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 HQH 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/HQH"
Use Arkolith to show who owns HQH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $10.3M | 577K | ▲+25% Added · +114K sh | Q1 2026 | |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | $5.5M | 311K | ▲+6.6% Added · +19K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $2.7M | 152K | ▲+33% Added · +37K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $2.3M | 128K | ▲+6.9% Added · +8K sh | Q1 2026 | |
| 5 | OPPENHEIMER & CO INC | $2.1M | 117K | ▼−10% Reduced · −13K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $1.5M | 84K | ▲+273% Added · +62K sh | Q1 2026 | |
| 7 | EVOLVE PRIVATE WEALTH, LLC | $1.0M | 57K | ▲+0.4% Added · +229 sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $991K | 56K | ▲+15% Added · +7K sh | Q1 2026 | |
| 9 | AlphaCore Capital LLC | $748K | 42K | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 10 | Cyndeo Wealth Partners, LLC | $681K | 38K | —Held | Q1 2026 | |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $578K | 32K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 12 | STEPHENS INC /AR/ | $420K | 24K | ▼−43% Reduced · −18K sh | Q1 2026 | |
| 13 | Compound Planning, Inc. | $308K | 17K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 14 | BENJAMIN EDWARDS INC | $300K | 17K | ▲+19% Added · +3K sh | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $232K | 13K | ▲+6.6% Added · +804 sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $209K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $209K | 11K | ▲+2.7% Added · +299 sh | Q1 2026 | |
| 18 | &PARTNERS | $187K | 11K | ▲+1.7% Added · +175 sh | Q1 2026 | |
| 19 | Moors & Cabot, Inc. | $186K | 10K | ▲New +10K sh | Q1 2026 | |
| 20 | Atlantic Union Bankshares Corp | $132K | 7K | —Held | Q1 2026 | |
| 21 | ROTHSCHILD INVESTMENT LLC | $115K | 6K | ▲+6.6% Added · +399 sh | Q1 2026 | |
| 22 | CULLEN/FROST BANKERS, INC. | $78K | 4K | —Held | Q1 2026 | |
| 23 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $40K | 2K | —Held | Q1 2026 | |
| 24 | MAI Capital Management | $18K | 1K | —Held | Q1 2026 | |
| 25 | MONTAG A & ASSOCIATES INC | $10K | 540 | —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 |
|---|---|---|---|---|---|
| Jul 16, 2024 | DiMartino Rose | Director | Buy (P) | 1K | $19K |
| Apr 9, 2024 | Goetz Kathleen | Director | Buy (P) | 525 | $9K |
| Jan 2, 2024 | Reit Todd | Director | Buy (P) | 1K | $17K |
| Dec 28, 2023 | Maher Bill | Director | Buy (P) | 1K | $17K |
| Dec 21, 2023 | Goodson Alan R | Vice President | Buy (P) | 170 | $3K |
| Sep 25, 2023 | OMSTEAD DANIEL R | President, Director | Buy (P) | 10K | $148K |
| Sep 20, 2023 | OMSTEAD DANIEL R | President, Director | Buy (P) | 10K | $151K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 33 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 33 funds | $5.6B |
| CHEVRON CORPCVX | 33 funds | $1.5B |
| VERIZON COMMUNICATIONS INCVZ | 33 funds | $998.8M |
| RTX CORPRTX | 33 funds | $819.7M |
| NETFLIX INCNFLX | 33 funds | $804.2M |
| ANALOG DEVICES INCADI | 33 funds | $692.9M |
| APPLIED MATERIALS INCAMAT | 33 funds | $673.9M |
| THERMO FISHER SCIENTIFIC INCTMO | 33 funds | $598.9M |
| SALESFORCE INCCRM | 33 funds | $556.1M |
| CROWDSTRIKE HOLDINGS INC - ACRWD | 33 funds | $532.4M |
| UNITEDHEALTH GROUP INCUNH | 33 funds | $528.0M |
Ranked by how many of HQH'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 HQH. 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.