed175,634$7M1.1%2026-Q1
Wealthcare Advisory Partners LLC added152,863$6M1.0%2026-Q1
VERUS CAPITAL PARTNERS, LLC added142,450$6M0.9%2026-Q1
CWM, LLC added140,442$5M0.9%2026-Q1
RiverFront Investment Group, LLC added136,437$5M0.9%2026-Q1
Bernardo Wealth Planning LLC added135,273$5M0.9%2026-Q1
Anderson Financial Strategies, LLC added129,988$5M0.8%2026-Q1
Uniting Wealth Partners, LLC added121,769$5M0.8%2026-Q1
CONSILIO WEALTH ADVISORS, LLC trimmed117,563$5M0.7%2026-Q1
Mariner, LLC added114,523$4M0.7%2026-Q1
Strid Group, LLC added105,245$4M0.7%2026-Q1
Retirement Planning Group, LLC added101,917$4M0.6%2026-Q1
OSAIC HOLDINGS, INC. added96,015$4M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed87,100$3M0.5%2026-Q1
JANE STREET GROUP, LLC added78,161$3M0.5%2026-Q1
Apollon Financial, LLC added68,767$3M0.4%2026-Q1
Landmark Wealth Management, LLC added64,796$3M0.4%2026-Q1
World Investment Advisors trimmed63,229$2M0.4%2026-Q1
CRUX WEALTH ADVISORS trimmed61,843$2M0.4%2026-Q1
GAMMA Investing LLC added59,561$2M0.4%2026-Q1
RTD Financial Advisors, Inc. added52,447$2M0.3%2026-Q1
Montis Financial, LLC trimmed51,742$2M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed48,909$2M0.3%2026-Q1
Merit Financial Group, LLC trimmed45,737$2M0.3%2026-Q1
Fifth Third Securities, Inc. trimmed45,408$2M0.3%2026-Q1
Wiser Advisor Group LLC trimmed45,224$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed44,132$2M0.3%2026-Q1
Thrive Wealth Management, LLC trimmed43,706$2M0.3%2026-Q1
NewEdge Advisors, LLC trimmed45,735$2M0.3%2026-Q1
Cornerstone Wealth Management, LLC added43,152$2M0.3%2026-Q1
Richard P Slaughter Associates Inc added38,656$1M0.2%2026-Q1
Private Advisor Group, LLC added38,227$1M0.2%2026-Q1
Sanctuary Advisors, LLC added37,861$1M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed34,714$1M0.2%2026-Q1
Cornerstone Wealth Group, LLC added33,524$1M0.2%2026-Q1
EVOLVE PRIVATE WEALTH, LLC added31,804$1M0.2%2026-Q1
Magnus Financial Group LLC trimmed29,817$1M0.2%2026-Q1
CITADEL ADVISORS LLC added29,012$1M0.2%2026-Q1
OneAscent Financial Services LLC added28,197$1M0.2%2026-Q1
Westside Investment Management, Inc. trimmed26,979$1M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed26,317$1M0.2%2026-Q1
Stratos Wealth Partners, LTD. added25,864$1M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed25,123$973K0.2%2026-Q1
NATIXIS ADVISORS, LLC added24,805$961K0.2%2026-Q1
Stonehearth Capital Management, LLC added24,326$942K0.2%2026-Q1
VICUS CAPITAL added23,677$917K0.1%2026-Q1
Summit Financial, LLC new22,202$863K0.1%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed21,146$819K0.1%2026-Q1
Advyzon Investment Management, LLC added21,082$817K0.1%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. added20,223$790K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed19,994$775K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,353$750K0.1%2026-Q1
DONALDSON CAPITAL MANAGEMENT, LLC19,138$741K0.1%2026-Q1
OLD MISSION CAPITAL LLC added19,029$737K0.1%2026-Q1
Bleakley Financial Group, LLC added17,901$693K0.1%2026-Q1
Capital Analysts, LLC added17,675$685K0.1%2026-Q1
Amplius Wealth Advisors, LLC trimmed17,172$665K0.1%2026-Q1
Kingsview Wealth Management, LLC added14,810$574K0.1%2026-Q1
PRIVATE TRUST CO NA new14,527$563K0.1%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added14,085$546K0.1%2026-Q1
Savvy Advisors, Inc. trimmed12,657$490K0.1%2026-Q1
Cedar Point Capital Partners, LLC trimmed11,611$450K0.1%2026-Q1
Independent Advisor Alliance new10,976$425K0.1%2026-Q1
ARMSTRONG ADVISORY GROUP, INC10,500$407K0.1%2026-Q1
WEST MICHIGAN ADVISORS, LLC added10,291$400K0.1%2026-Q1
J.W. COLE ADVISORS, INC. trimmed10,170$394K0.1%2026-Q1
Princeton Global Asset Management LLC added10,007$388K0.1%2026-Q1
TRUIST FINANCIAL CORP added8,375$324K0.1%2026-Q1
Sterling Investment Counsel, LLC added175,912$7M1.1%2025-Q3 stale
Janney Montgomery Scott LLC trimmed142,751$6M0.9%2025-Q4 stale
Naviter Wealth, LLC added79,413$3M0.5%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed67,049$3M0.4%2025-Q2 stale
Masso Torrence Wealth Management Inc. added26,540$1M0.2%2025-Q3 stale
Cresset Asset Management, LLC new25,177$971K0.2%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC added14,482$566K0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed10,691$417K0.1%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.

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.

Learn how to read institutional ownership