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/HTRB/capital-change-brief"
Use Arkolith's capital_change_brief for HTRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | $292.3M | 8.7M | ▲683× Added · +8.7M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $82.3M | 2.4M | ▼−3.6% Reduced · −91K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $66.9M | 2.0M | ▲+1.0% Added · +20K sh | Q1 2026 | |
| 4 | EVOLVE PRIVATE WEALTH, LLC | $47.8M | 1.4M | ▲+12% Added · +147K sh | Q1 2026 | |
| 5 | Mountain Capital Investment Advisors Inc. | $44.6M | 1.3M | ▲+7.1% Added · +87K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $41.3M | 1.2M | ▼−34% Reduced · −636K sh | Q1 2026 | |
| 7 | HB Wealth Management, LLC | $40.8M | 1.2M | ▼−13% Reduced · −183K sh | Q1 2026 | |
| 8 | UBS Group AG | $40.6M | 1.2M | ▲+6.2% Added · +70K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 1.1M | ▼−0.3% Reduced · −4K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $36.2M | 1.1M | ▼−28% Reduced · −420K sh | Q1 2026 | |
| 11 | HOWARD FINANCIAL SERVICES, LTD. | $34.3M | 1.0M | ▲+2.9% Added · +28K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $33.2M | 985K | ▼−18% Reduced · −215K sh | Q1 2026 | |
| 13 | Fragasso Financial Advisors Inc | $31.9M | 945K | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 14 | Berger Financial Group, Inc | $30.1M | 892K | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 15 | National Philanthropic Trust | $27.0M | 800K | ▲New +800K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $25.2M | 750K | ▲+13% Added · +84K sh | Q1 2026 | |
| 17 | Spire Wealth Management | $24.1M | 714K | ▲+7.4% Added · +49K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $21.1M | 624K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 19 | ATTICUS WEALTH MANAGEMENT, LLC | $17.1M | 508K | ▲+7.0% Added · +33K sh | Q2 2026 | |
| 20 | Rehmann Capital Advisory Group | $16.6M | 491K | ▲+16% Added · +68K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $16.2M | 480K | ▲+7.3% Added · +32K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.6M | 462K | ▲New +462K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $14.4M | 425K | ▲+11% Added · +42K sh | Q1 2026 | |
| 24 | WCG Wealth Advisors LLC | $13.0M | 385K | ▼−79% Reduced · −1.5M sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $12.8M | 378K | ▲+45% Added · +118K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $16.3B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $16.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $12.9B |
| MICROSOFT CORPMSFT | 38 funds | $11.1B |
| BROADCOM INCAVGO | 38 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 38 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 38 funds | $3.5B |
| EXXON MOBIL CORPXOM | 38 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 38 funds | $3.1B |
Ranked by how many of HTRB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HTRB. 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.