Among active 13F managers last quarter, 5 opened and 10 added, while 2 reduced; the largest holder to move was WNY Asset Management, LLC (+64%).
36 tracked 13F filers disclose a position in HECA as of the latest SEC 13F filings, a combined $130.6M 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 | WNY Asset Management, LLC | 1.2M | $31.8M | ▲+64% Added · +455K sh | Q2 2026 | |
| 2 | Truist Financial Corp | 639K | $18.5M | ▲New +639K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 529K | $15.3M | ▲+54% Added · +186K sh | Q1 2026 | |
| 4 | WMG Financial Advisors, LLC | 465K | $12.7M | ▲+19% Added · +73K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 252K | $7.3M | ▲32× Added · +244K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | 224K | $6.1M | ▼−41% Reduced · −158K sh | Q2 2026 | |
| 7 | CIBC World Market Inc. | 186K | $5.4M | ▲+15% Added · +24K sh | Q1 2026 | |
| 8 | Fortis Group Advisors, LLC | 165K | $4.5M | ▲+102% Added · +83K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 159K | $4.6M | ▲16× Added · +149K sh | Q1 2026 | |
| 10 | Insight Advisors, LLC/ PA | 145K | $4.0M | ▲+31% Added · +34K sh | Q2 2026 | |
| 11 | OneDigital Investment Advisors LLC | 138K | $4.0M | ▲+5.8% Added · +8K sh | Q1 2026 | |
| 12 | Stifel Financial Corp | 97K | $2.8M | ▲New +97K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 95K | $2.6M | ▲+277% Added · +70K sh | Q2 2026 | |
| 14 | Bank Of America Corp | 65K | $1.9M | ▲111× Added · +64K sh | Q1 2026 | |
| 15 | Persium Advisors, LLC | 58K | $1.6M | ▲New +58K sh | Q2 2026 | |
| 16 | Compass Ion Advisors, LLC | 48K | $1.3M | ▼−20% Reduced · −12K sh | Q2 2026 | |
| 17 | Bank Of Montreal | 35K | $1.0M | ▲New +35K sh | Q1 2026 | |
| 18 | Haven Private, LLC | 29K | $804K | ▲New +29K sh | Q2 2026 | |
| 19 | Wealthcare Advisory Partners LLC | 26K | $702K | ▲+38% Added · +7K sh | Q2 2026 | |
| 20 | Sigma Planning Corp | 21K | $581K | ▲+175% Added · +14K sh | Q2 2026 | |
| 21 | Game Plan Financial Advisors, LLC | 18K | $482K | ▼−56% Reduced · −22K sh | Q2 2026 | |
| 22 | Private Trust Co Na | 14K | $389K | ▲New +14K sh | Q2 2026 | |
| 23 | Ergawealth Advisors, Inc. | 12K | $332K | ▲+6.1% Added · +700 sh | Q2 2026 | |
| 24 | &Partners | 11K | $302K | ▼−58% Reduced · −15K sh | Q2 2026 | |
| 25 | MML Investors Services, LLC | 11K | $299K | ▲+27% Added · +2K sh | 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, 5 funds opened a new position in HECA and 10 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $4.0B |
| Amazon.com IncAMZN | 17 funds | $3.8B |
| Microsoft CorpMSFT | 17 funds | $2.6B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $14.5B |
| Nvidia CorpNVDA | 16 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.9B |
| Broadcom IncAVGO | 16 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.6B |
| Eli Lilly & CoLLY | 16 funds | $1.5B |
| Walmart IncWMT | 16 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 16 funds | $1.1B |
| ExxonMobil Holdings CorpXOM | 16 funds | $1.0B |
Ranked by how many of HECA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HECA.
| Class | 13F holders | Value held |
|---|---|---|
| HECAthis pageUIE | 36 funds | $130.6M |
| HGROUIE | 24 funds | $13.5M |
| BMNUT-REX 2X LONG BM | 22 funds | $11.0M |
| HEFTUIE | 20 funds | $52.1M |
| CRWUT-REX 2X LONG | 12 funds | $1.9M |
| HELSUIE | 10 funds | $4.5M |
| GLDBIDX ALTERNATIVE | 9 funds | $24.2M |
| CRCDT-REX 2X INVERSE | 8 funds | $1.8M |
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 HECA
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.