Among active 13F managers last quarter, 1 opened and 5 added, while 5 reduced; the largest holder to move was Vestmark Advisory Solutions, Inc. (+23%).
39 tracked 13F filers disclose a position in HEDG as of the latest SEC 13F filings, a combined $349.7M 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 | HighTower Advisors, LLC | 2.7M | $77.5M | ▲+15% Added · +351K sh | Q1 2026 | |
| 2 | UBS Group AG | 1.6M | $45.0M | ▼−13% Reduced · −223K sh | Q1 2026 | |
| 3 | Journey Strategic Wealth LLC | 902K | $26.1M | ▲+8.7% Added · +72K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 865K | $25.1M | ▲+21% Added · +149K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | 789K | $22.9M | ▲+33% Added · +196K sh | Q1 2026 | |
| 6 | Enzi Wealth | 585K | $17.6M | ▲+7.7% Added · +42K sh | Q2 2026 | |
| 7 | Elevation Point Wealth Partners, LLC | 567K | $17.0M | ▲+22% Added · +104K sh | Q2 2026 | |
| 8 | Vestmark Advisory Solutions, Inc. | 564K | $16.9M | ▲+23% Added · +105K sh | Q2 2026 | |
| 9 | Garden State Investment Advisory Services LLC | 535K | $16.0M | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 498K | $14.4M | ▲+52% Added · +171K sh | Q1 2026 | |
| 11 | Platform Technology Partners | 306K | $9.2M | ▲+9.4% Added · +26K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 242K | $7.0M | ▲+137% Added · +140K sh | Q1 2026 | |
| 13 | Bramshill Investments, LLC | 228K | $6.8M | ▲+8.8% Added · +18K sh | Q2 2026 | |
| 14 | Axxcess Wealth Management, LLC | 181K | $5.4M | ▲Added Added · +181K sh | Q2 2026 | |
| 15 | Darwin Wealth Management, LLC | 181K | $5.4M | ▲+5.2% Added · +9K sh | Q2 2026 | |
| 16 | Stifel Financial Corp | 168K | $4.9M | ▲+8.8% Added · +14K sh | Q1 2026 | |
| 17 | Gladstone Institutional Advisory LLC | 138K | $4.1M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 18 | Klingenstein Fields & Co LP | 129K | $3.9M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | 126K | $3.8M | ▲+9.1% Added · +10K sh | Q2 2026 | |
| 20 | Vise Technologies, Inc. | 119K | $3.6M | ▲+27% Added · +26K sh | Q2 2026 | |
| 21 | Chapin Davis, Inc. | 94K | $2.8M | ▼−0.1% Reduced · −72 sh | Q2 2026 | |
| 22 | Murphy, Middleton, Hinkle & Parker, Inc. | 93K | $2.8M | —Held | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 74K | $2.2M | ▲New +74K sh | Q2 2026 | |
| 24 | Magnus Financial Group LLC | 70K | $2.1M | ▼−0.1% Reduced · −104 sh | Q2 2026 | |
| 25 | Commonwealth Equity Services, LLC | 60K | $1.7M | ▲+3.1% 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.
Last quarter, 1 fund opened a new position in HEDG and 5 added to an existing one, while 5 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $8.9B |
| Nvidia CorpNVDA | 13 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 13 funds | $837.0M |
| Microsoft CorpMSFT | 13 funds | $834.2M |
| JPMorgan Chase & CoJPM | 13 funds | $430.6M |
| Meta Platforms Inc-Class AMETA | 13 funds | $371.2M |
| Home Depot IncHD | 13 funds | $215.8M |
| Walmart IncWMT | 13 funds | $191.5M |
| NextEra Energy IncNEE | 13 funds | $80.9M |
| Pfizer IncPFE | 13 funds | $65.2M |
| Apple IncAAPL | 12 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $756.2M |
Ranked by how many of HEDG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEDG.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZUIT EXCHANGE TRADED | 88 funds | $361.4M |
| CLOXTR | 53 funds | $120.6M |
| HEDGthis pageExchange Traded Fund | 39 funds | $349.7M |
| ADPVmc | 19 funds | $158.4M |
| ICAPINFRASTRCTUR CAP | 18 funds | $5.3M |
| BNDSINFRASTRUCTURE C | 17 funds | $9.3M |
| ELMExchange Traded Fund | 12 funds | $195.9M |
| SCAPINFRASTRCTUR CAP | 8 funds | $2.9M |
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 HEDG
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/HEDG/capital-change-brief"
Use Arkolith's capital_change_brief for HEDG. 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 HEDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.