Among active 13F managers last quarter, 5 opened and 5 added, while 2 reduced; the largest holder to move was Brookwood Investment Group LLC (new position).
27 tracked 13F filers disclose a position in HTUS as of the latest SEC 13F filings, a combined $47.5M 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 | LPL Financial LLC | 309K | $11.8M | ▼−2.0% Reduced · −6K sh | Q1 2026 | |
| 2 | Comprehensive Wealth Management, LLC | 150K | $6.6M | ▼−6.6% Reduced · −11K sh | Q2 2026 | |
| 3 | Brookwood Investment Group LLC | 126K | $5.5M | ▲New +126K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 109K | $4.2M | ▼−43% Reduced · −82K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 98K | $3.7M | ▲New +98K sh | Q1 2026 | |
| 6 | Equitable Holdings, Inc. | 62K | $2.7M | ▲+8.3% Added · +5K sh | Q2 2026 | |
| 7 | Fifth Third Securities, Inc. | 44K | $1.9M | ▲+0.3% Added · +143 sh | Q2 2026 | |
| 8 | Nia Impact Advisors, LLC | 40K | $1.8M | —Held | Q2 2026 | |
| 9 | Optivise Advisory Services LLC | 30K | $1.3M | ▲New +30K sh | Q2 2026 | |
| 10 | PFG Investments, LLC | 25K | $950K | ▲+4.9% Added · +1K sh | Q1 2026 | |
| 11 | Titleist Asset Management, LLC | 20K | $893K | ▲+99% Added · +10K sh | Q2 2026 | |
| 12 | Signature Estate & Investment Advisors LLC | 20K | $877K | ▼−4.7% Reduced · −990 sh | Q2 2026 | |
| 13 | Western Wealth Management, LLC | 17K | $755K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 14 | GTS Securities LLC | 15K | $591K | ▲New +15K sh | Q1 2026 | |
| 15 | Principal Securities, Inc. | 14K | $616K | ▼−5.7% Reduced · −850 sh | Q2 2026 | |
| 16 | Truist Financial Corp | 14K | $534K | ▲+133% Added · +8K sh | Q1 2026 | |
| 17 | Geneos Wealth Management Inc. | 9K | $407K | ▲+66% Added · +4K sh | Q2 2026 | |
| 18 | Signal Advisors Wealth, LLC | 9K | $396K | ▲+1.8% Added · +159 sh | Q2 2026 | |
| 19 | Independent Financial Group, LLC | 9K | $392K | ▲New +9K sh | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 8K | $310K | ▼−77% Reduced · −27K sh | Q1 2026 | |
| 21 | Caprock Group, LLC | 8K | $329K | —Held | Q2 2026 | |
| 22 | Centric Wealth Management | 7K | $302K | —Held | Q2 2026 | |
| 23 | Old Mission Capital LLC | 7K | $268K | ▲New +7K sh | Q1 2026 | |
| 24 | LaSalle St. Investment Advisors, LLC | 7K | $291K | ▲+0.5% Added · +35 sh | Q2 2026 | |
| 25 | Tradewinds Capital Management, LLC | 115 | $5K | —Held | Q2 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, 5 funds opened a new position in HTUS and 5 added to an existing one, while 2 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 | 16 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $1.1B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.0B |
| Vanguard Total Stock MKT ETFVTI | 16 funds | $852.4M |
| Vanguard S&P 500 ETFVOO | 16 funds | $682.1M |
| Vanguard Ftse All-World Ex-UVEU | 16 funds | $88.5M |
| Apple IncAAPL | 15 funds | $1.1B |
| Microsoft CorpMSFT | 15 funds | $678.0M |
| Alphabet Inc-CL AGOOGL | 15 funds | $538.8M |
| Broadcom IncAVGO | 15 funds | $527.6M |
| Alphabet Inc-CL CGOOG | 15 funds | $376.9M |
Ranked by how many of HTUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HTUS.
| Class | 13F holders | Value held |
|---|---|---|
| TACKmc | 35 funds | $202.0M |
| SCECSTERLING CAP ENH | 27 funds | $398.6M |
| HTUSthis pageMF Closed and MF Open | 27 funds | $47.5M |
| NITEcs | 4 funds | $606K |
| 14064D741FULLERTHALER R6 | 1 funds | $2.8M |
| 14064D865OPEN END TAXABLE NO LOAD FUND | 1 funds | $66K |
| 14064D568ETF | 1 funds | $53K |
| FTZIXSHS | 1 funds | $12K |
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 HTUS
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/HTUS/capital-change-brief"
Use Arkolith's capital_change_brief for HTUS. 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 HTUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.