21 tracked 13F filers disclose a position in HCRB as of the latest SEC 13F filings, a combined $141.6M 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 | Apollon Wealth Management, LLC | $54.1M | 1.5M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $38.2M | 1.1M | ▼−0.6% Reduced · −7K sh | Q1 2026 | |
| 3 | Mariner, LLC | $9.3M | 264K | ▼−2.2% Reduced · −6K sh | Q1 2026 | |
| 4 | Allworth Financial LP | $8.1M | 231K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $5.6M | 160K | ▲+3.7% Added · +6K sh | Q1 2026 | |
| 6 | Apollon Financial, LLC | $5.2M | 148K | ▲+4.6% Added · +7K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $3.6M | 103K | ▲+288% Added · +77K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 97K | ▲+20% Added · +16K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $2.6M | 74K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 10 | &PARTNERS | $2.4M | 70K | ▲New +70K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.5M | 44K | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 12 | Gladstone Institutional Advisory LLC | $1.5M | 43K | ▲+19% Added · +7K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.4M | 41K | ▲New +41K sh | Q1 2026 | |
| 14 | DAVENPORT & Co LLC | $1.2M | 33K | ▼−2.2% Reduced · −761 sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.1M | 31K | ▼−30% Reduced · −13K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $941K | 27K | ▲+94% Added · +13K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $581K | 17K | ▲New +17K sh | Q1 2026 | |
| 18 | Focus Partners Wealth | $379K | 11K | —Held | Q1 2026 | |
| 19 | Berger Financial Group, Inc | $340K | 10K | ▼−9.2% Reduced · −981 sh | Q1 2026 | |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $118K | 3K | ▲New +3K sh | Q2 2026 | |
| 21 | CoreCap Advisors, LLC | $5K | 150 | ▼−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, 1 fund opened a new position in HCRB and 3 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $4.6B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $3.6B |
| APPLE INCAAPL | 7 funds | $3.2B |
| AMAZON.COM INCAMZN | 7 funds | $2.7B |
| MICROSOFT CORPMSFT | 7 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.7B |
| BROADCOM INCAVGO | 7 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 7 funds | $1.0B |
Ranked by how many of HCRB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.