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/HELO/capital-change-brief"
Use Arkolith's capital_change_brief for HELO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $221.1M | 3.5M | ▲+8.4% Added · +269K sh | Q1 2026 | |
| 2 | Forvis Mazars Wealth Advisors, LLC | $185.0M | 2.9M | ▲+9.8% Added · +257K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $163.9M | 2.6M | ▲+37% Added · +690K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $154.7M | 2.4M | ▲+9.3% Added · +206K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $142.5M | 2.2M | ▲+10% Added · +204K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $120.7M | 1.9M | ▼−4.8% Reduced · −96K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.7M | 1.9M | ▲+9.5% Added · +162K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $117.0M | 1.8M | ▲+5.1% Added · +89K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $101.3M | 1.6M | ▲+71% Added · +657K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $64.2M | 1.0M | ▲+4.6% Added · +44K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $62.4M | 977K | ▲+32% Added · +236K sh | Q1 2026 | |
| 12 | UBS Group AG | $58.8M | 919K | ▲+2.5% Added · +23K sh | Q1 2026 | |
| 13 | Focus Partners Wealth | $49.9M | 781K | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $47.9M | 749K | ▲+7.5% Added · +52K sh | Q1 2026 | |
| 15 | RWA WEALTH PARTNERS, LLC | $45.3M | 709K | ▼−8.8% Reduced · −69K sh | Q1 2026 | |
| 16 | CGC Financial Services, LLC | $44.9M | 665K | ▼−39% Reduced · −425K sh | Q2 2026 | |
| 17 | JPMORGAN CHASE & CO | $34.4M | 544K | ▲+35% Added · +140K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $32.7M | 511K | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $29.4M | 460K | ▼−7.7% Reduced · −38K sh | Q1 2026 | |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $28.7M | 449K | ▲+8.8% Added · +37K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $27.9M | 437K | ▲+2.9% Added · +12K sh | Q1 2026 | |
| 22 | Mariner, LLC | $21.0M | 329K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 23 | Advisory Services Network, LLC | $20.2M | 317K | ▲+39% Added · +89K sh | Q1 2026 | |
| 24 | Longview Financial Advisors LLC | $19.5M | 289K | ▲+8.3% Added · +22K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $16.9M | 264K | ▼−25% Reduced · −87K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 104 funds | $23.4B |
| MICROSOFT CORPMSFT | 104 funds | $16.8B |
| BROADCOM INCAVGO | 104 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 104 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 104 funds | $7.6B |
| EXXON MOBIL CORPXOM | 104 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 104 funds | $5.1B |
| WALMART INCWMT | 104 funds | $5.1B |
| TESLA INCTSLA | 104 funds | $4.3B |
| CHEVRON CORPCVX | 104 funds | $3.6B |
| MCDONALD'S CORPMCD | 104 funds | $3.4B |
| ABBVIE INCABBV | 104 funds | $3.1B |
Ranked by how many of HELO'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 HELO. 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.