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-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened HPF while 3 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
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 2026-Q1 and 2026-Q2, across 45 tracked filers holding HPF, 21 increased or opened the position and 22 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 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 1
- J.W. COLE ADVISORS, INC.$2M
Full exits 2
- Janney Montgomery Scott LLC$5M
- COHEN & STEERS, INC.$3M
Largest adds
- GUGGENHEIM CAPITAL LLC$896K
- UBS Group AG$489K
Largest trims
- Axim Planning & Wealth$356K
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 | 419,732 | $7M | 14.7% | 2026-Q2 |
| UBS Group AG added | 378,633 | $6M | 13.2% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 245,354 | $4M | 8.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 175,326 | $3M | 6.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 147,402 | $2M | 5.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 124,316 | $2M | 4.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 88,783 | $1M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 85,467 | $1M | 3.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 67,469 | $1M | 2.4% | 2026-Q2 |
| Everstar Asset Management, LLC | 55,760 | $885K | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 54,223 | $861K | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 50,878 | $807K | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,600 | $501K | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 30,040 | $477K | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 29,285 | $465K | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 26,088 | $414K | 0.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 24,203 | $384K | 0.8% | 2026-Q2 |
| Kapstone Financial Advisors LLC added | 20,743 | $329K | 0.7% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 20,218 | $321K | 0.7% | 2026-Q2 |
| Vanguard Capital Wealth Advisors added | 20,000 | $317K | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 17,908 | $284K | 0.6% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 16,045 | $255K | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,475 | $233K | 0.5% | 2026-Q2 |
| StoneX Group Inc. added | 13,810 | $219K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,085 | $208K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,181 | $193K | 0.4% | 2026-Q2 |
| Spire Wealth Management trimmed | 12,100 | $192K | 0.4% | 2026-Q2 |
| Live Oak Private Wealth LLC | 10,891 | $173K | 0.4% | 2026-Q2 |
| MSH Capital Advisors LLC | 10,403 | $165K | 0.4% | 2026-Q2 |
| WEBSTER BANK, N. A. | 2,879 | $46K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,679 | $43K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 2,450 | $39K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 1,975 | $31K | 0.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC new | 1,905 | $30K | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 1,678 | $27K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,608 | $26K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 600 | $10K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC added | 585 | $9K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK | 550 | $9K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 550 | $9K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 500 | $8K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC new | 455 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 160 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 54 | $857 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1 | $16 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC trimmed | 290,098 | $5M | 10.0% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. added | 172,487 | $3M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 24,768 | $387K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,222 | $316K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| IHT Wealth Management, LLC new | 11,001 | $172K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 4,240 | $66K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Anchor Investment Management, LLC | 1,153 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 206 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 200 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,172 | $196K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 11,223 | $180K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 722 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Asset Dedication, LLC new | 600 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP new | 11,544 | $195K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 4,240 | $71K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PNC Financial Services Group, Inc. | 3,000 | $51K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HHM Wealth Advisors, LLC added | 1,643 | $28K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 18,947 | $301K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 19,012 | $301K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 7,085 | $112K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 4,538 | $72K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 4,482 | $71K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FIFTH THIRD BANCORP new | 4,346 | $69K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Strategic Wealth Partners, Ltd. new | 1,000 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1,000 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.