HDV · Insider trading · 13F holders · Congress trades
Ishares Tr (HDV)
Who is buying and selling HDV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 148
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HDV at a glance
- No open-market insider purchases or sales of HDV were filed in the last 90 days.
- 148 13F filers hold HDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (12.1%), Forefront Analytics, LLC (10.2%) and Columbia River Financial Group, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
- No member of Congress has disclosed a trade in HDV.
HDV insider trading
No open-market insider purchases or sales of HDV were filed in the last 90 days.
Who owns HDV? Hedge funds and superinvestors
148 13F filers hold HDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (12.1%), Forefront Analytics, LLC (10.2%) and Columbia River Financial Group, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Securian Asset Management, IncInstitutional asset manager | 3.6% | $100.8M | 3,569,010 | +400.0% shares | Q2 2026 |
| Lbmc Investment Advisors, LLCWealth manager | 3.5% | $63.2M | 2,307,284 | +403.3% shares | Q2 2026 |
| Townsend & Associates, IncWealth manager | 3.3% | $39.5M | 1,313,464 | +0.1% shares | Q3 2026 |
| SBI Securities Co., Ltd.Broker-dealer | 0.8% | $33.6M | 1,203,042 | +1.9% shares | Q3 2026 |
| Regimen Wealth, LLCWealth manager | 8.9% | $33.0M | 1,203,858 | +411.4% shares | Q2 2026 |
| IFP Advisors, IncWealth manager | 0.5% | $31.5M | 1,128,077 | -7.5% shares | Q3 2026 |
| VAUGHAN & Co SECURITIES, INC.Wealth manager | 12.1% | $25.7M | 919,563 | +1.0% shares | Q3 2026 |
| Atwater Malick LLCWealth manager | 5.3% | $24.3M | 869,137 | +1.0% shares | Q3 2026 |
| Simmons BankBank & trust | 1.4% | $23.9M | 872,596 | +395.3% shares | Q2 2026 |
| Sweeney & Michel, LLCWealth manager | 6.3% | $23.8M | 850,743 | +1.7% shares | Q3 2026 |
| Kohmann Bosshard Financial Services, LLCWealth manager | 2.0% | $23.2M | 845,826 | +416.5% shares | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 0.7% | $21.9M | 799,575 | +315.5% shares | Q2 2026 |
| Columbia River Financial Group, LLCWealth manager | 9.3% | $17.3M | 632,009 | +397.1% shares | Q2 2026 |
| McElhenny Sheffield Capital Management, LLCWealth manager | 4.2% | $17.0M | 620,715 | — | Q2 2026 |
| Lantz Financial LLCWealth manager | 3.0% | $16.4M | 587,922 | +0.4% shares | Q3 2026 |
| Adirondack Capital Advisors, LLCWealth manager | 8.2% | $15.9M | 569,916 | -0.0% shares | Q3 2026 |
| Courier Capital LLCWealth manager | 0.7% | $14.2M | 507,268 | +6.3% shares | Q3 2026 |
| Kapstone Financial Advisors LLCWealth manager | 5.7% | $13.7M | 498,717 | +402.1% shares | Q2 2026 |
| Global Strategic Investment Solutions, LLCWealth manager | 1.2% | $13.2M | 471,604 | -1.7% shares | Q3 2026 |
| NTV Asset Management LLCWealth manager | 1.2% | $12.9M | 462,513 | +0.9% shares | Q3 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Asset manager | 1.4% | $12.0M | 439,320 | +388.6% shares | Q2 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 0.6% | $11.0M | 402,591 | +348.7% shares | Q2 2026 |
| Beaumont Financial Advisors, LLCWealth manager | 0.7% | $10.6M | 377,816 | +0.8% shares | Q3 2026 |
| Smithfield Trust CoBank & trust | 0.4% | $10.3M | 376,569 | +397.5% shares | Q2 2026 |
| Base Wealth Management LLCWealth manager | 4.6% | $10.3M | 368,692 | -3.0% shares | Q3 2026 |
| Financial Perspectives, IncWealth manager | 2.5% | $10.3M | 374,187 | +400.0% shares | Q2 2026 |
| Maltin Wealth Management, Inc.Wealth manager | 3.4% | $10.2M | 366,379 | +5.0% shares | Q3 2026 |
| Foundry Financial Group, Inc.Wealth manager | 4.1% | $10.0M | 357,034 | +40.4% shares | Q3 2026 |
| Forefront Analytics, LLCInstitutional asset manager | 10.2% | $9.4M | 342,756 | +403.4% shares | Q2 2026 |
| Money Concepts Capital CorpWealth manager | 0.4% | $8.9M | 326,297 | — | Q2 2026 |
The 30 largest of 148 positions, by value. Each manager counts with its latest 13F (Q3 2026: 76, Q2 2026: 69, Q1 2026: 3). Screen HDV in the grand portfolio →
HDV stock trades by members of Congress
No member of Congress has disclosed a trade in HDV.
HDV questions and answers
Are insiders buying HDV stock?
No open-market insider purchases or sales of HDV were filed in the last 90 days.
Which hedge funds own HDV?
148 13F filers hold HDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (12.1%), Forefront Analytics, LLC (10.2%) and Columbia River Financial Group, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
Has Congress traded HDV?
No member of Congress has disclosed a trade in HDV.
Who is the largest holder of HDV?
Among 13F filers, Securian Asset Management, Inc reports the largest HDV position, $100.8M (3,569,010 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is VAUGHAN & Co SECURITIES, INC.'s: 12.1% of its portfolio.
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