HDGE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -25.1% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | -5 | 1.65M | $27.25M | +1 | −6 |
| Q1 2026 | 16 | +3 | 2.21M | $39.61M | +6 | −3 |
| Q4 2025 | 13 | +1 | 1.27M | $20.34M | +1 | — |
| Q3 2025 | 2 | — | 292.41K | $4.79M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 742.80K | -21.1% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 326.16K | -7.4% | $5.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 326.16K | -7.4% | $5.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 264.17K | -32.5% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 264.17K | -32.5% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 93.68K | +312.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 68.64K | +329.5% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 64.68K | +75.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 64.68K | +75.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 37.26K | +68.1% | $614,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 22.64K | New | $373,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 17.69K | -43.8% | $291,759 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 17.69K | -43.8% | $291,759 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 9.70K | 0.0% | $159,958 | 0.0% | Held | 3 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 5.00K | +400.0% | $81,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $373,000 | 0.0% |
Exited
| Stifel Financial Corp | $5.26M | was 0.0% |
| Goldman Sachs Group | $718,000 | was 0.0% |
| Envestnet Asset Management Inc | $365,701 | was 0.0% |
| Commonwealth Equity Services… | $274,430 | was 0.0% |
| Fifth Third Bancorp | $182,210 | was 0.0% |
| Simplex Trading, Llc | $47,549 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 2.37M shares, $42.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.