Among active 13F managers last quarter, 2 opened and 4 added, while 6 reduced; the largest holder to move was Hamilton Capital Partners, LLC (added).
31 tracked 13F filers disclose a position in HIPS as of the latest SEC 13F filings, a combined $25.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hamilton Capital Partners, LLC | 869K | $10.0M | ▲Added Added · +869K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 400K | $4.6M | ▲+5.4% Added · +21K sh | Q1 2026 | |
| 3 | Ethos Financial Group, LLC | 206K | $2.4M | ▼−16% Reduced · −39K sh | Q2 2026 | |
| 4 | Cornerstone Wealth Management, LLC | 123K | $1.4M | ▲+4.2% Added · +5K sh | Q2 2026 | |
| 5 | Camarda Financial Advisors, LLC | 93K | $1.1M | ▲+7.7% Added · +7K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 65K | $747K | ▼−23% Reduced · −19K sh | Q1 2026 | |
| 7 | Wealthcare Advisory Partners LLC | 48K | $551K | ▼−2.6% Reduced · −1K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 46K | $534K | ▼−1.4% Reduced · −682 sh | Q1 2026 | |
| 9 | Truist Financial Corp | 42K | $482K | —Held | Q1 2026 | |
| 10 | Chicago Partners Investment Group LLC | 35K | $407K | ▲+2.8% Added · +952 sh | Q2 2026 | |
| 11 | RHS Financial, LLC | 35K | $402K | ▼−17% Reduced · −7K sh | Q2 2026 | |
| 12 | Maridea Wealth Management LLC | 26K | $302K | ▼−42% Reduced · −19K sh | Q2 2026 | |
| 13 | Legacy Wealth Managment, LLC | 24K | $280K | ▲New +24K sh | Q2 2026 | |
| 14 | Strategic Blueprint, LLC | 23K | $269K | ▲New +23K sh | Q2 2026 | |
| 15 | Stratos Wealth Partners, LTD. | 17K | $191K | —Held | Q2 2026 | |
| 16 | Beacon Pointe Advisors, LLC | 16K | $185K | —Held | Q2 2026 | |
| 17 | Kovack Advisors, Inc. | 15K | $172K | ▲+2.3% Added · +335 sh | Q2 2026 | |
| 18 | SimpliFi, Inc. | 14K | $161K | ▲+2.8% Added · +375 sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 13K | $154K | —Held | Q1 2026 | |
| 20 | Mgo One Seven LLC | 13K | $153K | ▼−3.8% Reduced · −527 sh | Q2 2026 | |
| 21 | Keystone Financial Group | 11K | $128K | ▲New +11K sh | Q2 2026 | |
| 22 | Capital Square, LLC | 11K | $125K | —Held | Q2 2026 | |
| 23 | Intrua Financial, LLC | 10K | $118K | —Held | Q2 2026 | |
| 24 | Insight Advisors, LLC/ PA | 10K | $115K | —Held | Q2 2026 | |
| 25 | Clearstead Advisors, LLC | 4K | $51K | —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, 2 funds opened a new position in HIPS and 4 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 15 funds | $1.1B |
| Nvidia CorpNVDA | 15 funds | $949.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $667.7M |
| Microsoft CorpMSFT | 15 funds | $596.0M |
| Amazon.com IncAMZN | 15 funds | $517.6M |
| Vanguard Total Stock MKT ETFVTI | 15 funds | $508.3M |
| Alphabet Inc-CL AGOOGL | 15 funds | $432.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $263.9M |
| Meta Platforms Inc-Class AMETA | 15 funds | $222.6M |
| Walmart IncWMT | 15 funds | $145.6M |
| Ishares Core S&P 500 ETFIVV | 14 funds | $752.7M |
| Vanguard Value ETFVTV | 14 funds | $385.6M |
Ranked by how many of HIPS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HIPS.
| Class | 13F holders | Value held |
|---|---|---|
| NVDLLONG NVDA DAI | 68 funds | $149.9M |
| COMBmc | 37 funds | $92.4M |
| AMDLGRANITE 2X LONG | 32 funds | $58.4M |
| HIPSthis pageMF Closed and MF Open | 31 funds | $25.1M |
| CONLLONG COIN DAI | 25 funds | $64.8M |
| DRUPNASDAQ SELECT DI | 24 funds | $7.6M |
| NVDETF | 22 funds | $14.7M |
| PTIRmc | 19 funds | $8.4M |
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 HIPS
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/HIPS/capital-change-brief"
Use Arkolith's capital_change_brief for HIPS. 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 HIPS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.