Among active 13F managers last quarter, 2 opened and 3 added, while 5 reduced; the largest holder to move was CPC Advisors, LLC (+6.4%).
45 tracked 13F filers disclose a position in HTAB as of the latest SEC 13F filings, a combined $236.7M 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 | Bank of New York Mellon Corp | 2.2M | $41.5M | ▲~0% Added · +859 sh | Q1 2026 | |
| 2 | CPC Advisors, LLC | 2.1M | $41.2M | ▲+6.4% Added · +129K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.2M | $21.9M | ▼−5.2% Reduced · −63K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 939K | $17.8M | ▼−1.3% Reduced · −12K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 903K | $17.2M | ▼−5.5% Reduced · −53K sh | Q1 2026 | |
| 6 | Northwestern Mutual Wealth Management Co | 767K | $14.6M | ▲+14% Added · +94K sh | Q1 2026 | |
| 7 | Jones Financial Companies LLLP | 666K | $12.6M | ▲+19% Added · +105K sh | Q1 2026 | |
| 8 | Wealthspire Advisors, LLC | 541K | $10.3M | ▲New +541K sh | Q1 2026 | |
| 9 | Yarger Wealth Strategies, LLC | 480K | $9.2M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 310K | $5.9M | ▲+3.4% Added · +10K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 293K | $5.6M | ▲+12% Added · +32K sh | Q1 2026 | |
| 12 | Axxcess Wealth Management, LLC | 265K | $5.1M | ▲Added Added · +265K sh | Q2 2026 | |
| 13 | Truist Financial Corp | 253K | $4.8M | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 14 | Capital Asset Advisory Services LLC | 247K | $4.7M | ▲+2.9% Added · +7K sh | Q2 2026 | |
| 15 | Wealthcare Advisory Partners LLC | 187K | $3.6M | ▼−10% Reduced · −21K sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 161K | $3.1M | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 120K | $2.3M | ▲+6.3% Added · +7K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | 98K | $1.9M | ▲+4.9% Added · +5K sh | Q2 2026 | |
| 19 | Element Wealth, LLC | 96K | $1.8M | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 20 | IAG Wealth Partners, LLC | 86K | $1.7M | ▼−24% Reduced · −28K sh | Q2 2026 | |
| 21 | Commonwealth Equity Services, LLC | 51K | $968K | ▼−7.2% Reduced · −4K sh | Q1 2026 | |
| 22 | Stifel Financial Corp | 42K | $793K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 23 | Stonebridge Financial Group, LLC | 32K | $616K | —Held | Q2 2026 | |
| 24 | Davenport & Co LLC | 31K | $598K | ▲+0.5% Added · +170 sh | Q2 2026 | |
| 25 | Patriot Financial Group Insurance Agency, LLC | 31K | $590K | ▼−52% Reduced · −34K 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, 2 funds opened a new position in HTAB and 3 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).
No filings captured for this ticker in the live stream yet.
Connected entities for HTAB
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 + the live filing stream, joined for HTAB. Filings are public domain, sourced to SEC EDGAR.