| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.1M | 2.2M | ▼−5.9% Reduced · −141K sh | Q1 2026 | |
| 2 | Topline Capital Management, LLC | $2.4M | 1.8M | ▼−3.5% Reduced · −65K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | Militia Capital Management LLC | $767K | 564K | ▲New +564K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $465K | 342K | ▼−5.0% Reduced · −18K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $332K | 244K | ▼−35% Reduced · −133K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $278K | 205K | ▼−2.4% Reduced · −5K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $226K | 166K | ▲New +166K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $200K | 147K | ▲+5.1% Added · +7K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $159K | 117K | —Held | Q1 2026 | |
| 11 | Man Group plc | $108K | 80K | ▲+34% Added · +20K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $63K | 47K | ▼−49% Reduced · −44K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $50K | 37K | —Held | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $48K | 35K | ▼−29% Reduced · −15K sh | Q1 2026 | |
| 15 | NorthRock Partners, LLC | $46K | 34K | —Held | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32K | 26K | —Held | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $26K | 19K | ▼−36% Reduced · −11K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $25K | 19K | —Held | Q1 2026 | |
| 19 | XTX Topco Ltd | $19K | 14K | ▼−44% Reduced · −11K sh | Q1 2026 | |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $16K | 12K | —Held | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | $15K | 11K | ▲New +11K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $8K | 6K | —Held | Q1 2026 | |
| 23 | CITIGROUP INC | $6K | 4K | ▼−58% Reduced · −6K sh | Q1 2026 | |
| 24 | Parallel Advisors, LLC | $5K | 4K | —Held | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | $5K | 4K | ▲+3.9% Added · +138 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 | 8 funds | $5.8B |
| MICROSOFT CORPMSFT | 8 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 8 funds | $2.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 8 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 8 funds | $1.2B |
| ORACLE CORPORCL | 8 funds | $554.3M |
| UNITEDHEALTH GROUP INCUNH | 8 funds | $535.0M |
| THERMO FISHER SCIENTIFIC INCTMO | 8 funds | $526.8M |
| ELEVANCE HEALTH INCELV | 8 funds | $507.0M |
| DEERE & CODE | 8 funds | $466.1M |
Ranked by how many of HGBL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | Dove Nicholas Kirk | President, Industrial Assets | Buy (P) | 26K | $32K |
| May 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Apr 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Mar 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Feb 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Jan 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Dec 1, 2025 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Nov 3, 2025 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Oct 1, 2025 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 7K | $12K |
| Mar 11, 2025 | Ludwig David Van | President of subsidiary, Director | Sell (S) | 7K | $14K |
| Mar 6, 2025 | Ludwig David Van | President of subsidiary, Director | Sell (S) | 10K | $21K |
| Mar 4, 2025 | Ludwig David Van | President of subsidiary, Director | Sell (S) | 10K | $21K |
This stock 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/HGBL/capital-change-brief"
Use Arkolith's capital_change_brief for HGBL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HGBL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.