HEDG · Insider trading · 13F holders · Congress trades
Equable Shares Hedged Equity ETF (HEDG)
Who is buying and selling HEDG: 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
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HEDG at a glance
- No open-market insider purchases or sales of HEDG were filed in the last 90 days.
- 9 13F filers hold HEDG among their 50 largest positions, worth $95.1M combined. The biggest bets by portfolio weight are Enzi Wealth (5.6%), Garden State Investment Advisory Services LLC (3.1%) and Planned Solutions, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in HEDG.
HEDG insider trading
No open-market insider purchases or sales of HEDG were filed in the last 90 days.
Who owns HEDG? Hedge funds and superinvestors
9 13F filers hold HEDG among their 50 largest positions, worth $95.1M combined. The biggest bets by portfolio weight are Enzi Wealth (5.6%), Garden State Investment Advisory Services LLC (3.1%) and Planned Solutions, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLCWealth manager | 0.6% | $26.1M | 901,723 | +8.7% shares | Q1 2026 |
| Enzi WealthWealth manager | 5.6% | $18.6M | 599,259 | +2.4% shares | Q3 2026 |
| Garden State Investment Advisory Services LLCWealth manager | 3.1% | $16.0M | 534,795 | -0.3% shares | Q2 2026 |
| Platform Technology PartnersWealth manager | 1.5% | $9.2M | 305,957 | +9.4% shares | Q2 2026 |
| Planned Solutions, Inc.Wealth manager | 2.0% | $7.1M | 231,831 | — | Q3 2026 |
| Bramshill Investments, LLCAsset manager | 0.5% | $6.8M | 227,986 | +8.8% shares | Q2 2026 |
| Darwin Wealth Management, LLCWealth manager | 1.5% | $5.4M | 181,283 | +5.2% shares | Q2 2026 |
| Chapin Davis, Inc.Wealth manager | 0.6% | $2.9M | 94,178 | +0.4% shares | Q3 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc.Wealth manager | 1.2% | $2.9M | 92,945 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 4, Q1 2026: 1). Screen HEDG in the grand portfolio →
HEDG stock trades by members of Congress
No member of Congress has disclosed a trade in HEDG.
HEDG questions and answers
Are insiders buying HEDG stock?
No open-market insider purchases or sales of HEDG were filed in the last 90 days.
Which hedge funds own HEDG?
9 13F filers hold HEDG among their 50 largest positions, worth $95.1M combined. The biggest bets by portfolio weight are Enzi Wealth (5.6%), Garden State Investment Advisory Services LLC (3.1%) and Planned Solutions, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded HEDG?
No member of Congress has disclosed a trade in HEDG.
Who is the largest holder of HEDG?
Among 13F filers, Journey Strategic Wealth LLC reports the largest HEDG position, $26.1M (901,723 shares) in its Q1 2026 13F. The biggest bet by portfolio weight is Enzi Wealth's: 5.6% of its portfolio.
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