HNDL Institutional Ownership & Shareholders
NASDAQ 7 HANDL INDEX ETF (HNDL) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $61.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HNDL tracked by InsiderSet, reporting ownership valued at approximately $14.11M 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 $13.63M, representing an estimated loss of -3.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed HNDL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Osaic Holdings, Inc., Summit Financial, Llc, and several other long-term asset managers with concentrated positions in NASDAQ 7 HANDL INDEX ETF (HNDL).
This page ranks the largest institutional HNDL 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
101
Total Reported Value
$61.04M
Largest Holder
Lpl Financial Llc
Largest Position
$14.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 617,640 | $14,108,368 | $13,625,138 | -$483,230 | -3.43% | |
| Osaic Holdings, Inc. | 0.01% | 209,349 | $4,781,913 | $4,618,239 | -$163,674 | -3.42% | |
| Summit Financial, Llc | 0.05% | 186,552 | $4,261,293 | $4,115,337 | -$145,956 | -3.43% | |
| Cetera Investment Advisers | 0.00% | 105,468 | $2,409,162 | $2,326,624 | -$82,538 | -3.43% | |
| Nfsg Corp | 0.28% | 111,325 | $2,399,044 | $2,455,830 | +$56,786 | +2.37% | |
| Berger Financial Group, Inc | 0.09% | 79,284 | $1,811,039 | $1,749,005 | -$62,034 | -3.43% | |
| Kestra Advisory Services, Llc | 0.01% | 70,399 | $1,608,092 | $1,553,002 | -$55,090 | -3.43% | |
| Mml Investors Services, Llc | 0.00% | 67,725 | $1,546,992 | $1,494,014 | -$52,979 | -3.42% | |
| Larson Financial Group Llc | 0.04% | 61,290 | $1,400,011 | $1,352,057 | -$47,954 | -3.43% | |
| Sanctuary Advisors, Llc | 0.01% | 59,338 | $1,355,420 | $1,308,996 | -$46,424 | -3.43% | |
| Jpmorgan Chase & Co | 0.00% | 57,184 | $1,309,977 | $1,261,479 | -$48,498 | -3.70% | |
| Iht Wealth Management, Llc | 0.02% | 51,003 | $1,165,031 | $1,125,126 | -$39,905 | -3.43% | |
| Oxenfree Capital Llc | 0.50% | 52,591 | $1,151,670 | $1,160,157 | +$8,487 | +0.74% | |
| Wellington Shields & Co., Llc | 0.25% | 49,225 | $1,124,417 | $1,085,904 | -$38,514 | -3.43% | |
| Rfg Advisory, Llc | 0.02% | 47,859 | $1,093,220 | $1,055,770 | -$37,450 | -3.43% | |
| J.W. Cole Advisors, Inc. | 0.02% | 42,687 | $975,077 | $941,675 | -$33,402 | -3.43% | |
| Harbour Investments, Inc. | 0.01% | 40,896 | $934,166 | $902,166 | -$32,000 | -3.43% | |
| Sowell Financial Services Llc | 0.03% | 40,252 | $867,422 | $887,959 | +$20,537 | +2.37% | |
| Gts Securities Llc | 0.02% | 37,649 | $859,978 | $830,537 | -$29,441 | -3.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,095 | $801,650 | $774,196 | -$27,454 | -3.42% | |
| Envestnet Asset Management Inc | 0.00% | 30,390 | $694,173 | $670,403 | -$23,770 | -3.42% | |
| Newedge Advisors, Llc | 0.00% | 23,325 | $532,795 | $514,549 | -$18,246 | -3.42% | |
| Beam Wealth Advisors, Inc. | 0.11% | 21,207 | $484,417 | $467,826 | -$16,591 | -3.42% | |
| Private Advisor Group, Llc | 0.00% | 17,112 | $390,881 | $377,491 | -$13,390 | -3.43% | |
| Arkadios Wealth Advisors | 0.01% | 16,985 | $387,976 | $374,689 | -$13,287 | -3.42% | |
| Asset Allocation Strategies Llc | 0.06% | 17,219 | $371,060 | $379,851 | +$8,791 | +2.37% | |
| Nations Financial Group Inc | 0.02% | 16,081 | $367,329 | $354,747 | -$12,582 | -3.43% | |
| Realta Investment Advisors | 0.10% | 16,631 | $358,398 | $366,880 | +$8,482 | +2.37% | |
