Among active 13F managers last quarter, 3 opened and 12 added, while 5 reduced; the largest holder to move was Ipsen Advisor Group LLC (+0.4%).
52 tracked 13F filers disclose a position in HSCZ as of the latest SEC 13F filings, a combined $92.0M 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 | Capital Wealth Management, LLC | 587K | $25.2M | ▲+2.8% Added · +16K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 256K | $10.1M | ▲+32% Added · +62K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 146K | $5.8M | ▲+8.8% Added · +12K sh | Q1 2026 | |
| 4 | Lighthouse Wealth Management Inc. | 118K | $5.1M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 5 | Ipsen Advisor Group LLC | 103K | $4.4M | ▲+0.4% Added · +390 sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 98K | $3.9M | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 7 | Certified Advisory Corp | 97K | $4.2M | ▲+33% Added · +24K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 94K | $3.7M | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 9 | Sachetta, LLC | 84K | $3.6M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 10 | Comprehensive Wealth Management, LLC | 84K | $3.6M | ▼−16% Reduced · −16K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 63K | $2.5M | ▲+9.5% Added · +5K sh | Q1 2026 | |
| 12 | WESCAP Management Group, Inc. | 45K | $1.9M | ▲+1.7% Added · +759 sh | Q2 2026 | |
| 13 | Envestnet Asset Management Inc | 39K | $1.6M | ▼−3.7% Reduced · −2K sh | Q1 2026 | |
| 14 | MML Investors Services, LLC | 39K | $1.7M | ▲+20% Added · +6K sh | Q2 2026 | |
| 15 | Apella Capital, LLC | 36K | $1.5M | ▼−5.4% Reduced · −2K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 33K | $1.3M | ▲New +33K sh | Q1 2026 | |
| 17 | Berkeley, Inc | 31K | $1.3M | —Held | Q2 2026 | |
| 18 | Citadel Advisors LLC | 29K | $1.2M | ▲+417% Added · +23K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 22K | $879K | ▲+213% Added · +15K sh | Q1 2026 | |
| 20 | IFP Advisors, Inc | 21K | $889K | ▲+4.1% Added · +814 sh | Q2 2026 | |
| 21 | Principal Securities, Inc. | 18K | $777K | ▲+3.6% Added · +632 sh | Q2 2026 | |
| 22 | Dynamic Advisor Solutions LLC | 16K | $670K | ▼−2.7% Reduced · −440 sh | Q2 2026 | |
| 23 | Jane Street Group, LLC | 15K | $593K | ▲New +15K sh | Q1 2026 | |
| 24 | Raymond James Financial Inc | 15K | $586K | ▼−5.6% Reduced · −875 sh | Q1 2026 | |
| 25 | Signature Estate & Investment Advisors LLC | 11K | $456K | ▲+23% Added · +2K sh | 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, 3 funds opened a new position in HSCZ and 12 added to an existing one, while 5 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 | 25 funds | $3.0B |
| Amazon.com IncAMZN | 24 funds | $2.6B |
| Microsoft CorpMSFT | 24 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.0B |
| Nvidia CorpNVDA | 23 funds | $4.5B |
| Ishares Core S&P 500 ETFIVV | 23 funds | $4.0B |
| Broadcom IncAVGO | 23 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 23 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 23 funds | $1.3B |
| Tesla IncTSLA | 23 funds | $1.1B |
| JPMorgan Chase & CoJPM | 23 funds | $1.0B |
| Vanguard S&P 500 ETFVOO | 23 funds | $861.4M |
Ranked by how many of HSCZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HSCZ.
No filings captured for this ticker in the live stream yet.
Connected entities for HSCZ
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 + the live filing stream, joined for HSCZ. Filings are public domain, sourced to SEC EDGAR.