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.
| # | 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 | MORGAN STANLEY | $472.5M | 3.5M | ▲+3.0% Added · +101K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $450.3M | 3.3M | ▲+13% Added · +386K sh | Q1 2026 | |
| 4 | UBS Group AG | $210.6M | 1.6M | ▲+6.2% Added · +91K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $190.9M | 1.4M | ▼−9.1% Reduced · −140K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $175.6M | 1.3M | ▲+6.3% Added · +76K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $174.0M | 1.3M | ▲+2.4% Added · +30K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $161.6M | 1.2M | ▲+33% Added · +293K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.9M | 1.2M | ▲+415% Added · +928K sh | Q2 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $141.1M | 1.0M | ▲+20% Added · +175K sh | Q1 2026 | |
| 11 | BNP PARIBAS FINANCIAL MARKETS | $136.2M | 1.0M | ▲+67% Added · +403K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $131.4M | 968K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $122.4M | 902K | ▲+22% Added · +163K sh | Q1 2026 | |
| 14 | Kohmann Bosshard Financial Services, LLC | $23.2M | 846K | ▲+417% Added · +682K sh | Q2 2026 | |
| 15 | SECURIAN ASSET MANAGEMENT, INC | $96.9M | 714K | ▼−5.4% Reduced · −41K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $93.2M | 687K | ▲+0.7% Added · +5K sh | Q1 2026 | |
| 17 | M&T BANK CORP | $89.6M | 660K | ▼−4.0% Reduced · −28K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $88.2M | 650K | ▲+20% Added · +109K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $85.0M | 626K | ▼−2.7% Reduced · −18K sh | Q1 2026 | |
| 20 | Lantz Financial LLC | $16.0M | 585K | ▲+411% Added · +471K sh | Q2 2026 | |
| 21 | TRUIST FINANCIAL CORP | $78.3M | 577K | ▼−2.6% Reduced · −15K sh | Q1 2026 | |
| 22 | Adirondack Capital Advisors, LLC | $15.6M | 570K | ▲+418% Added · +460K sh | Q2 2026 | |
| 23 | FMR LLC | $77.0M | 567K | ▲+15% Added · +74K sh | Q1 2026 | |
| 24 | COURIER CAPITAL LLC | $13.1M | 477K | ▲+412% Added · +384K sh | Q2 2026 | |
| 25 | LBMC INVESTMENT ADVISORS, LLC | $62.2M | 458K | ▲+0.3% Added · +2K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 228 funds | $18.1B |
| MICROSOFT CORPMSFT | 227 funds | $42.5B |
| ALPHABET INC-CL CGOOG | 227 funds | $20.4B |
| BROADCOM INCAVGO | 227 funds | $18.8B |
| NVIDIA CORPNVDA | 226 funds | $47.3B |
| JOHNSON & JOHNSONJNJ | 226 funds | $10.5B |
| EXXON MOBIL CORPXOM | 226 funds | $9.6B |
| CHEVRON CORPCVX | 226 funds | $6.9B |
| ABBVIE INCABBV | 226 funds | $6.5B |
| CISCO SYSTEMS INCCSCO | 226 funds | $4.7B |
| APPLE INCAAPL | 225 funds | $55.4B |
| AMAZON.COM INCAMZN | 225 funds | $29.9B |
Ranked by how many of HDV'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 HDV. 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.