Who owns Equable Shares Hedged Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HEDG from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 11.2M shares of Equable Shares Hedged Equity ETF worth $335.7M — about 81.4% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$335.7M
value, 2026 filers
81.4%
of shares outstanding (11.2M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HEDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.7M | $80.6M | 0.1% | 19.5% | +0.4% |
| 2 | UBS Group AG | 1.4M | $41.7M | 0.0% | 10.1% | -10.5% |
| 3 | Rockefeller Capital Management L.P. | 951,354 | $28.5M | 0.0% | 6.9% | +20.6% |
| 4 | ROYAL BANK OF CANADA | 866,449 | $26.0M | 0.0% | 6.3% | +0.2% |
| 5 | ENZI WEALTH | 585,334 | $17.6M | 5.6% | 4.3% | +7.7% |
| 6 | ELEVATION POINT WEALTH PARTNERS, LLC | 567,283 | $17.0M | 0.3% | 4.1% | +22.3% |
| 7 | Vestmark Advisory Solutions, Inc. | 564,091 | $16.9M | 0.2% | 4.1% | +22.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 547,895 | $16.4M | 0.0% | 4% | +9.9% |
| 9 | Garden State Investment Advisory Services LLC | 534,795 | $16.0M | 2.9% | 3.9% | -0.3% |
| 10 | Platform Technology Partners | 305,957 | $9.2M | 1.5% | 2.2% | +9.4% |
| 11 | RAYMOND JAMES FINANCIAL INC | 261,089 | $7.8M | 0.0% | 1.9% | +7.9% |
| 12 | Bramshill Investments, LLC | 227,986 | $6.8M | 0.5% | 1.7% | +8.8% |
| 13 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 181,283 | $5.4M | 0.1% | 1.3% | new |
| 14 | Darwin Wealth Management, LLC | 181,283 | $5.4M | 1.5% | 1.3% | +5.2% |
| 15 | STIFEL FINANCIAL CORP | 170,694 | $5.1M | 0.0% | 1.2% | +1.4% |
| 16 | Gladstone Institutional Advisory LLC | 138,297 | $4.1M | 0.1% | 1% | +1.4% |
| 17 | KLINGENSTEIN FIELDS & CO LP | 129,299 | $3.9M | 0.1% | 0.9% | -1.4% |
| 18 | NewEdge Advisors, LLC | 126,407 | $3.8M | 0.0% | 0.9% | +9.1% |
| 19 | Vise Technologies, Inc. | 119,385 | $3.6M | 0.0% | 0.9% | +27.2% |
| 20 | CHAPIN DAVIS, INC. | 93,778 | $2.8M | 0.5% | 0.7% | -0.1% |
| 21 | Murphy, Middleton, Hinkle & Parker, Inc. | 92,945 | $2.8M | 1.1% | 0.7% | 0.0% |
| 22 | Steward Partners Investment Advisory, LLCNEW | 74,115 | $2.2M | 0.0% | 0.5% | new |
| 23 | Magnus Financial Group LLC | 70,346 | $2.1M | 0.1% | 0.5% | -0.1% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 60,421 | $1.8M | 0.0% | 0.4% | +0.3% |
| 25 | OPPENHEIMER & CO INC | 57,246 | $1.7M | 0.0% | 0.4% | -4.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.