16 tracked 13F filers disclose a position in HEFT as of the latest SEC 13F filings, a combined $51.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOURPATH CAPITAL MANAGEMENT, LLC | $30.7M | 1.2M | ▲+109% Added · +603K sh | Q2 2026 | |
| 2 | TRUIST FINANCIAL CORP | $7.9M | 297K | ▲New +297K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $6.0M | 226K | ▲+12% Added · +24K sh | Q1 2026 | |
| 4 | GTS SECURITIES LLC | $1.7M | 65K | ▲New +65K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 43K | ▲New +43K sh | Q1 2026 | |
| 6 | Essex Financial Services, Inc. | $1.1M | 41K | ▲New +41K sh | Q1 2026 | |
| 7 | WMG Financial Advisors, LLC | $731K | 28K | ▲+17% Added · +4K sh | Q2 2026 | |
| 8 | &PARTNERS | $395K | 15K | ▲New +15K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $387K | 15K | ▲New +15K sh | Q2 2026 | |
| 10 | Crown Wealth Group, LLC | $368K | 14K | ▼−20% Reduced · −4K sh | Q2 2026 | |
| 11 | OneDigital Investment Advisors LLC | $248K | 9K | ▲New +9K sh | Q1 2026 | |
| 12 | Slocum, Gordon & Co LLP | $239K | 9K | ▼−5.5% Reduced · −520 sh | Q2 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $53K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | Realta Investment Advisors | $18K | 665 | ▲+33% Added · +165 sh | Q2 2026 | |
| 15 | CWM, LLC | $13K | 500 | ▼−89% Reduced · −4K sh | Q1 2026 | |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $5K | 180 | —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 1 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 | 7 funds | $590.4M |
| MICROSOFT CORPMSFT | 7 funds | $391.1M |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $343.9M |
| AMAZON.COM INCAMZN | 7 funds | $225.1M |
| ALPHABET INC-CL AGOOGL | 7 funds | $213.9M |
| WALMART INCWMT | 7 funds | $156.4M |
| EXXON MOBIL CORPXOM | 7 funds | $152.0M |
| ABBVIE INCABBV | 7 funds | $113.5M |
| SPDR GOLD SHARESGLD | 7 funds | $101.6M |
| COSTCO WHOLESALE CORPCOST | 7 funds | $98.4M |
| CATERPILLAR INCCAT | 7 funds | $89.2M |
| VERIZON COMMUNICATIONS INCVZ | 7 funds | $63.8M |
Ranked by how many of HEFT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HECAHEDGEYE CAPITAL | 34 funds | $117.1M |
| BMNUT-REX 2X LONG BM | 19 funds | $9.4M |
| HEFTthis pageHEDGEYE FOURTH T | 16 funds | $51.1M |
| HGROHEDGEYE QUALITY | 16 funds | $8.7M |
| CRWUT-REX 2X LONG | 14 funds | $1.9M |
| HELSHEDGEYE 130/30 | 9 funds | $4.9M |
| CCUPT-REX 2X LONG | 8 funds | $2.0M |
| CRCDT-REX 2X INVERSE | 8 funds | $1.7M |
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.