Among active 13F managers last quarter, 1 opened and 12 added, while 10 reduced; the largest holder to move was Guggenheim Capital LLC (−2.8%). Over the last 180 days, 1 insider bought and none sold, a net +$12K in open-market trades.
The legs disagree, or only one of them leans.
84 tracked 13F filers disclose a position in HTD as of the latest SEC 13F filings, a combined $120.7M 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 | UBS Group AG | 776K | $19.2M | ▲+1.2% Added · +9K sh | Q1 2026 | |
| 2 | Morgan Stanley | 482K | $11.9M | ▲+0.2% Added · +944 sh | Q1 2026 | |
| 3 | LPL Financial LLC | 372K | $9.2M | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 341K | $8.4M | ▲+8.0% Added · +25K sh | Q1 2026 | |
| 5 | Guggenheim Capital LLC | 326K | $8.1M | ▼−2.8% Reduced · −9K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 315K | $7.8M | ▲+11% Added · +31K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 263K | $6.5M | ▼−4.6% Reduced · −13K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 224K | $5.6M | ▲+12% Added · +23K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 182K | $4.5M | ▼−4.3% Reduced · −8K sh | Q1 2026 | |
| 10 | First Trust Advisors LP | 152K | $3.8M | ▲+6.3% Added · +9K sh | Q1 2026 | |
| 11 | Stifel Financial Corp | 127K | $3.2M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 117K | $2.9M | ▼−13% Reduced · −17K sh | Q1 2026 | |
| 13 | Live Oak Private Wealth LLC | 103K | $2.6M | —Held | Q2 2026 | |
| 14 | Central Trust Co | 86K | $2.1M | —Held | Q1 2026 | |
| 15 | Indivisible Partners | 59K | $1.5M | ▼−4.8% Reduced · −3K sh | Q2 2026 | |
| 16 | Sanctuary Advisors, LLC | 54K | $1.4M | ▲+5.4% Added · +3K sh | Q2 2026 | |
| 17 | Welch & Forbes LLC | 50K | $1.3M | —Held | Q2 2026 | |
| 18 | Samalin Investment Counsel, LLC | 47K | $1.2M | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 19 | Hennion & Walsh Asset Management, Inc. | 44K | $1.1M | ▲+211% Added · +30K sh | Q2 2026 | |
| 20 | &Partners | 41K | $1.0M | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 21 | Advisors Asset Management, Inc. | 37K | $931K | ▲+78% Added · +16K sh | Q2 2026 | |
| 22 | Spire Wealth Management | 36K | $886K | ▲+12% Added · +4K sh | Q1 2026 | |
| 23 | Wealth Enhancement Advisory Services, LLC | 32K | $839K | ▲+2.1% Added · +656 sh | Q2 2026 | |
| 24 | Diesslin Group, Inc. | 31K | $779K | ▲+0.2% Added · +67 sh | Q2 2026 | |
| 25 | Commonwealth Equity Services, LLC | 29K | $729K | ▼−11% Reduced · −3K 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 HTD and 12 added to an existing one, while 10 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 |
|---|---|---|
| Apple IncAAPL | 40 funds | $4.2B |
| Nvidia CorpNVDA | 40 funds | $3.4B |
| Microsoft CorpMSFT | 40 funds | $2.4B |
| Amazon.com IncAMZN | 40 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 39 funds | $1.7B |
| JPMorgan Chase & CoJPM | 39 funds | $1.1B |
| Walmart IncWMT | 39 funds | $985.5M |
| Eli Lilly & CoLLY | 39 funds | $868.9M |
| Johnson & JohnsonJNJ | 39 funds | $806.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 38 funds | $1.9B |
| Invesco QQQ Trust Series 1QQQ | 38 funds | $1.6B |
| Broadcom IncAVGO | 38 funds | $1.2B |
Ranked by how many of HTD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HTD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2026 | Hurtsellers Christine | Director | Buy (P) 3 lots, same day | 468 | $12K |
| 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 |
| Aug 8, 2022 | Pruchansky Steven R | Insider | Sell (S) | 0 | $6 |
| Aug 5, 2022 | Pruchansky Steven R | Insider | Sell (S) 2 lots, same day | 2K | $50K |
| Nov 17, 2020 | Rathke Frances G | Insider | Buy (P) | 475 | $10K |
| Sep 30, 2016 | McClellan Hassell H | Insider | Sell (S) | 145 | $4K |
| Jan 4, 2016 | Boyle James | Insider | Buy (P) | 742 | $15K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 33 | 17 | – |
Insiders Form 4 open-market | 1 | 0 | +$12K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HTD
This stock 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/HTD/capital-change-brief"
Use Arkolith's capital_change_brief for HTD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.