HFXI

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$36.46

-0.37 (-1.00%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HFXI · 2026-Q1 methodology → sources →

99 holders

% of shares outstanding held

—

Shares held (13F)

31,697,518

Reporting holders

Top holders

largest 99 of 99 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	5,477,2585.5M	$184M	—	ADD 24%
2	AMERIPRISE FINANCIAL INC	4,698,0234.7M	$158M	—	ADD 24%
3	New York Life Investment Management LLC	3,116,3303.1M	$105M	—	TRIM -4%
4	BANK OF AMERICA CORP /DE/	2,470,2312.5M	$83M	—	TRIM -24%
5	RAYMOND JAMES FINANCIAL INC	2,323,3652.3M	$78M	—	ADD 3%
6	LPL Financial LLC	1,818,2491.8M	$61M	—	ADD 23%
7	UBS Group AG	1,610,1001.6M	$54M	—	ADD 8%
8	Mariner, LLC	1,599,3001.6M	$54M	—	TRIM -7%
9	COMMONWEALTH EQUITY SERVICES, LLC	826,923826,923	$28M	—	ADD 347%
10	ROYAL BANK OF CANADA	719,888719,888	$24M	—	ADD 272%
11	Mason & Associates Inc	656,839656,839	$21M	—	ADD 4%
12	FLYNN ZITO CAPITAL MANAGEMENT, LLC	584,985584,985	$20M	—	TRIM -8%
13	Landmark Wealth Management, LLC	489,573489,573	$16M	—	ADD 29%
14	Ameritas Investment Partners, Inc.	348,013348,013	$12M	—	NEW
15	OSAIC HOLDINGS, INC.	334,123334,123	$11M	—	TRIM -9%
16	ENVESTNET ASSET MANAGEMENT INC	324,446324,446	$11M	—	ADD 32%
17	JANE STREET GROUP, LLC	310,475310,475	$10M	—	ADD 683%
18	Sanctuary Advisors, LLC	292,215292,215	$10M	—	TRIM -8%
19	Concurrent Investment Advisors, LLC	261,279261,279	$9M	—	ADD 5%
20	MARINO, STRAM & ASSOCIATES LLC	250,304250,304	$8M	—	—
21	Rockefeller Capital Management L.P.	247,901247,901	$8M	—	—
22	Gladstone Institutional Advisory LLC	242,052242,052	$8M	—	TRIM -7%
23	Cerity Partners LLC	233,733233,733	$8M	—	TRIM -41%
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	198,008198,008	$7M	—	TRIM -5%
25	Veridan Wealth LLC	175,951175,951	$6M	—	ADD 3%
26	Cetera Investment Advisers	142,949142,949	$5M	—	ADD 51%
27	Prosperity Financial Group, Inc.	140,068140,068	$5M	—	ADD 42%
28	MML INVESTORS SERVICES, LLC	137,291137,291	$5M	—	ADD 43%
29	KESTRA PRIVATE WEALTH SERVICES, LLC	108,284108,284	$4M	—	ADD 10%
30	OPPENHEIMER & CO INC	107,993107,993	$4M	—	ADD 3%
31	Private Advisor Group, LLC	100,351100,351	$3M	—	ADD 3%
32	Equitable Holdings, Inc.	91,19391,193	$3M	—	TRIM -2%
33	Wiser Advisor Group LLC	85,56185,561	$3M	—	—
34	Independent Advisor Alliance	73,98073,980	$2M	—	NEW
35	Waterloo Capital, L.P.	73,55073,550	$2M	—	—
36	WESCAP Management Group, Inc.	69,31669,316	$2M	—	—
37	NorthRock Partners, LLC	68,58268,582	$2M	—	NEW
38	THOROUGHBRED FINANCIAL SERVICES, LLC	58,63458,634	$2M	—	TRIM -2%
39	Capital Investment Advisors, LLC	56,67256,672	$2M	—	ADD 17%
40	Farther Finance Advisors, LLC	52,66252,662	$2M	—	TRIM -20%
41	Redwood Financial Network Corp	53,30653,306	$2M	—	TRIM -3%
42	Intentional Wealth Strategies, LLC	52,07952,079	$2M	—	NEW
43	Steward Partners Investment Advisory, LLC	44,97244,972	$2M	—	ADD 4%
44	TSFG, LLC	37,00537,005	$1M	—	ADD 187%
45	Golden State Wealth Management, LLC	36,70536,705	$1M	—	TRIM -7%
46	Fortis Group Advisors, LLC	29,37929,379	$1M	—	—
