Among active 13F managers last quarter, 3 opened and 6 added, while 5 reduced; the largest holder to move was Titleist Asset Management, LLC (+4.1%).
44 tracked 13F filers disclose a position in MHF as of the latest SEC 13F filings, a combined $33.7M 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 | Raymond James Financial Inc | 1.0M | $7.2M | ▼−5.3% Reduced · −58K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 595K | $4.1M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 3 | Titleist Asset Management, LLC | 458K | $3.2M | ▲+4.1% Added · +18K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 393K | $2.7M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 5 | Morgan Stanley | 373K | $2.6M | ▲+5.7% Added · +20K sh | Q1 2026 | |
| 6 | Guggenheim Capital LLC | 339K | $2.4M | ▼−28% Reduced · −134K sh | Q1 2026 | |
| 7 | Hennion & Walsh Asset Management, Inc. | 181K | $1.3M | ▼−41% Reduced · −127K sh | Q2 2026 | |
| 8 | Fiera Capital Corp | 142K | $991K | ▲+93% Added · +68K sh | Q2 2026 | |
| 9 | Jones Financial Companies LLLP | 130K | $866K | ▲+4.6% Added · +6K sh | Q1 2026 | |
| 10 | Van Eck Associates Corp | 129K | $902K | ▼−11% Reduced · −16K sh | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | 106K | $736K | ▼−13% Reduced · −16K sh | Q1 2026 | |
| 12 | Ascentis Wealth Management, LLC | 92K | $641K | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 13 | Melfa Wealth Management, Inc. | 63K | $442K | —Held | Q2 2026 | |
| 14 | Summit Trail Advisors, LLC | 61K | $428K | ▲+81% Added · +27K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 50K | $349K | ▲+441% Added · +41K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | 47K | $329K | ▲+0.7% Added · +351 sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | 46K | $324K | ▲+4.5% Added · +2K sh | Q2 2026 | |
| 18 | Quad-Cities Investment Group, LLC | 45K | $314K | ▼−1.7% Reduced · −773 sh | Q2 2026 | |
| 19 | UBS Group AG | 39K | $270K | ▲+0.4% Added · +142 sh | Q1 2026 | |
| 20 | Gill Capital Partners, LLC | 37K | $259K | —Held | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 37K | $258K | ▲+58% Added · +14K sh | Q2 2026 | |
| 22 | Alongside, LLC | 36K | $255K | ▲New +36K sh | Q2 2026 | |
| 23 | 49 Wealth Management, LLC | 36K | $255K | ▲New +36K sh | Q2 2026 | |
| 24 | Northwestern Mutual Wealth Management Co | 32K | $224K | ▲+238% Added · +23K sh | Q1 2026 | |
| 25 | Rothschild Investment LLC | 32K | $224K | ▲+357% Added · +25K 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, 3 funds opened a new position in MHF and 6 added to an existing one, while 5 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 | 20 funds | $4.1B |
| Amazon.com IncAMZN | 20 funds | $4.1B |
| Microsoft CorpMSFT | 20 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 20 funds | $3.5B |
| Eli Lilly & CoLLY | 20 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 20 funds | $1.5B |
| Johnson & JohnsonJNJ | 20 funds | $1.2B |
| JPMorgan Chase & CoJPM | 20 funds | $1.1B |
| Walmart IncWMT | 20 funds | $995.3M |
| Home Depot IncHD | 20 funds | $687.7M |
| Caterpillar IncCAT | 20 funds | $637.9M |
| Verizon Communications IncVZ | 20 funds | $631.3M |
Ranked by how many of MHF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MHF.
Connected entities for MHF
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/MHF/capital-change-brief"
Use Arkolith's capital_change_brief for MHF. 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 MHF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.