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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 605.10K | n/a | $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 | n/a | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 47.56K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 26.04K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 18.47K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Citadel Advisors ✦ | 17.41K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 14.18K | n/a | $852,587 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 12.07K | n/a | $726,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 10.66K | n/a | $641,094 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 10.03K | n/a | $603,324 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Creative Planning | 8.91K | n/a | $535,787 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 6.54K | n/a | $393,496 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 5.46K | n/a | $328,471 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 4.83K | n/a | $290,288 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 4.54K | n/a | $272,735 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 700 | n/a | $42,098 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 180 | n/a | $10,825 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 63 | 0.0% | $3,775 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Citigroup Inc | 2 | n/a | $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.