Institutional shares held 52.7 Million
0 calls
0 puts
Total value of holdings $1.6B
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in HDEF

Top Purchases

Q4 2025
Sws Partners Shares Held: 1.25M ($38.1M)
Q4 2025
Paller Financial Services Inc Shares Held: 151K ($4.58M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.8M ($54.7M)
Q4 2025
North Crest Asset Manangement, LLC Shares Held: 19.2K ($584K)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 6.97K ($211K)

Top Sells

Q4 2025
Central Pacific Bank Trust Division Shares Held: 51K ($1.55M)
Q4 2025
Columbus Macro, LLC Shares Held: 402K ($12.2M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 67.1K ($2.04M)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 11K ($334K)
Q4 2025
Orgel Wealth Management, LLC Shares Held: 29.5K ($894K)

About HDEF

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