47	HighTower Advisors, LLC	30,30530,305	$1M	—	—
48	Revisor Wealth Management LLC	29,43129,431	$988,293	—	TRIM -3%
49	MONECO ADVISORS, LLC	28,85428,854	$968,926	—	—
50	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28,18528,185	$946,458	—	—
51	Hilton Head Capital Partners, LLC	26,20226,202	$879,863	—	—
52	Ameritas Advisory Services, LLC	24,45224,452	$821,098	—	NEW
53	D.A. DAVIDSON & CO.	24,15324,153	$811,058	—	TRIM -6%
54	Stratos Wealth Partners, LTD.	22,23022,230	$746,483	—	ADD 80%
55	Indivisible Partners	21,52321,523	$722,729	—	ADD 13%
56	MRP Capital Investments, LLC	21,00021,000	$705,180	—	—
57	NewEdge Wealth, LLC	14,80214,802	$497,051	—	—
58	ATTICUS WEALTH MANAGEMENT, LLC	14,30214,302	$480,253	—	—
59	Integrated Advisors Network LLC	13,78813,788	$463,008	—	ADD 18%
60	GGM Financial LLC	12,83412,834	$430,967	—	—
61	Covenant Asset Management, LLC	11,95811,958	$401,550	—	ADD 32%
62	Nova Wealth Management, Inc.	10,85410,854	$364,482	—	ADD 4%
63	Dynamic Advisor Solutions LLC	10,84310,843	$364,110	—	TRIM -8%
64	Cambridge Investment Research Advisors, Inc.	10,68010,680	$359,000	—	TRIM -28%
65	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,45210,452	$350,978	—	TRIM -5%
66	LODESTAR PRIVATE ASSET MANAGEMENT LLC	9,2059,205	$309,104	—	TRIM -22%
67	BLVD Private Wealth, LLC	8,0328,032	$269,715	—	TRIM -75%
68	Kovack Advisors, Inc.	7,7897,789	$266,617	—	—
69	Trademark Financial Management, LLC	7,8117,811	$262,279	—	ADD 10%
70	FMR LLC	7,4747,474	$250,961	—	ADD 8%
71	TRUIST FINANCIAL CORP	7,0387,038	$236,336	—	NEW
72	CATALYST FINANCIAL PARTNERS LLC	6,8556,855	$230,191	—	NEW
73	TFB Advisors LLC	6,4356,435	$216,087	—	NEW
74	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5,9135,913	$202,402	—	TRIM -81%
75	Signature Equity Partners, LLC	5,0005,000	$167,900	—	ADD 373%
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,4903,490	$117,194	—	ADD 131%
77	FIFTH THIRD BANCORP	3,0123,012	$101,143	—	NEW
78	WEBSTER BANK, N. A.	2,9182,918	$97,986	—	NEW
79	Western Wealth Management, LLC	1,9831,983	$66,581	—	NEW
80	Advisory Services Network, LLC	1,8751,875	$62,963	—	NEW
81	True Wealth Design, LLC	1,8501,850	$62,123	—	NEW
82	CWM, LLC	1,6961,696	$56,952	—	NEW
83	CITIGROUP INC	1,6001,600	$53,728	—	ADD 34%
84	JNBA Financial Advisors	1,4461,446	$48,557	—	TRIM -4%
85	WELLS FARGO & COMPANY/MN	1,4211,421	$47,733	—	TRIM -67%
86	GW&K Investment Management, LLC	1,3401,340	$45,000	—	—
87	GHP Investment Advisors, Inc.	1,0031,003	$33,678	—	NEW
88	Opal Wealth Advisors, LLC	946946	$31,767	—	NEW
89	MTM Investment Management, LLC	835835	$28,039	—	—
90	IFP Advisors, Inc	781781	$26,226	—	—
91	HOEY INVESTMENTS, INC	629629	$21,122	—	NEW
92	Quent Capital, LLC	579579	$19,443	—	—
93	Arax Advisory Partners	533533	$17,898	—	—
94	Glass Jacobson Investment Advisors llc	400400	$13,420	—	—
95	Smartleaf Asset Management LLC	229229	$7,456	—	—
96	ASSETMARK, INC	220220	$7,388	—	—
97	JPMORGAN CHASE & CO	187187	$6,106	—	TRIM -98%
98	VANGUARD ADVISERS INC	3939	$1,310	—	NEW
99	Rossby Financial, LCC	1010	$330	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.3M

