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Disclosery

HEDG SERIES PORTFOLIOS TR

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EQUAB EQUIT ETF (fund)

39 managers (39 13F filers) reported a position in HEDG shares at 2026-06-30, 11,188,417 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
8
Added
19
Reduced
9
Sold out
4
Shares held by filers
11,188,417

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC2,685,759$80.6M0.08%+10,40413F-HRTimeline
UBS Group AGin group UBS Group AG1,390,019$41.7M0.01%-162,70913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…951,354$28.5M0.04%+162,24513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA866,449$26M<0.01%+1,81713F-HRTimelineGroup
ENZI WEALTH585,334$17.6M5.59%+41,63513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC567,283$17M0.32%+103,59713F-HRTimeline
Vestmark Advisory Solutions, Inc.564,091$16.9M0.16%+104,70213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC547,895$16.4M<0.01%+49,42413F-HRTimelineGroup
Garden State Investment Advisory Servic…534,795$16M3.15%-1,40213F-HRTimeline
Platform Technology Partners305,957$9.18M1.5%+26,34013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC261,089$7.83M<0.01%+19,00413F-HRTimelineGroup
Bramshill Investments, LLC227,986$6.84M0.52%+18,46313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC181,283$5.44M0.09%new13F-HRTimeline
Darwin Wealth Management, LLC181,283$5.44M1.49%+8,96413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP170,694$5.12M<0.01%+2,42813F-HRTimelineGroup
Gladstone Institutional Advisory LLC138,297$4.15M0.13%+1,96513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP129,299$3.88M0.14%-1,80713F-HRTimeline
NewEdge Advisors, LLC126,407$3.79M0.01%+10,49413F-HRTimeline
Vise Technologies, Inc.119,385$3.58M0.04%+25,56113F-HRTimeline
CHAPIN DAVIS, INC.93,778$2.81M0.49%-7213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.92,945$2.79M1.13%013F-HRTimeline
Steward Partners Investment Advisory, L…74,115$2.22M0.01%new13F-HRTimeline
Magnus Financial Group LLC70,346$2.11M0.15%-10413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,421$1.81M<0.01%+19213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,246$1.72M0.02%-2,72213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL47,004$1.41M<0.01%+5913F-HRTimeline
Janney Montgomery Scott LLC46,199$1.39M<0.01%+2013F-HRTimeline
Farther Finance Advisors, LLC32,325$970K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC18,810$564K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,111$483K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,473$344K<0.01%-3,84713F-HRTimelineGroup
Gotham Asset Management, LLC11,228$337K<0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…7,166$215K0.01%-3913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,400$192K<0.01%+1,04513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,655$110K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,018$90.5K<0.01%new13F-HRTimeline
TSFG, LLC1,281$38K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC37$1.11K<0.01%-1013F-HRTimelineGroup