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/HAWX/capital-change-brief"
Use Arkolith's capital_change_brief for HAWX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $64.3M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $25.1M | 615K | ▼−0.9% Reduced · −6K sh | Q1 2026 | |
| 3 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $17.2M | 421K | ▼−3.2% Reduced · −14K sh | Q1 2026 | |
| 4 | SCOTIA CAPITAL INC. | $14.7M | 358K | ▼−8.8% Reduced · −35K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $13.2M | 322K | ▼−5.3% Reduced · −18K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $10.4M | 255K | ▼−2.6% Reduced · −7K sh | Q1 2026 | |
| 7 | Kingsview Wealth Management, LLC | $7.7M | 189K | ▲New +189K sh | Q1 2026 | |
| 8 | Mariner, LLC | $6.1M | 150K | ▲+3.5% Added · +5K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.9M | 121K | ▲+64% Added · +47K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $4.4M | 108K | ▲+25% Added · +22K sh | Q1 2026 | |
| 11 | Equitable Holdings, Inc. | $2.5M | 63K | ▲+0.8% Added · +480 sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $2.5M | 60K | ▲+9.3% Added · +5K sh | Q1 2026 | |
| 13 | Nova Wealth Management, Inc. | $2.7M | 59K | ▲+30% Added · +14K sh | Q2 2026 | |
| 14 | CITADEL ADVISORS LLC | $2.3M | 56K | ▲+13% Added · +6K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $2.2M | 54K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 16 | Sigma Planning Corp | $1.3M | 32K | ▼−0.6% Reduced · −191 sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 31K | ▲+440% Added · +25K sh | Q1 2026 | |
| 18 | Belpointe Asset Management LLC | $826K | 20K | ▲New +20K sh | Q1 2026 | |
| 19 | Prime Capital Investment Advisors, LLC | $718K | 18K | ▼−56% Reduced · −22K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $790K | 17K | ▼−18% Reduced · −4K sh | Q2 2026 | |
| 21 | Clearstead Advisors, LLC | $617K | 15K | ▲New +15K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $567K | 14K | —Held | Q1 2026 | |
| 23 | Cetera Investment Advisers | $533K | 13K | ▲+4.0% Added · +498 sh | Q1 2026 | |
| 24 | Whitaker-Myers Wealth Managers, LTD. | $606K | 13K | ▼−0.1% Reduced · −13 sh | Q2 2026 | |
| 25 | AE Wealth Management LLC | $499K | 12K | ▼−15% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $12.0B |
| APPLE INCAAPL | 24 funds | $10.8B |
| MICROSOFT CORPMSFT | 24 funds | $9.3B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $5.1B |
| BROADCOM INCAVGO | 24 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 24 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $3.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $3.0B |
| VANGUARD VALUE ETFVTV | 24 funds | $2.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 24 funds | $2.4B |
Ranked by how many of HAWX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HAWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.