3.8M

3.9M

4.1M

4.4M

5.5M

$184M

AMERIPRISE FINANCIAL INC

5.2M

5.5M

3.9M

3.7M

3.8M

4.7M

$158M

New York Life Investment Management LLC

4.2M

3.7M

3.5M

3.2M

3.1M

$105M

BANK OF AMERICA CORP /DE/

1.4M

2.8M

3.0M

3.3M

2.5M

$83M

RAYMOND JAMES FINANCIAL INC

1.9M

2.0M

2.1M

2.2M

2.3M

$78M

LPL Financial LLC

1.1M

916K

1.1M

1.3M

1.5M

1.8M

$61M

UBS Group AG

1.4M

1.5M

1.6M

$54M

Mariner, LLC

47K

1.6M

1.7M

1.6M

$54M

COMMONWEALTH EQUITY SERVICES, LLC

39K

119K

175K

182K

185K

827K

$28M

ROYAL BANK OF CANADA

312K

365K

726K

157K

194K

720K

$24M

Mason & Associates Inc

432K

437K

439K

650K

631K

657K

$21M

FLYNN ZITO CAPITAL MANAGEMENT, LLC

631K

704K

710K

620K

635K

585K

$20M

Landmark Wealth Management, LLC

—

331K

332K

342K

378K

490K

$16M

Ameritas Investment Partners, Inc.

—

348K

$12M

OSAIC HOLDINGS, INC.

140K

185K

135K

367K

365K

334K

$11M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	99	31,697,518	—	$1.1B
2025-Q4	90	28,441,760	—	$924M
2025-Q3	82	29,101,899	—	$897M
2025-Q2	82	27,563,109	—	$812M
2025-Q1	81	30,207,987	—	$831M
2024-Q4	74	25,675,549	—	$671M
2024-Q3	68	23,223,548	—	$640M
2024-Q2	67	18,139,137

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding HFXI · 2026-Q1 methodology → sources →

99 holders

% of shares outstanding held

—

Shares held (13F)

