Jpmorgan Equity Income-i
$28.99-0.5%
+$483.6K
Net Activity
+75.47% total shares
Institutions Holding
5
Popularity Rank
#11882
Avg Weight
0.01%
Total Value
$1.1M
5 institutions currently hold HLIEX, with 3 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
3
Top 5 by Value
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Across its top 5 institutional holders, HLIEX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 28/100).
HLIEX ranks #11882 out of 37507 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.
Williams Jones Wealth Management, LLC. has added to its HLIEX position for two straight quarters, increasing it by $61.1K to reach $565.8K today.
+$567.5K
Total Buy Value
$0.0
Total Sell Value
3
Net Buyers
1
Net Sellers
HLIEX
Q2 2026
Top 5 Institutional Movers
+$402.4K
+$165.1K
-$72.0K
+$55.1K
+$6.6K
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 2026-06-30 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
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
4812C0498
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,254
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
6,001
Total reported value
$3.6T
3039 13F institutions increased their position this quarter
Institutions Holding
6,165
Total reported value
$1.8T
2981 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,644
Total reported value
$985.8B
Held by 4644 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,592
Total reported value
$529.0B
Held by 4592 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,427
Total reported value
$354.6B
Held by 4427 institutions — one of the most-tracked stocks on AlphaSMO
Access HLIEX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HLIEXCLI
npx alphasmo stocks get HLIEX