HDG Institutional Ownership & Shareholders
PROSHARES HEDGE REPLICAT ETF (HDG) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Frederick Financial Consultants, Llc is currently the largest disclosed institutional shareholder of HDG tracked by InsiderSet, reporting ownership valued at approximately $3.64M in its September 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 $3.61M, representing an estimated loss of -0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed HDG value among the investors covered in this analysis. Major shareholders include Frederick Financial Consultants, Llc, Raymond James Financial Inc, Comprehensive Wealth Management, Llc, and several other long-term asset managers with concentrated positions in PROSHARES HEDGE REPLICAT ETF (HDG).
This page ranks the largest institutional HDG 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
12
Total Reported Value
$11.35M
Largest Holder
Frederick Financial Consultants, Llc
Largest Position
$3.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Frederick Financial Consultants, Llc | 1.53% | 67,381 | $3,635,364 | $3,606,763 | -$28,601 | -0.79% | |
| Raymond James Financial Inc | 0.00% | 45,922 | $2,512,898 | $2,458,108 | -$54,790 | -2.18% | |
| Comprehensive Wealth Management, Llc | 0.68% | 27,314 | $1,494,650 | $1,462,061 | -$32,589 | -2.18% | |
| Independent Wealth Advisors Llc | 0.91% | 20,446 | $1,103,113 | $1,094,431 | -$8,682 | -0.79% | |
| Morgan Stanley | 0.00% | 12,055 | $659,710 | $645,279 | -$14,431 | -2.19% | |
| Hyundai Investments Co., Ltd. | 0.68% | 11,431 | $623,463 | $611,877 | -$11,586 | -1.86% | |
| National Bank Of Canada | 0.00% | 8,455 | $461,558 | $452,578 | -$8,980 | -1.95% | |
| Susquehanna International Group, Llp | 0.00% | 8,189 | $448,110 | $438,340 | -$9,770 | -2.18% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 623 | $33,613 | $33,348 | -$265 | -0.79% | |
| Osaic Holdings, Inc. | 0.00% | 450 | $24,624 | $24,088 | -$536 | -2.18% | |
| Allworth Financial Lp | 0.00% | 85 | $4,652 | $4,550 | -$102 | -2.20% | |
| First Premier Bank | 0.14% | 15,647 | $844 | $837,551 | +$836,707 | +99135.91% |
Frequently asked questions about HDG
Who are the largest institutional holders of HDG?
The largest institutional holders of HDG reported in the latest SEC Form 13F filings include Frederick Financial Consultants, Llc, Raymond James Financial Inc, Comprehensive Wealth Management, Llc, Independent Wealth Advisors Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported HDG position.
What is HDG institutional ownership?
This page tracks HDG positions reported by institutional investment managers through SEC Form 13F. PROSHARES HEDGE REPLICAT ETF (HDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HDG?
InsiderSet currently tracks 12 institutional managers reporting HDG 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 HDG shareholders.
How much HDG stock do institutions own?
Institutional investment managers disclosed approximately $11.35M in HDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HDG institutional ownership last updated?
The latest HDG 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 HDG 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 HDG position after the reporting date.
Are institutions buying or selling HDG?
Institutional buying and selling can be analyzed by comparing HDG positions across consecutive 13F reporting periods. InsiderSet's HDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HDG ownership changes.
How has HDG institutional ownership changed over time?
InsiderSet tracks HDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.