| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEXPOINT ASSET MANAGEMENT, L.P. | $23.6M | 4.1M | ▲+12% Added · +456K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $22.4M | 3.9M | ▲+3.4% Added · +129K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $14.5M | 2.5M | ▼−9.9% Reduced · −279K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 2.1M | ▲+2.2% Added · +47K sh | Q1 2026 | |
| 5 | Geneos Wealth Management Inc. | $3.8M | 673K | ▼−28% Reduced · −256K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $3.6M | 631K | ▼−5.5% Reduced · −36K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $3.6M | 623K | ▼−2.2% Reduced · −14K sh | Q1 2026 | |
| 8 | OPPENHEIMER & CO INC | $2.6M | 460K | ▲+2.3% Added · +10K sh | Q1 2026 | |
| 9 | CHOREO, LLC | $1.2M | 218K | ▼−5.5% Reduced · −13K sh | Q1 2026 | |
| 10 | Marex Group plc | $1.2M | 205K | ▼−28% Reduced · −80K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $950K | 166K | ▲+27% Added · +36K sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $812K | 142K | ▲New +142K sh | Q1 2026 | |
| 13 | IHT Wealth Management, LLC | $803K | 141K | ▼−4.8% Reduced · −7K sh | Q1 2026 | |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $698K | 122K | —Held | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $651K | 114K | ▼−3.9% Reduced · −5K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $649K | 114K | ▲+18% Added · +17K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $631K | 111K | ▲+4.1% Added · +4K sh | Q1 2026 | |
| 18 | Calamos Advisors LLC | $427K | 75K | ▲+75% Added · +32K sh | Q1 2026 | |
| 19 | Creative Planning | $391K | 69K | ▲+49% Added · +23K sh | Q1 2026 | |
| 20 | Ariadne Wealth Management, LP | $302K | 53K | ▲~0% Added · +10 sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $292K | 51K | ▼−8.0% Reduced · −4K sh | Q1 2026 | |
| 22 | Papamarkou Wellner Asset Management inc. | $257K | 45K | —Held | Q1 2026 | |
| 23 | Financial Solutions Advisory Group, Inc. | $341K | 45K | ▲New +45K sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $213K | 37K | ▼−52% Reduced · −40K sh | Q1 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $205K | 36K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 25 funds | $10.5B |
| MICROSOFT CORPMSFT | 25 funds | $8.1B |
| AMAZON.COM INCAMZN | 25 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 25 funds | $6.0B |
| BROADCOM INCAVGO | 25 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $4.3B |
| TESLA INCTSLA | 25 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.9B |
| CHEVRON CORPCVX | 25 funds | $1.6B |
| SPDR GOLD SHARESGLD | 25 funds | $1.5B |
| APPLIED MATERIALS INCAMAT | 25 funds | $1.2B |
| MERCK & CO. INC.MRK | 25 funds | $1.1B |
Ranked by how many of HFRO's institutional holders also hold each name, a cross-fund conviction signal.
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/HFRO/capital-change-brief"
Use Arkolith's capital_change_brief for HFRO. 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 HFRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.