Who owns HOLA
Which tracked institutional funds hold HOLA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HOLA 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
12 tracked funds added or opened HOLA while 5 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
HOLA’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, 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 HOLA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HOLA 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 50 tracked filers holding HOLA, 26 increased or opened the position and 17 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 HOLA 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 1
- Retirement Planning Group, LLC$3M
Largest adds
- Mariner, LLC$1M
- LPL Financial LLC$959K
- JPMORGAN CHASE & CO$854K
- OSAIC HOLDINGS, INC.$845K
- AMERIPRISE FINANCIAL INC$840K
- ROYAL BANK OF CANADA$599K
Largest trims
- Merit Financial Group, LLC$5M
- Cetera Investment Advisers$2M
- FOUNDERS FINANCIAL SECURITIES LLC$1M
- Security National Bank$1M
- JANE STREET GROUP, LLC$882K
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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 311,169 | $16M | 11.0% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 261,232 | $14M | 9.2% | 2026-Q1 |
| Security National Bank trimmed | 260,015 | $14M | 9.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 213,771 | $11M | 7.5% | 2026-Q1 |
| Mariner, LLC added | 207,386 | $11M | 7.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 185,779 | $10M | 6.7% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 156,489 | $8M | 5.5% | 2026-Q1 |
| LPL Financial LLC added | 144,691 | $8M | 5.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 142,210 | $7M | 5.0% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 104,538 | $5M | 3.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 93,223 | $5M | 3.3% | 2026-Q1 |
| Independent Wealth Advisors LLC added | 86,158 | $5M | 3.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 67,754 | $4M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 56,781 | $3M | 2.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 50,517 | $3M | 1.8% | 2026-Q1 |
| Retirement Planning Group, LLC new | 48,135 | $3M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 45,755 | $2M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 40,426 | $2M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 30,838 | $2M | 1.1% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 27,772 | $1M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 27,037 | $1M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 25,959 | $1M | 0.9% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 23,872 | $1M | 0.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 22,475 | $1M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,615 | $821K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,066 | $635K | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC | 11,997 | $631K | 0.4% | 2026-Q1 |
| Alaska Wealth Advisors, LLC | 10,478 | $551K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,659 | $455K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 8,544 | $449K | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 7,426 | $391K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,358 | $334K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 6,008 | $316K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 5,731 | $301K | 0.2% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 5,263 | $278K | 0.2% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 5,263 | $278K | 0.2% | 2026-Q1 |
| Strategic Wealth Advisors LLC | 5,052 | $265K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,010 | $264K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC new | 4,813 | $253K | 0.2% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC | 4,584 | $241K | 0.2% | 2026-Q1 |
| Financially in Tune, LLC | 4,472 | $235K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,339 | $228K | 0.2% | 2026-Q1 |
| Oak Wealth Advisors LLC new | 4,299 | $226K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. new | 4,219 | $222K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC | 3,858 | $203K | 0.1% | 2026-Q1 |
| United Community Bank | 2,169 | $114K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 1,482 | $78K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 882 | $46K | 0.0% | 2026-Q1 |
| Longview Financial Advisors LLC | 226 | $12K | 0.0% | 2026-Q1 |
| Realta Investment Advisors | 146 | $8K | 0.0% | 2026-Q1 |
| StoneX Group Inc. new | 35,282 | $2M | 1.2% | 2025-Q3 stale |
| Bryn Mawr Trust Advisors, LLC added | 5,057 | $264K | 0.2% | 2025-Q4 stale |
| Koshinski Asset Management, Inc. new | 3,949 | $204K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 2,306 | $120K | 0.1% | 2025-Q4 stale |
| Marshall & Sterling Wealth Advisors Inc. new | 1,584 | $82K | 0.1% | 2025-Q3 stale |
| UBS Group AG trimmed | 279 | $15K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 231 | $12K | 0.0% | 2025-Q4 stale |
| WHITTIER TRUST CO OF NEVADA INC | 75 | $4K | 0.0% | 2025-Q4 stale |
| FMR LLC new | 21 | $1K | 0.0% | 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.