35 tracked 13F filers disclose a position in HOLA as of the latest SEC 13F filings, a combined $119.0M 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 | ROYAL BANK OF CANADA | $16.4M | 311K | ▲+3.1% Added · +9K sh | Q1 2026 | |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $13.7M | 261K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 3 | Security National Bank | $11.9M | 215K | ▼−17% Reduced · −45K sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $11.2M | 214K | ▲+7.3% Added · +14K sh | Q1 2026 | |
| 5 | Mariner, LLC | $10.9M | 207K | ▲+11% Added · +20K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $7.6M | 145K | ▲+14% Added · +17K sh | Q1 2026 | |
| 7 | Valmark Advisers, Inc. | $7.5M | 142K | ▲+6.8% Added · +9K sh | Q1 2026 | |
| 8 | Merit Financial Group, LLC | $7.8M | 140K | ▼−11% Reduced · −16K sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $4.9M | 93K | ▲+20% Added · +16K sh | Q1 2026 | |
| 10 | Farther Finance Advisors, LLC | $3.6M | 68K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $3.0M | 57K | ▼−23% Reduced · −17K sh | Q1 2026 | |
| 12 | Focus Partners Wealth | $2.7M | 51K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 13 | Retirement Planning Group, LLC | $2.5M | 48K | ▲New +48K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $2.4M | 46K | ▼−43% Reduced · −35K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 40K | ▲+6.0% Added · +2K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $1.6M | 31K | ▲+50% Added · +10K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $1.4M | 27K | ▲+163% Added · +17K sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | $1.4M | 26K | ▼−0.1% Reduced · −38 sh | Q1 2026 | |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 22K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $821K | 16K | —Held | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $635K | 12K | ▲+44% Added · +4K sh | Q1 2026 | |
| 22 | Tradition Wealth Management, LLC | $631K | 12K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $449K | 9K | ▲New +9K sh | Q1 2026 | |
| 24 | Creative Planning | $391K | 7K | ▼−5.7% Reduced · −450 sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $334K | 6K | ▲+11% Added · +614 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 HOLA and 2 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $6.3B |
| APPLE INCAAPL | 16 funds | $5.0B |
| AMAZON.COM INCAMZN | 16 funds | $3.5B |
| MICROSOFT CORPMSFT | 16 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $1.9B |
| BROADCOM INCAVGO | 16 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 16 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $1.7B |
Ranked by how many of HOLA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/HOLA/capital-change-brief"
Use Arkolith's capital_change_brief for HOLA. 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 HOLA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.