The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query HBTA owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HBTA"
Use Arkolith to show who owns HBTA, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $3.1M | 117K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $1.7M | 62K | ▲+10% Added · +6K sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $528K | 20K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 4 | Ausdal Financial Partners, Inc. | $265K | 10K | ▼−0.2% Reduced · −21 sh | Q1 2026 | |
| 5 | Smartleaf Asset Management LLC | $668 | 26 | ▲New +26 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $1.9B |
| APPLE INCAAPL | 6 funds | $1.4B |
| NVIDIA CORPNVDA | 6 funds | $1.1B |
| MICROSOFT CORPMSFT | 6 funds | $813.4M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 6 funds | $702.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $692.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $674.7M |
| ISHARES CORE U.S. AGGREGATEAGG | 6 funds | $665.5M |
| AMAZON.COM INCAMZN | 6 funds | $654.1M |
| ISHARES RUSSELL TOP 200 VALUIWX | 6 funds | $628.9M |
| ISHARES S&P 500 VALUE ETFIVE | 6 funds | $610.7M |
| ISHARES S&P 500 GROWTH ETFIVW | 6 funds | $597.2M |
Ranked by how many of HBTA'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HBTA. 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.