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/HISF/capital-change-brief"
Use Arkolith's capital_change_brief for HISF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | $31.1M | 702K | ▲+59% Added · +261K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $11.3M | 254K | ▲+21% Added · +45K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 139K | ▲+7.2% Added · +9K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $2.8M | 63K | ▲+72% Added · +26K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $1.9M | 44K | ▲+12% Added · +5K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.8M | 41K | ▲+17% Added · +6K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $1.6M | 37K | ▲+226% Added · +25K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.3M | 29K | ▲+20% Added · +5K sh | Q1 2026 | |
| 9 | Perigon Wealth Management, LLC | $1.2M | 27K | ▼−2.8% Reduced · −780 sh | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $1.1M | 25K | ▼~0% Reduced · −11 sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 23K | ▼−3.4% Reduced · −824 sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $892K | 20K | ▼−2.3% Reduced · −469 sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $423K | 9K | ▲New +9K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $299K | 7K | ▲New +7K sh | Q1 2026 | |
| 15 | Arax Advisory Partners | $187K | 4K | —Held | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $143K | 3K | —Held | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $101K | 2K | ▲New +2K sh | Q1 2026 | |
| 18 | AE Wealth Management LLC | $39K | 880 | ▼−36% Reduced · −489 sh | Q1 2026 | |
| 19 | HARBOR INVESTMENT ADVISORY, LLC | $29K | 660 | —Held | Q2 2026 | |
| 20 | UBS Group AG | $5K | 102 | ▲New +102 sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $58 | 1 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $15.6B |
| APPLE INCAAPL | 13 funds | $9.4B |
| NVIDIA CORPNVDA | 13 funds | $5.9B |
| AMAZON.COM INCAMZN | 13 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 13 funds | $4.2B |
| MICROSOFT CORPMSFT | 13 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 13 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 13 funds | $2.4B |
| WALT DISNEY CO/THEDIS | 13 funds | $2.2B |
Ranked by how many of HISF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HISF. 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.