HFBL
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 10.20K | $244,848 | +1 | n/a |
| Q2 2026 | 8 | 0 | 112.19K | $2.23M | +1 | −1 |
| Q1 2026 | 8 | 0 | 111.23K | $1.95M | +1 | −1 |
| Q4 2025 | 8 | +1 | 134.34K | $2.42M | +1 | n/a |
| Q3 2025 | 3 | 0 | 42.40K | $580,107 | n/a | n/a |
| Q2 2025 | 3 | 0 | 39.38K | $535,700 | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.12K | $210,509 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.23K | $192,010 | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.23K | $192,756 | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.38K | $178,109 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 41.13K | n/a | $711,636 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Alliancebernstein L.P. | 36.59K | -21.5% | $658,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 14.51K | 0.0% | $251,041 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 14.23K | -15.4% | $246,252 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 4.77K | -5.2% | $82,487 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1 | 0.0% | $22 | 0.0% | Held | 2 | SEC ↗ |
| 7 | UBS Group AG | 1 | -99.3% | $17 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citigroup Inc | 1 | New | $17 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $17 | 0.0% |
Exited
| Bank Of America Corp /De/ | $18 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 203.04K shares, $3.53M 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.