Among active 13F managers last quarter, 6 opened and 2 added, while 5 reduced; the largest holder to move was Generation Capital Management LLC (new position).
24 tracked 13F filers disclose a position in HGRO as of the latest SEC 13F filings, a combined $13.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 84K | $2.3M | ▲+77% Added · +37K sh | Q1 2026 | |
| 2 | Generation Capital Management LLC | 40K | $1.2M | ▲New +40K sh | Q2 2026 | |
| 3 | Haven Private, LLC | 38K | $1.2M | ▲+17% Added · +6K sh | Q2 2026 | |
| 4 | Insight Advisors, LLC/ PA | 37K | $1.2M | ▼−1.5% Reduced · −570 sh | Q2 2026 | |
| 5 | GTS Securities LLC | 37K | $1.0M | ▲New +37K sh | Q1 2026 | |
| 6 | Copia Wealth Management | 33K | $1.0M | ▲+18% Added · +5K sh | Q2 2026 | |
| 7 | Integrity Alliance, LLC. | 29K | $914K | ▲+100% Added · +15K sh | Q2 2026 | |
| 8 | CWM, LLC | 20K | $565K | ▲+0.1% Added · +19 sh | Q1 2026 | |
| 9 | MML Investors Services, LLC | 20K | $633K | ▲New +20K sh | Q2 2026 | |
| 10 | Stratos Wealth Advisors, LLC | 19K | $588K | ▼−0.7% Reduced · −130 sh | Q2 2026 | |
| 11 | Persium Advisors, LLC | 13K | $404K | ▲New +13K sh | Q2 2026 | |
| 12 | Game Plan Financial Advisors, LLC | 12K | $381K | ▼−22% Reduced · −3K sh | Q2 2026 | |
| 13 | Citadel Advisors LLC | 10K | $309K | ▼−46% Reduced · −8K sh | Q2 2026 | |
| 14 | Commonwealth Equity Services, LLC | 9K | $257K | ▲New +9K sh | Q1 2026 | |
| 15 | Realta Investment Advisors | 8K | $263K | ▼−5.2% Reduced · −460 sh | Q2 2026 | |
| 16 | Prostatis Group LLC | 7K | $226K | ▼−11% Reduced · −847 sh | Q2 2026 | |
| 17 | Belpointe Asset Management LLC | 7K | $200K | ▼−0.2% Reduced · −15 sh | Q1 2026 | |
| 18 | WNY Asset Management, LLC | 7K | $213K | ▲New +7K sh | Q2 2026 | |
| 19 | Fortis Group Advisors, LLC | 7K | $213K | ▲New +7K sh | Q2 2026 | |
| 20 | Private Trust Co Na | 5K | $156K | ▲New +5K sh | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 2K | $76K | ▲New +2K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 2K | $62K | ▲+86% Added · +1K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 1K | $28K | —Held | Q1 2026 | |
| 24 | Salem Investment Counselors Inc | 98 | $3K | ▲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, 6 funds opened a new position in HGRO and 2 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $2.9B |
| Amazon.com IncAMZN | 13 funds | $2.9B |
| Apple IncAAPL | 13 funds | $2.7B |
| Microsoft CorpMSFT | 13 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.3B |
| Broadcom IncAVGO | 13 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 13 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 13 funds | $798.8M |
| Walmart IncWMT | 13 funds | $700.4M |
| Ishares Core S&P 500 ETFIVV | 12 funds | $13.6B |
| Netflix IncNFLX | 12 funds | $683.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $626.3M |
Ranked by how many of HGRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HGRO.
| Class | 13F holders | Value held |
|---|---|---|
| HECAUIE | 36 funds | $130.6M |
| HGROthis pageUIE | 24 funds | $13.5M |
| BMNUT-REX 2X LONG BM | 22 funds | $11.0M |
| HEFTUIE | 20 funds | $52.1M |
| CRWUT-REX 2X LONG | 12 funds | $1.9M |
| HELSUIE | 10 funds | $4.5M |
| GLDBIDX ALTERNATIVE | 9 funds | $24.2M |
| CRCDT-REX 2X INVERSE | 8 funds | $1.8M |
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 HGRO
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.