Who owns HSCZ
Which tracked institutional funds hold HSCZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HSCZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
13 tracked funds added or opened HSCZ while 9 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
HSCZ’s largest tracked holder by dollar value, CAPITAL WEALTH MANAGEMENT, LLC, sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HSCZ 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 54 tracked filers holding HSCZ, 32 increased or opened the position and 27 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 HSCZ 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.
Full exits 7
- Cambridge Investment Research Advisors, Inc.$7M
- Janney Montgomery Scott LLC$2M
- First PREMIER Bank$2M
- SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$1M
- TOUNJIAN ADVISORY PARTNERS, LLC$640K
- Fortitude Financial, LLC$633K
Largest adds
- RAYMOND JAMES FINANCIAL INC$6M
- CAPITAL WEALTH MANAGEMENT, LLC$3M
- Certified Advisory Corp$1M
- CITADEL ADVISORS LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$921K
- JPMORGAN CHASE & CO$574K
Largest trims
- AE Wealth Management LLC$4M
- Comprehensive Wealth Management, LLC$372K
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 |
|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC added | 587,317 | $25M | 21.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 154,473 | $7M | 5.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 152,371 | $7M | 5.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 140,702 | $6M | 5.2% | 2026-Q2 |
| Lighthouse Wealth Management Inc. added | 118,436 | $5M | 4.4% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 102,597 | $4M | 3.8% | 2026-Q2 |
| Certified Advisory Corp added | 96,957 | $4M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 93,255 | $4M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 92,070 | $4M | 3.4% | 2026-Q2 |
| Sachetta, LLC added | 84,183 | $4M | 3.1% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 83,898 | $4M | 3.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 79,476 | $3M | 2.9% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 44,700 | $2M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 43,489 | $2M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,444 | $2M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,296 | $2M | 1.5% | 2026-Q2 |
| Apella Capital, LLC trimmed | 35,555 | $2M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,065 | $1M | 1.2% | 2026-Q2 |
| Berkeley, Inc | 30,950 | $1M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,886 | $1M | 1.1% | 2026-Q2 |
| IFP Advisors, Inc added | 20,680 | $889K | 0.8% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 18,089 | $777K | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 15,592 | $670K | 0.6% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 10,618 | $456K | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 9,671 | $416K | 0.4% | 2026-Q2 |
| Capital Square, LLC added | 9,381 | $403K | 0.3% | 2026-Q2 |
| Montis Financial, LLC trimmed | 9,234 | $397K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 7,593 | $326K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,551 | $325K | 0.3% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 7,551 | $325K | 0.3% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 6,991 | $300K | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 6,769 | $291K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 6,720 | $289K | 0.2% | 2026-Q2 |
| Brookstone Capital Management new | 6,428 | $276K | 0.2% | 2026-Q2 |
| Williams & Novak, LLC | 5,680 | $244K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,955 | $213K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC new | 4,891 | $210K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,701 | $202K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,102 | $133K | 0.1% | 2026-Q2 |
| Key Capital Management, INC added | 951 | $41K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 739 | $32K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 656 | $28K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 563 | $24K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 500 | $21K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 388 | $17K | 0.0% | 2026-Q2 |
| FMR LLC added | 329 | $14K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 296 | $13K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 230 | $10K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 103 | $4K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 100 | $4K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 65 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 61 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7 | $310 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 0 | $1 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 183,299 | $7M | 6.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 47,547 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| First PREMIER Bank added | 39,316 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new | 11,426 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 16,136 | $640K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Fortitude Financial, LLC trimmed | 15,951 | $633K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 14,959 | $593K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10,106 | $400K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sage Mountain Advisors LLC trimmed | 6,591 | $261K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,026 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 1,541 | $61K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 780 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 766 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP trimmed | 684 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC new | 250 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROVIN CAPITAL /UT/ /ADV added | 15,641 | $609K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Clarity Retirement & Wealth, LLC new | 7,811 | $304K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,968 | $237K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF MONTREAL /CAN/ new | 88 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Aptus Capital Advisors, LLC | 1 | $39 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 54,023 | $2M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| Summit Financial, LLC new | 5,552 | $209K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Thrivent Financial for Lutherans added | 16,945 | $602K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 11,691 | $416K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB trimmed | 2,049 | $73K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC added | 667 | $20K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| SIGNATUREFD, LLC | 167 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 69 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC new | 16 | $568 | 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.