Institutional shares held 51.2 Million
0 calls
0 puts
Total value of holdings $1.56B
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in HDEF

Top Purchases

Q3 2025
Mercer Global Advisors Inc Shares Held: 1.83M ($55.6M)
Q3 2025
Morgan Stanley Shares Held: 1.23M ($37.2M)
Q3 2025
Assetmark, Inc Shares Held: 207K ($6.29M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 246K ($7.46M)
Q3 2025
Lpl Financial LLC Shares Held: 560K ($17M)

Top Sells

Q3 2025
Charles Schwab Investment Management Inc Shares Held: 29.4M ($892M)
Q3 2025
Ubs Group Ag Shares Held: 762K ($23.1M)
Q3 2025
Rockefeller Capital Management L.P. Shares Held: 350K ($10.6M)
Q3 2025
Stifel Financial Corp Shares Held: 105K ($3.19M)
Q3 2025
Wcg Wealth Advisors LLC Shares Held: 381K ($11.6M)

About HDEF

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