Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position).
5 tracked 13F filers disclose a position in HLMIX as of the latest SEC 13F filings, a combined $3.6M 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 | Fulton Bank, N.A. | 79K | $2.2M | ▼−0.2% Reduced · −186 sh | Q1 2026 | |
| 2 | L & S Advisors Inc | 20K | $620K | —Held | Q2 2026 | |
| 3 | Moody Lynn Lieberson & Walker, LLC | 10K | $320K | —Held | Q2 2026 | |
| 4 | Ethos Financial Group, LLC | 8K | $233K | ▲New +8K sh | Q2 2026 | |
| 5 | North Star Asset Management Inc | 7K | $207K | —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.
Last quarter, 1 fund opened a new position in HLMIX, while none reduced or exited. 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 | 4 funds | $225.2M |
| Nvidia CorpNVDA | 4 funds | $194.6M |
| Alphabet Inc-CL AGOOGL | 4 funds | $185.1M |
| Broadcom IncAVGO | 4 funds | $164.7M |
| Microsoft CorpMSFT | 4 funds | $150.7M |
| Amazon.com IncAMZN | 4 funds | $128.9M |
| Eli Lilly & CoLLY | 4 funds | $125.1M |
| JPMorgan Chase & CoJPM | 4 funds | $109.1M |
| Alphabet Inc-CL CGOOG | 4 funds | $93.4M |
| Abbvie IncABBV | 4 funds | $87.5M |
| SPDR Gold SharesGLD | 4 funds | $84.7M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $75.6M |
Ranked by how many of HLMIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HLMIX.
No filings captured for this ticker in the live stream yet.
Connected entities for HLMIX
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/HLMIX/capital-change-brief"
Use Arkolith's capital_change_brief for HLMIX. 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 HLMIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.