FHDG Institutional Ownership & Shareholders
FTEQUITY QRTRLY DYN BUFF ETF (FHDG) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Investors Portfolio Services Llc is currently the largest disclosed institutional shareholder of FHDG tracked by InsiderSet, reporting ownership valued at approximately $20.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.75M, representing an estimated gain of +2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed FHDG value among the investors covered in this analysis. Major shareholders include Investors Portfolio Services Llc, Pitti Group Wealth Management, Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in FTEQUITY QRTRLY DYN BUFF ETF (FHDG).
This page ranks the largest institutional FHDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$53.15M
Largest Holder
Investors Portfolio Services Llc
Largest Position
$20.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Investors Portfolio Services Llc | 15.48% | 559,359 | $20,271,233 | $20,746,625 | +$475,392 | +2.35% | |
| Pitti Group Wealth Management, Llc | 8.96% | 339,548 | $12,305,250 | $12,593,835 | +$288,585 | +2.35% | |
| Rfg Advisory, Llc | 0.15% | 257,086 | $9,316,822 | $9,535,320 | +$218,498 | +2.35% | |
| Sage Capital Advisors,Llc | 0.53% | 71,226 | $2,650,861 | $2,641,772 | -$9,089 | -0.34% | |
| Kestra Advisory Services, Llc | 0.01% | 43,602 | $1,580,136 | $1,617,198 | +$37,062 | +2.35% | |
| Diversify Advisory Services, Llc | 0.02% | 31,451 | $1,176,267 | $1,166,518 | -$9,749 | -0.83% | |
| Diversify Wealth Management, Llc | 0.02% | 31,451 | $1,176,267 | $1,166,518 | -$9,749 | -0.83% | |
| Susquehanna International Group, Llp | 0.00% | 27,620 | $1,000,952 | $1,024,426 | +$23,474 | +2.35% | |
| Novem Group | 0.07% | 19,349 | $720,127 | $717,654 | -$2,473 | -0.34% | |
| Belpointe Asset Management Llc | 0.01% | 10,189 | $369,250 | $377,910 | +$8,660 | +2.35% | |
| Lionshead Wealth Management, Llc | 0.25% | 9,730 | $362,129 | $360,886 | -$1,243 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 7,338 | $265,930 | $272,166 | +$6,236 | +2.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,108 | $257,590 | $263,636 | +$6,046 | +2.35% | |
| Triumph Capital Management | 0.05% | 6,867 | $255,575 | $254,697 | -$878 | -0.34% | |
| Quad-Cities Investment Group, Llc | 0.08% | 5,889 | $219,176 | $218,423 | -$753 | -0.34% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 5,820 | $216,608 | $215,864 | -$744 | -0.34% | |
| Old Mission Capital Llc | 0.01% | 5,641 | $204,430 | $209,225 | +$4,795 | +2.35% | |
| Jpmorgan Chase & Co | 0.00% | 5,558 | $200,727 | $206,146 | +$5,419 | +2.70% | |
| Capital Analysts, Llc | 0.00% | 3,236 | $117,000 | $120,023 | +$3,023 | +2.58% | |
| Barclays Plc | 0.00% | 2,546 | $92,267 | $94,431 | +$2,164 | +2.35% | |
| Hollencrest Capital Management | 0.01% | 2,479 | $89,839 | $91,946 | +$2,107 | +2.35% | |
| Harbour Investments, Inc. | 0.00% | 2,451 | $88,824 | $90,908 | +$2,084 | +2.35% | |
| Integrity Financial Corp | 0.03% | 1,739 | $63,022 | $64,500 | +$1,478 | +2.34% | |
| Caitlin John, Llc | 0.03% | 1,478 | $53,563 | $54,819 | +$1,256 | +2.34% | |
| Osaic Holdings, Inc. | 0.00% | 1,033 | $37,436 | $38,314 | +$878 | +2.35% | |
| N.E.W. Advisory Services Llc | 0.00% | 1,000 | $36,240 | $37,090 | +$850 | +2.35% | |
| Creative Financial Designs Inc | 0.00% | 600 | $21,744 | $22,254 | +$510 | +2.35% |
Frequently asked questions about FHDG
Who are the largest institutional holders of FHDG?
The largest institutional holders of FHDG reported in the latest SEC Form 13F filings include Investors Portfolio Services Llc, Pitti Group Wealth Management, Llc, Rfg Advisory, Llc, Sage Capital Advisors,Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported FHDG position.
What is FHDG institutional ownership?
This page tracks FHDG positions reported by institutional investment managers through SEC Form 13F. FTEQUITY QRTRLY DYN BUFF ETF (FHDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FHDG?
InsiderSet currently tracks 27 institutional managers reporting FHDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FHDG shareholders.
How much FHDG stock do institutions own?
Institutional investment managers disclosed approximately $53.15M in FHDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FHDG institutional ownership last updated?
The latest FHDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FHDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FHDG position after the reporting date.
Are institutions buying or selling FHDG?
Institutional buying and selling can be analyzed by comparing FHDG positions across consecutive 13F reporting periods. InsiderSet's FHDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FHDG ownership changes.
How has FHDG institutional ownership changed over time?
InsiderSet tracks FHDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.