35 tracked 13F filers disclose a position in HEDG as of the latest SEC 13F filings, a combined $321.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $77.5M | 2.7M | ▲+15% Added · +351K sh | Q1 2026 | |
| 2 | UBS Group AG | $45.0M | 1.6M | ▼−13% Reduced · −223K sh | Q1 2026 | |
| 3 | JOURNEY STRATEGIC WEALTH LLC | $26.1M | 902K | ▲+8.7% Added · +72K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $25.1M | 865K | ▲+21% Added · +149K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | $22.9M | 789K | ▲+33% Added · +196K sh | Q1 2026 | |
| 6 | ENZI WEALTH | $17.6M | 585K | ▲+7.7% Added · +42K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 498K | ▲+52% Added · +171K sh | Q1 2026 | |
| 8 | ELEVATION POINT WEALTH PARTNERS, LLC | $13.4M | 464K | ▲New +464K sh | Q1 2026 | |
| 9 | Vestmark Advisory Solutions, Inc. | $13.3M | 459K | ▲New +459K sh | Q1 2026 | |
| 10 | Platform Technology Partners | $9.2M | 306K | ▲+9.4% Added · +26K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.0M | 242K | ▲+137% Added · +140K sh | Q1 2026 | |
| 12 | Bramshill Investments, LLC | $6.1M | 210K | —Held | Q1 2026 | |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 181K | ▲Added Added · +181K sh | Q2 2026 | |
| 14 | Darwin Wealth Management, LLC | $5.4M | 181K | ▲+5.2% Added · +9K sh | Q2 2026 | |
| 15 | STIFEL FINANCIAL CORP | $4.9M | 168K | ▲+8.8% Added · +14K sh | Q1 2026 | |
| 16 | Gladstone Institutional Advisory LLC | $4.1M | 138K | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 17 | KLINGENSTEIN FIELDS & CO LP | $3.9M | 129K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | $3.4M | 116K | ▲+9.3% Added · +10K sh | Q1 2026 | |
| 19 | Vise Technologies, Inc. | $2.8M | 94K | —Held | Q1 2026 | |
| 20 | CHAPIN DAVIS, INC. | $2.8M | 94K | ▼−0.1% Reduced · −72 sh | Q2 2026 | |
| 21 | Murphy, Middleton, Hinkle & Parker, Inc. | $2.8M | 93K | —Held | Q2 2026 | |
| 22 | Magnus Financial Group LLC | $2.1M | 70K | ▼−0.1% Reduced · −104 sh | Q2 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 60K | ▲+3.1% Added · +2K sh | Q1 2026 | |
| 24 | OPPENHEIMER & CO INC | $1.7M | 57K | ▼−4.5% Reduced · −3K sh | Q2 2026 | |
| 25 | BLAIR WILLIAM & CO/IL | $1.4M | 47K | ▼−10% Reduced · −5K 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 2 added to an existing one, while 4 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 |
|---|---|---|
| APPLE INCAAPL | 10 funds | $923.1M |
| NVIDIA CORPNVDA | 10 funds | $755.9M |
| ALPHABET INC-CL AGOOGL | 10 funds | $538.7M |
| AMAZON.COM INCAMZN | 10 funds | $529.4M |
| JPMORGAN CHASE & COJPM | 10 funds | $345.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $323.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $292.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $259.0M |
| EXXON MOBIL CORPXOM | 10 funds | $160.1M |
| HOME DEPOT INCHD | 10 funds | $152.3M |
| WALMART INCWMT | 10 funds | $139.8M |
| WALT DISNEY CO/THEDIS | 10 funds | $88.9M |
Ranked by how many of HEDG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZUIT EXCHANGE TRADED | 71 funds | $292.2M |
| CLOXTR | 42 funds | $94.5M |
| HEDGthis pageExchange Traded Fund | 35 funds | $321.7M |
| BNDSINFRASTRUCTURE C | 15 funds | $7.5M |
| ICAPINFRASTRCTUR CAP | 15 funds | $4.1M |
| ADPVmc | 14 funds | $138.1M |
| ELMExchange Traded Fund | 9 funds | $194.2M |
| SCAPINFRASTRCTUR CAP | 8 funds | $2.8M |
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 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.