93 tracked 13F filers disclose a position in HIO as of the latest SEC 13F filings, a combined $77.1M 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 | MORGAN STANLEY | $41.4M | 11.4M | ▲+18% Added · +1.8M sh | Q1 2026 | |
| 2 | Rareview Capital LLC | $3.6M | 904K | ▲+31% Added · +212K sh | Q2 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $2.9M | 799K | ▲+2.9% Added · +23K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.7M | 752K | ▲+95% Added · +367K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.4M | 665K | ▼−5.4% Reduced · −38K sh | Q1 2026 | |
| 6 | Shaker Financial Services, LLC | $2.3M | 642K | ▲+25% Added · +130K sh | Q2 2026 | |
| 7 | UBS Group AG | $2.2M | 602K | ▲+13% Added · +67K sh | Q1 2026 | |
| 8 | Kanen Wealth Management LLC | $1.8M | 490K | ▲+2.1% Added · +10K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 474K | ▲+14% Added · +57K sh | Q1 2026 | |
| 10 | Chicago Partners Investment Group LLC | $1.2M | 334K | ▼−9.4% Reduced · −35K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $1.1M | 317K | ▼−12% Reduced · −42K sh | Q1 2026 | |
| 12 | Quarry LP | $1.1M | 305K | ▲New +305K sh | Q1 2026 | |
| 13 | Pathway Financial Advisers, LLC | $1.0M | 286K | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 14 | RFG Advisory, LLC | $997K | 274K | ▼−4.6% Reduced · −13K sh | Q2 2026 | |
| 15 | FIRST TRUST ADVISORS LP | $836K | 230K | ▼−4.3% Reduced · −10K sh | Q1 2026 | |
| 16 | Fortis Group Advisors, LLC | $751K | 206K | ▼−2.0% Reduced · −4K sh | Q2 2026 | |
| 17 | Calamos Advisors LLC | $639K | 175K | ▲+7.1% Added · +12K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $616K | 170K | ▲+28% Added · +37K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $530K | 146K | ▼−3.8% Reduced · −6K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $398K | 110K | ▲+11% Added · +11K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $357K | 98K | ▲+71% Added · +41K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $341K | 94K | ▲~0% Added · +14 sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $334K | 92K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $325K | 90K | ▼−18% Reduced · −20K sh | Q1 2026 | |
| 25 | MELFA WEALTH MANAGEMENT, INC. | $287K | 79K | —Held | 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, 4 funds opened a new position in HIO and 16 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 42 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 42 funds | $4.2B |
| WALMART INCWMT | 42 funds | $1.4B |
| CHEVRON CORPCVX | 42 funds | $1.1B |
| NVIDIA CORPNVDA | 41 funds | $13.0B |
| APPLE INCAAPL | 41 funds | $10.1B |
| AMAZON.COM INCAMZN | 41 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 41 funds | $6.6B |
| BROADCOM INCAVGO | 41 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 41 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 41 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $1.9B |
Ranked by how many of HIO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 13, 2026 | COLMAN CAROL L | Director | Sell (S) | 5K | $16K |
| Jul 14, 2025 | Mason Peter Daniel Charles | Director | Buy (P) | 10K | $40K |
| Jun 2, 2025 | Sale Hillary A | Director | Buy (P) | 5K | $20K |
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 3K | $12K |
| Jan 5, 2022 | COLMAN CAROL L | Director | Sell (S) | 1K | $5K |
| Jan 5, 2022 | CRONIN DANIEL P | Director | Sell (S) | 3K | $16K |
| Aug 27, 2021 | COLMAN CAROL L | Director | Sell (S) | 3K | $13K |
| Jun 7, 2021 | COLMAN CAROL L | Director | Sell (S) | 6K | $33K |
| Dec 16, 2020 | HUTCHINSON WILLIAM R | Director | Sell (S) | 8K | $38K |
| Nov 20, 2020 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 152K | $758K |
| Nov 19, 2020 | CRONIN DANIEL P | Director | Sell (S) | 3K | $17K |
| Nov 3, 2020 | Weinstein Boaz | 10% Owner | Sell (S) | 400K | $2.0M |
Connected entities for HIO
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/HIO/capital-change-brief"
Use Arkolith's capital_change_brief for HIO. 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 HIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.