Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (+126%).
30 tracked 13F filers disclose a position in HEAL as of the latest SEC 13F filings, a combined $10.6M 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 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 152K | $4.2M | ▲+126% Added · +85K sh | Q2 2026 | |
| 2 | WT Wealth Management | 94K | $2.6M | ▼−7.4% Reduced · −7K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 39K | $923K | ▲+152% Added · +23K sh | Q1 2026 | |
| 4 | IHT Wealth Management, LLC | 28K | $764K | ▼−2.7% Reduced · −760 sh | Q2 2026 | |
| 5 | Daiwa Securities Group Inc. | 22K | $598K | —Held | Q2 2026 | |
| 6 | Morgan Stanley | 15K | $362K | ▼−95% Reduced · −295K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 13K | $305K | ▲+66% Added · +5K sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | 12K | $296K | ▲+225% Added · +9K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 10K | $247K | ▲+11% Added · +1K sh | Q1 2026 | |
| 10 | Royal Bank Of Canada | 3K | $62K | ▲+39% Added · +736 sh | Q1 2026 | |
| 11 | EverSource Wealth Advisors, LLC | 2K | $59K | ▲+2.8% Added · +68 sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 2K | $50K | ▼−3.1% Reduced · −67 sh | Q1 2026 | |
| 13 | Barclays PLC | 2K | $41K | —Held | Q1 2026 | |
| 14 | AE Wealth Management LLC | 1K | $24K | ▼−3.9% Reduced · −41 sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 586 | $14K | ▼−3.3% Reduced · −20 sh | Q1 2026 | |
| 16 | BNP Paribas Financial Markets | 499 | $12K | —Held | Q1 2026 | |
| 17 | Banque Cantonale Vaudoise | 443 | $11K | ▼−62% Reduced · −726 sh | Q1 2026 | |
| 18 | International Assets Investment Management, LLC | 434 | $12K | —Held | Q2 2026 | |
| 19 | Institute for Wealth Management, LLC. | 308 | $8K | ▲New +308 sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | 298 | $7K | —Held | Q1 2026 | |
| 21 | Advisory Services Network, LLC | 295 | $7K | ▲New +295 sh | Q1 2026 | |
| 22 | SBI Securities Co., Ltd. | 194 | $5K | ▼−13% Reduced · −28 sh | Q2 2026 | |
| 23 | Ameriflex Group, Inc. | 150 | $4K | —Held | Q2 2026 | |
| 24 | Allworth Financial LP | 100 | $2K | —Held | Q1 2026 | |
| 25 | Larson Financial Group LLC | 91 | $3K | —Held | Q2 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. 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 |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $1.3B |
| Apple IncAAPL | 11 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 11 funds | $787.8M |
| Microsoft CorpMSFT | 11 funds | $481.8M |
| Amazon.com IncAMZN | 11 funds | $481.3M |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $451.4M |
| Alphabet Inc-CL AGOOGL | 11 funds | $411.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $293.6M |
| Broadcom IncAVGO | 11 funds | $292.3M |
| Alphabet Inc-CL CGOOG | 11 funds | $271.2M |
| Tesla IncTSLA | 11 funds | $261.3M |
| Walmart IncWMT | 11 funds | $237.0M |
Ranked by how many of HEAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEAL.
| Class | 13F holders | Value held |
|---|---|---|
| PAVEmc | 753 funds | $8.2B |
| AIQmc | 632 funds | $4.3B |
| URAmc | 477 funds | $2.2B |
| COPXmc | 434 funds | $2.6B |
| BOTZmc | 417 funds | $1.2B |
| QYLDmc | 395 funds | $1.7B |
| MLPXmc | 313 funds | $2.3B |
| SILmc | 295 funds | $1.3B |
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 HEAL
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.