88 tracked 13F filers disclose a position in HFRO as of the latest SEC 13F filings, a combined $148.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEXPOINT ASSET MANAGEMENT, L.P. | $32.8M | 4.6M | ▲+11% Added · +470K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $22.4M | 3.9M | ▲+3.4% Added · +129K sh | Q1 2026 | |
| 3 | Thomas J. Herzfeld Advisors, Inc. | $19.1M | 2.7M | ▼−1.4% Reduced · −39K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $14.5M | 2.5M | ▼−9.9% Reduced · −279K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 2.1M | ▲+2.2% Added · +47K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | $7.4M | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $3.6M | 631K | ▼−5.5% Reduced · −36K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.6M | 623K | ▼−2.2% Reduced · −14K sh | Q1 2026 | |
| 9 | Matisse Capital | $4.4M | 617K | —Held | Q2 2026 | |
| 10 | OPPENHEIMER & CO INC | $3.8M | 532K | ▲+16% Added · +72K sh | Q2 2026 | |
| 11 | Geneos Wealth Management Inc. | $3.7M | 526K | ▼−22% Reduced · −147K sh | Q2 2026 | |
| 12 | Closed-End Fund Advisors, Inc. | $1.7M | 237K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 13 | CHOREO, LLC | $1.5M | 206K | ▼−5.4% Reduced · −12K sh | Q2 2026 | |
| 14 | Marex Group plc | $1.2M | 205K | ▼−28% Reduced · −80K sh | Q1 2026 | |
| 15 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.3M | 181K | —Held | Q2 2026 | |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 176K | ▲+27% Added · +37K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $1.2M | 173K | ▲+4.0% Added · +7K sh | Q2 2026 | |
| 18 | Aristides Capital LLC | $1.0M | 144K | ▲+4.1% Added · +6K sh | Q2 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $812K | 142K | ▲New +142K sh | Q1 2026 | |
| 20 | IHT Wealth Management, LLC | $980K | 137K | ▼−2.3% Reduced · −3K sh | Q2 2026 | |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $872K | 122K | —Held | Q2 2026 | |
| 22 | HighTower Advisors, LLC | $651K | 114K | ▼−3.9% Reduced · −5K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $649K | 114K | ▲+18% Added · +17K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $631K | 111K | ▲+4.1% Added · +4K sh | Q1 2026 | |
| 25 | Calamos Advisors LLC | $572K | 80K | ▲+7.1% Added · +5K 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, 7 funds opened a new position in HFRO and 9 added to an existing one, while 11 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 36 funds | $3.4B |
| AMAZON.COM INCAMZN | 34 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $2.1B |
| HOME DEPOT INCHD | 33 funds | $898.5M |
| QUALCOMM INCQCOM | 33 funds | $311.0M |
| NVIDIA CORPNVDA | 32 funds | $7.1B |
| BROADCOM INCAVGO | 32 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 32 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 32 funds | $1.8B |
| TESLA INCTSLA | 32 funds | $1.7B |
| ELI LILLY & COLLY | 32 funds | $1.1B |
| CHEVRON CORPCVX | 32 funds | $710.5M |
Ranked by how many of HFRO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HFROthis pagemf | 88 funds | $148.9M |
| 43010E503PREFERRED STOCK | 2 funds | $1.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HFRO
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.