28 tracked 13F filers disclose a position in HEAL as of the latest SEC 13F filings, a combined $10.4M 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 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $4.2M | 152K | ▲+126% Added · +85K sh | Q2 2026 | |
| 2 | WT Wealth Management | $2.6M | 94K | ▼−7.4% Reduced · −7K sh | Q2 2026 | |
| 3 | JANE STREET GROUP, LLC | $923K | 39K | ▲+152% Added · +23K sh | Q1 2026 | |
| 4 | IHT Wealth Management, LLC | $678K | 28K | ▲New +28K sh | Q1 2026 | |
| 5 | Daiwa Securities Group Inc. | $516K | 22K | ▼−87% Reduced · −140K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $362K | 15K | ▼−95% Reduced · −295K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $305K | 13K | ▲+66% Added · +5K sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | $296K | 12K | ▲+225% Added · +9K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $247K | 10K | ▲+11% Added · +1K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $62K | 3K | ▲+39% Added · +736 sh | Q1 2026 | |
| 11 | EverSource Wealth Advisors, LLC | $59K | 2K | ▲+2.8% Added · +68 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $50K | 2K | ▼−3.1% Reduced · −67 sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $41K | 2K | —Held | Q1 2026 | |
| 14 | AE Wealth Management LLC | $24K | 1K | ▼−3.9% Reduced · −41 sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $14K | 586 | ▼−3.3% Reduced · −20 sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $12K | 499 | —Held | Q1 2026 | |
| 17 | Banque Cantonale Vaudoise | $11K | 443 | ▼−62% Reduced · −726 sh | Q1 2026 | |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12K | 434 | —Held | Q2 2026 | |
| 19 | Institute for Wealth Management, LLC. | $8K | 308 | ▲New +308 sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | $7K | 298 | —Held | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $7K | 295 | ▲New +295 sh | Q1 2026 | |
| 22 | SBI Securities Co., Ltd. | $5K | 194 | ▼−13% Reduced · −28 sh | Q2 2026 | |
| 23 | AMERIFLEX GROUP, INC. | $4K | 150 | —Held | Q1 2026 | |
| 24 | Allworth Financial LP | $2K | 100 | —Held | Q1 2026 | |
| 25 | Larson Financial Group LLC | $2K | 91 | —Held | 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, 1 fund opened a new position in HEAL and 2 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $4.6B |
| MICROSOFT CORPMSFT | 7 funds | $4.3B |
| APPLE INCAAPL | 7 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 7 funds | $3.0B |
| AMAZON.COM INCAMZN | 7 funds | $2.8B |
| BROADCOM INCAVGO | 7 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 7 funds | $1.5B |
| PALANTIR TECHNOLOGIES INC-APLTR | 7 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $1.0B |
Ranked by how many of HEAL'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/HEAL/capital-change-brief"
Use Arkolith's capital_change_brief for HEAL. 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 HEAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.