Institutional shares held 51.7 Million
0 calls
0 puts
Total value of holdings $1.5B
$0 calls
$0 puts
# of Institutions 116


Latest Institutional Activity in HDEF

Top Purchases

Q2 2025
O'Brien Wealth Partners LLC Shares Held: 1.79M ($51.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.65M ($47.9M)
Q2 2025
Sovran Advisors, LLC Shares Held: 11.5K ($333K)
Q1 2025
Charles Schwab Investment Management Inc Shares Held: 34.5M ($1B)
Q1 2025
ETF Portfolio Partners, Inc. Shares Held: 266K ($7.7M)

Top Sells

Q2 2025
Central Pacific Bank Trust Division Shares Held: 73.8K ($2.14M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 73.7K ($2.14M)
Q2 2025
Orgel Wealth Management, LLC Shares Held: 31.5K ($913K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 524K ($15.2M)
Q1 2025
Jane Street Group, LLC Shares Held: 33.9K ($984K)

About HDEF

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