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 HEQT 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/HEQT"
Use Arkolith to show who owns HEQT, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $19.8M | 630K | ▲+4.0% Added · +24K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $16.9M | 537K | ▼−52% Reduced · −583K sh | Q1 2026 | |
| 3 | WealthPlan Investment Management, LLC | $11.7M | 372K | ▼−33% Reduced · −186K sh | Q1 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $9.1M | 290K | ▲New +290K sh | Q1 2026 | |
| 5 | Kovack Advisors, Inc. | $7.3M | 231K | ▲+18% Added · +35K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $3.5M | 110K | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 7 | Sowell Financial Services LLC | $3.4M | 106K | ▲+18% Added · +16K sh | Q1 2026 | |
| 8 | Dynamic Advisor Solutions LLC | $2.9M | 93K | ▼−4.3% Reduced · −4K sh | Q1 2026 | |
| 9 | Ameritas Advisory Services, LLC | $2.9M | 91K | ▼−29% Reduced · −37K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $2.8M | 90K | ▼−8.8% Reduced · −9K sh | Q1 2026 | |
| 11 | Stratos Wealth Advisors, LLC | $2.0M | 65K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 12 | Equitable Holdings, Inc. | $1.4M | 45K | ▼−38% Reduced · −27K sh | Q1 2026 | |
| 13 | Smartleaf Asset Management LLC | $1.4M | 46K | ▲+15% Added · +6K sh | Q1 2026 | |
| 14 | CreativeOne Wealth, LLC | $1.4M | 44K | ▲+24% Added · +9K sh | Q1 2026 | |
| 15 | STEPHENS INC /AR/ | $1.2M | 37K | ▼−82% Reduced · −171K sh | Q1 2026 | |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $371K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | $355K | 11K | ▲New +11K sh | Q1 2026 | |
| 18 | Proficio Capital Partners LLC | $330K | 10K | —Held | Q1 2026 | |
| 19 | ASSETMARK, INC | $20K | 628 | —Held | Q1 2026 | |
| 20 | Sound Income Strategies, LLC | $9K | 286 | ▲New +286 sh | Q1 2026 | |
| 21 | Larson Financial Group LLC | $16 | 1 | ▼−100% Reduced · −449 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 110 funds | $755.5M |
| MTBAcommon | 81 funds | $654.3M |
| HEQTthis pageHEDGED EQUITY | 49 funds | $147.9M |
| CDXHIGH YIELD PLUS | 46 funds | $203.1M |
| AGGHFUND | 44 funds | $219.9M |
| SVOLmc | 42 funds | $28.9M |
| BUCKTREASURY OPT INC | 39 funds | $132.7M |
| PINKmc | 35 funds | $99.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 26 funds | $7.8B |
| NVIDIA CORPNVDA | 26 funds | $7.4B |
| MICROSOFT CORPMSFT | 26 funds | $5.8B |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $5.7B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $4.8B |
| AMAZON.COM INCAMZN | 26 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $3.6B |
| BROADCOM INCAVGO | 26 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 26 funds | $2.5B |
Ranked by how many of HEQT'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HEQT. 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.