The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query HPF owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HPF"
Use Arkolith to show who owns HPF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | $1.1M | 69K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $316K | 20K | ▲+1.0% Added · +200 sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $283K | 18K | ▼−2.7% Reduced · −500 sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $229K | 15K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $197K | 13K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 6 | IHT Wealth Management, LLC | $172K | 11K | ▲New +11K sh | Q1 2026 | |
| 7 | StoneX Group Inc. | $163K | 10K | ▼−4.4% Reduced · −483 sh | Q1 2026 | |
| 8 | Larson Financial Group LLC | $32K | 2K | ▲+708% Added · +2K sh | Q1 2026 | |
| 9 | COUNTRY TRUST BANK | $9K | 550 | —Held | Q1 2026 | |
| 10 | Sound Income Strategies, LLC | $3K | 200 | —Held | Q1 2026 | |
| 11 | ASSETMARK, INC | $843 | 54 | ▲New +54 sh | Q1 2026 | |
| 12 | HUNTINGTON NATIONAL BANK | $16 | 1 | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 26, 2026 | Phelan Kenneth J | Director | Buy (P) | 618 | $10K |
| Apr 8, 2025 | Wright Thomas Rowe | Director | Buy (P) | 715 | $11K |
| Jan 14, 2025 | Bacic William K | Insider | Buy (P) | 624 | $10K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 337 | $6K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 338 | $6K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 1K | $16K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 116 | $2K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 703 | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $4.7B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $4.5B |
| NVIDIA CORPNVDA | 14 funds | $4.2B |
| MICROSOFT CORPMSFT | 14 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.9B |
| AMAZON.COM INCAMZN | 14 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 14 funds | $1.8B |
| BROADCOM INCAVGO | 14 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $1.6B |
Ranked by how many of HPF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HPF. 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.