Who Owns EQUABLE HEDGED (HEDG)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $335.7M of EQUABLE HEDGED (HEDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($80.6M), UBS Group AG ($41.7M), Rockefeller Capital Management L.P. ($28.5M), Royal Bank of Canada ($26.0M), ENZI WEALTH ($17.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HighTower Advisors, LLC$80.6M2.7MAdded
2UBS Group AG$41.7M1.4MTrimmed
3Rockefeller Capital Management L.P.$28.5M951,354Added
4Royal Bank of Canada$26.0M866,449Added
5ENZI WEALTH$17.6M585,334Added
6ELEVATION POINT WEALTH PARTNERS, LLC$17.0M567,283Added
7Vestmark Advisory Solutions, Inc.$16.9M564,091Added
8ENVESTNET ASSET MANAGEMENT INC$16.4M547,895Added
9Garden State Investment Advisory Services LLC$16.0M534,795Trimmed
10Platform Technology Partners$9.2M305,957Added
11RAYMOND JAMES FINANCIAL INC$7.8M261,089Added
12Bramshill Investments, LLC$6.8M227,986Added
13AXXCESS WEALTH MANAGEMENT, LLC$5.4M181,283New
14Darwin Wealth Management, LLC$5.4M181,283Added
15STIFEL FINANCIAL CORP$5.1M170,694Added
16Gladstone Institutional Advisory LLC$4.1M138,297Added
17KLINGENSTEIN FIELDS & CO LP$3.9M129,299Trimmed
18NewEdge Advisors, LLC$3.8M126,407Added
19Vise Technologies, Inc.$3.6M119,385Added
20CHAPIN DAVIS, INC.$2.8M93,778Trimmed
21Murphy, Middleton, Hinkle & Parker, Inc.$2.8M92,945Hold
22Steward Partners Investment Advisory, LLC$2.2M74,115New
23Magnus Financial Group LLC$2.1M70,346Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$1.8M60,421Added
25OPPENHEIMER & CO INC$1.7M57,246Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30