Among active 13F managers last quarter, 5 opened and 10 added, while 3 reduced; the largest holder to move was RFG Advisory, LLC (+34%).
60 tracked 13F filers disclose a position in HLAL as of the latest SEC 13F filings, a combined $38.4M 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 | Goldman Sachs Group Inc | 79K | $4.7M | —Held | Q1 2026 | |
| 2 | Mercer Global Advisors Inc | 62K | $3.7M | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | 42K | $3.0M | ▲+34% Added · +11K sh | Q2 2026 | |
| 4 | Mission Wealth Management, LP | 36K | $2.6M | ▲+1.6% Added · +590 sh | Q2 2026 | |
| 5 | Farther Finance Advisors, LLC | 35K | $2.1M | ▼−1.4% Reduced · −488 sh | Q1 2026 | |
| 6 | Sequoia Financial Advisors, LLC | 30K | $2.2M | —Held | Q2 2026 | |
| 7 | Cerro Pacific Wealth Advisors LLC | 25K | $1.8M | ▲New +25K sh | Q2 2026 | |
| 8 | Royal Bank Of Canada | 18K | $1.1M | ▼−34% Reduced · −9K sh | Q1 2026 | |
| 9 | Valeo Financial Advisors, LLC | 16K | $1.2M | ▼−5.1% Reduced · −879 sh | Q2 2026 | |
| 10 | Federation des caisses Desjardins du Quebec | 13K | $951K | ▼−0.1% Reduced · −7 sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 13K | $749K | ▲+166% Added · +8K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 11K | $627K | ▲+13% Added · +1K sh | Q1 2026 | |
| 13 | CIBC World Market Inc. | 11K | $626K | ▲+0.4% Added · +39 sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 10K | $588K | ▲New +10K sh | Q1 2026 | |
| 15 | TD Waterhouse Canada Inc. | 9K | $643K | ▲+4.7% Added · +405 sh | Q2 2026 | |
| 16 | Purpose Unlimited Inc. | 8K | $618K | ▲+14% Added · +1K sh | Q2 2026 | |
| 17 | Kaizen Financial Strategies | 8K | $567K | ▲Added Added · +8K sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 8K | $474K | ▲+14% Added · +953 sh | Q1 2026 | |
| 19 | Walkner Condon Financial Advisors LLC | 8K | $568K | ▼−0.3% Reduced · −23 sh | Q2 2026 | |
| 20 | MML Investors Services, LLC | 8K | $561K | ▼−0.5% Reduced · −40 sh | Q2 2026 | |
| 21 | Compass Capital Corp /Ma | 8K | $558K | —Held | Q2 2026 | |
| 22 | Apollon Wealth Management, LLC | 8K | $450K | ▼−2.2% Reduced · −169 sh | Q1 2026 | |
| 23 | Snowden Capital Advisors LLC | 7K | $508K | ▼−2.2% Reduced · −159 sh | Q2 2026 | |
| 24 | Raymond James Financial Inc | 7K | $402K | ▲+50% Added · +2K sh | Q1 2026 | |
| 25 | Sepio Capital, LP | 7K | $480K | ▲~0% Added · +1 sh | 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, 5 funds opened a new position in HLAL and 10 added to an existing one, while 3 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 | 21 funds | $4.1B |
| Nvidia CorpNVDA | 21 funds | $3.2B |
| Microsoft CorpMSFT | 21 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 21 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 21 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 21 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $903.6M |
| Advanced Micro DevicesAMD | 21 funds | $475.5M |
| Vanguard Info Tech ETFVGT | 21 funds | $117.8M |
| Amazon.com IncAMZN | 20 funds | $2.2B |
| JPMorgan Chase & CoJPM | 20 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.7B |
Ranked by how many of HLAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HLAL.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.1M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALthis pagemc | 60 funds | $38.4M |
| UMMAmc | 44 funds | $31.0M |
| OVLSHARES LAG CAP | 41 funds | $182.1M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZmc | 35 funds | $4.1M |
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 HLAL
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/HLAL/capital-change-brief"
Use Arkolith's capital_change_brief for HLAL. 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 HLAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.