409 tracked 13F filers disclose a position in HEFA as of the latest SEC 13F filings, a combined $5.8B 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 | $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 | Dynasty Wealth Management, LLC | $167.2M | 3.6M | ▲+2.6% Added · +90K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $150.5M | 3.5M | ▼−2.2% Reduced · −81K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.8M | 3.5M | ▼−2.8% Reduced · −98K sh | Q1 2026 | |
| 10 | Quotient Wealth Partners, LLC | $161.4M | 3.4M | ▲+2.1% Added · +72K sh | Q2 2026 | |
| 11 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $160.5M | 3.4M | ▼−4.5% Reduced · −160K sh | Q2 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.3M | 3.3M | ▼−5.1% Reduced · −180K sh | Q1 2026 | |
| 13 | NorthRock Partners, LLC | $133.3M | 2.8M | ▼−7.6% Reduced · −235K sh | Q2 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 | PNC FINANCIAL SERVICES GROUP, INC. | $43.9M | 1.0M | ▲+9.3% Added · +88K sh | Q1 2026 | |
| 21 | Jordan Park Group LLC | $42.3M | 995K | ▼−1.1% Reduced · −11K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $45.3M | 965K | ▲17× Added · +909K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $39.8M | 938K | ▲+7.0% Added · +61K sh | Q1 2026 | |
| 24 | Verde Capital Management | $41.4M | 881K | ▲+6.0% Added · +50K sh | Q2 2026 | |
| 25 | Mariner, LLC | $37.5M | 881K | ▼−11% Reduced · −108K 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 HEFA and 19 added to an existing one, while 16 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 | 222 funds | $65.3B |
| NVIDIA CORPNVDA | 219 funds | $79.8B |
| MICROSOFT CORPMSFT | 217 funds | $56.1B |
| AMAZON.COM INCAMZN | 214 funds | $40.6B |
| ALPHABET INC-CL AGOOGL | 212 funds | $27.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 211 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 209 funds | $23.3B |
| VANGUARD S&P 500 ETFVOO | 208 funds | $12.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 208 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 207 funds | $22.6B |
| ALPHABET INC-CL CGOOG | 206 funds | $29.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 204 funds | $11.9B |
Ranked by how many of HEFA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for HEFA
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.
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.