HVAC

Advisorshares Hvac Indus Cross-source read$34.74 2.03%
UnclassifiedCUSIP 00768Y271· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was ExodusPoint Capital Management, LP (new position). No recent Form 4 insider filings for HVAC.

Tracked 13F holders
6
4 in Q2 2026 filings
13F value (tracked)
$857K
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$34.74 2.03%2Y +39.0%
$18.22$24.74$31.26$37.77$44.29Feb 2025MaySepJan 2026MaySep
Hover for who · click for detailEnd-of-day closing prices52w $29.72 – $43.19

Who owns HVAC?

6 tracked 13F filers · ranked by shares held

6 tracked 13F filers disclose a position in HVAC as of the latest SEC 13F filings, a combined $857K 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.

#FundSharesPosition valueLast moveAs ofHistory
1Kingsview Wealth Management, LLC11K
$478K
New
+11K sh
Q2 2026
2ExodusPoint Capital Management, LP8K
$360K
New
+8K sh
Q2 2026
3CWM, LLC200
$7K
Held
Q1 2026
4PNC Financial Services Group, Inc.165
$6K
Held
Q1 2026
5Salem Investment Counselors Inc100
$4K
Held
Q2 2026
6Thompson Investment Management, Inc.63
$3K
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.

Is HVAC being bought or sold by institutions?

Last quarter, 1 fund opened a new position in HVAC, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own HVAC also own

CompanyCo-held byTheir position there
Apple IncAAPL3 funds$775.9M
Amazon.com IncAMZN3 funds$771.4M
Nvidia CorpNVDA3 funds$550.6M
Space Exploration Techn-CL ASPCX3 funds$331.7M
Microsoft CorpMSFT3 funds$263.4M
Advanced Micro DevicesAMD3 funds$174.5M
Berkshire Hathaway Inc-CL BBRK/B3 funds$127.5M
Meta Platforms Inc-Class AMETA3 funds$122.2M
Eli Lilly & CoLLY3 funds$112.0M
Norfolk Southern CorpNSC3 funds$78.2M
Intel CorpINTC3 funds$78.2M
Xcel Energy IncXEL3 funds$77.4M

Ranked by how many of HVAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HVAC.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

4 tracked filers in Q2 2026 filings+0 vs Q1 2026
024Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $844K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
MSOSUIT EXCHANGE TRADED161 funds$244.4M
YOLOPURE CANNABIS54 funds$5.3M
CWSUIE47 funds$52.1M
AADRmc28 funds$18.3M
HDGERANGER EQUITY BE25 funds$42.6M
SUREINSIDER ADVANTA22 funds$8.4M
MSOXmc18 funds$1.8M
PSILPSYCHEDELICS ETF15 funds$798K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for HVAC

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Ask your agent what changed in HVAC

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HVAC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HVAC.
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 HVAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.