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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.7M | 2.1M | ▲+19% Added · +334K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $42.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $41.3M | 1.2M | ▲+123% Added · +657K sh | Q1 2026 | |
| 4 | BENJAMIN EDWARDS INC | $33.7M | 971K | ▲New +971K sh | Q1 2026 | |
| 5 | Modern Wealth Management, LLC | $24.6M | 706K | ▲+12% Added · +76K sh | Q1 2026 | |
| 6 | Bleakley Financial Group, LLC | $21.3M | 613K | ▼−6.4% Reduced · −42K sh | Q1 2026 | |
| 7 | Wealthspire Retirement, LLC | $20.9M | 601K | ▲New +601K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $16.1M | 462K | ▲+4.7% Added · +21K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $13.4M | 386K | ▲1k× Added · +385K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 344K | ▲New +344K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $8.3M | 240K | ▲+8.3% Added · +18K sh | Q1 2026 | |
| 12 | Mutual Advisors, LLC | $7.7M | 223K | ▲New +223K sh | Q1 2026 | |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $7.5M | 216K | ▲+88% Added · +101K sh | Q1 2026 | |
| 14 | MGO ONE SEVEN LLC | $7.3M | 211K | ▲+46% Added · +66K sh | Q1 2026 | |
| 15 | WNY Asset Management, LLC | $6.3M | 180K | ▲New +180K sh | Q1 2026 | |
| 16 | Sonoma Allocations LLC | $6.0M | 172K | ▲+85% Added · +79K sh | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 167K | ▲+4.1% Added · +7K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 164K | ▲+62% Added · +63K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $5.6M | 162K | ▼−32% Reduced · −75K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $5.2M | 149K | ▲+190% Added · +98K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $4.7M | 136K | ▲+65% Added · +54K sh | Q1 2026 | |
| 22 | Retirement Planning Group, LLC | $4.2M | 122K | ▲+498% Added · +102K sh | Q1 2026 | |
| 23 | Summit Financial, LLC | $4.1M | 118K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 24 | Strategic Blueprint, LLC | $2.5M | 72K | ▲+12% Added · +8K sh | Q1 2026 | |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $2.3M | 67K | ▲+1.9% Added · +1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $8.2B |
| NVIDIA CORPNVDA | 25 funds | $4.8B |
| MICROSOFT CORPMSFT | 25 funds | $4.7B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 25 funds | $3.4B |
| VANGUARD VALUE ETFVTV | 25 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $2.8B |
| VANGUARD GROWTH ETFVUG | 25 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.2B |
| BROADCOM INCAVGO | 25 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $1.8B |
| ISHARES CORE S&P MIDCAP ETFIJH | 25 funds | $1.8B |
Ranked by how many of HFSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.