The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query HEQ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HEQ"
Use Arkolith to show who owns HEQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $5.7M | 522K | ▲+111% Added · +274K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $5.6M | 519K | ▲New +519K sh | Q1 2026 | |
| 3 | PRINCIPAL SECURITIES, INC. | $1.6M | 147K | ▼−0.1% Reduced · −94 sh | Q1 2026 | |
| 4 | Kovack Advisors, Inc. | $665K | 61K | ▲+14% Added · +7K sh | Q1 2026 | |
| 5 | &PARTNERS | $456K | 40K | ▲+150% Added · +24K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $418K | 38K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 7 | SAX WEALTH ADVISORS, LLC | $365K | 34K | —Held | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 27, 2026 | Phelan Kenneth J | Director | Buy (P) | 905 | $10K |
| Apr 8, 2025 | Wright Thomas Rowe | Director | Buy (P) | 1K | $11K |
| Jan 14, 2025 | Bacic William K | Insider | Buy (P) | 986 | $10K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 1K | $11K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 1K | $16K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 1K | $11K |
| Company | Co-held by | Combined value |
|---|---|---|
| WALT DISNEY CO/THEDIS | 20 funds | $8.3B |
| AMGEN INCAMGN | 20 funds | $4.7B |
| ORACLE CORPORCL | 20 funds | $3.8B |
| NORFOLK SOUTHERN CORPNSC | 20 funds | $1.7B |
| APPLE INCAAPL | 19 funds | $25.5B |
| MICROSOFT CORPMSFT | 19 funds | $17.4B |
| HOME DEPOT INCHD | 19 funds | $8.7B |
| PEPSICO INCPEP | 19 funds | $8.7B |
| VISA INC-CLASS A SHARESV | 19 funds | $8.1B |
| ALPHABET INC-CL CGOOG | 19 funds | $8.1B |
| WELLS FARGO & COWFC | 19 funds | $7.8B |
| INTEL CORPINTC | 19 funds | $7.5B |
Ranked by how many of HEQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HEQ. 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.