HFGO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -5.0% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | 0 | 1.58M | $45.68M | +1 | −1 |
| Q1 2026 | 8 | -1 | 1.18M | $28.49M | +2 | −3 |
| Q4 2025 | 9 | -1 | 1.36M | $37.19M | n/a | −1 |
| Q3 2025 | 3 | +1 | 300.23K | $8.14M | +1 | n/a |
| Q2 2025 | 1 | -1 | 324.20K | $8.06M | n/a | −1 |
| Q1 2025 | 2 | 0 | 463.58K | $9.67M | n/a | n/a |
| Q4 2024 | 2 | +1 | 637.22K | $15.06M | +1 | n/a |
| Q3 2024 | 1 | -1 | 620.00K | $13.41M | n/a | −1 |
| Q2 2024 | 2 | n/a | 643.39K | $13.61M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 413.77K | n/a | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 287.63K | n/a | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 282.70K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 227.20K | -19.6% | $6.20M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Truist Financial Corp | 112.11K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 21.80K | n/a | $595,167 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.82K | n/a | $431,830 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.22K | -50.0% | $33,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 86 | n/a | $2,348 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $412,007 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 4.94M shares, $112.36M 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.