Among active 13F managers last quarter, 1 added and 2 reduced; the largest holder to move was Citadel Advisors LLC (−10%).
6 tracked 13F filers disclose a position in HELX as of the latest SEC 13F filings, a combined $1.8M 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 | Citadel Advisors LLC | 34K | $1.4M | ▼−10% Reduced · −4K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 7K | $222K | ▼−40% Reduced · −4K sh | Q1 2026 | |
| 3 | Franklin Templeton Inc | 3K | $88K | ▼−82% Reduced · −12K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 2K | $77K | ▼−25% Reduced · −794 sh | Q1 2026 | |
| 5 | Harbour Investments, Inc. | 2K | $55K | ▲+9.1% Added · +138 sh | Q1 2026 | |
| 6 | UBS Group AG | 89 | $3K | ▲+102% Added · +45 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.
Last quarter, 1 fund added to an existing position in HELX, while 2 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $19.3B |
| Microsoft CorpMSFT | 3 funds | $15.7B |
| Apple IncAAPL | 3 funds | $14.6B |
| Ishares Core S&P 500 ETFIVV | 3 funds | $13.9B |
| Amazon.com IncAMZN | 3 funds | $13.8B |
| Alphabet Inc-CL AGOOGL | 3 funds | $11.4B |
| Broadcom IncAVGO | 3 funds | $10.0B |
| ExxonMobil Holdings CorpXOM | 3 funds | $7.6B |
| Meta Platforms Inc-Class AMETA | 3 funds | $6.2B |
| Alphabet Inc-CL CGOOG | 3 funds | $5.9B |
| Eli Lilly & CoLLY | 3 funds | $5.3B |
| JPMorgan Chase & CoJPM | 3 funds | $5.2B |
Ranked by how many of HELX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HELX.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 213 funds | $1.4B |
| FLJPmc | 185 funds | $1.8B |
| DIVImc | 176 funds | $1.4B |
| FLQMmc | 154 funds | $1.2B |
| FLINmc | 131 funds | $962.3M |
| INCMmc | 112 funds | $742.5M |
| FLBLmc | 110 funds | $508.8M |
| FLQLmc | 92 funds | $1.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HELX
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/HELX/capital-change-brief"
Use Arkolith's capital_change_brief for HELX. 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 HELX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.