82 tracked 13F filers disclose a position in HAUZ as of the latest SEC 13F filings, a combined $891.7M 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $850.0M | 37.6M | ▲+4.1% Added · +1.5M sh | Q1 2026 | |
| 2 | Bleakley Financial Group, LLC | $26.0M | 1.2M | ▲+6.5% Added · +71K sh | Q2 2026 | |
| 3 | Corient Private Wealth LLC | $3.1M | 137K | ▼−8.7% Reduced · −13K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $2.3M | 100K | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 5 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $2.0M | 88K | —Held | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $1.6M | 73K | ▲+56% Added · +26K sh | Q1 2026 | |
| 7 | Ancora Advisors LLC | $1.1M | 51K | ▲62× Added · +50K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $874K | 39K | ▲+22% Added · +7K sh | Q1 2026 | |
| 9 | Orion Porfolio Solutions, LLC | $834K | 37K | ▲New +37K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $653K | 29K | ▲+142% Added · +17K sh | Q1 2026 | |
| 11 | Creative Planning | $422K | 19K | ▲+35% Added · +5K sh | Q1 2026 | |
| 12 | Ellis Investment Partners, LLC | $275K | 12K | ▲+1.4% Added · +176 sh | Q2 2026 | |
| 13 | Quantinno Capital Management LP | $267K | 12K | ▲+13% Added · +1K sh | Q1 2026 | |
| 14 | Cerity Partners LLC | $250K | 11K | ▲+395% Added · +9K sh | Q1 2026 | |
| 15 | PRINCIPAL SECURITIES, INC. | $243K | 11K | ▲New +11K sh | Q2 2026 | |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | $244K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $236K | 10K | ▲+10% Added · +980 sh | Q1 2026 | |
| 18 | Brooklyn Investment Group | $230K | 10K | ▼−0.1% Reduced · −10 sh | Q1 2026 | |
| 19 | Ariadne Wealth Management, LP | $226K | 10K | —Held | Q1 2026 | |
| 20 | FMR LLC | $130K | 6K | ▲+38% Added · +2K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $105K | 5K | ▲+452% Added · +4K sh | Q1 2026 | |
| 22 | CoreCap Advisors, LLC | $60K | 3K | ▲+175% Added · +2K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51K | 2K | ▲+156% Added · +1K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $42K | 2K | ▼−38% Reduced · −1K sh | Q1 2026 | |
| 25 | MAI Capital Management | $26K | 1K | ▼−0.3% Reduced · −3 sh | 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, 10 funds opened a new position in HAUZ and 13 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $45.1B |
| APPLE INCAAPL | 38 funds | $35.5B |
| MICROSOFT CORPMSFT | 38 funds | $28.9B |
| AMAZON.COM INCAMZN | 38 funds | $20.3B |
| ALPHABET INC-CL AGOOGL | 38 funds | $16.5B |
| BROADCOM INCAVGO | 38 funds | $15.3B |
| ALPHABET INC-CL CGOOG | 38 funds | $12.1B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $10.3B |
| TESLA INCTSLA | 38 funds | $9.3B |
| JPMORGAN CHASE & COJPM | 38 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 38 funds | $5.3B |
| PROCTER & GAMBLE CO/THEPG | 38 funds | $3.4B |
Ranked by how many of HAUZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DBEFmc | 358 funds | $5.8B |
| HYLBmc | 181 funds | $2.2B |
| ASHRmc | 121 funds | $925.9M |
| HDEFmc | 112 funds | $1.4B |
| SNPEXTRACKRS SP 500 | 108 funds | $948.0M |
| HAUZthis pagemc | 82 funds | $891.7M |
| DBJPXTRACK MSCI JAPN | 69 funds | $362.3M |
| DBEUmc | 69 funds | $299.8M |
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 HAUZ
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/HAUZ/capital-change-brief"
Use Arkolith's capital_change_brief for HAUZ. 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 HAUZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.