Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
35 tracked 13F filers disclose a position in HCWC as of the latest SEC 13F filings, a combined $185K 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 | Vanguard Fiduciary Trust Co | 185K | $36K | ▲New +185K sh | Q2 2026 | |
| 2 | Citadel Advisors LLC | 182K | $35K | ▲New +182K sh | Q2 2026 | |
| 3 | Commerce Bank | 128K | $25K | ▲11× Added · +117K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 116K | $22K | ▼−38% Reduced · −72K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 92K | $18K | —Held | Q2 2026 | |
| 6 | UBS Group AG | 87K | $22K | ▲3k× Added · +87K sh | Q1 2026 | |
| 7 | Savvy Advisors, Inc. | 46K | $11K | ▼−4.6% Reduced · −2K sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 43K | $11K | ▲+187% Added · +28K sh | Q1 2026 | |
| 9 | XTX Topco Ltd | 12K | $3K | ▼−81% Reduced · −54K sh | Q1 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 5K | $1K | ▼−0.3% Reduced · −17 sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 204 | $51 | ▲+0.5% Added · +1 sh | Q1 2026 | |
| 12 | CWM, LLC | 169 | $42 | —Held | Q1 2026 | |
| 13 | Citigroup Inc | 133 | $33 | ▲New +133 sh | Q1 2026 | |
| 14 | Advisory Services Network, LLC | 94 | $23 | ▲New +94 sh | Q1 2026 | |
| 15 | Farther Finance Advisors, LLC | 55 | $14 | ▲+206% Added · +37 sh | Q1 2026 | |
| 16 | Harbour Investments, Inc. | 32 | $8 | —Held | Q1 2026 | |
| 17 | Allworth Financial LP | 19 | $5 | —Held | Q1 2026 | |
| 18 | FMR LLC | 17 | $3 | ▼−39% Reduced · −11 sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 17 | $3 | ▼−15% Reduced · −3 sh | Q1 2026 | |
| 20 | TD Waterhouse Canada Inc. | 16 | $3 | ▲+700% Added · +14 sh | Q2 2026 | |
| 21 | IFP Advisors, Inc | 10 | $2 | ▲New +10 sh | Q2 2026 | |
| 22 | Jones Financial Companies LLLP | 7 | $2 | ▼−86% Reduced · −42 sh | Q1 2026 | |
| 23 | Morgan Stanley | 6 | $2 | —Held | Q1 2026 | |
| 24 | Truvestments Capital LLC | 6 | $1 | —Held | Q2 2026 | |
| 25 | Royal Bank Of Canada | 6 | $0 | —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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in HCWC 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 |
|---|---|---|
| Apple IncAAPL | 16 funds | $2.3B |
| Nvidia CorpNVDA | 16 funds | $2.1B |
| Palantir Technologies Inc-APLTR | 16 funds | $1.2B |
| Micron Technology IncMU | 16 funds | $1.0B |
| Microsoft CorpMSFT | 16 funds | $850.3M |
| Broadcom IncAVGO | 16 funds | $759.8M |
| Alphabet Inc-CL AGOOGL | 16 funds | $709.4M |
| Chevron CorpCVX | 16 funds | $620.2M |
| JPMorgan Chase & CoJPM | 16 funds | $516.2M |
| Meta Platforms Inc-Class AMETA | 16 funds | $498.4M |
| Alphabet Inc-CL CGOOG | 16 funds | $460.5M |
| Visa Inc-Class A SharesV | 16 funds | $410.8M |
Ranked by how many of HCWC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HCWC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 17, 2024 | Santi Christopher | President | Buy (P) | 5K | $50K |
| Sep 17, 2024 | Ollet John | Chief Financial Officer, Director | Buy (P) | 10K | $100K |
| Sep 17, 2024 | Holman Jeffrey Elliot | Chief Executive Officer, Director | Buy (P) | 10K | $100K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HCWC
This stock 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/HCWC/capital-change-brief"
Use Arkolith's capital_change_brief for HCWC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HCWC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.