Among active 13F managers last quarter, 4 opened and 12 added, while 15 reduced; the largest holder to move was WealthPlan Investment Management, LLC (−19%).
81 tracked 13F filers disclose a position in HEQT as of the latest SEC 13F filings, a combined $201.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 698K | $23.4M | ▲+30% Added · +161K sh | Q2 2026 | |
| 2 | CWM, LLC | 630K | $19.8M | ▲+4.0% Added · +24K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 563K | $17.7M | ▲+22% Added · +103K sh | Q1 2026 | |
| 4 | WealthPlan Investment Management, LLC | 300K | $10.1M | ▼−19% Reduced · −72K sh | Q2 2026 | |
| 5 | Orion Porfolio Solutions, LLC | 286K | $9.6M | ▼−1.2% Reduced · −4K sh | Q2 2026 | |
| 6 | Rockefeller Capital Management L.P. | 224K | $7.0M | ▲+279% Added · +165K sh | Q1 2026 | |
| 7 | Independent Wealth Advisors LLC | 205K | $6.9M | ▲+10% Added · +19K sh | Q2 2026 | |
| 8 | Arq Wealth Advisors, LLC | 195K | $6.6M | ▼−35% Reduced · −107K sh | Q2 2026 | |
| 9 | Kovack Advisors, Inc. | 190K | $6.4M | ▼−18% Reduced · −42K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | 180K | $5.7M | ▲+4.6% Added · +8K sh | Q1 2026 | |
| 11 | Meridian Wealth Management, LLC | 155K | $4.9M | ▲+16% Added · +21K sh | Q1 2026 | |
| 12 | WealthPLAN Partners, LLC | 150K | $5.0M | ▼−34% Reduced · −77K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 141K | $4.4M | ▲+16% Added · +19K sh | Q1 2026 | |
| 14 | Financial Enhancement Group LLC | 139K | $4.7M | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 135K | $4.3M | ▼−8.3% Reduced · −12K sh | Q1 2026 | |
| 16 | MML Investors Services, LLC | 127K | $4.3M | ▲+16% Added · +17K sh | Q2 2026 | |
| 17 | OneDigital Investment Advisors LLC | 113K | $3.6M | ▲+34% Added · +29K sh | Q1 2026 | |
| 18 | Harmony Asset Management LLC | 113K | $3.8M | ▲+3.7% Added · +4K sh | Q2 2026 | |
| 19 | Ameritas Advisory Services, LLC | 112K | $3.8M | ▲+24% Added · +21K sh | Q2 2026 | |
| 20 | Victory Financial Group, LLC | 106K | $3.6M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 21 | Sound Financial Strategies Group, LLC | 101K | $3.4M | —Held | Q2 2026 | |
| 22 | UBS Group AG | 101K | $3.2M | ▼−11% Reduced · −12K sh | Q1 2026 | |
| 23 | Smith, Moore & Co. | 99K | $3.3M | ▼−0.4% Reduced · −371 sh | Q2 2026 | |
| 24 | Sowell Financial Services LLC | 95K | $3.2M | ▼−11% Reduced · −12K sh | Q2 2026 | |
| 25 | Dynamic Advisor Solutions LLC | 94K | $3.1M | ▲+1.1% Added · +1K 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, 4 funds opened a new position in HEQT and 12 added to an existing one, while 15 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 | 40 funds | $6.1B |
| Apple IncAAPL | 39 funds | $6.6B |
| Amazon.com IncAMZN | 39 funds | $4.6B |
| Microsoft CorpMSFT | 39 funds | $3.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 39 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 39 funds | $2.2B |
| JPMorgan Chase & CoJPM | 39 funds | $1.8B |
| Broadcom IncAVGO | 38 funds | $2.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 38 funds | $1.4B |
| Tesla IncTSLA | 38 funds | $1.3B |
| Johnson & JohnsonJNJ | 38 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 37 funds | $2.8B |
Ranked by how many of HEQT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEQT.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTthis pageMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
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.