8 tracked 13F filers disclose a position in HDG as of the latest SEC 13F filings, a combined $4.8M 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 | RAYMOND JAMES FINANCIAL INC | $2.3M | 45K | ▼~0% Reduced · −4 sh | Q1 2026 | |
| 2 | Independent Wealth Advisors LLC | $954K | 17K | ▲+201% Added · +12K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $641K | 12K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $449K | 9K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 5 | NATIONAL BANK OF CANADA /FI/ | $422K | 8K | ▲+16% Added · +1K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $41K | 800 | ▼−11% Reduced · −100 sh | Q1 2026 | |
| 7 | Cassaday & Co Wealth Management LLC | $32K | 623 | ▲New +623 sh | Q1 2026 | |
| 8 | Allworth Financial LP | $4K | 85 | ▼−85% Reduced · −480 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 26 funds | $271.3B |
| APPLE INCAAPL | 26 funds | $231.0B |
| NVIDIA CORPNVDA | 26 funds | $220.5B |
| AMAZON.COM INCAMZN | 26 funds | $186.5B |
| ALPHABET INC-CL AGOOGL | 26 funds | $156.5B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $86.8B |
| ALPHABET INC-CL CGOOG | 26 funds | $70.2B |
| BROADCOM INCAVGO | 26 funds | $67.0B |
| ELI LILLY & COLLY | 26 funds | $63.3B |
| JPMORGAN CHASE & COJPM | 26 funds | $57.0B |
| VISA INC-CLASS A SHARESV | 26 funds | $52.7B |
| UNITEDHEALTH GROUP INCUNH | 26 funds | $49.9B |
Ranked by how many of HDG'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/HDG/capital-change-brief"
Use Arkolith's capital_change_brief for HDG. 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 HDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.