Institutional Holders (2026 Q2)
551 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | REX Advisers, LLC | 3.98% | 114,300 | $1.8M |
| 2 | Steadtrust LLC | 3.25% | 416,180 | $6.4M |
| 3 | Oppenheimer & Close, LLC | 3.22% | 331,280 | $5.1M |
| 4 | Abbington Investment Group | 3.09% | 314,772 | $4.9M |
| 5 | Cedrus Wealth Group LLC | 2.00% | 148,743 | $2.3M |
| 6 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 1.72% | 52,100 | $804K |
| 7 | Mh & Associates Securities Management Corp /Adv | 1.01% | 73,315 | $1.1M |
| 8 | Harvest Investment Services, LLC | 0.69% | 287,203 | $4.4M |
| 9 | FORA Capital, LLC | 0.68% | 640,524 | $9.9M |
| 10 | Oxbow Advisors, LLC | 0.61% | 483,195 | $7.5M |
| 11 | Phocas Financial Corp. | 0.58% | 271,410 | $4.2M |
| 12 | Tidal Investments LLC | 0.58% | 21,633,448 | $333.8M |
| 13 | Towne Trust Company, N.A | 0.52% | 110,800 | $1.7M |
| 14 | Jupiter Asset Management Ltd | 0.46% | 6,069,856 | $93.7M |
| 15 | NJ State Employees Deferred Compensation Plan | 0.43% | 325,550 | $3.9M |
| 16 | Ninepoint Partners LP | 0.42% | 358,600 | $5.5M |
| 17 | Catalyst Funds Management Pty Ltd | 0.38% | 437,100 | $6.7M |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.36% | 19,671,503 | $303.5M |
| 19 | Van Eck Associates Corp | 0.36% | 38,174,114 | $589.0M |
| 20 | Cvfg LLC | 0.35% | 215,012 | $3.3M |
| 21 | Ridge Creek Global, Inc | 0.34% | 28,000 | $432K |
| 22 | B. Riley Wealth Advisors, Inc. | 0.34% | 406,880 | $6.3M |
| 23 | Florida Financial Advisors, LLC | 0.33% | 124,750 | $1.9M |
| 24 | Navellier & Associates Inc | 0.30% | 244,849 | $3.8M |
| 25 | Bayesian Capital Management, LP | 0.29% | 29,500 | $455K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|