HEGD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +17.3% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.59M | +17.9% | $113.29M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.41M | +10.5% | $34.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 856.69K | +509.1% | $21.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 457.15K | +12.8% | $11.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 134.85K | +14.3% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 88.30K | +15.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 76.11K | -0.1% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 35.28K | -4.1% | $871,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 26.09K | New | $644,307 | 0.0% | New | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 19.57K | New | $483,428 | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 14.61K | +4.5% | $360,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 14.25K | 0.0% | $351,950 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.91K | +6.0% | $343,567 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 13.47K | +36.7% | $334,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 1.88K | -1.4% | $46,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 481 | -3.6% | $11,764 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $644,307 | 0.0% |
| Bank Of America Corp /De/ | $483,428 | 0.0% |
Exited
| Franklin Resources Inc | $12.95M | was 0.0% |
| Wells Fargo & Company/Mn | $471,881 | was 0.0% |
| UBS Group AG | $30,454 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 21.53M shares, $511.69M 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.