Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was Sterling Investment Advisors, Ltd. (−5.2%).
12 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | 124K | $4.5M | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 41K | $1.4M | ▲New +41K sh | Q1 2026 | |
| 3 | Stifel Financial Corp | 33K | $1.1M | ▼−2.7% Reduced · −923 sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 21K | $710K | ▲+8.8% Added · +2K sh | Q1 2026 | |
| 5 | Goldman Sachs Group Inc | 20K | $674K | ▲New +20K sh | Q1 2026 | |
| 6 | UBS Group AG | 19K | $647K | ▲+38% Added · +5K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 13K | $453K | ▼−8.3% Reduced · −1K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 10K | $329K | ▲New +10K sh | Q1 2026 | |
| 9 | Frazier Financial Advisors, LLC | 2K | $63K | —Held | Q2 2026 | |
| 10 | Global Retirement Partners, LLC | 141 | $5K | ▲New +141 sh | Q2 2026 | |
| 11 | Abound Wealth Management | 22 | $799 | —Held | Q2 2026 | |
| 12 | Harbor Asset Planning, Inc. | 15 | $544 | —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 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.4B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Nvidia CorpNVDA | 4 funds | $2.5B |
| Apple IncAAPL | 4 funds | $2.3B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Advanced Micro DevicesAMD | 4 funds | $964.2M |
| Alphabet Inc-CL CGOOG | 4 funds | $947.1M |
| JPMorgan Chase & CoJPM | 4 funds | $774.0M |
| Micron Technology IncMU | 4 funds | $740.6M |
| Oracle CorpORCL | 4 funds | $705.9M |
Ranked by how many of HRTS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HRTS.
| Class | 13F holders | Value held |
|---|---|---|
| VOLTMF Closed and MF Open | 115 funds | $195.5M |
| NASAmc | 113 funds | $88.1M |
| RSHOUS MANUFACTURING | 41 funds | $65.4M |
| HRTSthis pageHEART HEALTH ETF | 12 funds | $9.9M |
| TOLLMF Closed and MF Open | 10 funds | $18.0M |
| CANCONCOLOGY ETF | 10 funds | $11.3M |
| DSPYS&P 500 HISTORIC | 8 funds | $827.1M |
| ARMYINTL DEFENSE ETF | 5 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.