The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query HTD owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HTD"
Use Arkolith to show who owns HTD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sanctuary Advisors, LLC | $1.3M | 51K | ▼−1.0% Reduced · −502 sh | Q1 2026 | |
| 2 | WELCH & FORBES LLC | $1.2M | 50K | —Held | Q1 2026 | |
| 3 | &PARTNERS | $955K | 39K | ▲+30% Added · +9K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792K | 32K | ▼−25% Reduced · −11K sh | Q1 2026 | |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $529K | 21K | ▼−3.3% Reduced · −725 sh | Q1 2026 | |
| 6 | Mutual Advisors, LLC | $527K | 21K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $507K | 20K | ▲New +20K sh | Q1 2026 | |
| 8 | BENJAMIN EDWARDS INC | $353K | 14K | ▲+35% Added · +4K sh | Q1 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $350K | 14K | ▼−8.2% Reduced · −1K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $345K | 14K | ▲+0.7% Added · +94 sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $344K | 14K | ▲+114% Added · +7K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $339K | 14K | ▲+17% Added · +2K sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $332K | 13K | ▲+1.5% Added · +198 sh | Q1 2026 | |
| 14 | Lido Advisors, LLC | $314K | 13K | —Held | Q1 2026 | |
| 15 | CONNING INC. | $276K | 11K | —Held | Q1 2026 | |
| 16 | Geneos Wealth Management Inc. | $265K | 11K | ▼−8.5% Reduced · −1K sh | Q1 2026 | |
| 17 | Concurrent Investment Advisors, LLC | $247K | 10K | ▼−1.6% Reduced · −163 sh | Q1 2026 | |
| 18 | Sowell Financial Services LLC | $240K | 10K | ▲+0.6% Added · +54 sh | Q1 2026 | |
| 19 | Ausdal Financial Partners, Inc. | $218K | 9K | ▼−4.8% Reduced · −447 sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $130K | 5K | —Held | Q1 2026 | |
| 21 | FIRST HORIZON CORP | $61K | 2K | —Held | Q1 2026 | |
| 22 | Arax Advisory Partners | $52K | 2K | ▼−8.8% Reduced · −201 sh | Q1 2026 | |
| 23 | ST GERMAIN D J CO INC | $47K | 2K | —Held | Q1 2026 | |
| 24 | ASSETMARK, INC | $30K | 1K | ▼−20% Reduced · −304 sh | Q1 2026 | |
| 25 | CWM, LLC | $21K | 855 | ▲+71% Added · +355 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 26, 2026 | Phelan Kenneth J | Director | Buy (P) | 415 | $10K |
| Apr 8, 2025 | Wright Thomas Rowe | Director | Buy (P) | 518 | $11K |
| Jan 14, 2025 | Bacic William K | Insider | Buy (P) | 459 | $10K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 505 | $11K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 701 | $15K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 650 | $11K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $9.8B |
| MICROSOFT CORPMSFT | 30 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 30 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.1B |
| BROADCOM INCAVGO | 30 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.7B |
| WALMART INCWMT | 30 funds | $2.6B |
| ELI LILLY & COLLY | 30 funds | $2.4B |
| EXXON MOBIL CORPXOM | 30 funds | $2.4B |
| VISA INC-CLASS A SHARESV | 30 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.2B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.0B |
Ranked by how many of HTD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HTD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.