EQUABLE SHARES HDG EQTY ETF HEDG
$30.00
+0.1% 52w: $28.01 – $30.00
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data28.0129.0130.00
Oct 13, 2025 Jul 2, 2026
Institutional holders
37
+4 QoQ
13F value
$330.5M
+18.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HEDG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 2.7M | $77.5M | 0.1% | +15.1% |
| UBS Group AG | Bank broker | 1.6M | $45.0M | 0.0% | -12.6% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 901.7K | $26.1M | 0.6% | +8.7% |
| ROYAL BANK OF CANADA | Bank broker | 864.6K | $25.1M | 0.0% | +20.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 789.1K | $22.9M | 0.0% | +33.0% |
| ENZI WEALTH | Wealth advisor | 543.7K | $15.8M | 5.5% | +8.2% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 536.2K | $15.5M | 3.7% | -0.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 498.5K | $14.4M | 0.0% | +52.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 463.7K | $13.4M | 0.3% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 459.4K | $13.3M | 0.1% | New |
| Platform Technology Partners | Other | 279.6K | $8.1M | 1.6% | +1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 242.1K | $7.0M | 0.0% | +137.4% |
| Bramshill Investments, LLC | Wealth advisor | 209.5K | $6.1M | 0.5% | Held |
| Darwin Wealth Management, LLC | Wealth advisor | 172.3K | $5.0M | 1.6% | -7.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 168.3K | $4.9M | 0.0% | +8.9% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 136.3K | $4.0M | 0.1% | +8.3% |
| KLINGENSTEIN FIELDS & CO LP ★2 | Fundamental diversified | 131.1K | $3.8M | 0.1% | +444.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 115.9K | $3.4M | 0.0% | +9.3% |
| Vise Technologies, Inc. | Wealth advisor | 93.8K | $2.8M | 0.1% | Held |
| CHAPIN DAVIS, INC. | Other | 93.8K | $2.7M | 0.6% | +16.2% |
| Murphy, Middleton, Hinkle & Parker, Inc. | Other | 92.9K | $2.7M | 1.2% | New |
| Magnus Financial Group LLC | Wealth advisor | 70.5K | $2.0M | 0.2% | -0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 60.2K | $1.7M | 0.0% | +3.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 60.0K | $1.7M | 0.0% | +13.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 46.9K | $1.4M | 0.0% | -10.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 46.2K | $1.3M | 0.0% | +71.4% |
| Atria Investments, Inc | Wealth advisor | 44.7K | $1.3M | 0.0% | -1.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 16.1K | $467K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 15.3K | $444K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.3K | $271K | 0.0% | New |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 7.2K | $209K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 5.4K | $155K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 984 | $29K | 0.0% | New |
| CALDWELL SUTTER CAPITAL, INC. | Other | 200 | $6K | 0.0% | New |
| CWM, LLC | Wealth advisor | 200 | $6K | 0.0% | -68.1% |
| AE Wealth Management LLC | Wealth advisor | 154 | $4K | 0.0% | New |
| FMR LLC | Long only active | 47 | $1K | 0.0% | +30.6% |
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