Among active 13F managers last quarter, 3 opened and 1 added, while 3 reduced; the largest holder to move was Mather Group, LLC. (new position).
15 tracked 13F filers disclose a position in HFND as of the latest SEC 13F filings, a combined $18.9M 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 | Mather Group, LLC. | 274K | $6.4M | ▲New +274K sh | Q1 2026 | |
| 2 | Axxcess Wealth Management, LLC | 113K | $2.8M | ▲Added Added · +113K sh | Q2 2026 | |
| 3 | Darwin Wealth Management, LLC | 113K | $2.8M | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 4 | Arete Wealth Advisors, LLC | 86K | $2.1M | ▲+279% Added · +64K sh | Q2 2026 | |
| 5 | Arrowroot Family Office, LLC | 75K | $1.8M | ▼−39% Reduced · −49K sh | Q2 2026 | |
| 6 | Fermata Advisors, LLC | 38K | $937K | ▲+4.0% Added · +1K sh | Q2 2026 | |
| 7 | January Capital Advisors LLC | 16K | $403K | ▼−0.4% Reduced · −63 sh | Q2 2026 | |
| 8 | GTS Securities LLC | 16K | $377K | ▲New +16K sh | Q1 2026 | |
| 9 | Oregon Pacific Wealth Management, LLC | 15K | $359K | ▲+0.5% Added · +66 sh | Q2 2026 | |
| 10 | Fifth Third Bancorp | 13K | $307K | ▲New +13K sh | Q1 2026 | |
| 11 | Accurate Wealth Management, LLC | 11K | $268K | ▲New +11K sh | Q2 2026 | |
| 12 | Clark Asset Management, LLC | 9K | $229K | —Held | Q2 2026 | |
| 13 | Compass Financial Management LLC | 4K | $101K | ▲New +4K sh | Q2 2026 | |
| 14 | Farther Finance Advisors, LLC | 4K | $86K | ▼−84% Reduced · −19K sh | Q1 2026 | |
| 15 | UBS Group AG | 609 | $14K | ▲New +609 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 HFND and 1 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 |
|---|---|---|
| Apple IncAAPL | 8 funds | $441.8M |
| Microsoft CorpMSFT | 8 funds | $246.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $189.3M |
| Amazon.com IncAMZN | 8 funds | $185.4M |
| Alphabet Inc-CL AGOOGL | 8 funds | $153.7M |
| Alphabet Inc-CL CGOOG | 8 funds | $116.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $96.9M |
| Walmart IncWMT | 8 funds | $58.3M |
| Chevron CorpCVX | 8 funds | $38.9M |
| Bank Of America CorpBAC | 8 funds | $22.1M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $748.3M |
| Vanguard Ftse Developed ETFVEA | 7 funds | $430.6M |
Ranked by how many of HFND's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HFND.
No filings captured for this ticker in the live stream yet.
Connected entities for HFND
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/HFND/capital-change-brief"
Use Arkolith's capital_change_brief for HFND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for HFND. Filings are public domain, sourced to SEC EDGAR.