76 tracked 13F filers disclose a position in HFSI as of the latest SEC 13F filings, a combined $634.3M 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 | New England Capital Financial Advisors LLC | $96.4M | 2.7M | ▲+7.8% Added · +197K sh | Q2 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.7M | 2.1M | ▲+19% Added · +334K sh | Q1 2026 | |
| 3 | Hartford Funds Management Co LLC | $54.8M | 1.6M | ▲+1.5% Added · +23K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $42.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $41.3M | 1.2M | ▲+123% Added · +657K sh | Q1 2026 | |
| 6 | BENJAMIN EDWARDS INC | $34.1M | 969K | ▼−0.3% Reduced · −3K sh | Q2 2026 | |
| 7 | Retirement Management Systems Inc. | $29.3M | 833K | ▲+15% Added · +110K sh | Q2 2026 | |
| 8 | Modern Wealth Management, LLC | $24.6M | 706K | ▲+12% Added · +76K sh | Q1 2026 | |
| 9 | Bleakley Financial Group, LLC | $22.6M | 643K | ▲+4.9% Added · +30K sh | Q2 2026 | |
| 10 | Wealthspire Retirement, LLC | $21.1M | 601K | ▼~0% Reduced · −158 sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $16.1M | 462K | ▲+4.7% Added · +21K sh | Q1 2026 | |
| 12 | Centric Wealth Management | $14.4M | 412K | —Held | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $13.4M | 386K | ▲1k× Added · +385K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 344K | ▲New +344K sh | Q1 2026 | |
| 15 | Live Oak Investment Partners | $9.4M | 267K | ▲+4.4% Added · +11K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $8.3M | 240K | ▲+8.3% Added · +18K sh | Q1 2026 | |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $8.2M | 234K | ▲New +234K sh | Q2 2026 | |
| 18 | Mutual Advisors, LLC | $7.7M | 223K | ▲New +223K sh | Q1 2026 | |
| 19 | CITIZENS FINANCIAL GROUP INC/RI | $7.5M | 216K | ▲+88% Added · +101K sh | Q1 2026 | |
| 20 | MGO ONE SEVEN LLC | $7.1M | 202K | ▼−4.2% Reduced · −9K sh | Q2 2026 | |
| 21 | Retirement Planning Group, LLC | $6.2M | 175K | ▲+43% Added · +53K sh | Q2 2026 | |
| 22 | Sonoma Allocations LLC | $6.0M | 172K | ▲+85% Added · +79K sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 167K | ▲+4.1% Added · +7K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 164K | ▲+62% Added · +63K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $5.7M | 162K | ▲New +162K 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, 9 funds opened a new position in HFSI and 20 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 36 funds | $3.2B |
| NVIDIA CORPNVDA | 35 funds | $2.8B |
| AMAZON.COM INCAMZN | 35 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $671.2M |
| MICROSOFT CORPMSFT | 34 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 34 funds | $746.4M |
| WALMART INCWMT | 34 funds | $528.8M |
| COSTCO WHOLESALE CORPCOST | 34 funds | $466.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 33 funds | $1.3B |
| BROADCOM INCAVGO | 33 funds | $994.4M |
| ALPHABET INC-CL CGOOG | 33 funds | $948.3M |
| ADVANCED MICRO DEVICESAMD | 33 funds | $438.6M |
Ranked by how many of HFSI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 118 funds | $1.8B |
| HMOPUIT EXCHANGE TRADED | 113 funds | $573.0M |
| HFSIthis pagemc | 76 funds | $634.3M |
| HTABSCHRDRS TAX BD | 46 funds | $236.6M |
| ACVUHARTFORD QUALITY | 28 funds | $23.3M |
| TRPAETF | 25 funds | $83.8M |
| HCRBFUND | 23 funds | $354.3M |
| HFGOLARGE CAP GRWT | 14 funds | $123.4M |
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 HFSI
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/HFSI/capital-change-brief"
Use Arkolith's capital_change_brief for HFSI. 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 HFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.