811 tracked 13F filers disclose a position in HDV as of the latest SEC 13F filings, a combined $5.8B 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 | BANK OF AMERICA CORP /DE/ | $554.2M | 4.1M | ▼−9.6% Reduced · −433K sh | Q1 2026 | |
| 2 | SECURIAN ASSET MANAGEMENT, INC | $100.8M | 3.6M | ▲+400% Added · +2.9M sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $472.5M | 3.5M | ▲+3.0% Added · +101K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $450.3M | 3.3M | ▲+13% Added · +386K sh | Q1 2026 | |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $63.2M | 2.3M | ▲+403% Added · +1.8M sh | Q2 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $47.2M | 1.7M | ▲+465% Added · +1.4M sh | Q2 2026 | |
| 7 | UBS Group AG | $210.6M | 1.6M | ▲+6.2% Added · +91K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $40.9M | 1.5M | ▲+380% Added · +1.2M sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $190.9M | 1.4M | ▼−9.1% Reduced · −140K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $37.3M | 1.4M | ▲+430% Added · +1.1M sh | Q2 2026 | |
| 11 | Townsend & Associates, Inc | $37.0M | 1.3M | ▲+397% Added · +1.0M sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $175.6M | 1.3M | ▲+6.3% Added · +76K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $174.0M | 1.3M | ▲+2.4% Added · +30K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $33.4M | 1.2M | ▲+867% Added · +1.1M sh | Q2 2026 | |
| 15 | REGIMEN WEALTH, LLC | $33.0M | 1.2M | ▲+411% Added · +968K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $161.6M | 1.2M | ▲+33% Added · +293K sh | Q1 2026 | |
| 17 | SBI Securities Co., Ltd. | $32.4M | 1.2M | ▲+390% Added · +940K sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.9M | 1.2M | ▲+415% Added · +928K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $30.2M | 1.1M | ▲+438% Added · +897K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $141.1M | 1.0M | ▲+20% Added · +175K sh | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $27.9M | 1.0M | ▲710× Added · +1.0M sh | Q2 2026 | |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $136.2M | 1.0M | ▲+67% Added · +403K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $131.4M | 968K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 24 | VAUGHAN & Co SECURITIES, INC. | $24.9M | 910K | ▲+401% Added · +728K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $122.4M | 902K | ▲+22% Added · +163K 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, 3 funds opened a new position in HDV and 45 added to an existing one, while 0 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 | 485 funds | $105.5B |
| NVIDIA CORPNVDA | 482 funds | $123.6B |
| MICROSOFT CORPMSFT | 477 funds | $94.0B |
| ALPHABET INC-CL AGOOGL | 473 funds | $52.2B |
| AMAZON.COM INCAMZN | 466 funds | $68.0B |
| ALPHABET INC-CL CGOOG | 464 funds | $47.1B |
| JPMORGAN CHASE & COJPM | 464 funds | $25.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 457 funds | $24.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 454 funds | $17.6B |
| META PLATFORMS INC-CLASS AMETA | 451 funds | $34.9B |
| ISHARES CORE S&P 500 ETFIVV | 447 funds | $39.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 447 funds | $12.3B |
Ranked by how many of HDV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for HDV
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/HDV/capital-change-brief"
Use Arkolith's capital_change_brief for HDV. 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 HDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.