Among active 13F managers last quarter, 1 opened and 3 added, while 8 reduced; the largest holder to move was Cary Street Partners Financial LLC (−0.8%).
45 tracked 13F filers disclose a position in HOLA as of the latest SEC 13F filings, a combined $145.3M 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 | Royal Bank Of Canada | 311K | $16.4M | ▲+3.1% Added · +9K sh | Q1 2026 | |
| 2 | Cary Street Partners Financial LLC | 261K | $13.7M | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 3 | Security National Bank | 215K | $11.9M | ▼−17% Reduced · −45K sh | Q2 2026 | |
| 4 | Ameriprise Financial Inc | 214K | $11.2M | ▲+7.3% Added · +14K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | 213K | $11.8M | ▲New +213K sh | Q2 2026 | |
| 6 | Mariner, LLC | 207K | $10.9M | ▲+11% Added · +20K sh | Q1 2026 | |
| 7 | Valmark Advisers, Inc. | 156K | $8.6M | ▲+9.7% Added · +14K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 145K | $7.6M | ▲+14% Added · +17K sh | Q1 2026 | |
| 9 | Merit Financial Group, LLC | 140K | $7.8M | ▼−11% Reduced · −16K sh | Q2 2026 | |
| 10 | Sterling Investment Advisors, Ltd. | 108K | $6.0M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 93K | $4.9M | ▲+20% Added · +16K sh | Q1 2026 | |
| 12 | Independent Wealth Advisors LLC | 93K | $5.1M | ▲+7.6% Added · +7K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | 68K | $3.6M | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 57K | $3.0M | ▼−23% Reduced · −17K sh | Q1 2026 | |
| 15 | Focus Partners Wealth | 51K | $2.7M | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | 46K | $2.4M | ▼−43% Reduced · −35K sh | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 40K | $2.1M | ▲+6.0% Added · +2K sh | Q1 2026 | |
| 18 | Wells Fargo & Company | 31K | $1.6M | ▲+50% Added · +10K sh | Q1 2026 | |
| 19 | JPMorgan Chase & Co | 27K | $1.4M | ▲+163% Added · +17K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | 26K | $1.4M | ▼−0.1% Reduced · −38 sh | Q1 2026 | |
| 21 | Investment Partners Asset Management, Inc. | 24K | $1.3M | ▼−1.4% Reduced · −334 sh | Q2 2026 | |
| 22 | Retirement Planning Group, LLC | 23K | $1.2M | ▼−53% Reduced · −26K sh | Q2 2026 | |
| 23 | Great Valley Advisor Group, Inc. | 22K | $1.2M | ▼−3.3% Reduced · −748 sh | Q2 2026 | |
| 24 | United Capital Financial Advisors, LLC | 15K | $857K | ▲+257% Added · +11K sh | Q2 2026 | |
| 25 | Kestra Private Wealth Services, LLC | 13K | $737K | ▼−15% Reduced · −2K 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 HOLA and 3 added to an existing one, while 8 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 |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $4.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $1.2B |
| Ishares Core S&P 500 ETFIVV | 14 funds | $4.1B |
| Apple IncAAPL | 14 funds | $2.8B |
| Amazon.com IncAMZN | 14 funds | $2.4B |
| Microsoft CorpMSFT | 14 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 14 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 14 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.2B |
| JPMorgan Chase & CoJPM | 14 funds | $1.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $927.4M |
| Costco Wholesale CorpCOST | 14 funds | $777.4M |
Ranked by how many of HOLA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HOLA.
No filings captured for this ticker in the live stream yet.
Connected entities for HOLA
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 + the live filing stream, joined for HOLA. Filings are public domain, sourced to SEC EDGAR.