Among active 13F managers last quarter, 6 opened and 3 added, while 2 reduced; the largest holder to move was Guggenheim Capital LLC (+52%). Over the last 180 days, 1 insider bought and none sold, a net +$12K in open-market trades.
Funds lean in and no leg opposes.
41 tracked 13F filers disclose a position in HPF as of the latest SEC 13F filings, a combined $27.2M 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 | Guggenheim Capital LLC | 369K | $5.8M | ▲+52% Added · +126K sh | Q1 2026 | |
| 2 | UBS Group AG | 354K | $5.5M | ▼−2.2% Reduced · −8K sh | Q1 2026 | |
| 3 | Morgan Stanley | 176K | $2.7M | ▲+6.2% Added · +10K sh | Q1 2026 | |
| 4 | J.W. Cole Advisors, Inc. | 124K | $2.0M | ▲Added Added · +124K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 96K | $1.5M | ▲+0.3% Added · +334 sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 82K | $1.3M | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 67K | $1.1M | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 8 | Everstar Asset Management, LLC | 56K | $885K | —Held | Q2 2026 | |
| 9 | Bank Of America Corp | 47K | $733K | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 47K | $732K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 33K | $508K | ▲+12% Added · +4K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 30K | $466K | ▼−1.8% Reduced · −558 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 29K | $458K | ▼−1.7% Reduced · −501 sh | Q1 2026 | |
| 14 | Ameritas Advisory Services, LLC | 24K | $384K | ▲New +24K sh | Q2 2026 | |
| 15 | Raymond James Financial Inc | 23K | $365K | ▼−5.0% Reduced · −1K sh | Q1 2026 | |
| 16 | Kapstone Financial Advisors LLC | 21K | $329K | ▲+11% Added · +2K sh | Q2 2026 | |
| 17 | Vanguard Capital Wealth Advisors | 20K | $317K | ▲+1.0% Added · +200 sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 18K | $284K | ▼−1.1% Reduced · −200 sh | Q2 2026 | |
| 19 | Arlington Capital Management, Inc. | 16K | $255K | ▲New +16K sh | Q2 2026 | |
| 20 | Wealth Enhancement Advisory Services, LLC | 14K | $233K | ▼−1.9% Reduced · −280 sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 14K | $221K | ▼−35% Reduced · −8K sh | Q1 2026 | |
| 22 | StoneX Group Inc. | 14K | $219K | ▲+32% Added · +3K sh | Q2 2026 | |
| 23 | Spire Wealth Management | 13K | $199K | ▲+1.5% Added · +192 sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | 12K | $193K | ▼−3.4% Reduced · −435 sh | Q2 2026 | |
| 25 | Live Oak Private Wealth LLC | 11K | $173K | —Held | 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, 6 funds opened a new position in HPF and 3 added to an existing one, while 2 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 |
|---|---|---|
| Apple IncAAPL | 16 funds | $2.2B |
| Nvidia CorpNVDA | 16 funds | $1.9B |
| Microsoft CorpMSFT | 16 funds | $1.0B |
| Amazon.com IncAMZN | 16 funds | $950.7M |
| Broadcom IncAVGO | 16 funds | $651.4M |
| Alphabet Inc-CL CGOOG | 16 funds | $562.8M |
| Meta Platforms Inc-Class AMETA | 16 funds | $464.3M |
| Abbvie IncABBV | 16 funds | $221.0M |
| Ishr Ibx Usd Invgd CB ETF-UiLQD | 16 funds | $121.6M |
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 15 funds | $707.0M |
Ranked by how many of HPF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HPF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2026 | Hurtsellers Christine | Director | Buy (P) 5 lots, same day | 744 | $12K |
| 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) 2 lots, same day | 675 | $11K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 1K | $16K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) 2 lots, same day | 819 | $11K |
| Aug 8, 2022 | Pruchansky Steven R | Insider | Sell (S) | 1 | $11 |
| Aug 5, 2022 | Pruchansky Steven R | Insider | Sell (S) 2 lots, same day | 2K | $46K |
| Nov 17, 2020 | Rathke Frances G | Insider | Buy (P) | 544 | $10K |
| Oct 14, 2019 | Pruchansky Steven R | Insider | Buy (P) 2 lots, same day | 158 | $4K |
| Jul 17, 2018 | Pruchansky Steven R | Insider | Buy (P) | 234 | $5K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 10 | 14 | – |
Insiders Form 4 open-market | 1 | 0 | +$12K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HPF
This stock 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/HPF/capital-change-brief"
Use Arkolith's capital_change_brief for HPF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.