Among active 13F managers last quarter, 4 opened and 3 added, while 3 reduced; the largest holder to move was Arax Advisory Partners (new position).
50 tracked 13F filers disclose a position in HERO as of the latest SEC 13F filings, a combined $24.1M 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 | Bank Of America Corp | 418K | $10.8M | ▲+9.7% Added · +37K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 135K | $3.5M | ▼−20% Reduced · −33K sh | Q1 2026 | |
| 3 | Daiwa Securities Group Inc. | 59K | $1.5M | ▼−25% Reduced · −20K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 35K | $899K | ▼−36% Reduced · −19K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 33K | $858K | ▼−32% Reduced · −16K sh | Q1 2026 | |
| 6 | Arax Advisory Partners | 30K | $754K | ▲New +30K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 28K | $709K | ▲+32% Added · +7K sh | Q1 2026 | |
| 8 | U.S. Capital Wealth Advisors, LLC | 27K | $691K | ▲+27% Added · +6K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 22K | $550K | ▲New +22K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 20K | $512K | ▼−0.5% Reduced · −93 sh | Q1 2026 | |
| 11 | Focus Partners Wealth | 20K | $509K | ▼−4.1% Reduced · −850 sh | Q1 2026 | |
| 12 | Nano Cap New Millennium Growth Fund L P | 15K | $371K | —Held | Q2 2026 | |
| 13 | CreativeOne Wealth, LLC | 12K | $294K | ▼−9.1% Reduced · −1K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 10K | $262K | ▼−6.4% Reduced · −695 sh | Q1 2026 | |
| 15 | RFG Advisory, LLC | 10K | $248K | —Held | Q2 2026 | |
| 16 | Wealthfront Advisers LLC | 10K | $244K | ▲+16% Added · +1K sh | Q2 2026 | |
| 17 | GTS Securities LLC | 10K | $254K | ▲+5.0% Added · +469 sh | Q1 2026 | |
| 18 | Jones Financial Companies LLLP | 6K | $161K | ▼−7.2% Reduced · −500 sh | Q1 2026 | |
| 19 | Prairie Wealth Advisors, Inc. | 6K | $206K | ▲New +6K sh | Q3 2025 | |
| 20 | PNC Financial Services Group, Inc. | 6K | $157K | ▼−6.4% Reduced · −419 sh | Q1 2026 | |
| 21 | CWM, LLC | 6K | $152K | ▼−9.8% Reduced · −641 sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | 5K | $126K | ▲+12% Added · +507 sh | Q1 2026 | |
| 23 | SBI Securities Co., Ltd. | 4K | $104K | ▼−11% Reduced · −516 sh | Q2 2026 | |
| 24 | UBS Group AG | 4K | $96K | ▼−8.6% Reduced · −353 sh | Q1 2026 | |
| 25 | Creative Financial Designs Inc | 2K | $48K | ▲+14% Added · +245 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 HERO and 3 added to an existing one, while 3 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 | 19 funds | $6.5B |
| Nvidia CorpNVDA | 19 funds | $5.4B |
| Amazon.com IncAMZN | 19 funds | $4.4B |
| Microsoft CorpMSFT | 19 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 19 funds | $2.7B |
| Eli Lilly & CoLLY | 19 funds | $2.3B |
| Micron Technology IncMU | 19 funds | $2.1B |
| JPMorgan Chase & CoJPM | 19 funds | $2.1B |
| Meta Platforms Inc-Class AMETA | 19 funds | $1.6B |
| Vanguard S&P 500 ETFVOO | 19 funds | $1.3B |
| Chevron CorpCVX | 19 funds | $1.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $1.1B |
Ranked by how many of HERO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HERO.
Connected entities for HERO
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/HERO/capital-change-brief"
Use Arkolith's capital_change_brief for HERO. 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 HERO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.