EQUABLE SHARES HDG EQTY ETF (HEDG) Institutional Shareholders
EQUABLE SHARES HDG EQTY ETF (HEDG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $281.29M in HEDG holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HEDG tracked by InsiderSet, reporting ownership valued at approximately $41.70M 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 $42.92M, representing an estimated gain of +2.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed HEDG value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Rockefeller Capital Management L.P., Journey Strategic Wealth Llc, and several other long-term asset managers with concentrated positions in EQUABLE SHARES HDG EQTY ETF (HEDG).
This page ranks the largest institutional HEDG 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
40
Total Reported Value
$281.29M
Largest Holder
Ubs Group Ag
Largest Position
$41.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,390,019 | $41,700,570 | $42,921,841 | +$1,221,271 | +2.93% | |
| Rockefeller Capital Management L.P. | 0.04% | 951,354 | $28,540,636 | $29,376,480 | +$835,844 | +2.93% | |
| Journey Strategic Wealth Llc | 0.65% | 901,723 | $26,131,941 | $27,843,944 | +$1,712,003 | +6.55% | |
| Royal Bank Of Canada | 0.00% | 866,449 | $25,993,000 | $26,754,732 | +$761,732 | +2.93% | |
| Enzi Wealth | 5.59% | 585,334 | $17,633,183 | $18,074,294 | +$441,111 | +2.50% | |
| Elevation Point Wealth Partners, Llc | 0.32% | 567,283 | $17,018,497 | $17,516,905 | +$498,408 | +2.93% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 564,091 | $16,922,765 | $17,418,340 | +$495,575 | +2.93% | |
| Envestnet Asset Management Inc | 0.00% | 547,895 | $16,436,856 | $16,918,231 | +$481,375 | +2.93% | |
| Garden State Investment Advisory Services Llc | 3.15% | 534,795 | $16,043,839 | $16,513,721 | +$469,882 | +2.93% | |
| Platform Technology Partners | 1.50% | 305,957 | $9,178,698 | $9,447,524 | +$268,826 | +2.93% | |
| Raymond James Financial Inc | 0.00% | 261,089 | $7,832,670 | $8,062,063 | +$229,393 | +2.93% | |
| Bramshill Investments, Llc | 0.52% | 227,986 | $6,839,580 | $7,039,888 | +$200,308 | +2.93% | |
| Axxcess Wealth Management, Llc | 0.09% | 181,283 | $5,438,504 | $5,597,765 | +$159,261 | +2.93% | |
| Darwin Wealth Management, Llc | 1.49% | 181,283 | $5,438,503 | $5,597,765 | +$159,262 | +2.93% | |
| Stifel Financial Corp | 0.00% | 170,694 | $5,120,820 | $5,270,792 | +$149,972 | +2.93% | |
| Gladstone Institutional Advisory Llc | 0.13% | 138,297 | $4,148,910 | $4,270,418 | +$121,508 | +2.93% | |
| Klingenstein Fields & Co Lp | 0.14% | 129,299 | $3,878,970 | $3,992,572 | +$113,602 | +2.93% | |
| Newedge Advisors, Llc | 0.01% | 126,407 | $3,792,222 | $3,903,271 | +$111,049 | +2.93% | |
| Vise Technologies, Inc. | 0.04% | 119,385 | $3,581,543 | $3,686,442 | +$104,899 | +2.93% | |
| Chapin Davis, Inc. | 0.49% | 93,778 | $2,813,340 | $2,895,733 | +$82,393 | +2.93% | |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.13% | 92,945 | $2,788,350 | $2,870,011 | +$81,661 | +2.93% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 74,115 | $2,223,450 | $2,288,567 | +$65,117 | +2.93% | |
| Magnus Financial Group Llc | 0.15% | 70,346 | $2,110,370 | $2,172,186 | +$61,816 | +2.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,421 | $1,812,630 | $1,865,716 | +$53,086 | +2.93% | |
| Oppenheimer & Co Inc | 0.02% | 57,246 | $1,717,380 | $1,767,676 | +$50,296 | +2.93% | |
| Blair William & Co/Il | 0.00% | 47,004 | $1,410,126 | $1,451,418 | +$41,292 | +2.93% | |
| Janney Montgomery Scott Llc | 0.00% | 46,199 | $1,386,000 | $1,426,560 | +$40,560 | +2.93% | |
| Farther Finance Advisors, Llc | 0.01% | 32,325 | $969,749 | $998,151 | +$28,402 | +2.93% | |
| Old Mission Capital Llc | 0.01% | 18,810 | $564,300 | $580,826 | +$16,526 | +2.93% | |
| Baird Financial Group, Inc. | 0.00% | 16,111 | $483,330 | $497,485 | +$14,155 | +2.93% | |
| Jane Street Group, Llc | 0.00% | 11,473 | $344,190 | $354,270 | +$10,080 | +2.93% | |
| Gotham Asset Management, Llc | 0.00% | 11,228 | $336,840 | $346,705 | +$9,865 | +2.93% | |
| Robertson Stephens Wealth Management, Llc | 0.01% | 7,166 | $214,980 | $221,276 | +$6,296 | +2.93% | |
| Fifth Third Bancorp | 0.00% | 6,400 | $192,010 | $197,623 | +$5,613 | +2.92% | |
| Wells Fargo & Company/Mn | 0.00% | 3,655 | $109,650 | $112,861 | +$3,211 | +2.93% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 3,018 | $90,538 | $93,192 | +$2,654 | +2.93% | |
| Tsfg, Llc | 0.00% | 1,281 | $38,000 | $39,555 | +$1,555 | +4.09% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 200 | $6,000 | $6,176 | +$176 | +2.93% | |
| Cwm, Llc | 0.00% | 200 | $5,796 | $6,176 | +$380 | +6.55% | |
| Fmr Llc | 0.00% | 37 | $1,110 | $1,143 | +$33 | +2.93% |
Frequently asked questions about HEDG
Who owns the most HEDG stock?
The largest holders of HEDG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EQUABLE SHARES HDG EQTY ETF (HEDG).
Is HEDG widely held by superinvestors?
Many widely followed stocks like HEDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEDG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.