39 tracked 13F filers disclose a position in HSCZ as of the latest SEC 13F filings, a combined $76.2M 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 | CAPITAL WEALTH MANAGEMENT, LLC | $25.2M | 587K | ▲+2.8% Added · +16K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | $10.1M | 256K | ▲+32% Added · +62K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $5.8M | 146K | ▲+8.8% Added · +12K sh | Q1 2026 | |
| 4 | Ipsen Advisor Group LLC | $4.1M | 102K | ▼−0.5% Reduced · −481 sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $3.9M | 98K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 6 | Certified Advisory Corp | $4.2M | 97K | ▲+33% Added · +24K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $3.7M | 94K | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 8 | Sachetta, LLC | $3.6M | 84K | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 63K | ▲+9.5% Added · +5K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 39K | ▼−3.7% Reduced · −2K sh | Q1 2026 | |
| 11 | Apella Capital, LLC | $1.5M | 36K | ▼−5.4% Reduced · −2K sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $1.3M | 33K | ▲New +33K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $1.3M | 33K | ▼−20% Reduced · −8K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $879K | 22K | ▲+213% Added · +15K sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $889K | 21K | ▲+4.1% Added · +814 sh | Q2 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $693K | 17K | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 17 | Dynamic Advisor Solutions LLC | $670K | 16K | ▼−2.7% Reduced · −440 sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $593K | 15K | ▲New +15K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $586K | 15K | ▼−5.6% Reduced · −875 sh | Q1 2026 | |
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $456K | 11K | ▲+23% Added · +2K sh | Q2 2026 | |
| 21 | Sigma Planning Corp | $355K | 9K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $305K | 8K | ▲New +8K sh | Q1 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $301K | 8K | ▲New +8K sh | Q1 2026 | |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $269K | 7K | ▼−7.8% Reduced · −569 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, 1 fund opened a new position in HSCZ and 6 added to an existing one, while 6 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $9.1B |
| NVIDIA CORPNVDA | 18 funds | $7.5B |
| APPLE INCAAPL | 18 funds | $5.7B |
| MICROSOFT CORPMSFT | 18 funds | $4.9B |
| AMAZON.COM INCAMZN | 18 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 18 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $3.0B |
| BROADCOM INCAVGO | 18 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $2.1B |
Ranked by how many of HSCZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/HSCZ/capital-change-brief"
Use Arkolith's capital_change_brief for HSCZ. 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 HSCZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.