183 tracked 13F filers disclose a position in HEDJ as of the latest SEC 13F filings, a combined $712.5M 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 | GOLDMAN SACHS GROUP INC | $134.3M | 2.6M | ▼−2.5% Reduced · −65K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $70.8M | 1.4M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $65.1M | 1.2M | ▼−2.6% Reduced · −33K sh | Q1 2026 | |
| 4 | UBS Group AG | $43.3M | 827K | ▲+1.2% Added · +10K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $27.8M | 532K | ▼−3.3% Reduced · −18K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $25.6M | 490K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 7 | FMR LLC | $23.4M | 448K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 8 | Boothe Investment Group, Inc. | $25.4M | 446K | ▼−0.1% Reduced · −327 sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $23.1M | 442K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $22.5M | 431K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $21.2M | 405K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $17.9M | 342K | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 13 | PATTEN & PATTEN INC/TN | $15.0M | 263K | ▼−0.2% Reduced · −626 sh | Q2 2026 | |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.2M | 234K | ▲+15% Added · +30K sh | Q1 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | $11.8M | 226K | ▲+13% Added · +26K sh | Q1 2026 | |
| 16 | Azimuth Capital Investment Management LLC | $10.3M | 197K | ▲+2.6% Added · +5K sh | Q1 2026 | |
| 17 | VALLEY WEALTH MANAGERS, INC. | $10.8M | 190K | ▼−3.0% Reduced · −6K sh | Q2 2026 | |
| 18 | Pathstone Holdings, LLC | $8.0M | 153K | —Held | Q1 2026 | |
| 19 | CONNING INC. | $8.2M | 144K | —Held | Q2 2026 | |
| 20 | Sharper & Granite LLC | $6.5M | 114K | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 112K | ▲+9.4% Added · +10K sh | Q1 2026 | |
| 22 | Federation des caisses Desjardins du Quebec | $5.6M | 108K | ▲+11% Added · +11K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 95K | ▲+13% Added · +11K sh | Q1 2026 | |
| 24 | CATHY PARETO & ASSOCIATES, INC | $5.3M | 93K | ▼−6.5% Reduced · −6K sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $4.1M | 81K | ▲+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, 0 funds opened a new position in HEDJ and 12 added to an existing one, while 10 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $4.3B |
| NVIDIA CORPNVDA | 79 funds | $71.8B |
| APPLE INCAAPL | 79 funds | $56.3B |
| MICROSOFT CORPMSFT | 79 funds | $53.1B |
| AMAZON.COM INCAMZN | 78 funds | $37.3B |
| ALPHABET INC-CL AGOOGL | 78 funds | $32.2B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $18.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $8.1B |
| ALPHABET INC-CL CGOOG | 76 funds | $22.0B |
| JPMORGAN CHASE & COJPM | 76 funds | $15.1B |
| COSTCO WHOLESALE CORPCOST | 76 funds | $6.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 76 funds | $3.0B |
Ranked by how many of HEDJ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 592 funds | $11.2B |
| IHDGmc | 197 funds | $1.5B |
| XSOEmc | 187 funds | $958.5M |
| HEDJthis pagecs | 183 funds | $712.5M |
| AGGYmc | 137 funds | $673.3M |
| IQDGmc | 115 funds | $524.9M |
| DDWMmc | 114 funds | $1.1B |
| DGRSmc | 107 funds | $201.6M |
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 stock 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 + Form 4 insider transactions + 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.