Among active 13F managers last quarter, 6 opened and 9 added, while 5 reduced; the largest holder to move was Morton Capital Management LLC (−2.0%).
66 tracked 13F filers disclose a position in HAP as of the latest SEC 13F filings, a combined $188.0M 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 | Cetera Investment Advisers | 571K | $41.4M | ▼−5.6% Reduced · −34K sh | Q1 2026 | |
| 2 | Morton Capital Management LLC | 373K | $25.6M | ▼−2.0% Reduced · −8K sh | Q2 2026 | |
| 3 | IAG Wealth Partners, LLC | 236K | $16.2M | ▼−6.7% Reduced · −17K sh | Q2 2026 | |
| 4 | Van Eck Associates Corp | 223K | $15.3M | ▼−48% Reduced · −202K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 221K | $16.0M | ▲+215% Added · +151K sh | Q1 2026 | |
| 6 | Morgan Stanley | 213K | $15.4M | ▲+41% Added · +62K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | 147K | $10.1M | ▲New +147K sh | Q2 2026 | |
| 8 | Cultivar Capital, Inc. | 140K | $9.6M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 9 | Ameriprise Financial Inc | 94K | $6.8M | ▲New +94K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | 59K | $4.3M | ▲+24% Added · +11K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 48K | $3.5M | ▲+159% Added · +29K sh | Q1 2026 | |
| 12 | Creative Financial Designs Inc | 35K | $2.4M | ▲New +35K sh | Q2 2026 | |
| 13 | Mercer Global Advisors Inc | 26K | $1.9M | ▼−1.3% Reduced · −343 sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | 22K | $1.6M | ▲+118% Added · +12K sh | Q1 2026 | |
| 15 | Avior Wealth Management, LLC | 20K | $1.4M | ▲New +20K sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 18K | $1.3M | ▲+47% Added · +6K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 17K | $1.2M | ▲+18% Added · +3K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | 15K | $1.0M | ▲+65% Added · +6K sh | Q2 2026 | |
| 19 | &Partners | 13K | $861K | ▲+0.5% Added · +64 sh | Q2 2026 | |
| 20 | Advisors Preferred, LLC | 12K | $854K | ▲+449% Added · +10K sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 10K | $729K | ▼−5.6% Reduced · −598 sh | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 10K | $703K | ▲+119% Added · +5K sh | Q1 2026 | |
| 23 | Austin Wealth Management, LLC | 10K | $675K | ▼−3.0% Reduced · −295 sh | Q2 2026 | |
| 24 | Rwa Wealth Partners, LLC | 9K | $621K | —Held | Q2 2026 | |
| 25 | Creative Planning | 9K | $646K | —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, 6 funds opened a new position in HAP and 9 added to an existing one, while 5 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 |
|---|---|---|
| Apple IncAAPL | 29 funds | $29.4B |
| Tesla IncTSLA | 28 funds | $7.7B |
| Nvidia CorpNVDA | 27 funds | $52.0B |
| Amazon.com IncAMZN | 27 funds | $16.7B |
| Alphabet Inc-CL AGOOGL | 27 funds | $14.0B |
| Ge Vernova IncGEV | 27 funds | $1.8B |
| Chevron CorpCVX | 27 funds | $1.6B |
| Microsoft CorpMSFT | 26 funds | $25.4B |
| Broadcom IncAVGO | 26 funds | $18.4B |
| Advanced Micro DevicesAMD | 26 funds | $9.7B |
| Alphabet Inc-CL CGOOG | 26 funds | $9.7B |
| Meta Platforms Inc-Class AMETA | 26 funds | $8.1B |
Ranked by how many of HAP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HAP.
No filings captured for this ticker in the live stream yet.
Connected entities for HAP
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/HAP/capital-change-brief"
Use Arkolith's capital_change_brief for HAP. 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 HAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.