Security record · archived quarter
HCTI
name pending profile ingest
7Tracked holders
0Δ holders
42.02KShares held
$76,064Reported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 42.02K | $76,064 | +2 | −2 |
| Q1 2026 | 7 | -1 | 84.65K | $227,700 | +2 | −3 |
| Q4 2025 | 8 | 0 | 189.98K | $120,197 | — | — |
| Q3 2025 | 4 | 0 | 150.29K | $395,276 | +2 | −2 |
| Q2 2025 | 3 | +1 | 177.74K | $4,941 | +2 | −1 |
| Q1 2025 | 2 | +1 | 98.86K | $29,618 | +1 | — |
| Q4 2024 | 1 | -1 | 27.34K | $26,970 | — | −1 |
| Q3 2024 | 2 | -1 | 34.16K | $16,739 | — | −1 |
| Q2 2024 | 3 | — | 49.84K | $25,697 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 20.00K | +100.0% | $36,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 11.97K | -4.9% | $21,674 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 11.97K | -4.9% | $21,674 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 4 | UBS Group AG | 8.86K | -78.2% | $16,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 8.86K | -78.2% | $16,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 859 | 0.0% | $1,555 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Barclays Plc | 310 | New | $561 | 0.0% | New | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 20 | New | $38 | 0.0% | New | 1 | SEC ↗ |
| 9 | Danske Bank A/S | 1 | 0.0% | $2 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Barclays Plc | $561 | 0.0% |
| JPMorgan Chase | $38 | 0.0% |
Exited
| Morgan Stanley | $55,064 | was 0.0% |
| Bnp Paribas Financial Markets | $19 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 100.54K shares, $231,172 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: Q2 2026 ·
Methodology ·
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