Among active 13F managers last quarter, 3 opened and 5 reduced; the largest holder to move was Foundations Investment Advisors, LLC (new position).
21 tracked 13F filers disclose a position in HBTA as of the latest SEC 13F filings, a combined $195.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 2.5M | $82.3M | ▲New +2.5M sh | Q2 2026 | |
| 2 | Bank of New York Mellon Corp | 1.6M | $42.0M | ▲+1.9% Added · +29K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 855K | $22.9M | ▲New +855K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 780K | $20.9M | ▲+11% Added · +78K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 608K | $16.3M | ▲+11% Added · +61K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | 114K | $3.7M | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 7 | Principal Securities, Inc. | 60K | $1.9M | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 8 | Golden State Wealth Management, LLC | 55K | $1.8M | ▼−7.9% Reduced · −5K sh | Q2 2026 | |
| 9 | Certior Financial Group, LLC | 22K | $731K | ▼−4.0% Reduced · −939 sh | Q2 2026 | |
| 10 | Morgan Stanley | 19K | $512K | ▲New +19K sh | Q1 2026 | |
| 11 | Interactive Financial Advisors, Inc. | 19K | $613K | ▼−0.9% Reduced · −180 sh | Q2 2026 | |
| 12 | Envestnet Portfolio Solutions, Inc. | 18K | $598K | ▼−7.1% Reduced · −1K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 13K | $347K | ▲+24% Added · +3K sh | Q1 2026 | |
| 14 | Ausdal Financial Partners, Inc. | 10K | $323K | ▼−0.3% Reduced · −27 sh | Q2 2026 | |
| 15 | Brookwood Investment Group LLC | 9K | $294K | ▼−32% Reduced · −4K sh | Q2 2026 | |
| 16 | Silver Grove Financial Group, Inc. | 2K | $55K | ▲New +2K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 2K | $42K | ▲+164% Added · +974 sh | Q1 2026 | |
| 18 | Sittner & Nelson, LLC | 130 | $4K | ▲New +130 sh | Q2 2026 | |
| 19 | Wells Fargo & Company | 97 | $3K | ▲New +97 sh | Q1 2026 | |
| 20 | Smartleaf Asset Management LLC | 26 | $838 | —Held | Q2 2026 | |
| 21 | UBS Group AG | 16 | $428 | ▼−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, 3 funds opened a new position in HBTA, while 5 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 9 funds | $1.1B |
| Apple IncAAPL | 9 funds | $733.4M |
| Nvidia CorpNVDA | 9 funds | $715.5M |
| Microsoft CorpMSFT | 9 funds | $429.7M |
| Amazon.com IncAMZN | 9 funds | $361.5M |
| Vanguard Ftse Developed ETFVEA | 9 funds | $285.4M |
| Ishares Core Msci EmergingIEMG | 9 funds | $242.4M |
| Broadcom IncAVGO | 9 funds | $225.1M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $205.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $200.7M |
| Alphabet Inc-CL CGOOG | 9 funds | $199.7M |
| Vanguard S&P 500 ETFVOO | 9 funds | $178.2M |
Ranked by how many of HBTA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HBTA.
| Class | 13F holders | Value held |
|---|---|---|
| HBTAthis pageMF Closed and MF Open | 21 funds | $195.3M |
| AFIFCOM | 17 funds | $102.2M |
| BENJLANDMARK ETF | 15 funds | $225.2M |
| SFTYMANAGED RISK ETF | 9 funds | $353.2M |
| YNOTMF Closed and MF Open | 9 funds | $59.6M |
| SFTXINTL MA RISK ETF | 6 funds | $381.3M |
| BNDYCORE BOND ETF | 6 funds | $187.0M |
| 44053A556MF Closed and MF Open | 6 funds | $84.7M |
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.