HDV Institutional Ownership
Who owns HDV and what the big funds did with it last quarter, from every SEC 13F filing. 885 funds reported holding HDV at Jun 30, 2026.
- ●366 buying vs 347 selling
- ▼Shares held by funds -2.5%
- ▲Funds holding +17
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 885 | 868 | +2.0% |
| In funds' top 10 | 25 | 24 | +4.2% |
| 13F shares | 220M | 225M | −2.5% |
| Held by funds | – | – | – |
| New positions | 69 | 99 | −30.3% |
| Increased | 297 | 322 | −7.8% |
| Reduced | 299 | 236 | +26.7% |
| Sold out | 48 | 49 | −2.0% |
| Calls (shares) | 34K | 55K | −37.8% |
| Puts (shares) | 16K | 22K | −26.0% |
| Put/call ratio | 0.47 | 0.39 | +18.9% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HDV
All superinvestors →
Who owns HDV
share of fund held shares- Index and passive funds1.4%
- Active managers and hedge funds49.2%
- Banks and brokers49.1%
- Pensions, insurers and other0.3%
The top 10 holders own 45.4% of all HDV shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
602 funds changed their position- Assetmark, IncAdded+2.8M sh
- Bnp Paribas Financial MarketsTrimmed−2.4M sh
- LPL Financial LLCAdded+1.9M sh
- Aptus Capital Advisors, LLCTrimmed−1M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 20.6M | $564M | +161K |
| 2 | Morgan Stanley | – | 17.4M | $476M | −35K |
| 3 | LPL Financial LLC | – | 16.9M | $463M | +297K |
| 4 | UBS Group AG | – | 8M | $219M | +220K |
| 5 | Wells Fargo & Company/mn | – | 7M | $192M | −16K |
| 6 | Jpmorgan Chase & Co | – | 6.6M | $184M | +153K |
| 7 | Royal Bank of Canada | – | 6.3M | $174M | −72K |
| 8 | Jones Financial Companies Lllp | – | 6.3M | $175M | +1M |
| 9 | Envestnet Asset Management Inc | – | 6.1M | $168M | +183K |
| 10 | Raymond James Financial Inc | – | 4.5M | $124M | −312K |
- Cambridge Investment Research Advisors, Inc.+1.1M sh+$29.3M
- Jones Financial Companies Lllp+1M sh+$29.2M
- Aptus Capital Advisors, LLC+1M sh+$27.7M
- McElhenny Sheffield Capital Management, LLC+621K sh+$17M
- IFP Advisors, Inc+589K sh+$16.1M
- Integrated Wealth Concepts LLC+546K sh+$15M
- Franklin Templeton Inc+325K sh+$8.9M
- LPL Financial LLC+297K sh+$8.1M
- Allianz Asset Management GmbH−1.8M sh−$248M
- Bnp Paribas Financial Markets−2.5M sh−$68M
- Ameriprise Financial Inc−1.6M sh−$42.5M
- DAVENPORT & Co LLC−937K sh−$25.7M
- Fmr LLC−786K sh−$21.5M
- Prudential PLC−785K sh−$21.3M
- Thrivent Financial for Lutherans−614K sh−$16.9M
- Advisory Services Network, LLC−525K sh−$14.4M
HDV institutional ownership FAQ
Who owns the most HDV stock?
In Q2 2026 13F filings the largest holder of HDV was Bank of America Corp /de/, followed by Morgan Stanley and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HDV is owned by institutions?
885 funds reported holding 220M HDV shares at Jun 30, 2026.
Are hedge funds buying HDV?
In Q2 2026, 366 funds bought HDV (69 of them new positions) and 347 sold (48 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for HDV is neutral.
What is HDV's institutional put/call ratio?
Funds reported $436K of HDV puts against $929K of calls, a put/call ratio of 0.47 (0.39 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this HDV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.