34 tracked 13F filers disclose a position in HGLB as of the latest SEC 13F filings, a combined $48.4M 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 | RAYMOND JAMES FINANCIAL INC | $18.9M | 2.4M | ▲+1.9% Added · +44K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $7.0M | 869K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $6.1M | 764K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 4 | Shaker Financial Services, LLC | $3.9M | 520K | ▲+173% Added · +330K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $2.6M | 325K | ▼−6.1% Reduced · −21K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $1.7M | 211K | ▲+16% Added · +29K sh | Q1 2026 | |
| 7 | Quantedge Capital Pte Ltd | $1.5M | 202K | ▲+6.7% Added · +13K sh | Q2 2026 | |
| 8 | NWF Advisory Services Inc. | $1.2M | 165K | ▼−37% Reduced · −99K sh | Q2 2026 | |
| 9 | Sovereign Financial Group, Inc. | $853K | 113K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 10 | Advisory Solutions Group, LLC | $852K | 113K | ▲New +113K sh | Q2 2026 | |
| 11 | OPPENHEIMER & CO INC | $680K | 90K | ▲+32% Added · +22K sh | Q2 2026 | |
| 12 | UBS Group AG | $592K | 74K | ▼−9.2% Reduced · −7K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $361K | 45K | —Held | Q1 2026 | |
| 14 | Summit Financial, LLC | $293K | 37K | ▼−1.6% Reduced · −600 sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $199K | 25K | ▲+0.6% Added · +141 sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $191K | 24K | ▲New +24K sh | Q1 2026 | |
| 17 | Kapstone Financial Advisors LLC | $176K | 23K | ▲New +23K sh | Q2 2026 | |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $174K | 23K | ▲+27% Added · +5K sh | Q2 2026 | |
| 19 | HB Wealth Management, LLC | $169K | 22K | ▼−5.5% Reduced · −1K sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $169K | 21K | ▲+14% Added · +3K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $150K | 19K | ▼−7.3% Reduced · −1K sh | Q1 2026 | |
| 22 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $106K | 14K | ▼−34% Reduced · −7K sh | Q2 2026 | |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91K | 12K | ▼−7.2% Reduced · −920 sh | Q2 2026 | |
| 24 | AE Wealth Management LLC | $92K | 11K | —Held | Q1 2026 | |
| 25 | BENJAMIN EDWARDS INC | $84K | 11K | ▲+4.7% Added · +500 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, 3 funds opened a new position in HGLB and 5 added to an existing one, while 4 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $859.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $717.6M |
| VANGUARD FTSE EMERGING MARKEVWO | 13 funds | $124.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 13 funds | $95.4M |
| NVIDIA CORPNVDA | 12 funds | $6.4B |
| APPLE INCAAPL | 12 funds | $4.9B |
| MICROSOFT CORPMSFT | 12 funds | $4.4B |
| AMAZON.COM INCAMZN | 12 funds | $2.6B |
| BROADCOM INCAVGO | 12 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.9B |
| WALMART INCWMT | 12 funds | $1.5B |
Ranked by how many of HGLB's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for HGLB
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/HGLB/capital-change-brief"
Use Arkolith's capital_change_brief for HGLB. 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 HGLB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.