The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query HIO owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HIO"
Use Arkolith to show who owns HIO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $1.4M | 368K | ▼−7.7% Reduced · −31K sh | Q1 2026 | |
| 2 | RFG Advisory, LLC | $1.0M | 287K | ▲+59% Added · +106K sh | Q1 2026 | |
| 3 | Calamos Advisors LLC | $595K | 164K | ▲+14% Added · +20K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $341K | 94K | ▲~0% Added · +14 sh | Q1 2026 | |
| 5 | Stratos Wealth Partners, LTD. | $216K | 59K | ▲+0.1% Added · +51 sh | Q1 2026 | |
| 6 | CHOREO, LLC | $200K | 55K | ▲+19% Added · +9K sh | Q1 2026 | |
| 7 | Concurrent Investment Advisors, LLC | $180K | 49K | ▲+0.2% Added · +112 sh | Q1 2026 | |
| 8 | BOOTHBAY FUND MANAGEMENT, LLC | $150K | 41K | ▼−2.3% Reduced · −990 sh | Q1 2026 | |
| 9 | Clearstead Advisors, LLC | $125K | 34K | —Held | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $105K | 29K | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $102K | 28K | ▲New +28K sh | Q1 2026 | |
| 12 | OPPENHEIMER & CO INC | $94K | 26K | ▼−36% Reduced · −15K sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $93K | 25K | ▲+26% Added · +5K sh | Q1 2026 | |
| 14 | &PARTNERS | $75K | 21K | ▲+2.6% Added · +519 sh | Q1 2026 | |
| 15 | Aptus Capital Advisors, LLC | $74K | 20K | —Held | Q1 2026 | |
| 16 | Fiera Capital Corp | $65K | 18K | ▼−58% Reduced · −25K sh | Q1 2026 | |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $60K | 17K | ▲+3.7% Added · +601 sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $60K | 17K | ▲New +17K sh | Q1 2026 | |
| 19 | Integrated Wealth Concepts LLC | $55K | 15K | ▲New +15K sh | Q1 2026 | |
| 20 | One Capital Management, LLC | $47K | 13K | ▲+10% Added · +1K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $42K | 11K | ▲+2.1% Added · +241 sh | Q1 2026 | |
| 22 | MAI Capital Management | $23K | 6K | ▼−40% Reduced · −4K sh | Q1 2026 | |
| 23 | Arax Advisory Partners | $9K | 3K | ▼−4.6% Reduced · −120 sh | Q1 2026 | |
| 24 | BlackRock, Inc. | $9K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | Sound Income Strategies, LLC | $3K | 816 | ▲New +816 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 34 funds | $10.3B |
| BROADCOM INCAVGO | 34 funds | $5.2B |
| CHEVRON CORPCVX | 34 funds | $1.9B |
| GENERAL ELECTRICGE | 34 funds | $1.5B |
| BLACKROCK INCBLK | 34 funds | $1.4B |
| STRYKER CORPSYK | 34 funds | $543.7M |
| TEXAS INSTRUMENTS INCTXN | 34 funds | $485.2M |
| 3M COMMM | 34 funds | $404.0M |
| APPLE INCAAPL | 33 funds | $12.1B |
| AMAZON.COM INCAMZN | 33 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 33 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $6.4B |
Ranked by how many of HIO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.