Among active 13F managers last quarter, 3 opened and 6 added, while 6 reduced; the largest holder to move was Clear Creek Financial Management, LLC (+6.1%).
43 tracked 13F filers disclose a position in HERD as of the latest SEC 13F filings, a combined $75.6M 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 | Rockefeller Capital Management L.P. | 302K | $13.8M | ▲+7.2% Added · +20K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 247K | $11.3M | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 217K | $9.9M | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 211K | $9.7M | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 105K | $4.8M | ▲+49% Added · +35K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 93K | $4.2M | ▲15× Added · +87K sh | Q1 2026 | |
| 7 | Clear Creek Financial Management, LLC | 82K | $3.9M | ▲+6.1% Added · +5K sh | Q2 2026 | |
| 8 | Centric Wealth Management | 65K | $3.1M | —Held | Q2 2026 | |
| 9 | D.A. Davidson & Co. | 64K | $3.0M | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 10 | Advisory Resource Group | 39K | $1.8M | ▼−2.1% Reduced · −814 sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 35K | $1.7M | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 12 | Snowden Capital Advisors LLC | 18K | $870K | ▲+42% Added · +5K sh | Q2 2026 | |
| 13 | Oppenheimer Asset Management Inc. | 16K | $774K | ▼−4.4% Reduced · −752 sh | Q2 2026 | |
| 14 | Obermeyer Wealth Partners | 14K | $650K | ▼−0.8% Reduced · −106 sh | Q2 2026 | |
| 15 | Convergence Financial, LLC | 13K | $634K | ▲+100% Added · +7K sh | Q2 2026 | |
| 16 | World Equity Group, Inc. | 11K | $521K | ▲+2.0% Added · +218 sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 10K | $484K | ▼−0.7% Reduced · −75 sh | Q2 2026 | |
| 18 | Geneos Wealth Management Inc. | 9K | $426K | ▲+88% Added · +4K sh | Q2 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 9K | $421K | —Held | Q2 2026 | |
| 20 | Mariner, LLC | 8K | $384K | ▼−3.1% Reduced · −266 sh | Q1 2026 | |
| 21 | Cozad Asset Management Inc | 8K | $381K | —Held | Q2 2026 | |
| 22 | MML Investors Services, LLC | 8K | $381K | ▲~0% Added · +1 sh | Q2 2026 | |
| 23 | BNB Wealth Management, LLC | 8K | $358K | ▲~0% Added · +1 sh | Q2 2026 | |
| 24 | Belpointe Asset Management LLC | 6K | $279K | —Held | Q1 2026 | |
| 25 | Ausdal Financial Partners, Inc. | 6K | $265K | ▲+3.5% Added · +190 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 HERD and 6 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 22 funds | $4.1B |
| Nvidia CorpNVDA | 22 funds | $3.9B |
| Amazon.com IncAMZN | 22 funds | $3.6B |
| Microsoft CorpMSFT | 22 funds | $2.6B |
| Broadcom IncAVGO | 22 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 22 funds | $1.8B |
| Eli Lilly & CoLLY | 22 funds | $1.6B |
| Alphabet Inc-CL CGOOG | 22 funds | $1.4B |
| JPMorgan Chase & CoJPM | 22 funds | $1.3B |
| Advanced Micro DevicesAMD | 22 funds | $1.2B |
| Abbvie IncABBV | 22 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.1B |
Ranked by how many of HERD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HERD.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 793 funds | $11.5B |
| CALFmc | 366 funds | $2.0B |
| GCOWmc | 233 funds | $2.0B |
| PTLCmc | 228 funds | $2.1B |
| COWGmc | 225 funds | $1.4B |
| QDPLmc | 182 funds | $936.8M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 148 funds | $684.6M |
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 HERD
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/HERD/capital-change-brief"
Use Arkolith's capital_change_brief for HERD. 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 HERD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.