Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Belpointe Asset Management LLC (new position).
25 tracked 13F filers disclose a position in HDGE as of the latest SEC 13F filings, a combined $42.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 942K | $16.9M | ▲+92% Added · +450K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 392K | $7.0M | ▲New +392K sh | Q1 2026 | |
| 3 | Morgan Stanley | 352K | $6.3M | ▼−22% Reduced · −102K sh | Q1 2026 | |
| 4 | Stifel Financial Corp | 293K | $5.3M | ▲New +293K sh | Q1 2026 | |
| 5 | MML Investors Services, LLC | 69K | $1.1M | ▲+329% Added · +53K sh | Q2 2026 | |
| 6 | Belpointe Asset Management LLC | 47K | $852K | ▲New +47K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 40K | $718K | —Held | Q1 2026 | |
| 8 | Royal Bank Of Canada | 37K | $660K | ▼−56% Reduced · −46K sh | Q1 2026 | |
| 9 | Vanguard Capital Wealth Advisors | 33K | $550K | ▼−57% Reduced · −45K sh | Q2 2026 | |
| 10 | UBS Group AG | 31K | $565K | ▲+172% Added · +20K sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 23K | $407K | ▲493× Added · +23K sh | Q1 2026 | |
| 12 | Susquehanna International Group, LLP | 22K | $398K | ▲Added Added · +22K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 20K | $366K | ▲New +20K sh | Q1 2026 | |
| 14 | Independent Financial Group, LLC | 19K | $308K | ▲New +19K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 15K | $274K | ▲+393% Added · +12K sh | Q1 2026 | |
| 16 | Synergy Asset Management, LLC | 12K | $205K | ▼−37% Reduced · −7K sh | Q2 2026 | |
| 17 | Vima LLC | 11K | $176K | ▲Added Added · +11K sh | Q2 2026 | |
| 18 | Fifth Third Bancorp | 10K | $182K | ▲New +10K sh | Q1 2026 | |
| 19 | Bank Of Montreal | 10K | $174K | —Held | Q1 2026 | |
| 20 | Simplex Trading, LLC | 3K | $48K | ▲+58% Added · +975 sh | Q1 2026 | |
| 21 | National Bank Of Canada | 1K | $18K | ▼−96% Reduced · −26K sh | Q1 2026 | |
| 22 | Federation des caisses Desjardins du Quebec | 400 | $7K | —Held | Q2 2026 | |
| 23 | Johnson Financial Group, Inc. | 323 | $5K | —Held | Q2 2026 | |
| 24 | CVA Family Office, LLC | 129 | $2K | —Held | Q2 2026 | |
| 25 | AE Wealth Management LLC | 68 | $1K | ▼−54% Reduced · −80 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, 2 funds opened a new position in HDGE and 1 added to an existing one, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 6 funds | $1.1B |
| Nvidia CorpNVDA | 6 funds | $524.9M |
| Apple IncAAPL | 6 funds | $328.3M |
| Ishares Core Msci Eafe ETFIEFA | 6 funds | $257.4M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $255.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $234.2M |
| Microsoft CorpMSFT | 6 funds | $223.5M |
| Amazon.com IncAMZN | 6 funds | $195.8M |
| Broadcom IncAVGO | 6 funds | $165.4M |
| Micron Technology IncMU | 6 funds | $163.3M |
| Alphabet Inc-CL AGOOGL | 6 funds | $132.8M |
| Vanguard Total Stock MKT ETFVTI | 6 funds | $127.6M |
Ranked by how many of HDGE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HDGE.
| Class | 13F holders | Value held |
|---|---|---|
| MSOSUIT EXCHANGE TRADED | 161 funds | $244.4M |
| YOLOPURE CANNABIS | 54 funds | $5.3M |
| CWSUIE | 47 funds | $52.1M |
| AADRmc | 28 funds | $18.3M |
| HDGEthis pageRANGER EQUITY BE | 25 funds | $42.6M |
| SUREINSIDER ADVANTA | 22 funds | $8.4M |
| MSOXmc | 18 funds | $1.8M |
| PSILPSYCHEDELICS ETF | 15 funds | $798K |
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 HDGE
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/HDGE/capital-change-brief"
Use Arkolith's capital_change_brief for HDGE. 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 HDGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.