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Security record

HEDJ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
50Tracked holders
0Δ holders
10.14MShares held
$577.59MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 50 0 10.14M $577.59M +2 −2
Q1 2026 51 -1 10.31M $538.86M +2 −3
Q4 2025 52 0 10.66M $565.60M
Q3 2025 5 0 4.64M $233.95M
Q2 2025 2 0 498.92K $24.01M
Q1 2025 1 0 65.84K $3.13M
Q4 2024 1 0 33.20K $1.45M
Q3 2024 1 0 44.31K $1.99M
Q2 2024 1 7.62K $344,591
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 2.44M -4.9% $139.25M 0.0% ▼ Trim 4 SEC ↗
2 Goldman Sachs Group 2.44M -4.9% $139.25M 0.0% ▼ Trim 4 SEC ↗
3 Goldman Sachs Group 2.44M -4.9% $139.25M 0.0% ▼ Trim 4 SEC ↗
4 Goldman Sachs Group 2.44M -4.9% $139.25M 0.0% ▼ Trim 4 SEC ↗
5 Bank Of America Corp /De/ 1.34M -0.7% $76.54M 0.0% ▼ Trim 3 SEC ↗
6 Bank Of America Corp /De/ 1.34M -0.7% $76.54M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 1.34M -0.7% $76.54M 0.0% ▼ Trim 3 SEC ↗
8 Morgan Stanley 1.27M +1.7% $72.12M 0.0% ▲ Add 4 SEC ↗
9 Morgan Stanley 1.27M +1.7% $72.12M 0.0% ▲ Add 4 SEC ↗
10 Morgan Stanley 1.27M +1.7% $72.12M 0.0% ▲ Add 4 SEC ↗
11 UBS Group AG 831.14K +0.5% $47.38M 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 831.14K +0.5% $47.38M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 831.14K +0.5% $47.38M 0.0% ▲ Add 3 SEC ↗
14 LPL Financial LLC 530.85K -0.2% $30.26M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 492.91K +0.6% $28.10M 0.0% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 492.91K +0.6% $28.10M 0.0% ▲ Add 3 SEC ↗
17 Wells Fargo & Company/Mn 492.91K +0.6% $28.10M 0.0% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 492.91K +0.6% $28.10M 0.0% ▲ Add 3 SEC ↗
19 Fidelity (FMR) 447.54K -0.1% $25.51M 0.0% ▼ Trim 5 SEC ↗
20 Fidelity (FMR) 447.54K -0.1% $25.51M 0.0% ▼ Trim 5 SEC ↗
21 Fidelity (FMR) 447.54K -0.1% $25.51M 0.0% ▼ Trim 5 SEC ↗
22 Bank of New York Mellon Corp 421.77K -2.1% $24.04M 0.0% ▼ Trim 3 SEC ↗
23 Bank of New York Mellon Corp 421.77K -2.1% $24.04M 0.0% ▼ Trim 3 SEC ↗
24 Bank of New York Mellon Corp 421.77K -2.1% $24.04M 0.0% ▼ Trim 3 SEC ↗
25 Bank of New York Mellon Corp 421.77K -2.1% $24.04M 0.0% ▼ Trim 3 SEC ↗
26 Rockefeller Capital Management L.P. 413.71K +2.1% $23.58M 0.0% ▲ Add 3 SEC ↗
27 Rockefeller Capital Management L.P. 413.71K +2.1% $23.58M 0.0% ▲ Add 3 SEC ↗
28 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
29 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
30 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
31 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
32 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
33 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
34 Royal Bank Of Canada 395.63K -10.6% $22.55M 0.0% ▼ Trim 3 SEC ↗
35 Raymond James Financial Inc 340.76K -0.2% $19.42M 0.0% ▼ Trim 3 SEC ↗
36 Raymond James Financial Inc 340.76K -0.2% $19.42M 0.0% ▼ Trim 3 SEC ↗
37 Raymond James Financial Inc 340.76K -0.2% $19.42M 0.0% ▼ Trim 3 SEC ↗
38 Envestnet Asset Management Inc 93.31K -1.6% $5.32M 0.0% ▼ Trim 3 SEC ↗
39 Jones Financial Companies Lllp 84.50K +4.3% $4.74M 0.0% ▲ Add 3 SEC ↗
40 Susquehanna International Group, Llp 79.23K -29.1% $4.52M 0.0% ▼ Trim 3 SEC ↗
41 Osaic Holdings, Inc. 63.17K +11.9% $3.60M 0.0% ▲ Add 3 SEC ↗
