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/HEFA/capital-change-brief"
Use Arkolith's capital_change_brief for HEFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $2.0B | 48.1M | ▼−4.6% Reduced · −2.3M sh | Q1 2026 | |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $252.0M | 5.9M | ▲+4.8% Added · +272K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $195.1M | 4.6M | ▲+217% Added · +3.1M sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $181.6M | 4.3M | ▼−13% Reduced · −632K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $175.3M | 4.2M | ▼−3.1% Reduced · −136K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $160.7M | 3.8M | ▲+4.2% Added · +151K sh | Q1 2026 | |
| 7 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $152.1M | 3.6M | ▲+4.0% Added · +137K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $150.5M | 3.5M | ▼−2.2% Reduced · −81K sh | Q1 2026 | |
| 9 | Dynasty Wealth Management, LLC | $147.6M | 3.5M | ▼−2.3% Reduced · −81K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.8M | 3.5M | ▼−2.8% Reduced · −98K sh | Q1 2026 | |
| 11 | Quotient Wealth Partners, LLC | $143.1M | 3.4M | ▼−3.0% Reduced · −103K sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.3M | 3.3M | ▼−5.1% Reduced · −180K sh | Q1 2026 | |
| 13 | NorthRock Partners, LLC | $130.7M | 3.1M | ▲+13% Added · +362K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $86.8M | 2.0M | ▼−3.0% Reduced · −62K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $84.2M | 2.0M | ▼−0.5% Reduced · −10K sh | Q1 2026 | |
| 16 | Waverly Advisors, LLC | $81.9M | 1.9M | ▼−23% Reduced · −563K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $71.8M | 1.7M | ▼−7.3% Reduced · −132K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $59.9M | 1.4M | ▲+4.7% Added · +63K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $53.1M | 1.2M | ▼−8.0% Reduced · −109K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $48.3M | 1.1M | ▼−9.8% Reduced · −123K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $43.9M | 1.0M | ▲+9.3% Added · +88K sh | Q1 2026 | |
| 22 | Jordan Park Group LLC | $42.3M | 995K | ▼−1.1% Reduced · −11K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $39.8M | 938K | ▲+7.0% Added · +61K sh | Q1 2026 | |
| 24 | Mariner, LLC | $37.5M | 881K | ▼−11% Reduced · −108K sh | Q1 2026 | |
| 25 | US BANCORP \DE\ | $33.2M | 781K | ▼−4.9% Reduced · −41K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 148 funds | $37.0B |
| ISHARES CORE S&P 500 ETFIVV | 148 funds | $34.3B |
| MICROSOFT CORPMSFT | 148 funds | $28.6B |
| NVIDIA CORPNVDA | 147 funds | $33.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 147 funds | $21.5B |
| AMAZON.COM INCAMZN | 147 funds | $21.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 147 funds | $16.2B |
| ALPHABET INC-CL CGOOG | 147 funds | $13.1B |
| VISA INC-CLASS A SHARESV | 147 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 146 funds | $17.7B |
| BROADCOM INCAVGO | 146 funds | $12.7B |
| JPMORGAN CHASE & COJPM | 146 funds | $12.7B |
Ranked by how many of HEFA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HEFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.