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.
| # | 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 | $104.6M | 3.1M | ▼−3.6% Reduced · −117K sh | Q1 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 | COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 827K | ▲+347% Added · +642K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $24.2M | 720K | ▲+272% Added · +526K sh | Q1 2026 | |
| 11 | Ameritas Investment Partners, Inc. | $11.7M | 348K | ▲New +348K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $11.2M | 334K | ▼−8.5% Reduced · −31K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 324K | ▲+32% Added · +78K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $10.4M | 310K | ▲+683% Added · +271K sh | Q1 2026 | |
| 15 | Sanctuary Advisors, LLC | $9.8M | 292K | ▼−8.1% Reduced · −26K sh | Q1 2026 | |
| 16 | Concurrent Investment Advisors, LLC | $8.8M | 261K | ▲+5.0% Added · +12K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $8.3M | 248K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 18 | Gladstone Institutional Advisory LLC | $8.1M | 242K | ▼−6.9% Reduced · −18K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $7.8M | 234K | ▼−41% Reduced · −166K sh | Q1 2026 | |
| 20 | Veridan Wealth LLC | $5.9M | 176K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $4.8M | 143K | ▲+51% Added · +48K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $4.6M | 137K | ▲+43% Added · +41K sh | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.6M | 108K | ▲+9.8% Added · +10K sh | Q1 2026 | |
| 24 | OPPENHEIMER & CO INC | $3.6M | 108K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $3.4M | 100K | ▲+3.2% Added · +3K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $13.7B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $12.4B |
| MICROSOFT CORPMSFT | 31 funds | $10.3B |
| ALPHABET INC-CL AGOOGL | 31 funds | $7.4B |
| BROADCOM INCAVGO | 31 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 31 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 31 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 31 funds | $3.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 31 funds | $3.6B |
| TESLA INCTSLA | 31 funds | $2.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 31 funds | $2.7B |
Ranked by how many of HFXI'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 HFXI. 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.