Among active 13F managers last quarter, 8 opened and 3 added, while 4 reduced; the largest holder to move was Investors Portfolio Services LLC (new position).
27 tracked 13F filers disclose a position in FHDG as of the latest SEC 13F filings, a combined $60.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Investors Portfolio Services LLC | 559K | $20.3M | ▲New +559K sh | Q2 2026 | |
| 2 | Pitti Group Wealth Management, LLC | 340K | $12.3M | ▲+2.1% Added · +7K sh | Q2 2026 | |
| 3 | RFG Advisory, LLC | 257K | $9.3M | ▲+4.2% Added · +10K sh | Q2 2026 | |
| 4 | Bullseye Investment Management, LLC | 156K | $5.7M | ▲New +156K sh | Q2 2026 | |
| 5 | Sage Capital Advisors,llc | 70K | $2.5M | ▼−0.1% Reduced · −75 sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | 44K | $1.6M | ▼−5.8% Reduced · −3K sh | Q2 2026 | |
| 7 | Maia Wealth LLC | 36K | $1.3M | ▲+1.3% Added · +445 sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 32K | $1.1M | ▲+51% Added · +11K sh | Q1 2026 | |
| 9 | Diversify Wealth Management, LLC | 30K | $1.1M | ▲+279% Added · +22K sh | Q2 2026 | |
| 10 | Diversify Advisory Services, LLC | 30K | $1.1M | ▲New +30K sh | Q2 2026 | |
| 11 | Old Mission Capital LLC | 23K | $781K | ▲+10% Added · +2K sh | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 20K | $657K | ▲New +20K sh | Q1 2026 | |
| 13 | Novem Group | 19K | $681K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 14 | Belpointe Asset Management LLC | 10K | $344K | ▲New +10K sh | Q1 2026 | |
| 15 | Lionshead Wealth Management, LLC | 10K | $353K | —Held | Q2 2026 | |
| 16 | Prime Capital Investment Advisors, LLC | 8K | $292K | ▲New +8K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 7K | $240K | —Held | Q1 2026 | |
| 18 | Triumph Capital Management | 7K | $242K | ▲New +7K sh | Q2 2026 | |
| 19 | Quad-Cities Investment Group, LLC | 6K | $213K | ▲New +6K sh | Q2 2026 | |
| 20 | Barclays PLC | 3K | $86K | —Held | Q1 2026 | |
| 21 | Hollencrest Capital Management | 2K | $84K | ▼−100% Reduced · −1.1M sh | Q1 2026 | |
| 22 | Harbour Investments, Inc. | 2K | $83K | —Held | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 2K | $70K | —Held | Q1 2026 | |
| 24 | Integrity Financial Corp | 2K | $63K | —Held | Q2 2026 | |
| 25 | Caitlin John, LLC | 1K | $54K | ▼−8.8% Reduced · −142 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, 8 funds opened a new position in FHDG and 3 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.1B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $992.7M |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $736.4M |
| Nvidia CorpNVDA | 16 funds | $724.4M |
| Tesla IncTSLA | 16 funds | $189.2M |
| Taiwan Semiconductor-SP ADRTSM | 16 funds | $168.8M |
| RTX CorpRTX | 16 funds | $76.7M |
| Vanguard S&P 500 ETFVOO | 15 funds | $1.1B |
| Apple IncAAPL | 15 funds | $1.1B |
| Vanguard Total Stock MKT ETFVTI | 15 funds | $822.0M |
| Microsoft CorpMSFT | 15 funds | $398.5M |
| Amazon.com IncAMZN | 15 funds | $392.2M |
Ranked by how many of FHDG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FHDG.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 173 funds | $1.0B |
| FJULmc | 140 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 132 funds | $769.2M |
| GJULmc | 115 funds | $196.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FHDG
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/FHDG/capital-change-brief"
Use Arkolith's capital_change_brief for FHDG. 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 FHDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.