Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was GTS Securities LLC (new position).
10 tracked 13F filers disclose a position in HELS as of the latest SEC 13F filings, a combined $4.5M 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 | GTS Securities LLC | 86K | $2.0M | ▲New +86K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 60K | $1.4M | ▲New +60K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 16K | $387K | ▲New +16K sh | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | 14K | $320K | ▲13× Added · +13K sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 12K | $290K | ▼−77% Reduced · −41K sh | Q1 2026 | |
| 6 | Bank Of Montreal | 2K | $55K | ▲New +2K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 2K | $35K | —Held | Q1 2026 | |
| 8 | Game Plan Financial Advisors, LLC | 200 | $5K | —Held | Q2 2026 | |
| 9 | UBS Group AG | 135 | $3K | ▲New +135 sh | Q1 2026 | |
| 10 | Copia Wealth Management | 50 | $1K | —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, 1 fund opened a new position in HELS and 1 added to an existing one, while none reduced or exited. 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 | 2 funds | $689.3M |
| Vanguard S&P 500 ETFVOO | 2 funds | $311.4M |
| Apple IncAAPL | 2 funds | $307.1M |
| Nvidia CorpNVDA | 2 funds | $305.5M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $231.6M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $211.8M |
| Microsoft CorpMSFT | 2 funds | $187.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $160.0M |
| Ishares 0-3 Month Treasury BSGOV | 2 funds | $154.2M |
| Amazon.com IncAMZN | 2 funds | $140.6M |
| Schwab US Large-Cap ETFSCHX | 2 funds | $127.5M |
| Alphabet Inc-CL AGOOGL | 2 funds | $116.4M |
Ranked by how many of HELS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HELS.
| Class | 13F holders | Value held |
|---|---|---|
| HECAUIE | 37 funds | $131.0M |
| HGROUIE | 24 funds | $13.5M |
| BMNUT-REX 2X LONG BM | 22 funds | $11.0M |
| HEFTUIE | 20 funds | $52.1M |
| CRWUT-REX 2X LONG | 12 funds | $1.9M |
| HELSthis pageUIE | 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 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HELS/capital-change-brief"
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.