172 tracked 13F filers disclose a position in HGER as of the latest SEC 13F filings, a combined $2.4B 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 | WELLS FARGO & COMPANY/MN | $542.3M | 17.5M | ▲+23% Added · +3.3M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $325.4M | 10.5M | ▲+172% Added · +6.6M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $304.1M | 9.8M | ▲81k× Added · +9.8M sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $128.5M | 4.4M | ▲+31% Added · +1.0M sh | Q2 2026 | |
| 5 | GREAT LAKES ADVISORS, LLC | $118.9M | 3.8M | ▲+44% Added · +1.2M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $88.2M | 2.8M | ▲+74% Added · +1.2M sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $75.5M | 2.4M | ▲+58% Added · +892K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $69.4M | 2.2M | ▲+27% Added · +482K sh | Q1 2026 | |
| 9 | Pinnacle Financial Partners, Inc. | $41.5M | 1.3M | ▼~0% Reduced · −440 sh | Q1 2026 | |
| 10 | New Harbor Financial Group, LLC | $37.4M | 1.3M | ▲+3.8% Added · +47K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $38.8M | 1.3M | ▲+98% Added · +619K sh | Q1 2026 | |
| 12 | Horizon Advisory Services, Inc. | $34.2M | 1.2M | ▲+19% Added · +189K sh | Q2 2026 | |
| 13 | ASSETMARK, INC | $32.3M | 1.1M | ▲+5.7% Added · +60K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $27.5M | 939K | ▼−19% Reduced · −215K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $28.9M | 933K | ▲+3.4% Added · +30K sh | Q1 2026 | |
| 16 | CENTRAL TRUST Co | $23.2M | 749K | ▲+29% Added · +170K sh | Q1 2026 | |
| 17 | INSPIRION WEALTH ADVISORS, LLC | $20.2M | 684K | ▲+3.2% Added · +21K sh | Q2 2026 | |
| 18 | Sowa Financial Group, Inc. | $19.9M | 678K | ▼−13% Reduced · −103K sh | Q2 2026 | |
| 19 | Aprio Wealth Management, LLC | $19.4M | 662K | ▲+6.3% Added · +39K sh | Q2 2026 | |
| 20 | Ellsworth Advisors, LLC | $20.5M | 646K | ▲+12% Added · +69K sh | Q2 2026 | |
| 21 | Advisor OS, LLC | $17.5M | 598K | ▲+4.2% Added · +24K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $18.0M | 581K | ▲+30% Added · +134K sh | Q1 2026 | |
| 23 | Compound Planning, Inc. | $15.4M | 524K | ▲+38% Added · +144K sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | $14.8M | 476K | ▲+33% Added · +119K sh | Q1 2026 | |
| 25 | Cornerstone Wealth Group, LLC | $12.5M | 427K | ▲New +427K 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, 8 funds opened a new position in HGER and 31 added to an existing one, while 9 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 | 85 funds | $36.4B |
| NVIDIA CORPNVDA | 80 funds | $44.1B |
| MICROSOFT CORPMSFT | 80 funds | $30.3B |
| AMAZON.COM INCAMZN | 78 funds | $20.4B |
| ALPHABET INC-CL AGOOGL | 78 funds | $17.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 77 funds | $8.6B |
| ISHARES CORE S&P 500 ETFIVV | 77 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 76 funds | $12.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $6.2B |
| VANGUARD S&P 500 ETFVOO | 74 funds | $3.4B |
| BROADCOM INCAVGO | 73 funds | $16.9B |
Ranked by how many of HGER's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| HGERthis pagemc | 172 funds | $2.4B |
| WINNmc | 86 funds | $684.6M |
| OSEAINTERNATNAL COMP | 53 funds | $312.3M |
| SIHYmc | 38 funds | $61.3M |
| GDIVmc | 28 funds | $87.5M |
| INFOPANAGORA DYNAMIC | 13 funds | $706.3M |
| HAPIHUMAN CAP LARGE | 13 funds | $24.4M |
| MEDIHEALTH CARE ETF | 10 funds | $12.1M |
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 HGER
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/HGER/capital-change-brief"
Use Arkolith's capital_change_brief for HGER. 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 HGER. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.