Among active 13F managers last quarter, 15 added and 11 reduced; the largest holder to move was Boothe Investment Group, Inc. (−0.1%).
212 tracked 13F filers disclose a position in HEDJ as of the latest SEC 13F filings, a combined $732.6M 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 | Goldman Sachs Group Inc | 2.6M | $134.3M | ▼−2.5% Reduced · −65K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.4M | $70.8M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 3 | Morgan Stanley | 1.2M | $65.1M | ▼−2.6% Reduced · −33K sh | Q1 2026 | |
| 4 | UBS Group AG | 827K | $43.3M | ▲+1.2% Added · +10K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 532K | $27.8M | ▼−3.3% Reduced · −18K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 490K | $25.6M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 7 | FMR LLC | 448K | $25.5M | ▼−0.1% Reduced · −567 sh | Q2 2026 | |
| 8 | Boothe Investment Group, Inc. | 446K | $25.4M | ▼−0.1% Reduced · −327 sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 442K | $23.1M | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | 431K | $22.5M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | 405K | $21.2M | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 342K | $17.9M | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 13 | Elevation Point Wealth Partners, LLC | 292K | $16.6M | ▲+25% Added · +58K sh | Q2 2026 | |
| 14 | Patten & Patten Inc | 263K | $15.0M | ▼−0.2% Reduced · −626 sh | Q2 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | 257K | $14.7M | ▲+14% Added · +32K sh | Q2 2026 | |
| 16 | Azimuth Capital Investment Management LLC | 197K | $10.3M | ▲+2.6% Added · +5K sh | Q1 2026 | |
| 17 | Valley Wealth Managers, Inc. | 190K | $10.8M | ▼−3.0% Reduced · −6K sh | Q2 2026 | |
| 18 | Pathstone Holdings, LLC | 155K | $8.9M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 19 | Conning Inc. | 144K | $8.2M | —Held | Q2 2026 | |
| 20 | Sharper & Granite LLC | 114K | $6.5M | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 21 | Susquehanna International Group, LLP | 112K | $5.8M | ▲+9.4% Added · +10K sh | Q1 2026 | |
| 22 | Federation des caisses Desjardins du Quebec | 108K | $6.1M | ▼−0.1% Reduced · −154 sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 95K | $5.0M | ▲+13% Added · +11K sh | Q1 2026 | |
| 24 | Cathy Pareto & Associates, Inc | 93K | $5.3M | ▼−6.5% Reduced · −6K sh | Q2 2026 | |
| 25 | Jones Financial Companies LLLP | 81K | $4.1M | ▲+8.0% Added · +6K 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, 15 funds added to an existing position in HEDJ, while 11 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 | 99 funds | $72.1B |
| Apple IncAAPL | 99 funds | $59.2B |
| Microsoft CorpMSFT | 99 funds | $54.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 99 funds | $5.7B |
| Amazon.com IncAMZN | 98 funds | $38.9B |
| Alphabet Inc-CL AGOOGL | 98 funds | $33.0B |
| Meta Platforms Inc-Class AMETA | 97 funds | $18.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 97 funds | $8.5B |
| Alphabet Inc-CL CGOOG | 96 funds | $22.8B |
| Invesco QQQ Trust Series 1QQQ | 95 funds | $3.7B |
| JPMorgan Chase & CoJPM | 94 funds | $15.4B |
| Costco Wholesale CorpCOST | 94 funds | $6.9B |
Ranked by how many of HEDJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEDJ.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 719 funds | $11.8B |
| IHDGmc | 224 funds | $1.6B |
| XSOEmc | 221 funds | $1.1B |
| HEDJthis pagecs | 212 funds | $732.6M |
| AGGYmc | 159 funds | $720.9M |
| DDWMmc | 133 funds | $1.2B |
| IQDGmc | 133 funds | $539.3M |
| DGRSmc | 115 funds | $193.2M |
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 HEDJ
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/HEDJ/capital-change-brief"
Use Arkolith's capital_change_brief for HEDJ. 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 HEDJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.