Who Owns Equable Shares Hedged Equity ETF (HEDG)?Hedge Fund & Institutional Holders

$29.31-0.07 (-0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

38

as of Q4 2025

Total Institutional Value

$5.2102000220000005e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$28.69$28.97$29.24$29.52$29.80Oct 25Dec 25Mar 26

HEDG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGNew Position+1.8M+$52.1B
JOURNEY STRATEGIC WEALTH LLCNew Position+830K+$23.0B
ROYAL BANK OF CANADANew Position+716K+$20.0B
Rockefeller Capital Management L.P.New Position+591K+$17.0B
Garden State Investment Advisory Services LLCNew Position+541K+$15.9B
ENZI WEALTHNew Position+503K+$14.8B
Platform Technology PartnersNew Position+276K+$8.0B
Bramshill Investments, LLCNew Position+210K+$6.1B
STIFEL FINANCIAL CORPNew Position+155K+$4.0B
Gladstone Institutional Advisory LLCNew Position+126K+$3.0B
CHAPIN DAVIS, INC.New Position+81K+$2.4B
Magnus Financial Group LLCNew Position+71K+$2.1B
Vise Technologies, Inc.New Position+94K+$2.0B
RAYMOND JAMES FINANCIAL INCNew Position+102K+$2.0B
OPPENHEIMER & CO INCNew Position+53K+$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,776,123$52.1B0.01%Share
2JOURNEY STRATEGIC WEALTH LLC763,764$22.0B0.58%Share
3ROYAL BANK OF CANADA711,171$20.0B0.00%Share
4Garden State Investment Advisory Services LLC540,693$15.9B3.49%Share
5Rockefeller Capital Management L.P.517,395$15.0B0.03%Share
6ENZI WEALTH502,598$14.8B5.22%Share
7Platform Technology Partners275,925$8.0B1.71%Share
8Bramshill Investments, LLC209,523$6.1B0.35%Share
9STIFEL FINANCIAL CORP154,575$4.0B0.00%Share
10Gladstone Institutional Advisory LLC125,854$3.0B0.11%Share
11CHAPIN DAVIS, INC.80,784$2.4B0.56%Share
12Magnus Financial Group LLC70,741$2.1B0.16%Share
13Rockefeller Capital Management L.P.73,924$2.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC100,606$2.0B0.00%Share
15Vise Technologies, Inc.93,824$2.0B0.04%Share
16OPPENHEIMER & CO INC52,900$1.6B0.02%Share
17Atria Investments, Inc45,424$1.0B0.01%Share
18BLAIR WILLIAM & CO/IL52,182$1.0B0.00%Share
19JOURNEY STRATEGIC WEALTH LLC66,150$1.0B0.03%Share
20COMMONWEALTH EQUITY SERVICES, LLC58,416$1.0B0.00%Share
21KLINGENSTEIN FIELDS & CO LP24,102$707.0M0.03%Share
22COMERICA BANK3,457$101.0M0.00%Share
23HighTower Advisors, LLC2,324,312$68.0M0.07%Share
24ENVESTNET ASSET MANAGEMENT INC327,511$9.0M0.00%Share
25Darwin Wealth Management, LLC186,499$5.5M1.70%Share
26AXXCESS WEALTH MANAGEMENT, LLC186,030$5.5M0.02%Share
27NewEdge Advisors, LLC106,014$3.0M0.01%Share
28Robertson Stephens Wealth Management, LLC7,205$211K0.01%Share
29CWM, LLC627$18K0.00%Share
30Janney Montgomery Scott LLC26,942$00.00%Share
31RAYMOND JAMES FINANCIAL INC1,357$00.00%Share
32FMR LLC36$00.00%Share
33JONES FINANCIAL COMPANIES LLLP308$00.00%Share
34Baird Financial Group, Inc.16,111$00.00%Share
35Rockefeller Capital Management L.P.168$00.00%Share
36Quantinno Capital Management LP10,266$00.00%Share
37ROYAL BANK OF CANADA4,567$00.00%Share
38JPMORGAN CHASE & CO5,284$00.00%Share

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As of Q4 2025, 38 institutional investors hold HEDG (Equable Shares Hedged Equity ETF). The largest holder is UBS Group AG with $52.1B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own HEDG?

As of Q4 2025, 38 institutional investors report holding HEDG (Equable Shares Hedged Equity ETF) in their 13F filings.

Who is the largest institutional holder of HEDG?

The largest institutional holder of HEDG is UBS Group AG with $52.1B in shares.

Is institutional ownership of HEDG increasing or decreasing?

This quarter, 15 institutions opened new positions in HEDG and 0 closed their positions.