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/HEGD/capital-change-brief"
Use Arkolith's capital_change_brief for HEGD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $113.3M | 4.6M | ▲+18% Added · +695K sh | Q1 2026 | |
| 2 | Swan Global Investments, LLC | $39.3M | 1.6M | ▼−43% Reduced · −1.2M sh | Q1 2026 | |
| 3 | Blueprint Investment Partners LLC | $38.5M | 1.6M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $34.9M | 1.4M | ▲+11% Added · +135K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $34.8M | 1.4M | ▼−11% Reduced · −171K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $21.2M | 857K | ▲+509% Added · +716K sh | Q1 2026 | |
| 7 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.9M | 726K | ▲New +726K sh | Q1 2026 | |
| 8 | Financial Designs Corp | $16.2M | 608K | ▲+11% Added · +61K sh | Q2 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $14.7M | 593K | ▲+20% Added · +100K sh | Q1 2026 | |
| 10 | Avior Wealth Management, LLC | $14.2M | 576K | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $11.3M | 457K | ▲+13% Added · +52K sh | Q1 2026 | |
| 12 | Ausdal Financial Partners, Inc. | $9.1M | 370K | ▲+6.3% Added · +22K sh | Q1 2026 | |
| 13 | Atria Investments, Inc | $7.9M | 321K | ▲+5.8% Added · +18K sh | Q1 2026 | |
| 14 | Inspire Advisors, LLC | $5.7M | 232K | ▲New +232K sh | Q1 2026 | |
| 15 | J.W. COLE ADVISORS, INC. | $4.3M | 172K | ▲+496% Added · +143K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $3.3M | 135K | ▲+14% Added · +17K sh | Q1 2026 | |
| 17 | WORLD EQUITY GROUP, INC. | $2.7M | 103K | ▲+200% Added · +69K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 88K | ▲+16% Added · +12K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $1.9M | 76K | ▼−0.1% Reduced · −56 sh | Q1 2026 | |
| 20 | Barnes Wealth Management Group, Inc | $1.3M | 53K | ▲+16% Added · +7K sh | Q1 2026 | |
| 21 | Kingsview Wealth Management, LLC | $1.1M | 45K | ▼−1.4% Reduced · −613 sh | Q1 2026 | |
| 22 | CHILTON CAPITAL MANAGEMENT LLC | $1.0M | 41K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 23 | INTEGRITY ALLIANCE, LLC. | $1.0M | 41K | ▲+13% Added · +5K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $974K | 39K | ▼−7.8% Reduced · −3K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $871K | 35K | ▼−4.1% Reduced · −1K 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 | 31 funds | $9.5B |
| NVIDIA CORPNVDA | 31 funds | $8.1B |
| MICROSOFT CORPMSFT | 31 funds | $6.7B |
| AMAZON.COM INCAMZN | 31 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 31 funds | $4.7B |
| JOHNSON & JOHNSONJNJ | 31 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $3.2B |
| BROADCOM INCAVGO | 31 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 31 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $2.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 31 funds | $2.5B |
Ranked by how many of HEGD'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 HEGD. 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.