Among active 13F managers last quarter, 3 opened and 4 added, while 8 reduced; the largest holder to move was Howard Capital Management, LLC (−24%).
36 tracked 13F filers disclose a position in HCMT as of the latest SEC 13F filings, a combined $441.8M 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 | Howard Capital Management, LLC | 7.3M | $304.6M | ▼−24% Reduced · −2.3M sh | Q2 2026 | |
| 2 | Discipline Wealth Solutions, LLC | 1.2M | $50.5M | ▲+14% Added · +145K sh | Q2 2026 | |
| 3 | Wealth Watch Advisors, INC | 391K | $16.4M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 383K | $13.5M | ▲+12% Added · +40K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | 265K | $11.1M | ▲+14% Added · +32K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 195K | $6.9M | ▼−16% Reduced · −37K sh | Q1 2026 | |
| 7 | Foundations Investment Advisors, LLC | 187K | $7.9M | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 8 | WealthTrak Capital Management LLC | 155K | $6.5M | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 9 | Arete Wealth Advisors, LLC | 120K | $5.0M | ▼−9.8% Reduced · −13K sh | Q2 2026 | |
| 10 | CPR Investments Inc. | 87K | $3.6M | ▼−9.1% Reduced · −9K sh | Q2 2026 | |
| 11 | Aegis Wealth Management, Inc. | 67K | $2.8M | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 12 | Bison Wealth, LLC | 40K | $1.7M | ▲+6.9% Added · +3K sh | Q2 2026 | |
| 13 | GTS Securities LLC | 38K | $1.3M | ▲~0% Added · +2 sh | Q1 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 36K | $1.5M | ▲New +36K sh | Q2 2026 | |
| 15 | Vise Technologies, Inc. | 35K | $1.5M | ▲New +35K sh | Q2 2026 | |
| 16 | Orion Porfolio Solutions, LLC | 21K | $871K | ▼−98% Reduced · −1.1M sh | Q2 2026 | |
| 17 | Global Assets Advisory, LLC | 16K | $679K | ▲New +16K sh | Q2 2026 | |
| 18 | J.W. Cole Advisors, Inc. | 16K | $665K | ▲Added Added · +16K sh | Q2 2026 | |
| 19 | Tucker Asset Management LLC | 14K | $568K | ▲New +14K sh | Q2 2026 | |
| 20 | IFP Advisors, Inc | 12K | $498K | ▼−1.1% Reduced · −131 sh | Q2 2026 | |
| 21 | VestGen Advisors, LLC | 11K | $477K | —Held | Q2 2026 | |
| 22 | VestGen Investment Management | 11K | $474K | ▼−6.0% Reduced · −717 sh | Q2 2026 | |
| 23 | Atria Investments, Inc | 11K | $473K | ▼−40% Reduced · −7K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 10K | $349K | ▲+440% Added · +8K sh | Q1 2026 | |
| 25 | Truist Financial Corp | 9K | $322K | —Held | 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 HCMT and 4 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for HCMT
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/HCMT/capital-change-brief"
Use Arkolith's capital_change_brief for HCMT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for HCMT. Filings are public domain, sourced to SEC EDGAR.