31,697,518

Reporting holders

Top holders

largest 99 of 99 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	5,477,2585.5M	$184M	—	ADD 24%
2	AMERIPRISE FINANCIAL INC	4,698,0234.7M	$158M	—	ADD 24%
3	New York Life Investment Management LLC	3,116,3303.1M	$105M	—	TRIM -4%
4	BANK OF AMERICA CORP /DE/	2,470,2312.5M	$83M	—	TRIM -24%
5	RAYMOND JAMES FINANCIAL INC	2,323,3652.3M	$78M	—	ADD 3%
6	LPL Financial LLC	1,818,2491.8M	$61M	—	ADD 23%
7	UBS Group AG	1,610,1001.6M	$54M	—	ADD 8%
8	Mariner, LLC	1,599,3001.6M	$54M	—	TRIM -7%
9	COMMONWEALTH EQUITY SERVICES, LLC	826,923826,923	$28M	—	ADD 347%
10	ROYAL BANK OF CANADA	719,888719,888	$24M	—	ADD 272%
11	Mason & Associates Inc	656,839656,839	$21M	—	ADD 4%
12	FLYNN ZITO CAPITAL MANAGEMENT, LLC	584,985584,985	$20M	—	TRIM -8%
13	Landmark Wealth Management, LLC	489,573489,573	$16M	—	ADD 29%
14	Ameritas Investment Partners, Inc.	348,013348,013	$12M	—	NEW
15	OSAIC HOLDINGS, INC.	334,123334,123	$11M	—	TRIM -9%
16	ENVESTNET ASSET MANAGEMENT INC	324,446324,446	$11M	—	ADD 32%
17	JANE STREET GROUP, LLC	310,475310,475	$10M	—	ADD 683%
18	Sanctuary Advisors, LLC	292,215292,215	$10M	—	TRIM -8%
19	Concurrent Investment Advisors, LLC	261,279261,279	$9M	—	ADD 5%
20	MARINO, STRAM & ASSOCIATES LLC	250,304250,304	$8M	—	—
21	Rockefeller Capital Management L.P.	247,901247,901	$8M	—	—
22	Gladstone Institutional Advisory LLC	242,052242,052	$8M	—	TRIM -7%
23	Cerity Partners LLC	233,733233,733	$8M	—	TRIM -41%
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	198,008198,008	$7M	—	TRIM -5%
25	Veridan Wealth LLC	175,951175,951	$6M	—	ADD 3%
26	Cetera Investment Advisers	142,949142,949	$5M	—	ADD 51%
27	Prosperity Financial Group, Inc.	140,068140,068	$5M	—	ADD 42%
28	MML INVESTORS SERVICES, LLC	137,291137,291	$5M	—	ADD 43%
29	KESTRA PRIVATE WEALTH SERVICES, LLC	108,284108,284	$4M	—	ADD 10%
30	OPPENHEIMER & CO INC	107,993107,993	$4M	—	ADD 3%
31	Private Advisor Group, LLC	100,351100,351	$3M	—	ADD 3%
32	Equitable Holdings, Inc.	91,19391,193	$3M	—	TRIM -2%
33	Wiser Advisor Group LLC	85,56185,561	$3M	—	—
34	Independent Advisor Alliance	73,98073,980	$2M	—	NEW
35	Waterloo Capital, L.P.	73,55073,550	$2M	—	—
36	WESCAP Management Group, Inc.	69,31669,316	$2M	—	—
37	NorthRock Partners, LLC	68,58268,582	$2M	—	NEW
38	THOROUGHBRED FINANCIAL SERVICES, LLC	58,63458,634	$2M	—	TRIM -2%
39	Capital Investment Advisors, LLC	56,67256,672	$2M	—	ADD 17%
40	Farther Finance Advisors, LLC	52,66252,662	$2M	—	TRIM -20%
41	Redwood Financial Network Corp	53,30653,306	$2M	—	TRIM -3%
42	Intentional Wealth Strategies, LLC	52,07952,079	$2M	—	NEW
43	Steward Partners Investment Advisory, LLC	44,97244,972	$2M	—	ADD 4%
44	TSFG, LLC	37,00537,005	$1M	—	ADD 187%
45	Golden State Wealth Management, LLC	36,70536,705	$1M	—	TRIM -7%
46	Fortis Group Advisors, LLC	29,37929,379	$1M	—	—
47	HighTower Advisors, LLC	30,30530,305	$1M	—	—
48	Revisor Wealth Management LLC	29,43129,431	$988,293	—	TRIM -3%
49	MONECO ADVISORS, LLC	28,85428,854	$968,926	—	—
50	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28,18528,185	$946,458	—	—
51	Hilton Head Capital Partners, LLC	26,20226,202	$879,863	—	—
52	Ameritas Advisory Services, LLC	24,45224,452	$821,098	—	NEW
53	D.A. DAVIDSON & CO.	24,15324,153	$811,058	—	TRIM -6%
54	Stratos Wealth Partners, LTD.	22,23022,230	$746,483	—	ADD 80%
55	Indivisible Partners	21,52321,523	$722,729	—	ADD 13%
56	MRP Capital Investments, LLC	21,00021,000	$705,180	—	—
57	NewEdge Wealth, LLC	14,80214,802	$497,051	—	—
58	ATTICUS WEALTH MANAGEMENT, LLC	14,30214,302	$480,253	—	—
59	Integrated Advisors Network LLC	13,78813,788	$463,008	—	ADD 18%
60	GGM Financial LLC	12,83412,834	$430,967	—	—
61	Covenant Asset Management, LLC	11,95811,958	$401,550	—	ADD 32%
62	Nova Wealth Management, Inc.	10,85410,854	$364,482	—	ADD 4%
63	Dynamic Advisor Solutions LLC	10,84310,843	$364,110	—	TRIM -8%
64	Cambridge Investment Research Advisors, Inc.	10,68010,680	$359,000	—	TRIM -28%
65	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,45210,452	$350,978	—	TRIM -5%
66	LODESTAR PRIVATE ASSET MANAGEMENT LLC	9,2059,205	$309,104	—	TRIM -22%
67	BLVD Private Wealth, LLC	8,0328,032	$269,715	—	TRIM -75%
68	Kovack Advisors, Inc.	7,7897,789	$266,617	—	—
69	Trademark Financial Management, LLC	7,8117,811	$262,279	—	ADD 10%
70	FMR LLC	7,4747,474	$250,961	—	ADD 8%
71	TRUIST FINANCIAL CORP	7,0387,038	$236,336	—	NEW
72	CATALYST FINANCIAL PARTNERS LLC	6,8556,855	$230,191	—	NEW
73	TFB Advisors LLC	6,4356,435	$216,087	—	NEW
74	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5,9135,913	$202,402	—	TRIM -81%
75	Signature Equity Partners, LLC	5,0005,000	$167,900	—	ADD 373%
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,4903,490	$117,194	—	ADD 131%
77	FIFTH THIRD BANCORP	3,0123,012	$101,143	—	NEW
78	WEBSTER BANK, N. A.	2,9182,918	$97,986	—	NEW
79	Western Wealth Management, LLC	1,9831,983	$66,581	—	NEW
80	Advisory Services Network, LLC	1,8751,875	$62,963	—	NEW
81	True Wealth Design, LLC	1,8501,850	$62,123	—	NEW
82	CWM, LLC	1,6961,696	$56,952	—	NEW
83	CITIGROUP INC	1,6001,600	$53,728	—	ADD 34%
84	JNBA Financial Advisors	1,4461,446	$48,557	—	TRIM -4%
85	WELLS FARGO & COMPANY/MN	1,4211,421	$47,733	—	TRIM -67%
86	GW&K Investment Management, LLC	1,3401,340	$45,000	—	—
87	GHP Investment Advisors, Inc.	1,0031,003	$33,678	—	NEW
88	Opal Wealth Advisors, LLC	946946	$31,767	—	NEW
89	MTM Investment Management, LLC	835835	$28,039	—	—
90	IFP Advisors, Inc	781781	$26,226	—	—
91	HOEY INVESTMENTS, INC	629629	$21,122	—	NEW
92	Quent Capital, LLC	579579	$19,443	—	—
93	Arax Advisory Partners	533533	$17,898	—	—
94	Glass Jacobson Investment Advisors llc	400400	$13,420	—	—
95	Smartleaf Asset Management LLC	229229	$7,456	—	—
96	ASSETMARK, INC	220220	$7,388	—	—
97	JPMORGAN CHASE & CO	187187	$6,106	—	TRIM -98%
98	VANGUARD ADVISERS INC	3939	$1,310	—	NEW
99	Rossby Financial, LCC	1010	$330	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.3M