| Accel Wealth Management | 0.08% | 16,303 | $351,336 | $359,644 | +$8,308 | +2.36% | |
| Jane Street Group, Llc | 0.00% | 15,090 | $344,692 | $332,885 | -$11,807 | -3.43% | |
| Lido Advisors, Llc | 0.00% | 15,000 | $342,636 | $330,900 | -$11,736 | -3.43% | |
| Janney Montgomery Scott Llc | 0.00% | 14,438 | $330,000 | $318,502 | -$11,498 | -3.48% | |
| Jackson Hole Capital Partners, Llc | 0.05% | 15,000 | $327,600 | $330,900 | +$3,300 | +1.01% | |
| Mercer Global Advisors Inc | 0.00% | 14,326 | $327,244 | $316,032 | -$11,212 | -3.43% | |
| Western Wealth Management, Llc | 0.01% | 14,207 | $324,519 | $313,406 | -$11,113 | -3.42% | |
| Dynamic Advisor Solutions Llc | 0.01% | 14,455 | $311,502 | $318,877 | +$7,375 | +2.37% | |
| Independent Financial Group, Llc | 0.01% | 14,149 | $304,905 | $312,127 | +$7,222 | +2.37% | |
| Prospera Financial Services Inc | 0.00% | 12,880 | $294,197 | $284,133 | -$10,064 | -3.42% | |
| Truist Financial Corp | 0.00% | 13,384 | $288,425 | $295,251 | +$6,826 | +2.37% | |
| Mutual Advisors, Llc | 0.01% | 12,000 | $274,109 | $264,720 | -$9,389 | -3.43% | |
| Img Wealth Management, Inc. | 0.14% | 12,469 | $268,707 | $275,066 | +$6,359 | +2.37% | |
| Raymond James Financial Inc | 0.00% | 11,661 | $266,362 | $257,242 | -$9,120 | -3.42% | |
| Sequent Planning Llc | 0.05% | 10,901 | $249,009 | $240,476 | -$8,533 | -3.43% | |
| Regal Investment Advisors Llc | 0.01% | 10,553 | $241,056 | $232,799 | -$8,257 | -3.43% | |
| Mgo One Seven Llc | 0.00% | 10,998 | $237,007 | $242,616 | +$5,609 | +2.37% | |
| Corecap Advisors, Llc | 0.01% | 10,881 | $234,486 | $240,035 | +$5,549 | +2.37% | |
| Wealthcare Advisory Partners Llc | 0.00% | 10,168 | $219,129 | $224,306 | +$5,177 | +2.36% | |
| Meadowbrook Wealth Management, Llc | 0.23% | 10,100 | $217,655 | $222,806 | +$5,151 | +2.37% | |
| Morgan Stanley | 0.00% | 9,360 | $213,819 | $206,482 | -$7,337 | -3.43% | |
| Massmutual Private Wealth & Trust, Fsb | 0.01% | 9,857 | $212,418 | $217,445 | +$5,027 | +2.37% |
Frequently asked questions about HNDL
Who are the largest institutional holders of HNDL?
The largest institutional holders of HNDL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Osaic Holdings, Inc., Summit Financial, Llc, Cetera Investment Advisers, and Nfsg Corp. InsiderSet ranks institutional holders by their latest reported HNDL position.
What is HNDL institutional ownership?
This page tracks HNDL positions reported by institutional investment managers through SEC Form 13F. NASDAQ 7 HANDL INDEX ETF (HNDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HNDL?
InsiderSet currently tracks 101 institutional managers reporting HNDL 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 HNDL shareholders.
How much HNDL stock do institutions own?
Institutional investment managers disclosed approximately $61.04M in HNDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HNDL institutional ownership last updated?
The latest HNDL 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 HNDL 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 HNDL position after the reporting date.
Are institutions buying or selling HNDL?
Institutional buying and selling can be analyzed by comparing HNDL positions across consecutive 13F reporting periods. InsiderSet's HNDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HNDL ownership changes.
How has HNDL institutional ownership changed over time?
InsiderSet tracks HNDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.