Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Brookwood Investment Group LLC (−12%).
7 tracked 13F filers disclose a position in HFEQ as of the latest SEC 13F filings, a combined $9.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | 305K | $7.5M | ▼−12% Reduced · −42K sh | Q2 2026 | |
| 2 | Corient Private Wealth LP | 124K | $3K | ▲+20% Added · +21K sh | Q1 2026 | |
| 3 | Focus Advisor Solutions, LLC | 25K | $611K | —Held | Q2 2026 | |
| 4 | Brady Martz Wealth Solutions, LLC | 25K | $611K | —Held | Q2 2026 | |
| 5 | Wealthcare Advisory Partners LLC | 16K | $399K | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 6 | National Bank Of Canada | 750 | $16K | ▲New +750 sh | Q1 2026 | |
| 7 | UBS Group AG | 696 | $15K | ▲+73% Added · +293 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 added to an existing position in HFEQ, while 1 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 |
|---|---|---|
| Ishares Core S&P Total U.S.ITOT | 3 funds | $970.3M |
| Vanguard Intermediate-Term TVGIT | 3 funds | $567.9M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $433.8M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 3 funds | $409.5M |
| Dimensional US Target ValueDFAT | 3 funds | $394.4M |
| Apple IncAAPL | 3 funds | $258.7M |
| Vanguard Short-Term TipsVTIP | 3 funds | $256.3M |
| Nvidia CorpNVDA | 3 funds | $209.8M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $149.6M |
| Ishares 0-5 Year Tips Bond ESTIP | 3 funds | $144.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $114.6M |
| Vanguard S&P 500 ETFVOO | 3 funds | $110.0M |
Ranked by how many of HFEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HFEQ.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 308 funds | $1.8B |
| SPUSmc | 89 funds | $215.1M |
| SPSKmc | 64 funds | $120.3M |
| SFYmc | 63 funds | $329.8M |
| NANCmc | 53 funds | $8.0M |
| RISRUIT EXCHANGE TRADED | 51 funds | $149.3M |
| JSTCcommon | 44 funds | $127.1M |
| HFGMUNLIMITED HFGM | 31 funds | $95.5M |
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 HFEQ
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/HFEQ/capital-change-brief"
Use Arkolith's capital_change_brief for HFEQ. 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 HFEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.