34 tracked 13F filers disclose a position in HECA as of the latest SEC 13F filings, a combined $123.3M 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 | WNY Asset Management, LLC | $20.5M | 711K | ▲New +711K sh | Q1 2026 | |
| 2 | TRUIST FINANCIAL CORP | $18.5M | 639K | ▲New +639K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $15.3M | 529K | ▲+54% Added · +186K sh | Q1 2026 | |
| 4 | WMG Financial Advisors, LLC | $12.7M | 465K | ▲+19% Added · +73K sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | $11.0M | 382K | ▲33× Added · +371K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $7.8M | 271K | ▲~0% Added · +117 sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 252K | ▲32× Added · +244K sh | Q1 2026 | |
| 8 | CIBC WORLD MARKET INC. | $5.4M | 186K | ▲+15% Added · +24K sh | Q1 2026 | |
| 9 | Fortis Group Advisors, LLC | $4.5M | 165K | ▲+102% Added · +83K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 159K | ▲16× Added · +149K sh | Q1 2026 | |
| 11 | OneDigital Investment Advisors LLC | $4.0M | 138K | ▲+5.8% Added · +8K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.8M | 97K | ▲New +97K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.9M | 65K | ▲111× Added · +64K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $1.0M | 35K | ▲New +35K sh | Q1 2026 | |
| 15 | Haven Private, LLC | $804K | 29K | ▲New +29K sh | Q2 2026 | |
| 16 | &PARTNERS | $762K | 26K | ▲New +26K sh | Q1 2026 | |
| 17 | Wealthcare Advisory Partners LLC | $702K | 26K | ▲+38% Added · +7K sh | Q2 2026 | |
| 18 | CITADEL ADVISORS LLC | $724K | 25K | ▲New +25K sh | Q1 2026 | |
| 19 | London & Capital Asset Management Ltd | $654K | 23K | ▲New +23K sh | Q1 2026 | |
| 20 | PRIVATE TRUST CO NA | $389K | 14K | ▲New +14K sh | Q2 2026 | |
| 21 | Brookwood Investment Group LLC | $276K | 10K | ▼−17% Reduced · −2K sh | Q2 2026 | |
| 22 | ZACKS INVESTMENT MANAGEMENT | $273K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | Stratos Wealth Advisors, LLC | $259K | 9K | ▲+5.1% Added · +434 sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $249K | 9K | ▼−41% Reduced · −6K sh | Q1 2026 | |
| 25 | Sigma Planning Corp | $223K | 8K | ▲New +8K 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, 8 funds opened a new position in HECA and 5 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $9.0B |
| NVIDIA CORPNVDA | 16 funds | $7.5B |
| APPLE INCAAPL | 16 funds | $6.3B |
| MICROSOFT CORPMSFT | 16 funds | $5.6B |
| AMAZON.COM INCAMZN | 16 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 16 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 16 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.9B |
| BROADCOM INCAVGO | 16 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.2B |
Ranked by how many of HECA'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/HECA/capital-change-brief"
Use Arkolith's capital_change_brief for HECA. 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 HECA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.