16 tracked 13F filers disclose a position in HGRO as of the latest SEC 13F filings, a combined $9.9M 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 | HighTower Advisors, LLC | $2.3M | 84K | ▲+77% Added · +37K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $2.2M | 77K | ▲+8.6% Added · +6K sh | Q1 2026 | |
| 3 | Haven Private, LLC | $1.2M | 38K | ▲+17% Added · +6K sh | Q2 2026 | |
| 4 | GTS SECURITIES LLC | $1.0M | 37K | ▲New +37K sh | Q1 2026 | |
| 5 | CWM, LLC | $565K | 20K | ▲+0.1% Added · +19 sh | Q1 2026 | |
| 6 | Stratos Wealth Advisors, LLC | $527K | 19K | ▲+29% Added · +4K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $510K | 18K | ▲New +18K sh | Q1 2026 | |
| 8 | INTEGRITY ALLIANCE, LLC. | $407K | 15K | ▲New +15K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $257K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | Realta Investment Advisors | $263K | 8K | ▼−5.2% Reduced · −460 sh | Q2 2026 | |
| 11 | Belpointe Asset Management LLC | $200K | 7K | ▼−0.2% Reduced · −15 sh | Q1 2026 | |
| 12 | Fortis Group Advisors, LLC | $213K | 7K | ▲New +7K sh | Q2 2026 | |
| 13 | PRIVATE TRUST CO NA | $156K | 5K | ▲New +5K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $62K | 2K | ▲+86% Added · +1K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $28K | 1K | —Held | Q1 2026 | |
| 16 | SALEM INVESTMENT COUNSELORS INC | $3K | 98 | ▲New +98 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 HGRO and 1 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 5 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $3.9B |
| APPLE INCAAPL | 5 funds | $2.7B |
| AMAZON.COM INCAMZN | 5 funds | $2.3B |
| MICROSOFT CORPMSFT | 5 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 5 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.4B |
| BROADCOM INCAVGO | 5 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $1.1B |
Ranked by how many of HGRO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/HGRO/capital-change-brief"
Use Arkolith's capital_change_brief for HGRO. 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 HGRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.