126 tracked 13F filers disclose a position in HDEF as of the latest SEC 13F filings, a combined $1.5B 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 | 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 | 1.0M | ▲+0.8% Added · +8K sh | Q2 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 | Q2 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 | Columbus Macro, LLC | $12.9M | 402K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 17 | RiverFront Investment Group, LLC | $12.6M | 392K | ▲+6.3% Added · +23K sh | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | $11.8M | 364K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $10.7M | 338K | ▲+18% Added · +53K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $10.8M | 334K | ▼−0.1% Reduced · −275 sh | Q1 2026 | |
| 21 | Valmark Advisers, Inc. | $10.6M | 330K | ▲+5.6% Added · +17K sh | Q2 2026 | |
| 22 | Orion Porfolio Solutions, LLC | $10.1M | 312K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 23 | ETF Portfolio Partners, Inc. | $9.7M | 303K | ▲~0% Added · +45 sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $6.9M | 214K | ▲+98% Added · +106K sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $6.3M | 197K | ▼−0.4% Reduced · −727 sh | Q2 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, 4 funds opened a new position in HDEF and 16 added to an existing one, while 11 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 |
|---|---|---|
| APPLE INCAAPL | 55 funds | $38.1B |
| ALPHABET INC-CL AGOOGL | 54 funds | $17.5B |
| MICROSOFT CORPMSFT | 53 funds | $31.8B |
| NVIDIA CORPNVDA | 52 funds | $45.7B |
| AMAZON.COM INCAMZN | 52 funds | $22.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $1.8B |
| ELI LILLY & COLLY | 51 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 51 funds | $8.3B |
| JOHNSON & JOHNSONJNJ | 51 funds | $6.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $6.1B |
| WALMART INCWMT | 51 funds | $4.9B |
Ranked by how many of HDEF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DBEFmc | 422 funds | $6.1B |
| HYLBmc | 220 funds | $2.4B |
| ASHRmc | 138 funds | $1.1B |
| HDEFthis pagemc | 126 funds | $1.5B |
| SNPEXTRACKRS SP 500 | 122 funds | $965.9M |
| HAUZmc | 102 funds | $903.0M |
| DBJPXTRACK MSCI JAPN | 77 funds | $369.0M |
| DBEUmc | 74 funds | $302.3M |
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 HDEF
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.
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.