25 tracked 13F filers disclose a position in HFGM as of the latest SEC 13F filings, a combined $86.6M 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 | Tactive Advisors, LLC | $13.0M | 427K | ▲+146% Added · +253K sh | Q2 2026 | |
| 2 | Insight Wealth Strategies, LLC | $11.4M | 377K | ▲+637% Added · +326K sh | Q2 2026 | |
| 3 | Weil Company, Inc. | $10.0M | 327K | ▲+8.6% Added · +26K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | $6.7M | 209K | ▲+5.6% Added · +11K sh | Q1 2026 | |
| 5 | Brookwood Investment Group LLC | $6.2M | 205K | ▼−7.4% Reduced · −16K sh | Q2 2026 | |
| 6 | Wealthcare Advisory Partners LLC | $6.1M | 199K | ▼−7.0% Reduced · −15K sh | Q2 2026 | |
| 7 | Encompass More Asset Management | $5.7M | 185K | ▲+228% Added · +129K sh | Q2 2026 | |
| 8 | Corient Private Wealth LLC | Withheld | 145K | ▲+22% Added · +26K sh | Q1 2026 | |
| 9 | MATHER GROUP, LLC. | $4.2M | 132K | ▲New +132K sh | Q1 2026 | |
| 10 | CLG LLC | $3.3M | 107K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 11 | INVENIO WEALTH PARTNERS LLC | $3.0M | 100K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 12 | GenTrust, LLC | $2.8M | 87K | ▲+79% Added · +39K sh | Q1 2026 | |
| 13 | Brady Martz Wealth Solutions, LLC | $2.5M | 83K | ▲+22% Added · +15K sh | Q2 2026 | |
| 14 | TRUIST FINANCIAL CORP | $2.3M | 71K | ▲+198% Added · +47K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 68K | ▲+189% Added · +45K sh | Q1 2026 | |
| 16 | Focus Partners Advisor Solutions, LLC | $2.2M | 68K | ▲+125% Added · +38K sh | Q1 2026 | |
| 17 | Accurate Wealth Management, LLC | $1.8M | 58K | ▲+64% Added · +23K sh | Q2 2026 | |
| 18 | Oregon Pacific Wealth Management, LLC | $1.3M | 42K | ▼−0.9% Reduced · −373 sh | Q2 2026 | |
| 19 | Arrowroot Family Office, LLC | $563K | 18K | ▲+131% Added · +10K sh | Q1 2026 | |
| 20 | Arete Wealth Advisors, LLC | $456K | 14K | ▲+53% Added · +5K sh | Q1 2026 | |
| 21 | NATIONAL BANK OF CANADA /FI/ | $298K | 9K | ▲New +9K sh | Q1 2026 | |
| 22 | National Philanthropic Trust | $283K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254K | 8K | ▼−59% Reduced · −11K sh | Q1 2026 | |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $71K | 2K | ▲New +2K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $6K | 188 | ▲188× Added · +187 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, 3 funds opened a new position in HFGM and 6 added to an existing one, while 3 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 | 12 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.2B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $1.0B |
| AMAZON.COM INCAMZN | 12 funds | $560.4M |
| APPLE INCAAPL | 12 funds | $515.7M |
| MICROSOFT CORPMSFT | 12 funds | $369.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $363.8M |
| ALPHABET INC-CL CGOOG | 12 funds | $350.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $229.1M |
| TESLA INCTSLA | 12 funds | $89.9M |
| JPMORGAN CHASE & COJPM | 12 funds | $86.3M |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $81.7M |
Ranked by how many of HFGM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 260 funds | $1.5B |
| SPUSmc | 83 funds | $195.1M |
| SPSKmc | 60 funds | $114.2M |
| SFYmc | 56 funds | $274.4M |
| NANCmc | 44 funds | $7.0M |
| RISRUIT EXCHANGE TRADED | 42 funds | $142.5M |
| JSTCcommon | 37 funds | $122.0M |
| BOATmc | 29 funds | $10.6M |
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.