76 tracked 13F filers disclose a position in HQL as of the latest SEC 13F filings, a combined $108.7M 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 | MORGAN STANLEY | $25.6M | 1.6M | ▲+35% Added · +406K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $10.8M | 661K | ▲+11% Added · +64K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.8M | 479K | ▲+6.7% Added · +30K sh | Q1 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $9.1M | 455K | ▲+26% Added · +93K sh | Q2 2026 | |
| 5 | NEEDHAM INVESTMENT MANAGEMENT LLC | $7.0M | 430K | ▲+6.5% Added · +26K sh | Q1 2026 | |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 401K | ▲+4.7% Added · +18K sh | Q2 2026 | |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.2M | 199K | —Held | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $3.1M | 192K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 9 | Advisors Asset Management, Inc. | $3.4M | 170K | ▲+5.8% Added · +9K sh | Q2 2026 | |
| 10 | Formidable Asset Management, LLC | $2.7M | 165K | ▲+4.3% Added · +7K sh | Q2 2026 | |
| 11 | 180 WEALTH ADVISORS, LLC | $3.1M | 153K | ▲+2.2% Added · +3K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $2.0M | 121K | ▲+16% Added · +17K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.9M | 116K | ▲+8.6% Added · +9K sh | Q1 2026 | |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.9M | 93K | ▲+5.7% Added · +5K sh | Q2 2026 | |
| 15 | UHLMANN PRICE SECURITIES, LLC | $1.6M | 82K | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 16 | 1607 Capital Partners, LLC | $1.5M | 76K | ▼−27% Reduced · −28K sh | Q2 2026 | |
| 17 | Z3 Capital Partners, LLC | $1.4M | 72K | ▲+7.0% Added · +5K sh | Q2 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $1.4M | 69K | ▲+27% Added · +14K sh | Q2 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $933K | 57K | ▲+18% Added · +9K sh | Q1 2026 | |
| 20 | GUGGENHEIM CAPITAL LLC | $863K | 53K | ▲+29% Added · +12K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $656K | 40K | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $597K | 37K | ▼−3.4% Reduced · −1K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $715K | 36K | —Held | Q2 2026 | |
| 24 | STEPHENS INC /AR/ | $631K | 32K | ▲+3.6% Added · +1K sh | Q2 2026 | |
| 25 | Closed-End Fund Advisors, Inc. | $604K | 30K | ▲+14% Added · +4K sh | Q2 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, 5 funds opened a new position in HQL and 18 added to an existing one, while 6 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 | 30 funds | $31.1B |
| MICROSOFT CORPMSFT | 30 funds | $26.5B |
| CISCO SYSTEMS INCCSCO | 29 funds | $3.8B |
| RTX CORPRTX | 29 funds | $1.9B |
| CHEVRON CORPCVX | 29 funds | $1.7B |
| AMAZON.COM INCAMZN | 28 funds | $18.1B |
| ALPHABET INC-CL AGOOGL | 28 funds | $15.3B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $8.6B |
| ELI LILLY & COLLY | 28 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 28 funds | $6.5B |
| GOLDMAN SACHS GROUP INCGS | 28 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.1B |
Ranked by how many of HQL's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for HQL
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/HQL/capital-change-brief"
Use Arkolith's capital_change_brief for HQL. 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 HQL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.