68 tracked 13F filers disclose a position in HEQT as of the latest SEC 13F filings, a combined $189.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $23.4M | 698K | ▲+30% Added · +161K sh | Q2 2026 | |
| 2 | CWM, LLC | $19.8M | 630K | ▲+4.0% Added · +24K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $17.7M | 563K | ▲+22% Added · +103K sh | Q1 2026 | |
| 4 | WealthPlan Investment Management, LLC | $10.1M | 300K | ▼−19% Reduced · −72K sh | Q2 2026 | |
| 5 | Orion Porfolio Solutions, LLC | $9.1M | 290K | ▲New +290K sh | Q1 2026 | |
| 6 | Rockefeller Capital Management L.P. | $7.0M | 224K | ▲+279% Added · +165K sh | Q1 2026 | |
| 7 | Independent Wealth Advisors LLC | $6.9M | 205K | ▲+10% Added · +19K sh | Q2 2026 | |
| 8 | ARQ WEALTH ADVISORS, LLC | $6.6M | 195K | ▼−35% Reduced · −107K sh | Q2 2026 | |
| 9 | Kovack Advisors, Inc. | $6.4M | 190K | ▼−18% Reduced · −42K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $5.7M | 180K | ▲+4.6% Added · +8K sh | Q1 2026 | |
| 11 | Meridian Wealth Management, LLC | $4.9M | 155K | ▲+16% Added · +21K sh | Q1 2026 | |
| 12 | WealthPLAN Partners, LLC | $5.0M | 150K | ▼−34% Reduced · −77K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $4.4M | 141K | ▲+16% Added · +19K sh | Q1 2026 | |
| 14 | Financial Enhancement Group LLC | $4.7M | 139K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 135K | ▼−8.3% Reduced · −12K sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $3.6M | 113K | ▲+34% Added · +29K sh | Q1 2026 | |
| 17 | HARMONY ASSET MANAGEMENT LLC | $3.8M | 113K | ▲+3.7% Added · +4K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $3.5M | 110K | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 19 | VICTORY FINANCIAL GROUP, LLC | $3.6M | 106K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 20 | UBS Group AG | $3.2M | 101K | ▼−11% Reduced · −12K sh | Q1 2026 | |
| 21 | Sowell Financial Services LLC | $3.2M | 95K | ▼−11% Reduced · −12K sh | Q2 2026 | |
| 22 | Dynamic Advisor Solutions LLC | $3.1M | 94K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 23 | Ameritas Advisory Services, LLC | $2.9M | 91K | ▼−29% Reduced · −37K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $2.8M | 90K | ▼−8.8% Reduced · −9K sh | Q1 2026 | |
| 25 | EVOLUTION WEALTH MANAGEMENT INC. | $2.8M | 84K | ▲+12% Added · +9K sh | 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, 3 funds opened a new position in HEQT and 10 added to an existing one, while 13 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $2.3B |
| APPLE INCAAPL | 30 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $1.5B |
| MICROSOFT CORPMSFT | 30 funds | $1.5B |
| AMAZON.COM INCAMZN | 30 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 30 funds | $841.2M |
| JPMORGAN CHASE & COJPM | 30 funds | $704.4M |
| TESLA INCTSLA | 30 funds | $516.9M |
| VANGUARD S&P 500 ETFVOO | 29 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $1.1B |
| BROADCOM INCAVGO | 29 funds | $848.8M |
Ranked by how many of HEQT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTthis pageMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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 HEQT
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/HEQT/capital-change-brief"
Use Arkolith's capital_change_brief for HEQT. 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 HEQT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.