49 tracked 13F filers disclose a position in HPI as of the latest SEC 13F filings, a combined $51.1M 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 | UBS Group AG | $10.2M | 650K | ▲+1.8% Added · +11K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $8.3M | 530K | ▲+11% Added · +51K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 272K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $4.0M | 254K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $3.2M | 206K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $3.1M | 196K | ▲+4.4% Added · +8K sh | Q1 2026 | |
| 7 | J.W. COLE ADVISORS, INC. | $2.5M | 152K | ▲Added Added · +152K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.9M | 120K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 9 | Advisory Resource Group | $1.6M | 100K | ▲+0.1% Added · +76 sh | Q2 2026 | |
| 10 | Fiera Capital Corp | $1.6M | 99K | ▼−4.2% Reduced · −4K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $1.4M | 88K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.2M | 78K | ▼−26% Reduced · −27K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $790K | 50K | ▲+9.7% Added · +4K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $722K | 46K | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 15 | Mariner, LLC | $623K | 40K | ▼−29% Reduced · −16K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $490K | 31K | ▲+7.3% Added · +2K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $470K | 30K | ▲+11% Added · +3K sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | $428K | 27K | ▼−1.1% Reduced · −300 sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $415K | 25K | —Held | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $360K | 23K | ▼−22% Reduced · −6K sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | $357K | 23K | ▲+1.5% Added · +336 sh | Q1 2026 | |
| 22 | Avidian Wealth Enterprises, LLC | $345K | 22K | ▲+4.8% Added · +999 sh | Q1 2026 | |
| 23 | Norris Financial Group, LLC | $323K | 21K | ▲+28% Added · +5K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $300K | 19K | ▼−4.7% Reduced · −943 sh | Q1 2026 | |
| 25 | Mallini Complete Financial Planning LLC | $284K | 18K | ▲+1.5% Added · +267 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, 3 funds opened a new position in HPI and 5 added to an existing one, while 2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 24 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $3.4B |
| BROADCOM INCAVGO | 24 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 24 funds | $2.4B |
| CHEVRON CORPCVX | 24 funds | $1.4B |
| HOME DEPOT INCHD | 24 funds | $1.3B |
| GENERAL ELECTRICGE | 24 funds | $1.0B |
| BLACKROCK INCBLK | 24 funds | $994.9M |
| KLA CORPKLAC | 24 funds | $672.3M |
| INTL BUSINESS MACHINES CORPIBM | 24 funds | $636.5M |
| CVS HEALTH CORPCVS | 24 funds | $532.0M |
Ranked by how many of HPI's institutional holders also hold each name, a cross-fund conviction signal.
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/HPI/capital-change-brief"
Use Arkolith's capital_change_brief for HPI. 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 HPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.