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Institutional Ownership · SEC Form 13F

Who owns HOPE (HOPE)


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

253
Institutional holders
114,481,199
Shares held (tracked funds)
89.3%
Of shares outstanding

How the tape is positioned

41 tracked funds added or opened HOPE while 34 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

HOPE’s largest tracked holder by dollar value, BlackRock, Inc., 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 HOPE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HOPE 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 253 tracked filers holding HOPE, 136 increased or opened the position and 95 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 HOPE 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 7

  • VANGUARD PORTFOLIO MANAGEMENT LLC$84M
  • VANGUARD CAPITAL MANAGEMENT LLC$61M
  • VANGUARD FIDUCIARY TRUST CO$9M
  • Jain Global LLC$3M
  • NORGES BANK$2M
  • Vanguard Global Advisers, LLC$2M

Full exits 13

  • VANGUARD GROUP INC$140M
  • TWO SIGMA ADVISERS, LP$17M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2M
  • AlphaQuest LLC$2M
  • Bridgewater Associates, LP$2M
  • Y-Intercept (Hong Kong) Ltd$2M

Largest adds

  • HoldCo Asset Management, LP$37M
  • TWO SIGMA INVESTMENTS, LP$18M
  • UBS Group AG$9M
  • STATE STREET CORP$9M
  • GOLDMAN SACHS GROUP INC$6M
  • DIMENSIONAL FUND ADVISORS LP$5M

Largest trims

  • BlackRock, Inc.$51M
  • WELLINGTON MANAGEMENT GROUP LLP$8M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M
  • BARCLAYS PLC$2M
  • JPMORGAN CHASE & CO$1M

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
BlackRock, Inc. trimmed13,356,610$149M10.0%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed9,990,002$112M7.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,498,882$84M5.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added7,367,855$82M5.5%2026-Q1
STATE STREET CORP added7,329,141$82M5.5%2026-Q1
HoldCo Asset Management, LP added6,262,187$70M4.7%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed5,918,210$66M4.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,503,848$61M4.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed4,434,252$50M3.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added3,266,062$36M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,236,771$36M2.4%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed3,019,097$34M2.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added2,921,222$33M2.2%2026-Q1
UBS Group AG added2,761,079$31M2.1%2026-Q1
Rhino Investment Partners, Inc added2,595,281$29M1.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed2,117,686$24M1.6%2026-Q1
GOLDMAN SACHS GROUP INC added1,801,410$20M1.3%2026-Q1
MORGAN STANLEY trimmed1,735,382$19M1.3%2026-Q1
LSV ASSET MANAGEMENT added1,513,900$17M1.1%2026-Q1
NORTHERN TRUST CORP added1,453,990$16M1.1%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed1,135,401$13M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added989,030$11M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new827,066$9M0.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added809,919$9M0.6%2026-Q1
Bank of New York Mellon Corp trimmed761,457$9M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added657,646$7M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added623,114$7M0.5%2026-Q1
GAMCO INVESTORS, INC. ET AL570,000$6M0.4%2026-Q1
Empowered Funds, LLC added496,619$6M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added492,424$6M0.4%2026-Q1
Invesco Ltd. trimmed476,228$5M0.4%2026-Q1
FMR LLC trimmed471,816$5M0.4%2026-Q1
Public Sector Pension Investment Board added458,669$5M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added458,272$5M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added455,796$5M0.3%2026-Q1
Dana Investment Advisors, Inc. trimmed421,478$5M0.3%2026-Q1
RHUMBLINE ADVISERS added374,789$4M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed363,829$4M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added346,955$4M0.3%2026-Q1
FIRST TRUST ADVISORS LP added346,196$4M0.3%2026-Q1
Nuveen, LLC added311,207$3M0.2%2026-Q1
Legal & General Group Plc trimmed302,659$3M0.2%2026-Q1
GABELLI FUNDS LLC270,000$3M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed264,343$3M0.2%2026-Q1
Swiss National Bank240,157$3M0.2%2026-Q1
Jain Global LLC new239,647$3M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed241,854$3M0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed219,140$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed211,443$2M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added211,070$2M0.2%2026-Q1
NORGES BANK trimmed188,375$2M0.1%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC added167,500$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added163,633$2M0.1%2026-Q1
Bridge City Capital, LLC trimmed163,593$2M0.1%2026-Q1
Vanguard Global Advisers, LLC new158,779$2M0.1%2026-Q1
Quantinno Capital Management LP added158,456$2M0.1%2026-Q1
FRANKLIN RESOURCES INC added155,605$2M0.1%2026-Q1
Cresset Asset Management, LLC added150,818$2M0.1%2026-Q1
SEI INVESTMENTS CO added147,861$2M0.1%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed146,864$2M0.1%2026-Q1
FIFTH THIRD BANCORP added143,303$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added132,218$1M0.1%2026-Q1
CITIGROUP INC added122,954$1M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new120,776$1M0.1%2026-Q1
Rafferty Asset Management, LLC added115,305$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed113,464$1M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed106,384$1M0.1%2026-Q1
Point72 Asset Management, L.P. trimmed105,262$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added100,254$1M0.1%2026-Q1
Creative Planning trimmed99,660$1M0.1%2026-Q1
JANE STREET GROUP, LLC added93,458$1M0.1%2026-Q1
SG Americas Securities, LLC added93,360$1M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed85,572$956K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND82,874$926K0.1%2026-Q1
BARCLAYS PLC trimmed77,650$867K0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added77,104$861K0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM72,917$814K0.1%2026-Q1
STRS OHIO added69,300$774K0.1%2026-Q1
Illinois Municipal Retirement Fund added69,078$772K0.1%2026-Q1
State of Alaska, Department of Revenue trimmed68,906$769K0.1%2026-Q1
Pinnacle Holdings, LLC trimmed68,060$760K0.1%2026-Q1
VANGUARD GROUP INC trimmed12,818,076$140M9.4%2025-Q4 stale
MACQUARIE GROUP LTD trimmed4,603,810$50M3.3%2025-Q3 stale
TWO SIGMA ADVISERS, LP trimmed1,577,063$17M1.2%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added877,835$9M0.6%2025-Q2 stale
LOOMIS SAYLES & CO L P added777,231$8M0.5%2025-Q1 stale
JUPITER ASSET MANAGEMENT LTD363,553$4M0.3%2025-Q2 stale
Walleye Capital LLC added283,762$3M0.2%2025-Q2 stale
Trexquant Investment LP added222,805$2M0.2%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added209,786$2M0.2%2025-Q4 stale
AlphaQuest LLC added189,175$2M0.1%2025-Q4 stale
Bridgewater Associates, LP trimmed188,327$2M0.1%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added164,282$2M0.1%2025-Q4 stale
Assenagon Asset Management S.A. trimmed170,555$2M0.1%2025-Q1 stale
COMERICA BANK added140,497$2M0.1%2025-Q4 stale
D. E. Shaw & Co., Inc. added136,506$1M0.1%2025-Q1 stale
WINTON GROUP Ltd added88,191$923K0.1%2025-Q1 stale
Brandywine Global Investment Management, LLC trimmed79,024$866K0.1%2025-Q4 stale
Murchinson Ltd. new76,830$804K0.1%2025-Q1 stale
HRT FINANCIAL LP added69,930$766K0.1%2025-Q4 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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