DOSSIER · 13F Holders · Q2 2026
HLMIX

HRDG LVNR INTL EQUITY

5 institutions still hold HRDG LVNR INTL EQUITY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 412295107·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
5
filers reporting
Concentration
64.02%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported HLMIX in Q2 2026. FULTON BANK, N.A. leads at 64.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FULTON BANK, N.A.
CIK 0000883782
$2M79K0.07%Q2 2026
02
L & S Advisors Inc
CIK 0001392364
$620K20K0.06%Q2 2026
03
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$320K10K0.02%Q2 2026
04
Ethos Financial Group, LLC
CIK 0001954242
$233K8K0.02%Q2 2026
05
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$202K7K0.01%Q4 2025