42 Osaic Holdings, Inc. 63.17K +11.9% $3.60M 0.0% ▲ Add 3 SEC ↗
43 Osaic Holdings, Inc. 63.17K +11.9% $3.60M 0.0% ▲ Add 3 SEC ↗
44 Truist Financial Corp 60.67K +3.6% $3.46M 0.0% ▲ Add 3 SEC ↗
45 JPMorgan Chase 59.90K +1.4% $3.39M 0.0% ▲ Add 4 SEC ↗
46 JPMorgan Chase 59.90K +1.4% $3.39M 0.0% ▲ Add 4 SEC ↗
47 JPMorgan Chase 59.90K +1.4% $3.39M 0.0% ▲ Add 4 SEC ↗
48 National Bank Of Canada /Fi/ 55.51K +0.2% $3.15M 0.0% ▲ Add 3 SEC ↗
49 Citadel Advisors 53.52K -6.7% $3.05M 0.0% ▼ Trim 9 SEC ↗
50 Corient Private Wealth LP 49.95K -1.5% $2.85M 0.0% ▼ Trim 3 SEC ↗
51 Jane Street Group, Llc 48.09K New $2.74M 0.0% New 1 SEC ↗
52 Allianz Asset Management GmbH 52.08K 0.0% $2.72M 0.0% Held 3 SEC ↗
53 Ameriprise Financial Inc 44.62K -16.5% $2.54M 0.0% ▼ Trim 3 SEC ↗
54 Creative Planning 44.04K +0.1% $2.51M 0.0% ▲ Add 3 SEC ↗
55 Creative Planning 44.04K +0.1% $2.51M 0.0% ▲ Add 3 SEC ↗
56 Northwestern Mutual Wealth… 43.41K +2.6% $2.47M 0.0% ▲ Add 3 SEC ↗
57 Wealth Enhancement Advisory… 42.85K -2.5% $2.41M 0.0% ▼ Trim 3 SEC ↗
58 Fifth Third Bancorp 40.27K -9.0% $2.30M 0.0% ▼ Trim 3 SEC ↗
59 Commonwealth Equity Services, Llc 34.65K +0.5% $1.97M 0.0% ▲ Add 3 SEC ↗
60 Hsbc Holdings Plc 32.54K 0.0% $1.85M 0.0% Held 3 SEC ↗
61 Cerity Partners LLC 28.04K -3.4% $1.60M 0.0% ▼ Trim 3 SEC ↗
62 Cerity Partners LLC 28.04K -3.4% $1.60M 0.0% ▼ Trim 3 SEC ↗
63 Cerity Partners LLC 28.04K -3.4% $1.60M 0.0% ▼ Trim 3 SEC ↗
64 Cetera Investment Advisers 27.55K -5.5% $1.57M 0.0% ▼ Trim 3 SEC ↗
65 UBS AM, a distinct business unit of… 26.26K -0.8% $1.50M 0.0% ▼ Trim 3 SEC ↗
66 Stifel Financial Corp 23.48K -11.1% $1.34M 0.0% ▼ Trim 3 SEC ↗
67 Stifel Financial Corp 23.48K -11.1% $1.34M 0.0% ▼ Trim 3 SEC ↗
68 HighTower Advisors, LLC 22.53K +2.0% $1.28M 0.0% ▲ Add 3 SEC ↗
69 Deutsche Bank Ag\ 17.70K 0.0% $1.01M 0.0% Held 3 SEC ↗
70 Lido Advisors, LLC 14.88K -0.5% $847,939 0.0% ▼ Trim 3 SEC ↗
71 Citigroup Inc 13.05K -3.6% $743,964 0.0% ▼ Trim 3 SEC ↗
72 Mml Investors Services, Llc 11.47K -15.7% $653,940 0.0% ▼ Trim 3 SEC ↗
73 Focus Partners Wealth 10.79K +1.9% $614,946 0.0% ▲ Add 3 SEC ↗
74 Hrt Financial Lp 6.51K New $371,000 0.0% New 1 SEC ↗
75 Mariner, LLC 5.58K -3.7% $318,337 0.0% ▼ Trim 2 SEC ↗
76 Baird Financial Group, Inc. 5.37K 0.0% $305,931 0.0% ▲ Add 3 SEC ↗
77 Bank Of Montreal /Can/ 5.00K +0.3% $285,114 0.0% ▲ Add 3 SEC ↗
78 Bank Of Montreal /Can/ 5.00K +0.3% $285,114 0.0% ▲ Add 3 SEC ↗
79 Brown Advisory Inc 4.56K +1.6% $259,977 0.0% ▲ Add 3 SEC ↗
80 Brown Advisory Inc 4.56K +1.6% $259,977 0.0% ▲ Add 3 SEC ↗
81 TD Waterhouse Canada Inc. 3.60K -47.3% $202,824 0.0% ▼ Trim 3 SEC ↗
82 Blair William & Co/Il 2.86K -1.5% $163,227 0.0% ▼ Trim 3 SEC ↗
83 Franklin Resources Inc 2.01K 0.0% $114,798 0.0% Held 3 SEC ↗
84 Franklin Resources Inc 2.01K 0.0% $114,798 0.0% Held 3 SEC ↗
85 Qube Research & Technologies Ltd 583 +73.5% $33,231 0.0% ▲ Add 3 SEC ↗
86 Assetmark, Inc 177 0.0% $10,089 0.0% Held 3 SEC ↗
87 Russell Investments Group, Ltd. 1 0.0% $33 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $2.74M 0.0%
Hrt Financial Lp $371,000 0.0%

Exited

Mercer Global Advisors Inc… $427,071 was 0.0%
Captrust Financial Advisors $214,314 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 13.94M shares, $711.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API