12 tracked 13F filers disclose a position in HFND as of the latest SEC 13F filings, a combined $14.8M 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 | MATHER GROUP, LLC. | $6.4M | 274K | ▲New +274K sh | Q1 2026 | |
| 2 | Arrowroot Family Office, LLC | $2.9M | 124K | ▲+46% Added · +39K sh | Q1 2026 | |
| 3 | Darwin Wealth Management, LLC | $2.8M | 113K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 4 | Fermata Advisors, LLC | $937K | 38K | ▲+4.0% Added · +1K sh | Q2 2026 | |
| 5 | Arete Wealth Advisors, LLC | $528K | 23K | ▲+54% Added · +8K sh | Q1 2026 | |
| 6 | GTS SECURITIES LLC | $377K | 16K | ▲New +16K sh | Q1 2026 | |
| 7 | FIFTH THIRD BANCORP | $307K | 13K | ▲New +13K sh | Q1 2026 | |
| 8 | Accurate Wealth Management, LLC | $268K | 11K | ▲New +11K sh | Q2 2026 | |
| 9 | Clark Asset Management, LLC | $229K | 9K | —Held | Q2 2026 | |
| 10 | Farther Finance Advisors, LLC | $86K | 4K | ▼−84% Reduced · −19K sh | Q1 2026 | |
| 11 | Osbon Capital Management LLC | $27K | 1K | —Held | Q1 2026 | |
| 12 | UBS Group AG | $14K | 609 | ▲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, 2 funds opened a new position in HFND and 2 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 | 17 funds | $116.9B |
| APPLE INCAAPL | 17 funds | $108.9B |
| MICROSOFT CORPMSFT | 17 funds | $88.6B |
| AMAZON.COM INCAMZN | 17 funds | $64.1B |
| ALPHABET INC-CL AGOOGL | 17 funds | $60.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $56.1B |
| BROADCOM INCAVGO | 17 funds | $48.5B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $37.4B |
| ALPHABET INC-CL CGOOG | 17 funds | $37.3B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $34.0B |
| JPMORGAN CHASE & COJPM | 17 funds | $33.7B |
| ELI LILLY & COLLY | 17 funds | $27.2B |
Ranked by how many of HFND'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/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 + end-of-day price history + the live filing stream, joined for HFND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.