18 tracked 13F filers disclose a position in HBTA as of the latest SEC 13F filings, a combined $112.3M 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 | Bank of New York Mellon Corp | $42.0M | 1.6M | ▲+1.9% Added · +29K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $22.9M | 855K | ▲New +855K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $20.9M | 780K | ▲+11% Added · +78K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $16.3M | 608K | ▲+11% Added · +61K sh | Q1 2026 | |
| 5 | Orion Porfolio Solutions, LLC | $3.1M | 117K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $1.9M | 60K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 7 | Golden State Wealth Management, LLC | $1.8M | 55K | ▼−7.9% Reduced · −5K sh | Q2 2026 | |
| 8 | CERTIOR FINANCIAL GROUP, LLC | $731K | 22K | ▼−4.0% Reduced · −939 sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $512K | 19K | ▲New +19K sh | Q1 2026 | |
| 10 | INTERACTIVE FINANCIAL ADVISORS, INC. | $613K | 19K | ▼−0.9% Reduced · −180 sh | Q2 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $598K | 18K | ▼−7.1% Reduced · −1K sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $347K | 13K | ▲+24% Added · +3K sh | Q1 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $265K | 10K | ▼−0.2% Reduced · −21 sh | Q1 2026 | |
| 14 | Brookwood Investment Group LLC | $294K | 9K | ▼−32% Reduced · −4K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $42K | 2K | ▲+164% Added · +974 sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $3K | 97 | ▲New +97 sh | Q1 2026 | |
| 17 | Smartleaf Asset Management LLC | $668 | 26 | ▲New +26 sh | Q1 2026 | |
| 18 | UBS Group AG | $428 | 16 | ▼−96% Reduced · −398 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, 1 fund opened a new position in HBTA and 1 added to an existing one, while 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $680.4M |
| APPLE INCAAPL | 6 funds | $494.3M |
| NVIDIA CORPNVDA | 6 funds | $466.5M |
| MICROSOFT CORPMSFT | 6 funds | $323.3M |
| AMAZON.COM INCAMZN | 6 funds | $251.8M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $222.7M |
| BROADCOM INCAVGO | 6 funds | $179.7M |
| ALPHABET INC-CL CGOOG | 6 funds | $154.5M |
| STE STR SPDR PT S&P 500 ETFSPYM | 6 funds | $140.1M |
| VANGUARD FTSE EMERGING MARKEVWO | 6 funds | $137.8M |
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $132.1M |
| SCHWAB US LARGE-CAP GROWTHSCHG | 6 funds | $123.1M |
Ranked by how many of HBTA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HBTAthis pageMF Closed and MF Open | 18 funds | $112.3M |
| BENJLANDMARK ETF | 14 funds | $225.3M |
| YNOTMF Closed and MF Open | 8 funds | $59.6M |
| 44053A440ANFIELD UNIVERSL | 8 funds | $43.8M |
| BNDYCORE BOND ETF | 6 funds | $187.0M |
| 44053A556MF Closed and MF Open | 6 funds | $84.7M |
| SFTXINTERNATIONAL MA | 5 funds | $378.8M |
| 44053A549MANAGED RISK ETF | 5 funds | $330.8M |
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 HBTA
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/HBTA/capital-change-brief"
Use Arkolith's capital_change_brief for HBTA. 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 HBTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.