HEDG Institutional Ownership & Shareholders
EQUABLE SHARES HDG EQTY ETF (HEDG) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $285.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $42.79M, representing an estimated gain of +2.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
39
Total Reported Value
$285.52M
Largest Holder
Ubs Group Ag
Largest Position
$41.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $42,791,735 | +$1,091,165 | +2.62% | |
| Rockefeller Capital Management L.P. | 0.04% | 951,354 | $28,540,636 | $29,287,433 | +$746,797 | +2.62% | |
| Journey Strategic Wealth Llc | 0.65% | 901,723 | $26,131,941 | $27,759,543 | +$1,627,602 | +6.23% | |
| Royal Bank Of Canada | 0.00% | 866,449 | $25,993,000 | $26,673,632 | +$680,632 | +2.62% | |
| Enzi Wealth | 5.57% | 599,259 | $18,565,052 | $18,448,188 | -$116,864 | -0.63% | |
| Elevation Point Wealth Partners, Llc | 0.32% | 567,283 | $17,018,497 | $17,463,807 | +$445,310 | +2.62% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 564,091 | $16,922,765 | $17,365,541 | +$442,776 | +2.62% | |
| Envestnet Asset Management Inc | 0.00% | 547,895 | $16,436,856 | $16,866,948 | +$430,092 | +2.62% | |
| Garden State Investment Advisory Services Llc | 3.15% | 534,795 | $16,043,839 | $16,463,664 | +$419,825 | +2.62% | |
| Platform Technology Partners | 1.46% | 300,702 | $9,239,443 | $9,257,111 | +$17,668 | +0.19% | |
| Raymond James Financial Inc | 0.00% | 261,089 | $7,832,670 | $8,037,625 | +$204,955 | +2.62% | |
| Planned Solutions, Inc. | 1.96% | 231,831 | $7,123,283 | $7,136,917 | +$13,634 | +0.19% | |
| Bramshill Investments, Llc | 0.52% | 227,986 | $6,839,580 | $7,018,549 | +$178,969 | +2.62% | |
| Darwin Wealth Management, Llc | 1.49% | 181,283 | $5,438,503 | $5,580,797 | +$142,294 | +2.62% | |
| Stifel Financial Corp | 0.00% | 170,694 | $5,120,820 | $5,254,815 | +$133,995 | +2.62% | |
| Gladstone Institutional Advisory Llc | 0.13% | 138,297 | $4,148,910 | $4,257,473 | +$108,563 | +2.62% | |
| Klingenstein Fields & Co Lp | 0.14% | 129,299 | $3,878,970 | $3,980,470 | +$101,500 | +2.62% | |
| Newedge Advisors, Llc | 0.01% | 126,407 | $3,792,222 | $3,891,439 | +$99,217 | +2.62% | |
| Vise Technologies, Inc. | 0.03% | 116,913 | $3,592,294 | $3,599,167 | +$6,873 | +0.19% | |
| Chapin Davis, Inc. | 0.56% | 94,178 | $2,893,731 | $2,899,270 | +$5,539 | +0.19% | |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.16% | 92,945 | $2,855,847 | $2,861,312 | +$5,465 | +0.19% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 74,115 | $2,223,450 | $2,281,630 | +$58,180 | +2.62% | |
| Magnus Financial Group Llc | 0.15% | 70,529 | $2,167,084 | $2,171,235 | +$4,151 | +0.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,846 | $2,023,210 | $2,027,069 | +$3,859 | +0.19% | |
| Oppenheimer & Co Inc | 0.02% | 65,340 | $2,007,650 | $2,011,492 | +$3,842 | +0.19% | |
| Blair William & Co/Il | 0.00% | 47,004 | $1,410,126 | $1,447,018 | +$36,892 | +2.62% | |
| Janney Montgomery Scott Llc | 0.00% | 46,199 | $1,386,000 | $1,422,236 | +$36,236 | +2.61% | |
| Kestra Advisory Services, Llc | 0.00% | 36,496 | $1,121,379 | $1,123,529 | +$2,150 | +0.19% | |
| Farther Finance Advisors, Llc | 0.01% | 30,658 | $942,008 | $943,807 | +$1,799 | +0.19% | |
| Old Mission Capital Llc | 0.01% | 18,810 | $564,300 | $579,066 | +$14,766 | +2.62% | |
| Baird Financial Group, Inc. | 0.00% | 16,111 | $483,330 | $495,977 | +$12,647 | +2.62% | |
| Jane Street Group, Llc | 0.00% | 11,473 | $344,190 | $353,196 | +$9,006 | +2.62% | |
| Gotham Asset Management, Llc | 0.00% | 11,228 | $336,840 | $345,654 | +$8,814 | +2.62% | |
| Fifth Third Bancorp | 0.00% | 6,400 | $192,010 | $197,024 | +$5,014 | +2.61% | |
| Wells Fargo & Company/Mn | 0.00% | 3,655 | $109,650 | $112,519 | +$2,869 | +2.62% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 3,018 | $90,538 | $92,909 | +$2,371 | +2.62% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 200 | $6,000 | $6,157 | +$157 | +2.62% | |
| Cwm, Llc | 0.00% | 200 | $5,796 | $6,157 | +$361 | +6.23% | |
| Fmr Llc | 0.00% | 37 | $1,110 | $1,139 | +$29 | +2.62% |
Frequently asked questions about HEDG
Who are the largest institutional holders of HEDG?
The largest institutional holders of HEDG reported in the latest SEC Form 13F filings include Ubs Group Ag, Rockefeller Capital Management L.P., Journey Strategic Wealth Llc, Royal Bank Of Canada, and Enzi Wealth. InsiderSet ranks institutional holders by their latest reported HEDG position.
What is HEDG institutional ownership?
This page tracks HEDG positions reported by institutional investment managers through SEC Form 13F. EQUABLE SHARES HDG EQTY ETF (HEDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEDG?
InsiderSet currently tracks 39 institutional managers reporting HEDG 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 HEDG shareholders.
How much HEDG stock do institutions own?
Institutional investment managers disclosed approximately $285.52M in HEDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEDG institutional ownership last updated?
The latest HEDG 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 HEDG 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 HEDG position after the reporting date.
Are institutions buying or selling HEDG?
Institutional buying and selling can be analyzed by comparing HEDG positions across consecutive 13F reporting periods. InsiderSet's HEDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEDG ownership changes.
How has HEDG institutional ownership changed over time?
InsiderSet tracks HEDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.