4 tracked 13F filers disclose a position in HLIEX as of the latest SEC 13F filings, a combined $1.1M 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 | Williams Jones Wealth Management, LLC. | $566K | 20K | ▲~0% Added · +1 sh | Q2 2026 | |
| 2 | Ethos Financial Group, LLC | $402K | 14K | ▲New +14K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | $165K | 6K | ▲Added Added · +6K sh | Q2 2026 | |
| 4 | Coston, McIsaac & Partners | $0 | 5 | ▼−100% Reduced · −3K 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, 1 fund opened a new position in HLIEX, while 1 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 |
|---|---|---|
| RELATIVE SENTIMENT TACT ALLOMOOD | 1 funds | $51.5M |
| SCHWAB US BROAD MARKET ETFSCHB | 1 funds | $50.7M |
| VANGUARD S&P 500 ETFVOO | 1 funds | $41.2M |
| ABRDN PHYSICAL GOLD SHARESSGOL | 1 funds | $35.7M |
| VANGUARD TOT WORLD STK ETFVT | 1 funds | $34.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1 funds | $30.2M |
| SCHWAB US LARGE-CAP ETFSCHX | 1 funds | $30.1M |
| APPLE INCAAPL | 1 funds | $28.6M |
| VANECK MORNINGSTAR WIDE MOATMOAT | 1 funds | $26.6M |
| ALPHA ARCHITECT 1-3 MNTH BOXBOXX | 1 funds | $26.1M |
| SCHWAB US LARGE-CAP GROWTHSCHG | 1 funds | $25.8M |
| SPDR GOLD SHARESGLD | 1 funds | $22.4M |
Ranked by how many of HLIEX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SEEGXOPEN END TAXABLE NO LOAD FUND | 8 funds | $1.2M |
| HLIEXthis pageMF | 4 funds | $1.1M |
| 4812C0381OPEN END TAXABLE NO LOAD FUND | 3 funds | $641K |
| 4812C0845OPEN END TAXABLE NO LOAD FUND | 1 funds | $95K |
| 4812C0670Com | 1 funds | $50K |
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 HLIEX
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/HLIEX/capital-change-brief"
Use Arkolith's capital_change_brief for HLIEX. 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 HLIEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.