217 tracked 13F filers disclose a position in HIMU as of the latest SEC 13F filings, a combined $1.1B 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 | BANK OF AMERICA CORP /DE/ | $108.3M | 2.3M | ▼−6.9% Reduced · −168K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $99.0M | 2.1M | ▼−37% Reduced · −1.2M sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $89.8M | 1.9M | ▲+39% Added · +532K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $80.6M | 1.7M | ▼−52% Reduced · −1.8M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $61.8M | 1.3M | ▼−13% Reduced · −198K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $54.6M | 1.1M | ▼−77% Reduced · −3.8M sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $37.4M | 780K | ▼−13% Reduced · −119K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $35.2M | 737K | ▼−55% Reduced · −887K sh | Q1 2026 | |
| 9 | Tolleson Wealth Management, Inc. | $31.2M | 626K | ▲+2.0% Added · +12K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $29.1M | 588K | ▲+8.1% Added · +44K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $25.3M | 526K | ▼−16% Reduced · −97K sh | Q1 2026 | |
| 12 | UBS Group AG | $24.6M | 512K | ▲+8.6% Added · +41K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $21.1M | 441K | ▼−5.3% Reduced · −25K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.1M | 420K | ▼−1.3% Reduced · −6K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $20.1M | 418K | ▼−42% Reduced · −309K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $19.7M | 395K | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | $17.3M | 347K | ▲+31% Added · +83K sh | Q2 2026 | |
| 18 | Joel Isaacson & Co., LLC | $16.8M | 337K | ▲+711% Added · +296K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $15.6M | 314K | ▲+67% Added · +126K sh | Q2 2026 | |
| 20 | Focused Wealth Management, Inc | $14.6M | 293K | ▲New +293K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $11.3M | 236K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $9.9M | 205K | ▼−20% Reduced · −52K sh | Q1 2026 | |
| 23 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $9.7M | 196K | ▲+11% Added · +19K sh | Q2 2026 | |
| 24 | HANCOCK WHITNEY CORP | $9.5M | 194K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $9.3M | 194K | ▼−27% Reduced · −71K 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.
Last quarter, 4 funds opened a new position in HIMU and 21 added to an existing one, while 11 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 | 112 funds | $54.8B |
| APPLE INCAAPL | 111 funds | $43.7B |
| MICROSOFT CORPMSFT | 111 funds | $34.6B |
| AMAZON.COM INCAMZN | 110 funds | $24.6B |
| ISHARES CORE S&P 500 ETFIVV | 110 funds | $10.3B |
| ALPHABET INC-CL AGOOGL | 109 funds | $20.5B |
| ALPHABET INC-CL CGOOG | 108 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 107 funds | $12.8B |
| JPMORGAN CHASE & COJPM | 107 funds | $9.6B |
| VANGUARD S&P 500 ETFVOO | 107 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 107 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 106 funds | $7.5B |
Ranked by how many of HIMU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for HIMU
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/HIMU/capital-change-brief"
Use Arkolith's capital_change_brief for HIMU. 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 HIMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.