Highland Global Allocation
$7.42-1.1%
+$1.0M
Net Activity
+3.25% total shares
Institutions Holding
42
Popularity Rank
#6620
Avg Weight
0.11%
Total Value
$48.4M
42 institutions currently hold HGLB, with 19 net buyers and 19 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
19
Net Buying Institutions
19
Top 5 by Value
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Across its top 20 institutional holders, HGLB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 31/100).
HGLB ranks #6620 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
42 institutions disclose a position in HGLB, but none treat it as a major bet — even Matisse Capital, its most concentrated holder, allocates just 1.6% of its own portfolio to it.
Shaker Financial Services, LLC has added to its HGLB position for two straight quarters, increasing it by $3.6M to reach $3.9M today.
Raymond James Financial Inc has trimmed its HGLB position for two straight quarters, cutting it by $4.4M while still holding $16.7M.
HGLB is down 1.1% today, but institutions show net buying of $1.0M this quarter — a divergence between today's price move and the underlying institutional flow.
+$6.8M
Total Buy Value
$5.9M
Total Sell Value
19
Net Buyers
19
Net Sellers
HGLB
Q2 2026
Top 5 Institutional Movers
-$2.9M
+$2.4M
-$2.2M
+$1.1M
HGLB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 13G/A | 2026-08-03 | 9.5% |
No Form 8-K filings for this ticker
43010T104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Access HGLB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HGLBCLI
npx alphasmo stocks get HGLB