11 tracked 13F filers disclose a position in HRTS as of the latest SEC 13F filings, a combined $9.9M 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 | Sterling Investment Advisors, Ltd. | $4.5M | 124K | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $1.4M | 41K | ▲New +41K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $1.1M | 33K | ▼−2.7% Reduced · −923 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $710K | 21K | ▲+8.8% Added · +2K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $674K | 20K | ▲New +20K sh | Q1 2026 | |
| 6 | UBS Group AG | $647K | 19K | ▲+38% Added · +5K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $459K | 14K | ▲New +14K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $329K | 10K | ▲New +10K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $55K | 2K | ▲New +2K sh | Q1 2026 | |
| 10 | Abound Wealth Management | $799 | 22 | —Held | Q2 2026 | |
| 11 | Harbor Asset Planning, Inc. | $544 | 15 | —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, 1 fund opened a new position in HRTS, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 13 funds | $83.2B |
| MICROSOFT CORPMSFT | 13 funds | $79.9B |
| NVIDIA CORPNVDA | 13 funds | $65.9B |
| AMAZON.COM INCAMZN | 13 funds | $49.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $41.6B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $36.2B |
| BROADCOM INCAVGO | 13 funds | $34.1B |
| JPMORGAN CHASE & COJPM | 13 funds | $30.3B |
| ALPHABET INC-CL AGOOGL | 13 funds | $30.2B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $26.5B |
| VANGUARD VALUE ETFVTV | 13 funds | $25.5B |
| ALPHABET INC-CL CGOOG | 13 funds | $21.7B |
Ranked by how many of HRTS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VOLTMF Closed and MF Open | 87 funds | $168.8M |
| NASAmc | 62 funds | $53.4M |
| RSHOUS MANUFACTURING | 37 funds | $62.0M |
| HRTSthis pageHEART HEALTH ETF | 11 funds | $9.9M |
| TOLLMF Closed and MF Open | 9 funds | $16.4M |
| CANCONCOLOGY ETF | 9 funds | $12.6M |
| DSPYS&P 500 HISTORIC | 6 funds | $825.8M |
| ARMYINTL DEFENSE ETF | 6 funds | $3.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HRTS
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/HRTS/capital-change-brief"
Use Arkolith's capital_change_brief for HRTS. 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 HRTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.