Security record
HFGO
name pending profile ingest
8Tracked holders
0Δ holders
1.58MShares held
$45.68MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | −1 |
| Q3 2025 | 3 | +1 | 300.23K | $8.14M | +1 | — |
| Q2 2025 | 1 | -1 | 324.20K | $8.06M | — | −1 |
| Q1 2025 | 2 | 0 | 463.58K | $9.67M | — | — |
| Q4 2024 | 2 | +1 | 637.22K | $15.06M | +1 | — |
| Q3 2024 | 1 | -1 | 620.00K | $13.41M | — | −1 |
| Q2 2024 | 2 | — | 643.39K | $13.61M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 783.55K | +159.0% | $23.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 562.31K | +32.1% | $15.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 113.09K | -1.8% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 61.20K | -73.1% | $1.80M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 5 | Raymond James Financial Inc | 19.86K | -0.8% | $582,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 16.00K | New | $469,747 | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 13.85K | +57.0% | $406,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 7.01K | -23.4% | $205,655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $469,747 | 0.0% |
Exited
| Mariner, LLC | $1.77M | 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.
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 ·
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