HAP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +4.4% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 1.45M | $99.72M | +2 | −2 |
| Q1 2026 | 22 | +2 | 1.35M | $97.62M | +6 | −4 |
| Q4 2025 | 20 | +1 | 1.01M | $60.96M | +1 | — |
| Q3 2025 | 2 | -1 | 125.65K | $7.17M | — | −1 |
| Q2 2025 | 2 | 0 | 11.44K | $594,251 | — | — |
| Q1 2025 | 1 | +1 | 25.08K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 18.98K | $948,848 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 605.10K | — | $36.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 150.96K | +20.2% | $9.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 70.02K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 47.56K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 26.04K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18.47K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 17.41K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 14.18K | — | $852,587 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 14.18K | — | $852,587 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 12.07K | — | $726,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 12.07K | — | $726,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 10.66K | — | $641,094 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 10.66K | — | $641,094 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 10.03K | — | $603,324 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 8.91K | — | $535,787 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 6.54K | — | $393,496 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.46K | — | $328,471 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 4.83K | — | $290,288 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 4.83K | — | $290,288 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 4.54K | — | $272,735 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 700 | — | $42,098 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Barclays Plc | 180 | — | $10,825 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 63 | 0.0% | $3,775 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Citigroup Inc | 2 | — | $120 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.05M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 2.83M shares, $172.38M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.