Among active 13F managers last quarter, 2 added and 1 reduced; the largest holder to move was Harbor Group, Inc. (−1.3%).
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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harbor Group, Inc. | 735K | $18.3M | ▼−1.3% Reduced · −10K sh | Q2 2026 | |
| 2 | Truist Financial Corp | 142K | $3.4M | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 3 | Intentional Wealth Strategies, LLC | 72K | $1.8M | ▲+1.0% Added · +711 sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 25K | $598K | ▼−30% Reduced · −11K sh | Q1 2026 | |
| 5 | Wincap Financial LLC | 14K | $354K | ▲+27% Added · +3K sh | Q2 2026 | |
| 6 | Titleist Asset Management, LLC | 14K | $343K | ▲+0.7% Added · +91 sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 1K | $32K | ▲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, 2 funds added to an existing position in HTAX, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $49.7M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $41.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $36.1M |
| Apple IncAAPL | 3 funds | $30.9M |
| Amazon.com IncAMZN | 3 funds | $22.5M |
| Alphabet Inc-CL AGOOGL | 3 funds | $17.6M |
| Vanguard Mid-Cap ETFVO | 3 funds | $14.1M |
| Broadcom IncAVGO | 3 funds | $14.0M |
| Microsoft CorpMSFT | 3 funds | $12.4M |
| Alphabet Inc-CL CGOOG | 3 funds | $12.3M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $12.1M |
| Vanguard Dividend Apprec ETFVIG | 3 funds | $11.1M |
Ranked by how many of HTAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HTAX.
| Class | 13F holders | Value held |
|---|---|---|
| EMEQOTHER | 50 funds | $357.2M |
| LRGGFOCUSED LARGE GR | 19 funds | $150.6M |
| HTAXthis pageNATIONAL HIGH YL | 7 funds | $24.9M |
| FRWDTRANSFORMATIONAL | 6 funds | $52.3M |
| EXUSFOCUSED INTERNAT | 3 funds | $30.1M |
| 555927300TAX FREE USA SRT | 3 funds | $6.4M |
| BILDGLOBAL LISTED IN | 3 funds | $512K |
| 555927201ENERGY TRANSITIO | 2 funds | $1.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HTAX
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.