3.8M

3.9M

4.1M

4.4M

5.5M

$184M

AMERIPRISE FINANCIAL INC

5.2M

5.5M

3.9M

3.7M

3.8M

4.7M

$158M

New York Life Investment Management LLC

4.2M

3.7M

3.5M

3.2M

3.1M

$105M

BANK OF AMERICA CORP /DE/

1.4M

2.8M

3.0M

3.3M

2.5M

$83M

RAYMOND JAMES FINANCIAL INC

1.9M

2.0M

2.1M

2.2M

2.3M

$78M

LPL Financial LLC

1.1M

916K

1.1M

1.3M

1.5M

1.8M

$61M

UBS Group AG

1.4M

1.5M

1.6M

$54M

Mariner, LLC

47K

1.6M

1.7M

1.6M

$54M

COMMONWEALTH EQUITY SERVICES, LLC

39K

119K

175K

182K

185K

827K

$28M

ROYAL BANK OF CANADA

312K

365K

726K

157K

194K

720K

$24M

Mason & Associates Inc

432K

437K

439K

650K

631K

657K

$21M

FLYNN ZITO CAPITAL MANAGEMENT, LLC

631K

704K

710K

620K

635K

585K

$20M

Landmark Wealth Management, LLC

—

331K

332K

342K

378K

490K

$16M

Ameritas Investment Partners, Inc.

—

348K

$12M

OSAIC HOLDINGS, INC.

140K

185K

135K

367K

365K

334K

$11M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	99	31,697,518	—	$1.1B
2025-Q4	90	28,441,760	—	$924M
2025-Q3	82	29,101,899	—	$897M
2025-Q2	82	27,563,109	—	$812M
2025-Q1	81	30,207,987	—	$831M
2024-Q4	74	25,675,549	—	$671M
2024-Q3	68	23,223,548	—	$640M
2024-Q2	67	18,139,137

Short interest has its own tab now — open SI →

HFXI☆

Institutional ownership· 13F filers holding HFXI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding HFXI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

HFXI