EQUABLE SHARES HDG EQTY ETF (HEDG) Institutional Ownership Changes & 13F Activity

EQUABLE SHARES HDG EQTY ETF (HEDG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Axxcess Wealth Management, Llc, Ubs Group Ag, Rockefeller Capital Management L.P., Vestmark Advisory Solutions, Inc., and Elevation Point Wealth Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Vestmark Advisory Solutions, Inc.Buy+104,702+22.8%564,091$16.92MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+19,004+7.9%261,089$7.83MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+18,81018,810$564.30KQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+18,463+8.8%227,986$6.84MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+11,22811,228$336.84KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-3,847-25.1%11,473$344.19KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,6553,655$109.65KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,817+0.2%866,449$25.99MQ2 2026Aug 14, 2026
Ubs Group AgSell-162,709-10.5%1,390,019$41.70MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+162,245+20.6%951,354$28.54MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+74,11574,115$2.22MQ2 2026Aug 13, 2026
Fmr LlcSell-10-21.3%37$1.11KQ2 2026Aug 13, 2026
Elevation Point Wealth Partners, LlcBuy+103,597+22.3%567,283$17.02MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+10,494+9.1%126,407$3.79MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+2,428+1.4%170,694$5.12MQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+25,561+27.2%119,385$3.58MQ2 2026Aug 11, 2026
Garden State Investment Advisory Services LlcSell-1,402-0.3%534,795$16.04MQ2 2026Aug 11, 2026
Blair William & Co/IlBuy+59+0.1%47,004$1.41MQ2 2026Aug 11, 2026
Plante Moran Financial Advisors, LlcBuy+3,0183,018$90.54KQ2 2026Aug 06, 2026
Klingenstein Fields & Co LpSell-1,807-1.4%129,299$3.88MQ2 2026Aug 05, 2026
Fifth Third BancorpBuy+1,045+19.5%6,400$192.01KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+20+0.0%46,199$1.39MQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+49,424+9.9%547,895$16.44MQ2 2026Aug 03, 2026
Oppenheimer & Co IncSell-2,722-4.5%57,246$1.72MQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcBuy+192+0.3%60,421$1.81MQ2 2026Jul 29, 2026
Robertson Stephens Wealth Management, LlcSell-39-0.5%7,166$214.98KQ2 2026Jul 29, 2026
Axxcess Wealth Management, LlcBuy+181,283181,283$5.44MQ2 2026Jul 28, 2026
Gladstone Institutional Advisory LlcBuy+1,965+1.4%138,297$4.15MQ2 2026Jul 27, 2026
Platform Technology PartnersBuy+26,340+9.4%305,957$9.18MQ2 2026Jul 24, 2026
Tsfg, LlcBuy+1,2811,281$38.00KQ2 2026Jul 23, 2026
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Frequently asked questions about HEDG activity

  • Which institutional owners are buying HEDG?

    Institutional owners buying HEDG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEDG activity?

    "Buy" means an investor increased their reported position in HEDG compared to the prior reporting period. This reflects growing exposure to EQUABLE SHARES HDG EQTY ETF (HEDG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEDG increasing?

    Institutional interest in HEDG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.