HIGHLAND GLOBAL ALLOCATION (HGLB) Top Institutional Shareholders
HIGHLAND GLOBAL ALLOCATION (HGLB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $48.26M in HGLB holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HGLB tracked by InsiderSet, reporting ownership valued at approximately $18.90M in its March 31, 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 $18.26M, representing an estimated loss of -3.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed HGLB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in HIGHLAND GLOBAL ALLOCATION (HGLB).
This page ranks the largest institutional HGLB 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
38
Total Reported Value
$48.26M
Largest Holder
Raymond James Financial Inc
Largest Position
$18.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 2,353,161 | $18,895,879 | $18,260,529 | -$635,350 | -3.36% | |
| Lpl Financial Llc | 0.00% | 868,777 | $6,976,277 | $6,741,710 | -$234,567 | -3.36% | |
| Morgan Stanley | 0.00% | 764,290 | $6,137,257 | $5,930,890 | -$206,367 | -3.36% | |
| Matisse Capital | 1.52% | 443,000 | $3,557,290 | $3,437,680 | -$119,610 | -3.36% | |
| Osaic Holdings, Inc. | 0.00% | 325,051 | $2,610,151 | $2,522,396 | -$87,755 | -3.36% | |
| Nwf Advisory Services Inc. | 0.24% | 264,481 | $2,123,783 | $2,052,373 | -$71,410 | -3.36% | |
| Shaker Financial Services, Llc | 0.53% | 190,557 | $1,530,173 | $1,478,722 | -$51,451 | -3.36% | |
| Quantedge Capital Pte Ltd | 0.83% | 188,987 | $1,517,566 | $1,466,539 | -$51,027 | -3.36% | |
| Sovereign Financial Group, Inc. | 0.16% | 111,639 | $896,460 | $866,319 | -$30,141 | -3.36% | |
| Ubs Group Ag | 0.00% | 73,732 | $592,068 | $572,160 | -$19,908 | -3.36% | |
| Oppenheimer & Co Inc | 0.01% | 68,566 | $550,585 | $532,072 | -$18,513 | -3.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 45,000 | $361,350 | $349,200 | -$12,150 | -3.36% | |
| Capital Investment Advisors, Llc | 0.01% | 40,071 | $321,771 | $310,951 | -$10,820 | -3.36% | |
| Summit Financial, Llc | 0.00% | 36,500 | $293,095 | $283,240 | -$9,855 | -3.36% | |
| Newedge Advisors, Llc | 0.01% | 211,407 | $211,407 | $1,640,518 | +$1,429,111 | +676.00% | |
| Cetera Investment Advisers | 0.00% | 24,803 | $199,165 | $192,471 | -$6,694 | -3.36% | |
| Aqr Capital Management Llc | 0.00% | 23,738 | $190,616 | $184,207 | -$6,409 | -3.36% | |
| Hb Wealth Management, Llc | 0.00% | 23,738 | $190,616 | $184,207 | -$6,409 | -3.36% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.02% | 21,364 | $171,557 | $165,785 | -$5,772 | -3.36% | |
| Susquehanna International Group, Llp | 0.00% | 21,024 | $168,823 | $163,146 | -$5,677 | -3.36% | |
| Royal Bank Of Canada | 0.00% | 18,693 | $150,000 | $145,058 | -$4,942 | -3.29% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 18,262 | $146,644 | $141,713 | -$4,931 | -3.36% | |
| International Assets Investment Management, Llc | 0.01% | 12,824 | $104,387 | $99,514 | -$4,873 | -4.67% | |
| Ae Wealth Management Llc | 0.00% | 11,413 | $91,646 | $88,565 | -$3,081 | -3.36% | |
| Benjamin Edwards Inc | 0.00% | 10,645 | $85,477 | $82,605 | -$2,872 | -3.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,012 | $72,366 | $69,933 | -$2,433 | -3.36% | |
| Corecap Advisors, Llc | 0.00% | 5,385 | $43,242 | $41,788 | -$1,454 | -3.36% | |
| Godfrey Financial Associates, Inc. | 0.02% | 3,203 | $25,723 | $24,855 | -$868 | -3.37% | |
| Nbc Securities, Inc. | 0.00% | 2,067 | $16,604 | $16,040 | -$564 | -3.40% | |
| Advisory Services Network, Llc | 0.00% | 1,797 | $14,430 | $13,945 | -$485 | -3.36% | |
| Cwm, Llc | 0.00% | 913 | $7,333 | $7,085 | -$248 | -3.38% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 520 | $4,176 | $4,035 | -$141 | -3.37% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 465 | $3,734 | $3,608 | -$126 | -3.36% | |
| Highline Wealth Partners Llc | 0.00% | 325 | $2,610 | $2,522 | -$88 | -3.37% | |
| Wedbush Securities Inc | 0.01% | 29,195 | $234 | $226,553 | +$226,319 | +96717.61% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 27,288 | $219 | $211,755 | +$211,536 | +96591.73% | |
| Virtu Financial Llc | 0.00% | 13,436 | $108 | $104,263 | +$104,155 | +96440.15% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $15 | $16 | +$1 | +3.47% |
Frequently asked questions about HGLB
Who owns the most HGLB stock?
The largest holders of HGLB 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 HIGHLAND GLOBAL ALLOCATION (HGLB).
Is HGLB widely held by superinvestors?
Many widely followed stocks like HGLB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HGLB 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.