8 tracked 13F filers disclose a position in HBR as of the latest SEC 13F filings, a combined $208K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $176K | 19K | —Held | Q2 2026 | |
| 2 | AdvisorNet Financial, Inc | $9K | 950 | ▲+25% Added · +190 sh | Q2 2026 | |
| 3 | Titan Wealth (CI) Ltd | $8K | 865 | —Held | Q2 2026 | |
| 4 | Arax Advisory Partners | $7K | 732 | ▲New +732 sh | Q2 2026 | |
| 5 | Integrated Wealth Concepts LLC | $3K | 310 | ▲New +310 sh | Q2 2026 | |
| 6 | SIMPLEX TRADING, LLC | $2K | 201 | ▲+328% Added · +154 sh | Q1 2026 | |
| 7 | MAI Capital Management | $2K | 132 | ▲New +132 sh | Q1 2026 | |
| 8 | Federation des caisses Desjardins du Quebec | $476 | 40 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in HBR and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 2 funds | $440.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $437.1M |
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $437.1M |
| VANGUARD GROWTH ETFVUG | 2 funds | $337.2M |
| NVIDIA CORPNVDA | 2 funds | $324.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 2 funds | $296.5M |
| ISHRS US E F R A ETF-USD INCDYNF | 2 funds | $201.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 2 funds | $201.3M |
| MICROSOFT CORPMSFT | 2 funds | $200.0M |
| COMFORT SYSTEMS USA INCFIX | 2 funds | $182.3M |
| AMAZON.COM INCAMZN | 2 funds | $171.6M |
| VANGUARD HIGH DVD YIELD ETFVYM | 2 funds | $153.2M |
Ranked by how many of HBR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for HBR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HBR/capital-change-brief"
Use Arkolith's capital_change_brief for HBR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.