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Disclosery

HEDG SERIES PORTFOLIOS TR

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EQUAB EQUIT ETF (fund)

37 managers (37 13F filers) reported a position in HEDG shares at 2026-03-31, 11,404,188 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
9
Added
17
Reduced
7
Sold out
4
Shares held by filers
11,404,188

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,675,355$77.5M0.08%+351,04313F-HRTimeline
UBS Group AGin group UBS Group AG1,552,728$45M0.01%-223,39513F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC901,723$26.1M0.65%+71,80913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA864,632$25.1M<0.01%+148,89413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…789,109$22.9M0.04%+195,74713F-HRTimelineGroup
ENZI WEALTH543,699$15.8M5.47%+41,10113F-HRTimeline
Garden State Investment Advisory Servic…536,197$15.5M3.72%-4,49613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC498,471$14.4M<0.01%+170,96013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC463,686$13.4M0.32%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.459,389$13.3M0.15%new13F-HRTimeline
Platform Technology Partners279,617$8.1M1.56%+3,69213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,085$7.02M<0.01%+140,12213F-HRTimelineGroup
Bramshill Investments, LLC209,523$6.07M0.52%013F-HRTimeline
Darwin Wealth Management, LLC172,319$4.99M1.56%-14,18013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP168,266$4.88M<0.01%+13,69113F-HRTimelineGroup
Gladstone Institutional Advisory LLC136,332$3.95M0.15%+10,47813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP131,106$3.8M0.15%+107,00413F-HRTimeline
NewEdge Advisors, LLC115,913$3.36M0.01%+9,89913F-HR/ATimeline
Vise Technologies, Inc.93,824$2.75M0.05%013F-HRTimeline
CHAPIN DAVIS, INC.93,850$2.72M0.61%+13,06613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.92,945$2.69M1.25%new13F-HRTimeline
Magnus Financial Group LLC70,450$2.04M0.17%-29113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,229$1.75M<0.01%+1,81313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,968$1.74M0.02%+7,06813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL46,945$1.36M<0.01%-5,23713F-HRTimeline
Janney Montgomery Scott LLC46,179$1.34M<0.01%+19,23713F-HRTimeline
Atria Investments, Inc44,724$1.3M0.01%-70013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,111$467K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,320$444K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,348$271K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…7,205$209K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,355$155K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY984$28.5K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.200$5.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC200$5.8K<0.01%-42713F-HRTimelineGroup
AE Wealth Management LLC154$4.46K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC47$1.36K<0.01%+1113F-HRTimelineGroup