Who owns HPF
Which tracked institutional funds hold HPF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HPF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
2 tracked funds added or opened HPF while 4 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
HPF’s largest tracked holder by dollar value, GUGGENHEIM CAPITAL LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HPF 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 44 tracked filers holding HPF, 16 increased or opened the position and 27 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 HPF 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.
Full exits 1
- J.W. COLE ADVISORS, INC.$2M
Largest adds
- GUGGENHEIM CAPITAL LLC$2M
- COHEN & STEERS, INC.$496K
Largest trims
- Axim Planning & Wealth$941K
- UBS Group AG$291K
- Koshinski Asset Management, Inc.$270K
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 |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC added | 369,327 | $6M | 13.2% | 2026-Q1 |
| UBS Group AG trimmed | 353,637 | $6M | 12.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 290,098 | $5M | 10.3% | 2026-Q1 |
| Axim Planning & Wealth trimmed | 272,251 | $4M | 9.7% | 2026-Q1 |
| MORGAN STANLEY added | 176,168 | $3M | 6.3% | 2026-Q1 |
| COHEN & STEERS, INC. added | 172,487 | $3M | 6.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 148,453 | $2M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 95,891 | $1M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 82,024 | $1M | 2.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 69,444 | $1M | 2.5% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 55,760 | $870K | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 46,962 | $733K | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 46,895 | $732K | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,519 | $508K | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 29,839 | $466K | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 29,314 | $458K | 1.0% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 26,328 | $411K | 0.9% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 24,768 | $387K | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 23,410 | $365K | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,222 | $316K | 0.7% | 2026-Q1 |
| Vanguard Capital Wealth Advisors added | 19,800 | $309K | 0.7% | 2026-Q1 |
| Kapstone Financial Advisors LLC new | 18,743 | $293K | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,755 | $229K | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 14,132 | $221K | 0.5% | 2026-Q1 |
| Spire Wealth Management added | 12,757 | $199K | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 12,616 | $197K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC new | 11,001 | $172K | 0.4% | 2026-Q1 |
| Live Oak Private Wealth LLC | 10,891 | $170K | 0.4% | 2026-Q1 |
| StoneX Group Inc. trimmed | 10,469 | $163K | 0.4% | 2026-Q1 |
| MSH Capital Advisors LLC trimmed | 10,403 | $162K | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 4,240 | $66K | 0.2% | 2026-Q1 |
| WEBSTER BANK, N. A. | 2,879 | $45K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 2,020 | $32K | 0.1% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc | 1,975 | $31K | 0.1% | 2026-Q1 |
| SOA Wealth Advisors, LLC. | 1,678 | $26K | 0.1% | 2026-Q1 |
| Anchor Investment Management, LLC | 1,153 | $18K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 600 | $9K | 0.0% | 2026-Q1 |
| COUNTRY TRUST BANK | 550 | $9K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 400 | $6K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 206 | $3K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 200 | $3K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 160 | $3K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 54 | $843 | 0.0% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK | 1 | $16 | 0.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 143,956 | $2M | 5.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 18,947 | $301K | 0.7% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 19,012 | $301K | 0.7% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 18,608 | $299K | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,172 | $196K | 0.4% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 11,544 | $195K | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC new | 11,223 | $180K | 0.4% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 7,085 | $112K | 0.3% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 6,588 | $111K | 0.3% | 2025-Q3 stale |
| Elequin Capital, LP added | 4,538 | $72K | 0.2% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC | 4,240 | $71K | 0.2% | 2025-Q3 stale |
| JONES FINANCIAL COMPANIES LLLP new | 4,482 | $71K | 0.2% | 2025-Q2 stale |
| FIFTH THIRD BANCORP new | 4,346 | $69K | 0.2% | 2025-Q2 stale |
| PNC Financial Services Group, Inc. | 3,000 | $51K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 2,873 | $46K | 0.1% | 2025-Q4 stale |
| HHM Wealth Advisors, LLC added | 1,643 | $28K | 0.1% | 2025-Q3 stale |
| Strategic Wealth Partners, Ltd. new | 1,000 | $16K | 0.0% | 2025-Q2 stale |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1,000 | $16K | 0.0% | 2025-Q2 stale |
| FMR LLC added | 915 | $15K | 0.0% | 2025-Q1 stale |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 722 | $12K | 0.0% | 2025-Q4 stale |
| Asset Dedication, LLC new | 600 | $10K | 0.0% | 2025-Q4 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 500 | $8K | 0.0% | 2025-Q4 stale |
| Alpine Bank Wealth Management | 432 | $7K | 0.0% | 2025-Q1 stale |
| CoreCap Advisors, LLC | 200 | $3K | 0.0% | 2025-Q1 stale |
| MONTAG A & ASSOCIATES INC | 0 | $7 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.