Skip to content

HEDG SERIES PORTFOLIOS TR

Follow

EQUAB EQUIT ETF (fund)

33 managers (33 13F filers) reported a position in HEDG shares at 2025-12-31, 9,500,707 shares in all. 33 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
33
Added
0
Reduced
0
Sold out
0
Shares held by filers
9,500,707

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,324,312$68.2M0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,776,123$52.1M0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC829,914$24.3M0.64%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA715,738$21M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…593,362$17.4M0.03%new13F-HR/ATimelineGroup
Garden State Investment Advisory Servic…540,693$15.9M3.77%new13F-HRTimeline
ENZI WEALTH502,598$14.8M5.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC327,511$9.61M<0.01%new13F-HRTimelineGroup
Platform Technology Partners275,925$8.09M1.72%new13F-HRTimeline
Bramshill Investments, LLC209,523$6.15M0.35%new13F-HRTimeline
Darwin Wealth Management, LLC186,499$5.47M1.7%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC181,494$5.32M0.09%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,575$4.53M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC125,854$3.69M0.14%new13F-HRTimeline
NewEdge Advisors, LLC106,014$3.11M0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC101,963$2.99M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.93,824$2.75M0.05%new13F-HRTimeline
CHAPIN DAVIS, INC.80,784$2.37M0.56%new13F-HRTimeline
Magnus Financial Group LLC70,741$2.08M0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,416$1.71M<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,900$1.55M0.02%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL52,182$1.53M<0.01%new13F-HRTimeline
Atria Investments, Inc45,424$1.33M0.02%new13F-HRTimeline
Janney Montgomery Scott LLC26,942$790K<0.01%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP24,102$707K0.03%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,111$473K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP10,266$301K<0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…7,205$211K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,284$155K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,457$101K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC627$18K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP308$9.04K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC36$1.06K<0.01%new13F-HRTimelineGroup