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/HMOP/capital-change-brief"
Use Arkolith's capital_change_brief for HMOP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $69.1M | 1.8M | ▲+13% Added · +201K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $60.5M | 1.6M | ▲+12% Added · +167K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $42.0M | 1.1M | ▲+5.2% Added · +53K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $41.0M | 1.1M | ▲+9.4% Added · +91K sh | Q1 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $31.5M | 813K | ▲+5.6% Added · +43K sh | Q1 2026 | |
| 6 | Legacy Wealth Management, LLC | $24.2M | 618K | ▲+2.3% Added · +14K sh | Q2 2026 | |
| 7 | Apollon Wealth Management, LLC | $18.3M | 473K | ▲+7.1% Added · +31K sh | Q1 2026 | |
| 8 | Johnson & White Wealth Management, LLC | $12.3M | 315K | ▲+1.7% Added · +5K sh | Q2 2026 | |
| 9 | Fragasso Financial Advisors Inc | $11.6M | 296K | ▲+5.5% Added · +16K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $11.4M | 295K | ▲+9.6% Added · +26K sh | Q1 2026 | |
| 11 | Avantax Planning Partners, Inc. | $10.8M | 279K | ▲+75% Added · +119K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $10.8M | 279K | ▲+43% Added · +84K sh | Q1 2026 | |
| 13 | Sepio Capital, LP | $10.3M | 267K | ▲+89% Added · +125K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $7.9M | 203K | ▲+20% Added · +34K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $6.8M | 176K | ▲+6.4% Added · +11K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $6.8M | 176K | ▼−12% Reduced · −24K sh | Q1 2026 | |
| 17 | VERUS CAPITAL PARTNERS, LLC | $5.5M | 142K | ▲+16% Added · +19K sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $5.5M | 141K | ▼−7.7% Reduced · −12K sh | Q2 2026 | |
| 19 | CWM, LLC | $5.4M | 140K | ▲+865% Added · +126K sh | Q1 2026 | |
| 20 | RiverFront Investment Group, LLC | $5.3M | 136K | ▲+14% Added · +17K sh | Q1 2026 | |
| 21 | Anderson Financial Strategies, LLC | $5.1M | 130K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 22 | Mariner, LLC | $4.4M | 115K | ▲+27% Added · +24K sh | Q1 2026 | |
| 23 | Retirement Planning Group, LLC | $3.9M | 102K | ▲+32% Added · +25K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $3.7M | 96K | ▲+10% Added · +9K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $3.4M | 88K | ▲+56% Added · +32K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $11.9B |
| MICROSOFT CORPMSFT | 38 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $6.2B |
| AT&T INCT | 38 funds | $651.2M |
| APPLE INCAAPL | 37 funds | $11.4B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $5.7B |
| BROADCOM INCAVGO | 37 funds | $4.7B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $3.6B |
Ranked by how many of HMOP'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 HMOP. 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.