AI Holders Summary · Q2 2026

48 institutions reported HGLB in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 37.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$17M2.2M0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$6M826K0.00%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$4M546K0.00%Q2 2026 04

Matisse Capital

CIK 0001668256

$4M525K1.58%Q2 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$3M419K0.91%Q3 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M229K0.00%Q2 2026 07

Quantedge Capital Pte Ltd

CIK 0001561418

$2M202K1.15%Q2 2026 08

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$2M201K0.10%Q2 2026 09

NewEdge Advisors, LLC

CIK 0001633516

$1M170K0.00%Q2 2026 10

Sovereign Financial Group, Inc.

CIK 0001846175

$853K113K0.13%Q2 2026 11

Advisory Solutions Group, LLC

CIK 0002147643

$712K108K0.15%Q3 2026 12

OPPENHEIMER & CO INC

CIK 0000822581

$680K90K0.01%Q2 2026 13

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$411K45K0.00%Q4 2025 14

UBS Group AG

CIK 0001610520

$361K48K0.00%Q2 2026 15

Total Wealth Planning & Management, Inc.

CIK 0002058383

$340K52K0.25%Q3 2026 16

Summit Financial, LLC

CIK 0001765536

$274K37K0.00%Q2 2026 17

Capital Investment Advisors, LLC

CIK 0001582732

$266K40K0.00%Q3 2026 18

WEDBUSH SECURITIES INC

CIK 0001142495

$234K29K0.01%Q1 2026 19

XTX Topco Ltd

CIK 0001828301

$233K31K0.00%Q2 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$219K27K0.00%Q1 2026

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