Who owns HLIEX stock?

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View all 5 holding institutions

Across its top 5 institutional holders, HLIEX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 35/100).

Notable Holders

HLIEX ranks #11888 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

5 institutions disclose a position in HLIEX, but none treat it as a major bet — even Vermillion Wealth Management, Inc., its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Price Chart

HLIEX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$574.1K

Total Buy Value

$0.0

Total Sell Value

New buy3

Trim1

Add1

Sold out0

Net Buyers

Net Sellers

Top Movers

HLIEX

Q2 2026

Top 5 Institutional Movers

Ethos Financial Group

+$402.4K

New buy

Vermillion Wealth Management

+$165.1K

New buy

Coston, McIsaac & Partners

-$72.0K

Sold out

Williams Jones Wealth Management

+$55.1K

Add

Financial Gravity Companies

+$6.6K

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

HLIEX 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 2026-09-30 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.

Recent HLIEX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

4812C0498

FAQ

Who are the top institutional investors holding JPMORGAN EQUITY INCOME-I (HLIEX)?

Major stakeholders currently include Williams Jones Wealth Management, LLC. ($565.8K), Ethos Financial Group, LLC ($402.4K), Vermillion Wealth Management, Inc. ($165.1K). Based on the latest 13F filings, there are a total of 5 tracked investment funds and institutions maintaining positions in HLIEX.

What is the overall institutional sentiment toward HLIEX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $490.3K, driven by 4 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their HLIEX positions?

In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $0.0.

Are there any notable investors adding HLIEX to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $574.1K.

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

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Developer Access

Access HLIEX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/HLIEX

CLI

npx alphasmo stocks get HLIEX

Full API & MCP documentation →