Security record · archived quarter
HBTA
name pending profile ingest
7Tracked holders
0Δ holders
2.80MShares held
$81.18MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.54M | n/a | $44.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 701.88K | n/a | $20.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 547.36K | n/a | $15.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 10.45K | n/a | $302,720 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 3.97K | -87.2% | $114,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 594 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 414 | n/a | $11,994 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 4.91M shares, $114.57M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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