Among active 13F managers last quarter, 8 opened and 18 added, while 13 reduced; the largest holder to move was Annex Advisory Services, LLC (new position).
164 tracked 13F filers disclose a position in IHAK as of the latest SEC 13F filings, a combined $290.3M 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 | Bank Of America Corp | 1.6M | $71.9M | ▼−9.1% Reduced · −165K sh | Q1 2026 | |
| 2 | Morgan Stanley | 808K | $35.3M | ▲+105% Added · +414K sh | Q1 2026 | |
| 3 | Annex Advisory Services, LLC | 476K | $28.9M | ▲New +476K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 337K | $14.7M | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 5 | Wharton Business Group, LLC | 289K | $17.5M | ▼−9.1% Reduced · −29K sh | Q2 2026 | |
| 6 | UBS Group AG | 288K | $12.6M | ▼−3.8% Reduced · −11K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 142K | $6.2M | ▲+4.0% Added · +6K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 136K | $6.0M | ▲+699% Added · +119K sh | Q1 2026 | |
| 9 | Scotia Capital Inc. | 129K | $7.9M | ▼−0.1% Reduced · −146 sh | Q2 2026 | |
| 10 | Nelson Capital Management, LLC | 94K | $5.7M | ▲+0.1% Added · +77 sh | Q2 2026 | |
| 11 | Jones Financial Companies LLLP | 85K | $3.6M | ▲+0.7% Added · +584 sh | Q1 2026 | |
| 12 | Stifel Financial Corp | 57K | $2.5M | ▲+9.3% Added · +5K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 51K | $2.2M | ▲+27% Added · +11K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 50K | $2.2M | ▼−56% Reduced · −63K sh | Q1 2026 | |
| 15 | 1 North Wealth Services LLC | 49K | $3.0M | ▲+11% Added · +5K sh | Q2 2026 | |
| 16 | NorthRock Partners, LLC | 48K | $2.9M | ▲+1.3% Added · +618 sh | Q2 2026 | |
| 17 | Aprio Wealth Management, LLC | 47K | $2.9M | ▼−9.9% Reduced · −5K sh | Q2 2026 | |
| 18 | Lido Advisors, LLC | 45K | $2.7M | ▲+16% Added · +6K sh | Q2 2026 | |
| 19 | Gladstone Institutional Advisory LLC | 44K | $2.7M | ▲+12% Added · +5K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 44K | $1.9M | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | 43K | $1.9M | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 22 | Raymond James Financial Inc | 42K | $1.8M | ▼−2.3% Reduced · −998 sh | Q1 2026 | |
| 23 | AE Wealth Management LLC | 37K | $1.6M | ▲+31% Added · +9K sh | Q1 2026 | |
| 24 | Rainier Family Wealth Inc | 35K | $2.1M | ▲+6.5% Added · +2K sh | Q2 2026 | |
| 25 | Stenham Asset Management Ltd | 33K | $2.0M | ▲+39% Added · +9K sh | 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, 8 funds opened a new position in IHAK and 18 added to an existing one, while 13 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 | 84 funds | $41.8B |
| Amazon.com IncAMZN | 84 funds | $19.0B |
| Apple IncAAPL | 83 funds | $34.7B |
| Microsoft CorpMSFT | 83 funds | $28.1B |
| Alphabet Inc-CL AGOOGL | 83 funds | $16.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 81 funds | $3.1B |
| Meta Platforms Inc-Class AMETA | 80 funds | $9.2B |
| JPMorgan Chase & CoJPM | 79 funds | $7.7B |
| Johnson & JohnsonJNJ | 79 funds | $6.0B |
| Vanguard Total Stock MKT ETFVTI | 79 funds | $1.7B |
| Tesla IncTSLA | 78 funds | $8.7B |
| Eli Lilly & CoLLY | 78 funds | $8.0B |
Ranked by how many of IHAK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IHAK.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 598 funds | $22.3B |
| EAGGmc | 437 funds | $3.8B |
| ESMLmc | 426 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSmc | 401 funds | $2.6B |
| IBDTmc | 397 funds | $2.7B |
| ARTYmc | 359 funds | $1.1B |
| SYSBmc | 261 funds | $1.0B |
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 IHAK
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/IHAK/capital-change-brief"
Use Arkolith's capital_change_brief for IHAK. 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 IHAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.