Security record · archived quarter
HGLB
name pending profile ingest
14Tracked holders
0Δ holders
4.51MShares held
$41.15MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 0 | 4.04M | $30.39M | +2 | −2 |
| Q1 2026 | 14 | 0 | 4.53M | $36.37M | +1 | −1 |
| Q4 2025 | 14 | 0 | 4.51M | $41.15M | — | — |
| Q3 2025 | 1 | — | 799.81K | $7.27M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.31M | — | $21.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 866.87K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 766.39K | -4.2% | $7.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 766.39K | -4.2% | $7.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 346.34K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 81.22K | — | $741,557 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 45.00K | — | $410,850 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 24.66K | — | $225,162 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 20.18K | — | $184,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 18.40K | — | $167,992 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 11.65K | — | $106,337 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 11.65K | — | $106,337 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 9.01K | — | $82,280 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 6.12K | — | $55,909 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 904 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 465 | — | $4,245 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 6.27M shares, $48.26M 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: Q4 2025 ·
Methodology ·
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