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/HDEF/capital-change-brief"
Use Arkolith's capital_change_brief for HDEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $830.4M | 25.6M | ▼−7.1% Reduced · −2.0M sh | Q1 2026 | |
| 2 | Allworth Financial LP | $62.3M | 1.9M | ▲+2.7% Added · +51K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46.0M | 1.4M | ▼−7.2% Reduced · −110K sh | Q2 2026 | |
| 4 | WCG Wealth Advisors LLC | $43.2M | 1.3M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $43.0M | 1.3M | ▲+3.2% Added · +41K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $37.5M | 1.2M | ▲+5.4% Added · +59K sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $33.5M | 1.0M | ▼−44% Reduced · −802K sh | Q1 2026 | |
| 8 | Geneos Wealth Management Inc. | $32.4M | 999K | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $31.3M | 967K | ▲+23% Added · +181K sh | Q1 2026 | |
| 10 | UBS Group AG | $20.9M | 645K | ▲+18% Added · +97K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $20.1M | 621K | ▼−29% Reduced · −253K sh | Q1 2026 | |
| 12 | Allen Investment Management, LLC | $19.2M | 596K | —Held | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 530K | ▲+34% Added · +134K sh | Q1 2026 | |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $15.5M | 477K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $13.4M | 415K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 16 | RiverFront Investment Group, LLC | $12.0M | 369K | ▲+20% Added · +60K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $11.8M | 364K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $10.7M | 338K | ▲+18% Added · +53K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $10.8M | 334K | ▼−0.1% Reduced · −275 sh | Q1 2026 | |
| 20 | Valmark Advisers, Inc. | $10.1M | 313K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $10.1M | 312K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 22 | ETF Portfolio Partners, Inc. | $9.7M | 303K | ▲~0% Added · +45 sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $6.9M | 214K | ▲+98% Added · +106K sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $6.4M | 198K | ▼−3.5% Reduced · −7K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $6.0M | 185K | ▲+29% Added · +42K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 45 funds | $14.0B |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $12.7B |
| MICROSOFT CORPMSFT | 45 funds | $11.2B |
| VANGUARD S&P 500 ETFVOO | 45 funds | $9.4B |
| AMAZON.COM INCAMZN | 45 funds | $7.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $7.0B |
| VANGUARD GROWTH ETFVUG | 45 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 45 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 45 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 45 funds | $3.9B |
Ranked by how many of HDEF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HDEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.