7 tracked 13F filers disclose a position in HFEQ as of the latest SEC 13F filings, a combined $9.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $7.5M | 305K | ▼−12% Reduced · −42K sh | Q2 2026 | |
| 2 | Corient Private Wealth LLC | $3K | 124K | ▲+20% Added · +21K sh | Q1 2026 | |
| 3 | Brady Martz Wealth Solutions, LLC | $611K | 25K | —Held | Q2 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $524K | 25K | ▲New +25K sh | Q1 2026 | |
| 5 | Wealthcare Advisory Partners LLC | $399K | 16K | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 6 | NATIONAL BANK OF CANADA /FI/ | $16K | 750 | ▲New +750 sh | Q1 2026 | |
| 7 | UBS Group AG | $15K | 696 | ▲+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 opened a new position in HFEQ and 1 added to an existing one, 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $56.9B |
| APPLE INCAAPL | 7 funds | $50.8B |
| MICROSOFT CORPMSFT | 7 funds | $45.1B |
| ALPHABET INC-CL AGOOGL | 7 funds | $31.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $30.4B |
| BROADCOM INCAVGO | 7 funds | $28.9B |
| VANGUARD VALUE ETFVTV | 7 funds | $28.7B |
| AMAZON.COM INCAMZN | 7 funds | $28.6B |
| VANGUARD GROWTH ETFVUG | 7 funds | $27.2B |
| JPMORGAN CHASE & COJPM | 7 funds | $27.0B |
| ISHARES CORE MSCI EAFE ETFIEFA | 7 funds | $25.0B |
| VANGUARD S&P 500 ETFVOO | 7 funds | $21.1B |
Ranked by how many of HFEQ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.