95 tracked 13F filers disclose a position in HEZU as of the latest SEC 13F filings, a combined $320.8M 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.7M | 3.6M | ▼−26% Reduced · −1.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $22.8M | 522K | ▲New +522K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $13.6M | 311K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 4 | Robertson Stephens Wealth Management, LLC | $12.9M | 257K | ▼~0% Reduced · −71 sh | Q2 2026 | |
| 5 | LPL Financial LLC | $10.5M | 241K | ▲+9.3% Added · +21K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $10.4M | 239K | ▼−14% Reduced · −40K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $11.8M | 235K | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 8 | JPMORGAN CHASE & CO | $9.4M | 220K | ▼−9.6% Reduced · −23K sh | Q1 2026 | |
| 9 | UBS Group AG | $8.9M | 203K | ▼−9.1% Reduced · −20K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $7.4M | 169K | ▲+8.9% Added · +14K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 143K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $6.0M | 137K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 13 | Connecticut Wealth Management, LLC | $5.0M | 100K | —Held | Q2 2026 | |
| 14 | Allianz Asset Management GmbH | $3.5M | 80K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $2.5M | 57K | ▲+25% Added · +11K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $2.5M | 56K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 17 | Summit Financial, LLC | $2.6M | 51K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 18 | Quotient Wealth Partners, LLC | $2.1M | 41K | ▼−3.3% Reduced · −1K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.8M | 41K | ▲+20% Added · +7K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $1.6M | 36K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 21 | SCOTIA CAPITAL INC. | $1.8M | 36K | ▲New +36K sh | Q2 2026 | |
| 22 | Comprehensive Wealth Management, LLC | $1.6M | 33K | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $1.3M | 30K | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $1.3M | 26K | ▼−2.5% Reduced · −688 sh | Q2 2026 | |
| 25 | Stanich Group LLC | $1.1M | 22K | ▲+22% Added · +4K 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, 5 funds opened a new position in HEZU and 4 added to an existing one, while 12 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 | 40 funds | $31.9B |
| APPLE INCAAPL | 40 funds | $23.6B |
| MICROSOFT CORPMSFT | 40 funds | $22.2B |
| AMAZON.COM INCAMZN | 40 funds | $19.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 39 funds | $16.2B |
| BROADCOM INCAVGO | 39 funds | $13.6B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 39 funds | $9.3B |
| JOHNSON & JOHNSONJNJ | 39 funds | $5.6B |
| MICRON TECHNOLOGY INCMU | 39 funds | $4.2B |
Ranked by how many of HEZU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for HEZU
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/HEZU/capital-change-brief"
Use Arkolith's capital_change_brief for HEZU. 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 HEZU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.