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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
5 top institutions tracked
Last 13F trend: distributing (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
140 filers reported a long position in HDEF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $763.7M | 23.8M | -7.3% |
| MORGAN STANLEY | $91.1M | 2.8M | +113.6% |
| Allworth Financial LP | $56.9M | 1.8M | -8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46M | 1.4M | -7.2% |
| BANK OF AMERICA CORP /DE/ | $39.9M | 1.2M | +7.4% |
| WCG Wealth Advisors LLC | $36.5M | 1.1M | -14.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $32.7M | 1M | -1.7% |
| Geneos Wealth Management Inc. | $32.4M | 1M | +0.8% |
| LPL Financial LLC | $30.6M | 952.3K | -1.5% |
| UBS Group AG | $20.4M | 635.4K | -1.6% |
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