Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Frederick Financial Consultants, LLC (−3.7%).
10 tracked 13F filers disclose a position in HDG as of the latest SEC 13F filings, a combined $10.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frederick Financial Consultants, LLC | 68K | $3.7M | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 45K | $2.3M | ▼~0% Reduced · −4 sh | Q1 2026 | |
| 3 | Comprehensive Wealth Management, LLC | 27K | $1.5M | ▲+47% Added · +9K sh | Q2 2026 | |
| 4 | Independent Wealth Advisors LLC | 17K | $954K | ▲+201% Added · +12K sh | Q2 2026 | |
| 5 | Morgan Stanley | 12K | $641K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 9K | $449K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 7 | National Bank Of Canada | 8K | $422K | ▲+16% Added · +1K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 800 | $41K | ▼−11% Reduced · −100 sh | Q1 2026 | |
| 9 | Cassaday & Co Wealth Management LLC | 623 | $34K | —Held | Q2 2026 | |
| 10 | Allworth Financial LP | 85 | $4K | ▼−85% Reduced · −480 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, no active manager opened or added to a position in HDG, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| First Trust Rba American IndAIRR | 1 funds | $17.0M |
| First Trust DW Focus 5 FundFV | 1 funds | $16.4M |
| SS SPDR S&P Kensho FS ETFFITE | 1 funds | $16.0M |
| Fed Hermes Small Cap CoreFSCC | 1 funds | $14.5M |
| Fed HRMS MDT MKT Neutral ETFMKTN | 1 funds | $13.6M |
| SS SPDR Dow Jones REIT ETFRWR | 1 funds | $12.4M |
| FT Vest Lad Buffervetf-Usd IBUFR | 1 funds | $11.6M |
| Ishares Russell 1000 GrowthIWF | 1 funds | $10.1M |
| First Trust Rising DividendRDVY | 1 funds | $9.8M |
| Vanguard Dividend Apprec ETFVIG | 1 funds | $6.4M |
| Vanguard Russell 1000 GrowthVONG | 1 funds | $6.3M |
| Apple IncAAPL | 1 funds | $5.4M |
Ranked by how many of HDG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HDG.
| Class | 13F holders | Value held |
|---|---|---|
| TQQQcs | 333 funds | $1.4B |
| UPROcs | 129 funds | $184.3M |
| UYGULTRA FNCLS NEW | 76 funds | $26.9M |
| UDOWULTRPRO DOW30 | 52 funds | $52.9M |
| URTYULTR RUSSL2000 | 33 funds | $26.4M |
| TBFUIE | 33 funds | $18.5M |
| UREULT R/EST NEW | 12 funds | $3.5M |
| EETMSCI EMRG ETF | 10 funds | $12.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HDG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HDG/capital-change-brief"
Use Arkolith's capital_change_brief for HDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.