Among active 13F managers last quarter, 4 opened and 8 added, while 3 reduced; the largest holder to move was Tactive Advisors, LLC (+146%).
31 tracked 13F filers disclose a position in HFGM as of the latest SEC 13F filings, a combined $95.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | 427K | $13.0M | ▲+146% Added · +253K sh | Q2 2026 | |
| 2 | Insight Wealth Strategies, LLC | 377K | $11.4M | ▲+637% Added · +326K sh | Q2 2026 | |
| 3 | Weil Company, Inc. | 327K | $10.0M | ▲+8.6% Added · +26K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | 209K | $6.7M | ▲+5.6% Added · +11K sh | Q1 2026 | |
| 5 | Brookwood Investment Group LLC | 205K | $6.2M | ▼−7.4% Reduced · −16K sh | Q2 2026 | |
| 6 | Wealthcare Advisory Partners LLC | 199K | $6.1M | ▼−7.0% Reduced · −15K sh | Q2 2026 | |
| 7 | Encompass More Asset Management | 185K | $5.7M | ▲+228% Added · +129K sh | Q2 2026 | |
| 8 | Corient Private Wealth LP | 145K | $5K | ▲+22% Added · +26K sh | Q1 2026 | |
| 9 | Mather Group, LLC. | 132K | $4.2M | ▲New +132K sh | Q1 2026 | |
| 10 | CLG LLC | 107K | $3.3M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 11 | GenTrust, LLC | 102K | $3.1M | ▲+17% Added · +14K sh | Q2 2026 | |
| 12 | Invenio Wealth Partners LLC | 100K | $3.0M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 13 | Focus Advisor Solutions, LLC | 83K | $2.5M | ▲+22% Added · +15K sh | Q2 2026 | |
| 14 | Brady Martz Wealth Solutions, LLC | 83K | $2.5M | ▲+22% Added · +15K sh | Q2 2026 | |
| 15 | Compass Financial Management LLC | 75K | $2.3M | ▲New +75K sh | Q2 2026 | |
| 16 | Truist Financial Corp | 71K | $2.3M | ▲+198% Added · +47K sh | Q1 2026 | |
| 17 | Envestnet Asset Management Inc | 68K | $2.2M | ▲+189% Added · +45K sh | Q1 2026 | |
| 18 | Arrowroot Family Office, LLC | 62K | $1.9M | ▲+252% Added · +44K sh | Q2 2026 | |
| 19 | Accurate Wealth Management, LLC | 58K | $1.8M | ▲+64% Added · +23K sh | Q2 2026 | |
| 20 | Magnolia Private Wealth, LLC | 45K | $1.4M | ▲+11% Added · +4K sh | Q2 2026 | |
| 21 | Arete Wealth Advisors, LLC | 44K | $1.3M | ▲+208% Added · +30K sh | Q2 2026 | |
| 22 | Oregon Pacific Wealth Management, LLC | 42K | $1.3M | ▼−0.9% Reduced · −373 sh | Q2 2026 | |
| 23 | RHS Financial, LLC | 40K | $1.2M | ▲+447% Added · +33K sh | Q2 2026 | |
| 24 | SMART Wealth LLC | 21K | $642K | ▼−14% Reduced · −3K sh | Q2 2026 | |
| 25 | National Philanthropic Trust | 15K | $451K | ▲+67% Added · +6K 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, 4 funds opened a new position in HFGM and 8 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $595.3M |
| Apple IncAAPL | 15 funds | $579.2M |
| Alphabet Inc-CL AGOOGL | 15 funds | $551.7M |
| Alphabet Inc-CL CGOOG | 15 funds | $419.4M |
| Invesco QQQ Trust Series 1QQQ | 15 funds | $272.8M |
| Amazon.com IncAMZN | 15 funds | $246.3M |
| Microsoft CorpMSFT | 15 funds | $221.3M |
| Meta Platforms Inc-Class AMETA | 15 funds | $106.5M |
| Advanced Micro DevicesAMD | 15 funds | $49.7M |
| Costco Wholesale CorpCOST | 15 funds | $47.5M |
| Ishares Core S&P 500 ETFIVV | 14 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 14 funds | $1.2B |
Ranked by how many of HFGM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HFGM.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 308 funds | $1.8B |
| SPUSmc | 90 funds | $215.8M |
| SFYmc | 64 funds | $329.8M |
| SPSKmc | 64 funds | $120.3M |
| NANCmc | 53 funds | $8.0M |
| RISRUIT EXCHANGE TRADED | 51 funds | $149.3M |
| JSTCcommon | 44 funds | $127.1M |
| HFGMthis pageUNLIMITED 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 HFGM
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/HFGM/capital-change-brief"
Use Arkolith's capital_change_brief for HFGM. 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 HFGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.