Among active 13F managers last quarter, 2 opened and 3 added, while 3 reduced; the largest holder to move was Hartford Funds Management Co LLC (+11%).
23 tracked 13F filers disclose a position in HCRB as of the latest SEC 13F filings, a combined $351.5M 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 | Hartford Funds Management Co LLC | 5.7M | $200.9M | ▲+11% Added · +568K sh | Q2 2026 | |
| 2 | Apollon Wealth Management, LLC | 1.5M | $54.1M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.1M | $38.2M | ▼−0.6% Reduced · −7K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | 267K | $9.4M | ▲+896% Added · +241K sh | Q2 2026 | |
| 5 | Mariner, LLC | 264K | $9.3M | ▼−2.2% Reduced · −6K sh | Q1 2026 | |
| 6 | Allworth Financial LP | 231K | $8.1M | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 7 | JPMorgan Chase & Co | 160K | $5.6M | ▲+3.7% Added · +6K sh | Q1 2026 | |
| 8 | &Partners | 153K | $5.3M | ▲+120% Added · +84K sh | Q2 2026 | |
| 9 | Apollon Financial, LLC | 148K | $5.2M | ▲+4.6% Added · +7K sh | Q2 2026 | |
| 10 | Jones Financial Companies LLLP | 97K | $3.4M | ▲+20% Added · +16K sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 74K | $2.6M | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 12 | Morgan Stanley | 44K | $1.5M | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 13 | Gladstone Institutional Advisory LLC | 43K | $1.5M | ▲+19% Added · +7K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 41K | $1.4M | ▲New +41K sh | Q1 2026 | |
| 15 | Davenport & Co LLC | 33K | $1.2M | ▼−2.2% Reduced · −761 sh | Q2 2026 | |
| 16 | Jane Street Group, LLC | 31K | $1.1M | ▼−30% Reduced · −13K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 26K | $894K | ▼−75% Reduced · −78K sh | Q2 2026 | |
| 18 | Raymond James Financial Inc | 17K | $581K | ▲New +17K sh | Q1 2026 | |
| 19 | E6 Portfolios, LLC | 14K | $507K | ▲New +14K sh | Q2 2026 | |
| 20 | Focus Partners Wealth | 11K | $379K | —Held | Q1 2026 | |
| 21 | Berger Financial Group, Inc | 9K | $331K | ▼−2.6% Reduced · −256 sh | Q2 2026 | |
| 22 | International Assets Investment Management, LLC | 3K | $118K | ▲New +3K sh | Q2 2026 | |
| 23 | CoreCap Advisors, LLC | 150 | $5K | ▼−67% Reduced · −300 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, 2 funds opened a new position in HCRB and 3 added to an existing one, while 3 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 | 8 funds | $13.4B |
| Amazon.com IncAMZN | 8 funds | $2.8B |
| Nvidia CorpNVDA | 8 funds | $2.7B |
| Apple IncAAPL | 8 funds | $2.4B |
| Microsoft CorpMSFT | 8 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.2B |
| Broadcom IncAVGO | 8 funds | $1.2B |
| JPMorgan Chase & CoJPM | 8 funds | $783.7M |
| Mastercard Inc - AMA | 8 funds | $780.7M |
| Micron Technology IncMU | 8 funds | $734.3M |
| Walmart IncWMT | 8 funds | $667.3M |
| Tesla IncTSLA | 8 funds | $579.6M |
Ranked by how many of HCRB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HCRB.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 119 funds | $1.8B |
| HMOPUIT EXCHANGE TRADED | 114 funds | $570.7M |
| HFSImc | 77 funds | $638.6M |
| HTABSCHRDRS TAX BD | 45 funds | $236.7M |
| ACVUHARTFORD QUALITY | 29 funds | $24.3M |
| TRPAETF | 26 funds | $85.1M |
| HCRBthis pageFUND | 23 funds | $351.5M |
| HFGOLARGE CAP GRWT | 15 funds | $123.9M |
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 HCRB
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/HCRB/capital-change-brief"
Use Arkolith's capital_change_brief for HCRB. 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 HCRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.