| 1.129% |
| 0.67% |
| 4 | BlackRock, Inc. | 633K | $1.0M | +37.2% | 1.084% | 0.00% |
| 5 | VR Advisory Services Ltd | 581K | $959K | 0.0% | 0.996% | 0.09% |
| 6 | LPL Financial LLC | 560K | $925K | +2.4% | 0.960% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 556K | $917K | +71.3% | 0.952% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 512K | $845K | +38.2% | 0.877% | 0.00% |
| 9 | Saba Capital Management, L.P. | 316K | $521K | +384.7% | 0.541% | 0.01% |
| 10 | Yorkville Advisors Global, LP | 300K | $495K | -72.4% | 0.514% | 0.57% |
| 11 | Avenir Tech Ltd | 291K | $480K | 0.0% | 0.498% | 0.07% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 255K | $421K | +68.7% | 0.437% | 0.00% |
| 13 | Rockefeller Capital Management L.P. | 245K | $404K | -29.0% | 0.419% | 0.00% |
| 14 | QUATTRO FINANCIAL ADVISORS LLC | 209K | $345K | 0.0% | 0.358% | 0.07% |
| 15 | STATE STREET CORP | 146K | $240K | 0.0% | 0.249% | 0.00% |
| 16 | MORGAN STANLEY | 136K | $225K | -37.9% | 0.234% | 0.00% |
| 17 | Cetera Investment Advisers | 117K | $194K | -0.4% | 0.201% | 0.00% |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 114K | $188K | — | 0.196% | 0.00% |
| 19 | XTX Topco Ltd | 113K | $187K | +141.9% | 0.194% | 0.00% |
| 20 | NORTHERN TRUST CORP | 108K | $178K | +56.1% | 0.185% | 0.00% |
| 21 | JANE STREET GROUP, LLC | 82K | $136K | +254.1% | 0.141% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 74K | $122K | -17.2% | 0.126% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 59K | $97K | +0.6% | 0.101% | 0.00% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54K | $90K | +24.9% | 0.093% | 0.00% |
| 25 | Grant Private Wealth Management Inc | 25K | $41K | 0.0% | 0.043% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HSDT — a direct measure of their conviction.
| 0.00% |
| +0.00 pp |
| $0M |
| 16% |
| Q4 2024 | 20 | +33% | 0.00% | +0.00 pp | $0M | +113% |
| Q3 2024 | 15 | — | 0.00% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
4 institutions opened new positions in HSDT during Q2 2026, while 8 fully exited. 15 added to existing positions and 23 trimmed.
HSDT institutional ownership rose by 0.69 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 86.7% of all reported 13F value in HSDT, and the top 25 account for 99.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.