74 tracked 13F filers disclose a position in HIX as of the latest SEC 13F filings, a combined $51.1M 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 | UBS Group AG | $16.1M | 4.0M | ▲+3.4% Added · +134K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $6.5M | 1.6M | ▼−17% Reduced · −341K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $4.6M | 1.2M | ▼−38% Reduced · −716K sh | Q1 2026 | |
| 4 | GraniteShares Advisors LLC | $2.7M | 685K | ▲+15% Added · +90K sh | Q2 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $2.6M | 659K | ▲+21% Added · +114K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $2.5M | 640K | ▲+12% Added · +66K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $2.1M | 524K | ▲+6.6% Added · +33K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $2.0M | 512K | ▲+174% Added · +325K sh | Q1 2026 | |
| 9 | NWF Advisory Services Inc. | $1.7M | 421K | ▼−7.8% Reduced · −36K sh | Q2 2026 | |
| 10 | Shaker Financial Services, LLC | $1.6M | 393K | ▲+31% Added · +92K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $734K | 184K | ▼−19% Reduced · −44K sh | Q1 2026 | |
| 12 | OPPENHEIMER & CO INC | $688K | 174K | ▼−20% Reduced · −44K sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $631K | 159K | ▲+886% Added · +143K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $613K | 154K | ▼−8.9% Reduced · −15K sh | Q1 2026 | |
| 15 | ROBINSON CAPITAL MANAGEMENT, LLC | $585K | 148K | —Held | Q2 2026 | |
| 16 | MELFA WEALTH MANAGEMENT, INC. | $501K | 126K | —Held | Q2 2026 | |
| 17 | LPL Financial LLC | $463K | 116K | ▲+11% Added · +12K sh | Q1 2026 | |
| 18 | Sage Capital Advisors,llc | $294K | 74K | ▲+0.1% Added · +91 sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $274K | 69K | ▲+0.6% Added · +407 sh | Q1 2026 | |
| 20 | AEGON USA Investment Management, LLC | $240K | 61K | —Held | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $223K | 56K | ▲+4.0% Added · +2K sh | Q1 2026 | |
| 22 | AlphaCore Capital LLC | $194K | 49K | ▼−12% Reduced · −7K sh | Q2 2026 | |
| 23 | SeaCrest Wealth Management, LLC | $191K | 48K | ▲+223% Added · +33K sh | Q2 2026 | |
| 24 | Argyle Capital Partners, LLC | $190K | 48K | —Held | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $184K | 46K | ▼−68% Reduced · −99K 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 HIX and 10 added to an existing one, while 10 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.8B |
| NVIDIA CORPNVDA | 32 funds | $8.0B |
| MICROSOFT CORPMSFT | 32 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.0B |
| BROADCOM INCAVGO | 32 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 32 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 32 funds | $2.2B |
| TESLA INCTSLA | 32 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 32 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 32 funds | $1.2B |
Ranked by how many of HIX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 3K | $10K |
| Dec 28, 2020 | KAMERICK EILEEN A | Director | Buy (P) | 1K | $8K |
| Nov 19, 2020 | CRONIN DANIEL P | Director | Sell (S) | 13K | $93K |
| Jan 10, 2020 | Weinstein Boaz | 10% Owner | Sell (S) | 79K | $536K |
| Jan 9, 2020 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 111K | $752K |
| Jan 8, 2020 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 150K | $1.0M |
| Jan 7, 2020 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 191K | $1.3M |
| Jan 6, 2020 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 151K | $1.0M |
| Dec 31, 2019 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 177K | $1.2M |
| Dec 30, 2019 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 120K | $798K |
| Dec 27, 2019 | Weinstein Boaz | 10% Owner | Sell (S) | 70K | $465K |
| Dec 26, 2019 | Weinstein Boaz | 10% Owner | Sell (S) | 56K | $375K |
Connected entities for HIX
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/HIX/capital-change-brief"
Use Arkolith's capital_change_brief for HIX. 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 HIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.