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 HQL 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/HQL"
Use Arkolith to show who owns HQL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | $7.0M | 430K | ▲+6.5% Added · +26K sh | Q1 2026 | |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | $6.2M | 383K | ▲+5.3% Added · +19K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $5.9M | 363K | ▲+57% Added · +132K sh | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.2M | 199K | —Held | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $2.6M | 160K | ▼−4.7% Reduced · −8K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $1.3M | 77K | ▲+20% Added · +13K sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $884K | 54K | ▲+15% Added · +7K sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $581K | 36K | ▼−0.4% Reduced · −158 sh | Q1 2026 | |
| 9 | STEPHENS INC /AR/ | $495K | 30K | ▲+27% Added · +7K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $387K | 24K | ▲+18% Added · +4K sh | Q1 2026 | |
| 11 | Atlantic Union Bankshares Corp | $290K | 18K | —Held | Q1 2026 | |
| 12 | OPPENHEIMER & CO INC | $285K | 17K | ▲+59% Added · +7K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $262K | 16K | ▲+6.5% Added · +980 sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $211K | 13K | ▲+6.6% Added · +803 sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $206K | 13K | ▲+12% Added · +1K sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $191K | 12K | ▼−0.8% Reduced · −100 sh | Q1 2026 | |
| 17 | Wealthcare Advisory Partners LLC | $187K | 12K | ▲+6.5% Added · +702 sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $180K | 11K | ▲New +11K sh | Q1 2026 | |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $174K | 11K | —Held | Q1 2026 | |
| 20 | CWM, LLC | $164K | 10K | ▲45× Added · +10K sh | Q1 2026 | |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $46K | 3K | —Held | Q1 2026 | |
| 22 | BlackRock, Inc. | $5K | 287 | ▲New +287 sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $4K | 265 | —Held | Q1 2026 | |
| 24 | Root Financial Partners, LLC | $2K | 140 | ▲New +140 sh | Q1 2026 | |
| 25 | SALEM INVESTMENT COUNSELORS INC | $2K | 125 | ▲New +125 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 16, 2025 | Pittard Christian | Director | Buy (P) | 8K | $134K |
| Sep 22, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 42K | $589K |
| Sep 19, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 7K | $99K |
| Sep 18, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 40K | $566K |
| Sep 17, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 24K | $340K |
| Sep 16, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 2K | $28K |
| Sep 15, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 700 | $10K |
| Sep 11, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 15K | $216K |
| Sep 2, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $198K |
| Aug 29, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 24K | $330K |
| Aug 26, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 400 | $6K |
| Aug 21, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 11K | $151K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 27 funds | $7.5B |
| MICROSOFT CORPMSFT | 26 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.8B |
| CHEVRON CORPCVX | 26 funds | $1.2B |
| NETFLIX INCNFLX | 26 funds | $988.0M |
| RTX CORPRTX | 26 funds | $841.5M |
| VERIZON COMMUNICATIONS INCVZ | 26 funds | $751.2M |
| KLA CORPKLAC | 26 funds | $721.0M |
| LAM RESEARCH CORPLRCX | 26 funds | $690.2M |
| LABCORP HOLDINGS INCLH | 26 funds | $673.5M |
| ANALOG DEVICES INCADI | 26 funds | $532.6M |
| APPLIED MATERIALS INCAMAT | 26 funds | $495.5M |
Ranked by how many of HQL'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 HQL. 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.