Who owns HEDG?
Equable Shares Hedged Equity ETF · Equable Shares
39 institutions reported holding HEDG, worth $335.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $80.6M | 2,685,759 | +10,404 shares |
| UBS Group AG | Zurich, Switzerland | $41.7M | 1,390,019 | −162,709 shares |
| Rockefeller Capital Management L.P. | New York, NY | $28.5M | 951,354 | +162,245 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $26.0M | 866,449 | +1,817 shares |
| ENZI Wealth | Austin, TX | $17.6M | 585,334 | +41,635 shares |
| Elevation Point Wealth Partners, LLC | Denver, CO | $17.0M | 567,283 | +103,597 shares |
| Vestmark Advisory Solutions, Inc. | Wakefield, MA | $16.9M | 564,091 | +104,702 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $16.4M | 547,895 | +49,424 shares |
| Garden State Investment Advisory Services LLC | Red Bank, NJ | $16.0M | 534,795 | −1,402 shares |
| Platform Technology Partners | New York, NY | $9.2M | 305,957 | +26,340 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HEDG?
39 institutional managers reported holding HEDG in Form 13F filings for June 30, 2026, worth $335.7M in total. The largest reported position was held by HighTower Advisors, LLC, at $80.6M.
Did institutions buy or sell HEDG last quarter?
Reported 13F value rose 11.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HEDG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.