10 tracked 13F filers disclose a position in HERZ as of the latest SEC 13F filings, a combined $5.5M 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 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 251K | ▲New +251K sh | Q1 2026 | |
| 2 | CSS LLC/IL | $741K | 48K | ▲New +48K sh | Q1 2026 | |
| 3 | CHOREO, LLC | $709K | 46K | ▲New +46K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $68K | 4K | ▲New +4K sh | Q1 2026 | |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $66K | 4K | ▼−4.9% Reduced · −200 sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $41K | 3K | ▲New +3K sh | Q1 2026 | |
| 7 | Rockefeller Capital Management L.P. | $17K | 1K | ▲New +1K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $8K | 510 | ▲New +510 sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $822 | 52 | ▼−98% Reduced · −3K sh | Q1 2026 | |
| 10 | CoreCap Advisors, LLC | $419 | 27 | ▲New +27 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.
Last quarter, 3 funds opened a new position in HERZ, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 9 funds | $143.6B |
| MICROSOFT CORPMSFT | 9 funds | $112.5B |
| AMAZON.COM INCAMZN | 9 funds | $84.7B |
| ALPHABET INC-CL AGOOGL | 9 funds | $68.3B |
| BROADCOM INCAVGO | 9 funds | $61.5B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $56.6B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $42.3B |
| TESLA INCTSLA | 9 funds | $34.4B |
| JOHNSON & JOHNSONJNJ | 9 funds | $31.2B |
| NEXTERA ENERGY INCNEE | 9 funds | $19.0B |
| NETFLIX INCNFLX | 9 funds | $18.3B |
| CHEVRON CORPCVX | 9 funds | $16.3B |
Ranked by how many of HERZ's institutional holders also hold each name, a cross-fund conviction signal.
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/HERZ/capital-change-brief"
Use Arkolith's capital_change_brief for HERZ. 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 HERZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.