Among active 13F managers last quarter, 9 opened and 22 added, while 12 reduced; the largest holder to move was Advisors Asset Management, Inc. (+15%). Over the last 180 days, 1 insider bought and none sold, a net +$11K in open-market trades.
Funds lean in and no leg opposes.
116 tracked 13F filers disclose a position in HQH as of the latest SEC 13F filings, a combined $216.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.5M | $80.5M | ▼−3.4% Reduced · −157K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 1.2M | $21.3M | ▲+1.0% Added · +12K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | 665K | $14.6M | ▲+15% Added · +88K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 552K | $9.8M | ▲+10% Added · +51K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 520K | $9.2M | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 6 | Ameriprise Financial Inc | 467K | $8.3M | ▲+2.3% Added · +11K sh | Q1 2026 | |
| 7 | Needham Investment Management LLC | 311K | $5.5M | ▲+6.6% Added · +19K sh | Q1 2026 | |
| 8 | Z3 Capital Partners, LLC | 230K | $5.1M | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 226K | $4.0M | ▲+20% Added · +37K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | 165K | $3.6M | ▲+8.4% Added · +13K sh | Q2 2026 | |
| 11 | Samalin Investment Counsel, LLC | 155K | $3.4M | ▲+23% Added · +29K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | 132K | $2.9M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 130K | $2.3M | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 14 | UBS Group AG | 129K | $2.3M | ▲+3.8% Added · +5K sh | Q1 2026 | |
| 15 | Oppenheimer & Co Inc | 116K | $2.6M | ▼−0.3% Reduced · −324 sh | Q2 2026 | |
| 16 | Smith Asset Management Co., LLC | 113K | $2.5M | ▼−2.2% Reduced · −3K sh | Q2 2026 | |
| 17 | First Trust Advisors LP | 106K | $1.9M | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | 102K | $2.2M | ▲+21% Added · +18K sh | Q2 2026 | |
| 19 | NWF Advisory Services Inc. | 99K | $2.2M | ▼−2.2% Reduced · −2K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 83K | $1.5M | ▲+17% Added · +12K sh | Q1 2026 | |
| 21 | Commonwealth Equity Services, LLC | 75K | $1.3M | ▲+0.1% Added · +90 sh | Q1 2026 | |
| 22 | Sage Capital Management, LLC | 74K | $1.6M | ▲+18% Added · +11K sh | Q2 2026 | |
| 23 | Baird Financial Group, Inc. | 73K | $1.3M | ▲+13% Added · +9K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | 61K | $1.3M | ▲+10% Added · +6K sh | Q2 2026 | |
| 25 | Northern Trust Corp | 56K | $1.0M | ▲New +56K sh | 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.
Last quarter, 9 funds opened a new position in HQH and 22 added to an existing one, while 12 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 | 54 funds | $6.4B |
| Microsoft CorpMSFT | 54 funds | $4.0B |
| Alphabet Inc-CL AGOOGL | 54 funds | $2.8B |
| Nvidia CorpNVDA | 52 funds | $6.2B |
| Amazon.com IncAMZN | 52 funds | $3.2B |
| Chevron CorpCVX | 52 funds | $981.5M |
| Meta Platforms Inc-Class AMETA | 51 funds | $2.5B |
| JPMorgan Chase & CoJPM | 51 funds | $1.7B |
| Tesla IncTSLA | 51 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 51 funds | $1.3B |
| Walmart IncWMT | 51 funds | $1.2B |
| Amgen IncAMGN | 51 funds | $477.9M |
Ranked by how many of HQH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HQH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Mahai Chris LaVictoire | Director | Buy (P) | 501 | $11K |
| 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 |
| Mar 23, 2022 | Goetz Kathleen | Director | Buy (P) | 74 | $2K |
| Jan 26, 2022 | Goetz Kathleen | Director | Buy (P) | 481 | $10K |
| Oct 26, 2020 | Omstead Daniel R | President, Director | Buy (P) | 5K | $107K |
| Oct 21, 2020 | Omstead Daniel R | President, Director | Buy (P) | 5K | $104K |
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 | 48 | 19 | – |
Insiders Form 4 open-market | 1 | 0 | +$11K |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for HQH
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/HQH/capital-change-brief"
Use Arkolith's capital_change_brief for HQH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HQH. Filings are public domain, sourced to SEC EDGAR.