Among active 13F managers last quarter, 4 opened and 2 added, while 2 reduced; the largest holder to move was Fourpath Capital Management, LLC (+109%).
20 tracked 13F filers disclose a position in HEFT as of the latest SEC 13F filings, a combined $52.1M 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 | Fourpath Capital Management, LLC | 1.2M | $30.7M | ▲+109% Added · +603K sh | Q2 2026 | |
| 2 | Truist Financial Corp | 297K | $7.9M | ▲New +297K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 226K | $6.0M | ▲+12% Added · +24K sh | Q1 2026 | |
| 4 | GTS Securities LLC | 65K | $1.7M | ▲New +65K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 43K | $1.1M | ▲New +43K sh | Q1 2026 | |
| 6 | Essex Financial Services, Inc. | 37K | $979K | ▼−9.8% Reduced · −4K sh | Q2 2026 | |
| 7 | WMG Financial Advisors, LLC | 28K | $731K | ▲+17% Added · +4K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 24K | $624K | ▲New +24K sh | Q2 2026 | |
| 9 | Benjamin Edwards Inc | 15K | $387K | ▲New +15K sh | Q2 2026 | |
| 10 | &Partners | 14K | $374K | ▼−5.0% Reduced · −738 sh | Q2 2026 | |
| 11 | Crown Wealth Group, LLC | 14K | $368K | ▼−20% Reduced · −4K sh | Q2 2026 | |
| 12 | MML Investors Services, LLC | 10K | $260K | ▲New +10K sh | Q2 2026 | |
| 13 | OneDigital Investment Advisors LLC | 9K | $248K | ▲New +9K sh | Q1 2026 | |
| 14 | Slocum, Gordon & Co LLP | 9K | $239K | ▼−5.5% Reduced · −520 sh | Q2 2026 | |
| 15 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7K | $176K | —Held | Q2 2026 | |
| 16 | Game Plan Financial Advisors, LLC | 3K | $72K | ▲+59% Added · +1K sh | Q2 2026 | |
| 17 | Bank Of Montreal | 2K | $53K | ▲New +2K sh | Q1 2026 | |
| 18 | Realta Investment Advisors | 665 | $18K | ▲+33% Added · +165 sh | Q2 2026 | |
| 19 | CWM, LLC | 500 | $13K | ▼−89% Reduced · −4K sh | Q1 2026 | |
| 20 | Highline Wealth Partners LLC | 180 | $5K | —Held | Q2 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, 4 funds opened a new position in HEFT and 2 added to an existing one, while 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.6B |
| Amazon.com IncAMZN | 8 funds | $2.8B |
| Apple IncAAPL | 8 funds | $2.7B |
| Microsoft CorpMSFT | 8 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.3B |
| Abbvie IncABBV | 8 funds | $912.0M |
| Walmart IncWMT | 8 funds | $779.7M |
| ExxonMobil Holdings CorpXOM | 8 funds | $705.9M |
| Chevron CorpCVX | 8 funds | $631.1M |
| Costco Wholesale CorpCOST | 8 funds | $574.8M |
| Caterpillar IncCAT | 8 funds | $472.3M |
| Intl Business Machines CorpIBM | 8 funds | $268.5M |
Ranked by how many of HEFT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEFT.
| Class | 13F holders | Value held |
|---|---|---|
| HECAUIE | 37 funds | $131.0M |
| HGROUIE | 24 funds | $13.5M |
| BMNUT-REX 2X LONG BM | 22 funds | $11.0M |
| HEFTthis pageUIE | 20 funds | $52.1M |
| CRWUT-REX 2X LONG | 12 funds | $1.9M |
| HELSUIE | 10 funds | $4.5M |
| GLDBIDX ALTERNATIVE | 9 funds | $24.2M |
| CRCDT-REX 2X INVERSE | 8 funds | $1.8M |
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 HEFT
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/HEFT/capital-change-brief"
Use Arkolith's capital_change_brief for HEFT. 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 HEFT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.