99 tracked 13F filers disclose a position in HFXI as of the latest SEC 13F filings, a combined $1.1B 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 | MORGAN STANLEY | $183.9M | 5.5M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $157.8M | 4.7M | ▲+24% Added · +901K sh | Q1 2026 | |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $114.4M | 3.0M | ▼−3.6% Reduced · −113K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $83.0M | 2.5M | ▼−24% Reduced · −781K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $78.0M | 2.3M | ▲+3.2% Added · +73K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $61.1M | 1.8M | ▲+23% Added · +338K sh | Q1 2026 | |
| 7 | UBS Group AG | $54.1M | 1.6M | ▲+7.5% Added · +113K sh | Q1 2026 | |
| 8 | Mariner, LLC | $53.7M | 1.6M | ▼−7.0% Reduced · −120K sh | Q1 2026 | |
| 9 | Go Invest LLC | $45.1M | 1.2M | ▲+9.0% Added · +98K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 827K | ▲+347% Added · +642K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $24.2M | 720K | ▲+272% Added · +526K sh | Q1 2026 | |
| 12 | Mason & Associates Inc | $24.9M | 653K | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $21.7M | 570K | ▼−2.5% Reduced · −15K sh | Q2 2026 | |
| 14 | Landmark Wealth Management, LLC | $18.9M | 496K | ▲+1.3% Added · +7K sh | Q2 2026 | |
| 15 | Ameritas Investment Partners, Inc. | $13.6M | 357K | ▲+2.5% Added · +9K sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $11.2M | 334K | ▼−8.5% Reduced · −31K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 324K | ▲+32% Added · +78K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $10.4M | 310K | ▲+683% Added · +271K sh | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $11.0M | 288K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $10.2M | 269K | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $8.3M | 248K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 22 | MARINO, STRAM & ASSOCIATES LLC | $9.3M | 245K | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 23 | Gladstone Institutional Advisory LLC | $9.3M | 243K | ▲+0.4% Added · +956 sh | Q2 2026 | |
| 24 | Cerity Partners LLC | $7.8M | 234K | ▼−41% Reduced · −166K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $6.8M | 178K | ▲+29% Added · +40K 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, 5 funds opened a new position in HFXI and 19 added to an existing one, while 15 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 | 49 funds | $32.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $2.2B |
| NVIDIA CORPNVDA | 48 funds | $39.6B |
| MICROSOFT CORPMSFT | 48 funds | $26.7B |
| AMAZON.COM INCAMZN | 48 funds | $18.1B |
| ALPHABET INC-CL AGOOGL | 47 funds | $15.2B |
| BROADCOM INCAVGO | 47 funds | $13.9B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $8.5B |
| ELI LILLY & COLLY | 47 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 47 funds | $6.8B |
| COSTCO WHOLESALE CORPCOST | 47 funds | $3.7B |
| CATERPILLAR INCCAT | 47 funds | $3.1B |
Ranked by how many of HFXI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HFXIthis pagemc | 99 funds | $1.1B |
| QAINYLI HEDGE MULTI | 95 funds | $842.4M |
| MNAcs | 79 funds | $188.8M |
| IQSUMF Closed and MF Open | 18 funds | $312.6M |
| IQSINYLI CANDRIAM IN | 17 funds | $229.9M |
| IQSMCANDRIAM US MID | 6 funds | $336.0M |
| LRNDNYLI US LC R&D L | 5 funds | $380.4M |
| WRNDNYLI GLOBAL EQUI | 5 funds | $16.9M |
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 HFXI
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/HFXI/capital-change-brief"
Use Arkolith's capital_change_brief for HFXI. 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 HFXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.