7 tracked 13F filers disclose a position in HTAX as of the latest SEC 13F filings, a combined $24.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harbor Group, Inc. | $18.3M | 735K | ▼−1.3% Reduced · −10K sh | Q2 2026 | |
| 2 | TRUIST FINANCIAL CORP | $3.4M | 142K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 3 | Intentional Wealth Strategies, LLC | $1.8M | 72K | ▲+1.0% Added · +711 sh | Q2 2026 | |
| 4 | JANE STREET GROUP, LLC | $598K | 25K | ▼−30% Reduced · −11K sh | Q1 2026 | |
| 5 | WINCAP FINANCIAL LLC | $354K | 14K | ▲+27% Added · +3K sh | Q2 2026 | |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $343K | 14K | ▲+0.7% Added · +91 sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $32K | 1K | ▲New +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, 0 funds opened a new position in HTAX and 2 added to an existing one, while 1 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).
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/HTAX/capital-change-brief"
Use Arkolith's capital_change_brief for HTAX. 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 HTAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.