34 tracked 13F filers disclose a position in HTAB as of the latest SEC 13F filings, a combined $184.5M 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 | Bank of New York Mellon Corp | $41.5M | 2.2M | ▲~0% Added · +859 sh | Q1 2026 | |
| 2 | LPL Financial LLC | $21.9M | 1.2M | ▼−5.2% Reduced · −63K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $17.8M | 939K | ▼−1.3% Reduced · −12K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $17.2M | 903K | ▼−5.5% Reduced · −53K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 767K | ▲+14% Added · +94K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $12.6M | 666K | ▲+19% Added · +105K sh | Q1 2026 | |
| 7 | Wealthspire Advisors, LLC | $10.3M | 541K | ▲New +541K sh | Q1 2026 | |
| 8 | YARGER WEALTH STRATEGIES, LLC | $9.2M | 480K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $5.9M | 310K | ▲+3.4% Added · +10K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 293K | ▲+12% Added · +32K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $4.8M | 253K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 12 | Capital Asset Advisory Services LLC | $4.6M | 240K | ▲+24% Added · +46K sh | Q1 2026 | |
| 13 | Wealthcare Advisory Partners LLC | $3.6M | 187K | ▼−10% Reduced · −21K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $3.1M | 161K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $2.3M | 120K | ▲+6.3% Added · +7K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $1.8M | 94K | ▲+7.0% Added · +6K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $968K | 51K | ▼−7.2% Reduced · −4K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $793K | 42K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 19 | Stonebridge Financial Group, LLC | $616K | 32K | —Held | Q2 2026 | |
| 20 | DAVENPORT & Co LLC | $598K | 31K | ▲+0.5% Added · +170 sh | Q2 2026 | |
| 21 | Patriot Financial Group Insurance Agency, LLC | $590K | 31K | ▼−52% Reduced · −34K sh | Q2 2026 | |
| 22 | JOURNEY STRATEGIC WEALTH LLC | $554K | 29K | ▲+0.1% Added · +28 sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $523K | 28K | ▼−79% Reduced · −106K sh | Q1 2026 | |
| 24 | LifeGoal Investments, LLC | $487K | 25K | ▼−2.5% Reduced · −657 sh | Q2 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $470K | 25K | ▲+4.4% Added · +1K 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 HTAB and 2 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $6.7B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $6.1B |
| APPLE INCAAPL | 13 funds | $5.7B |
| AMAZON.COM INCAMZN | 13 funds | $4.0B |
| MICROSOFT CORPMSFT | 13 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 13 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.3B |
| BROADCOM INCAVGO | 13 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.8B |
Ranked by how many of HTAB'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/HTAB/capital-change-brief"
Use Arkolith's capital_change_brief for HTAB. 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 HTAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.