HELS

Hedgeye 130/30 Equity ETFETF$24.09 0.29%
UnclassifiedUSCUSIP 26923Q424· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
9
13F Value (tracked)
$4.9M
13F Moves · latest Q
3 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$24.09 0.29%1Y -4.6%
$22.34$23.37$24.40$25.43$26.46Dec 2025Jan 2026MarAprJunAug3
Hover for who · click for detailEnd-of-day closing prices52w $22.62 – $26.18

Who owns HELS?

9 tracked 13F filers

9 tracked 13F filers disclose a position in HELS as of the latest SEC 13F filings, a combined $4.9M 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.

#FundPosition valueSharesLast moveAs ofHistory
1GTS SECURITIES LLC
$2.0M
86K
New
+86K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$1.4M
60K
New
+60K sh
Q1 2026
3HighTower Advisors, LLC
$387K
16K
New
+16K sh
Q1 2026
4CITADEL ADVISORS LLC
$359K
15K
New
+15K sh
Q1 2026
5Farther Finance Advisors, LLC
$320K
14K
13×
Added · +13K sh
Q1 2026
6JANE STREET GROUP, LLC
$290K
12K
−77%
Reduced · −41K sh
Q1 2026
7BANK OF MONTREAL /CAN/
$55K
2K
New
+2K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$35K
2K
Held
Q1 2026
9UBS Group AG
$3K
135
New
+135 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.

Is HELS being bought or sold by institutions?

Last quarter, 2 funds opened a new position in HELS and 1 added to an existing one, while 0 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).

Opened (NEW)
2
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Funds that own HELS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA3 funds$3.6B
ISHARES CORE S&P 500 ETFIVV3 funds$3.3B
AMAZON.COM INCAMZN3 funds$1.8B
APPLE INCAAPL3 funds$1.6B
MICRON TECHNOLOGY INCMU3 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA3 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM3 funds$1.4B
MICROSOFT CORPMSFT3 funds$1.2B
META PLATFORMS INC-CLASS AMETA3 funds$1.1B
BROADCOM INCAVGO3 funds$1.1B
ALPHABET INC-CL AGOOGL3 funds$933.1M
TESLA INCTSLA3 funds$828.3M

Ranked by how many of HELS's institutional holders also hold each name, a cross-fund conviction signal.

Share classes

Class13F holdersValue held
HECAHEDGEYE CAPITAL34 funds$117.1M
BMNUT-REX 2X LONG BM19 funds$9.4M
HEFTHEDGEYE FOURTH T16 funds$51.1M
HGROHEDGEYE QUALITY16 funds$8.7M
CRWUT-REX 2X LONG14 funds$1.9M
HELSthis pageHEDGEYE 130/309 funds$4.9M
CCUPT-REX 2X LONG8 funds$2.0M
CRCDT-REX 2X INVERSE8 funds$1.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for HELS

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Ask your agent what changed in HELS

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HELS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HELS.
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 HELS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.