16 tracked 13F filers disclose a position in HFBL as of the latest SEC 13F filings, a combined $4.2M 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 | Stilwell Value LLC | $1.7M | 80K | —Held | Q2 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $712K | 41K | →First observed position No prior filed position | Q1 2026 | |
| 3 | ALLIANCEBERNSTEIN L.P. | $659K | 37K | ▼−21% Reduced · −10K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $251K | 15K | —Held | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $246K | 14K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 6 | VANGUARD FIDUCIARY TRUST CO | $171K | 10K | →First observed position No prior filed position | Q1 2026 | |
| 7 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $204K | 10K | ▲New +10K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | $82K | 5K | ▼−5.2% Reduced · −260 sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $69K | 4K | —Held | Q1 2026 | |
| 10 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $76K | 4K | —Held | Q2 2026 | |
| 11 | Vanguard Global Advisers, LLC | $14K | 800 | →First observed position No prior filed position | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $10K | 600 | —Held | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | $3K | 181 | ▼−17% Reduced · −37 sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $22 | 1 | —Held | Q1 2026 | |
| 15 | UBS Group AG | $17 | 1 | ▼−99% Reduced · −134 sh | Q1 2026 | |
| 16 | CITIGROUP INC | $17 | 1 | ▲New +1 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, 1 fund opened a new position in HFBL, while 2 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 | 4 funds | $18.5B |
| MICROSOFT CORPMSFT | 4 funds | $15.5B |
| AMAZON.COM INCAMZN | 4 funds | $12.2B |
| ALPHABET INC-CL CGOOG | 4 funds | $12.1B |
| APPLE INCAAPL | 4 funds | $11.8B |
| BROADCOM INCAVGO | 4 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 4 funds | $6.4B |
| ELI LILLY & COLLY | 4 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 4 funds | $3.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 4 funds | $2.4B |
Ranked by how many of HFBL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 17, 2025 | TRAWICK THOMAS STEEN JR | Director | Sell (S) | 8K | $111K |
| Jun 26, 2024 | BARLOW JAMES R | Chairman, President & CEO***, Director | Sell (S) | 2 | $22 |
| Jun 26, 2024 | BARLOW JAMES R | Chairman, President & CEO***, Director | Sell (S) | 1 | $11 |
| Jun 26, 2024 | BARLOW JAMES R | Chairman, President & CEO***, Director | Sell (S) | 397 | $4K |
| Jun 26, 2024 | BARLOW JAMES R | Chairman, President & CEO***, Director | Sell (S) | 4K | $43K |
| Jun 7, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 15K | $168K |
| May 24, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 2K | $19K |
| May 23, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 443 | $5K |
| May 22, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 3K | $33K |
| May 17, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 270 | $3K |
| May 16, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 893 | $10K |
| May 14, 2024 | BROWN GLEN W. | SVP & Chief Financial Officer | Sell (S) | 85 | $958 |
Connected entities for HFBL
This stock 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/HFBL/capital-change-brief"
Use Arkolith's capital_change_brief for HFBL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HFBL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.