Among active 13F managers last quarter, 11 opened and 16 added, while 10 reduced; the largest holder to move was Bleakley Financial Group, LLC (+6.5%).
99 tracked 13F filers disclose a position in HAUZ as of the latest SEC 13F filings, a combined $902.5M 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 | Charles Schwab Investment Management Inc | 37.6M | $850.0M | ▲+4.1% Added · +1.5M sh | Q1 2026 | |
| 2 | Bleakley Financial Group, LLC | 1.2M | $26.0M | ▲+6.5% Added · +71K sh | Q2 2026 | |
| 3 | Aire Advisors, LLC | 342K | $7.7M | ▲+8.9% Added · +28K sh | Q2 2026 | |
| 4 | Corient Private Wealth LP | 137K | $3.1M | ▼−8.7% Reduced · −13K sh | Q1 2026 | |
| 5 | Clark Capital Management Group, Inc. | 125K | $2.8M | ▲New +125K sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 100K | $2.3M | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 7 | Fairview Capital Investment Management, LLC | 85K | $1.9M | ▼−4.3% Reduced · −4K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 73K | $1.6M | ▲+56% Added · +26K sh | Q1 2026 | |
| 9 | American Financial & Tax Strategies Inc | 45K | $1.0M | ▲+3.3% Added · +1K sh | Q2 2026 | |
| 10 | Orion Porfolio Solutions, LLC | 41K | $926K | ▲+12% Added · +4K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 39K | $874K | ▲+22% Added · +7K sh | Q1 2026 | |
| 12 | AlphaCore Capital LLC | 22K | $496K | ▲103× Added · +22K sh | Q2 2026 | |
| 13 | Creative Planning | 19K | $422K | ▲+35% Added · +5K sh | Q1 2026 | |
| 14 | Brand Asset Management Group, Inc. | 16K | $348K | ▼−2.0% Reduced · −311 sh | Q2 2026 | |
| 15 | Ellis Investment Partners, LLC | 12K | $275K | ▲+1.4% Added · +176 sh | Q2 2026 | |
| 16 | Quantinno Capital Management LP | 12K | $267K | ▲+13% Added · +1K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | 11K | $250K | ▲+395% Added · +9K sh | Q1 2026 | |
| 18 | Principal Securities, Inc. | 11K | $243K | ▲New +11K sh | Q2 2026 | |
| 19 | Mercer Global Advisors Inc | 11K | $244K | ▲New +11K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | 10K | $236K | ▲+10% Added · +980 sh | Q1 2026 | |
| 21 | Brooklyn Investment Group | 10K | $230K | ▼−0.1% Reduced · −10 sh | Q1 2026 | |
| 22 | Ancora Advisors LLC | 10K | $224K | ▼−80% Reduced · −41K sh | Q2 2026 | |
| 23 | Ariadne Wealth Management, LP | 10K | $224K | —Held | Q2 2026 | |
| 24 | FMR LLC | 8K | $188K | ▲+45% Added · +3K sh | Q2 2026 | |
| 25 | BlackRock, Inc. | 5K | $108K | ▲+3.6% Added · +168 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, 11 funds opened a new position in HAUZ and 16 added to an existing one, while 10 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 |
|---|---|---|
| Nvidia CorpNVDA | 53 funds | $43.2B |
| Apple IncAAPL | 53 funds | $36.1B |
| Microsoft CorpMSFT | 53 funds | $28.6B |
| Amazon.com IncAMZN | 53 funds | $19.4B |
| Alphabet Inc-CL AGOOGL | 53 funds | $16.5B |
| Alphabet Inc-CL CGOOG | 53 funds | $11.9B |
| Tesla IncTSLA | 53 funds | $8.8B |
| Broadcom IncAVGO | 52 funds | $15.0B |
| Meta Platforms Inc-Class AMETA | 52 funds | $9.5B |
| JPMorgan Chase & CoJPM | 52 funds | $7.6B |
| Cisco Systems IncCSCO | 52 funds | $4.2B |
| Vanguard S&P 500 ETFVOO | 52 funds | $3.5B |
Ranked by how many of HAUZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HAUZ.
| Class | 13F holders | Value held |
|---|---|---|
| DBEFmc | 426 funds | $6.1B |
| HYLBmc | 217 funds | $2.4B |
| ASHRmc | 137 funds | $1.1B |
| HDEFmc | 129 funds | $1.5B |
| SNPEXTRACKRS SP 500 | 124 funds | $969.7M |
| HAUZthis pagemc | 99 funds | $902.5M |
| DBJPXTRACK MSCI JAPN | 76 funds | $369.9M |
| DBEUmc | 74 funds | $302.3M |
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.