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Security record · archived quarter

HLLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72Tracked holders
+1Δ holders
51.69MShares held
$213.57MReported value
+1New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow +10.5% · net new positions +1.4% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 65 -7 52.35M $132.56M +2 −8
Q1 2026 73 +1 52.75M $162.54M +5 −4
Q4 2025 72 +1 51.69M $213.57M +1 n/a
Q3 2025 17 +3 15.38M $48.30M +3 n/a
Q2 2025 11 0 10.82M $21.64M +1 −1
Q1 2025 8 -1 2.99M $7.67M n/a −1
Q4 2024 9 0 3.37M $10.16M +1 −1
Q3 2024 8 0 3.17M $9.36M n/a n/a
Q2 2024 8 n/a 2.84M $10.17M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Allspring Global Investments… 9.70M n/a $40.16M 0.1% n/c 1 SEC ↗ ×2
2 Boston Partners 6.33M n/a $26.14M 0.0% n/c 1 SEC ↗
3 BlackRock ✦ (passive) 4.88M +29.3% $20.16M 0.0% ▲ Add 3 SEC ↗ ×7
4 The Vanguard Group ✦ (passive) 4.26M +16.0% $17.61M 0.0% ▲ Add 3 SEC ↗ ×3
5 Bamco Inc /Ny/ 3.25M n/a $13.42M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 2.01M n/a $8.32M 0.0% n/c 1 SEC ↗ ×6
7 Dimensional Fund Advisors Lp 1.95M n/a $8.06M 0.0% n/c 1 SEC ↗ ×4
8 Franklin Resources Inc 1.71M n/a $7.05M 0.0% n/c 1 SEC ↗ ×2
9 Russell Investments Group, Ltd. 1.67M n/a $6.91M 0.0% n/c 1 SEC ↗ ×10
10 Arrowstreet Capital ✦ 1.56M +42.8% $6.45M 0.0% ▲ Add 2 SEC ↗
11 Geode Capital Management ✦ (passive) 1.52M +15.0% $6.27M 0.0% ▲ Add 7 SEC ↗ ×2
12 Morgan Stanley ✦ 1.31M +84.2% $5.42M 0.0% ▲ Add 2 SEC ↗ ×6
13 Marshall Wace ✦ 1.29M +191.0% $5.33M 0.0% ▲ Add 2 SEC ↗ ×2
14 State Street Global Advisors ✦ (passive) 1.14M +0.3% $4.71M 0.0% ▲ Add 5 SEC ↗
15 Renaissance Technologies ✦ 1.10M +114.1% $4.54M 0.0% ▲ Add 7 SEC ↗
16 Millennium Management ✦ 787.87K +219.7% $3.25M 0.0% ▲ Add 7 SEC ↗
17 Two Sigma Investments ✦ 733.78K +131.3% $3.03M 0.0% ▲ Add 3 SEC ↗
18 Nuveen, LLC 564.38K n/a $2.33M 0.0% n/c 1 SEC ↗ ×3
19 D. E. Shaw & Co. ✦ 542.34K +141.3% $2.24M 0.0% ▲ Add 2 SEC ↗
20 Charles Schwab Investment… 523.21K n/a $2.16M 0.0% n/c 1 SEC ↗
21 Northern Trust Corp 513.20K n/a $2.12M 0.0% n/c 1 SEC ↗ ×4
22 Sei Investments Co 476.70K n/a $1.97M 0.0% n/c 1 SEC ↗ ×2
23 First Eagle Investment Management… 475.80K n/a $1.97M 0.0% n/c 1 SEC ↗
24 JPMorgan Chase ✦ 413.93K +9.5% $1.71M 0.0% ▲ Add 2 SEC ↗ ×3
25 Bank of New York Mellon Corp 254.69K n/a $1.05M 0.0% n/c 1 SEC ↗ ×3
26 AQR Capital Management ✦ 238.14K +60.1% $983,502 0.0% ▲ Add 7 SEC ↗ ×6
27 Jane Street Group, Llc 237.44K n/a $980,623 0.0% n/c 1 SEC ↗ ×2
28 Citadel Advisors ✦ 210.63K -81.8% $869,922 0.0% ▼ Trim 7 SEC ↗ ×2
29 Goldman Sachs Group ✦ 168.63K -17.5% $696,426 0.0% ▼ Trim 2 SEC ↗ ×2
30 Qube Research & Technologies Ltd 150.31K n/a $620,801 0.0% n/c 1 SEC ↗
31 State Of Wisconsin Investment Board 145.64K n/a $601,485 0.0% n/c 1 SEC ↗
32 American Century Companies Inc 129.23K n/a $533,736 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 124.78K n/a $515,353 0.0% n/c 1 SEC ↗ ×3
34 Barclays Plc 122.46K n/a $505,743 0.0% n/c 1 SEC ↗
35 Invesco Ltd. 120.17K n/a $496,310 0.0% n/c 1 SEC ↗ ×3
36 Creative Planning 114.16K n/a $471,464 0.0% n/c 1 SEC ↗
37 Bnp Paribas Financial Markets 106.96K n/a $441,732 0.0% n/c 1 SEC ↗
38 Rhumbline Advisers 85.64K n/a $353,707 0.0% n/c 1 SEC ↗
39 Prudential Financial Inc 80.84K n/a $333,890 0.0% n/c 1 SEC ↗
40 Ameriprise Financial Inc 77.09K n/a $318,390 0.0% n/c 1 SEC ↗
41 Point72 Asset Management ✦ 73.91K New $305,252 0.0% New 1 SEC ↗
42 Deutsche Bank Ag\ 48.29K n/a $199,454 0.0% n/c 1 SEC ↗
43 Alliancebernstein L.P. 46.25K n/a $191,013 0.0% n/c 1 SEC ↗
44 Blair William & Co/Il 38.55K n/a $159,212 0.0% n/c 1 SEC ↗
45 MIRAE ASSET GLOBAL ETFS HOLDINGS… 35.51K n/a $146,652 0.0% n/c 1 SEC ↗
46 T. Rowe Price ✦ 34.62K +16.0% $143,000 0.0% ▲ Add 7 SEC ↗
47 Focus Partners Wealth 28.25K n/a $116,685 0.0% n/c 1 SEC ↗
48 Squarepoint Ops LLC 26.01K n/a $107,438 0.0% n/c 1 SEC ↗
49 Pnc Financial Services Group, Inc. 25.84K n/a $106,707 0.0% n/c 1 SEC ↗
50 Balyasny Asset Management L.P. 24.65K n/a $101,805 0.0% n/c 1 SEC ↗
51 Manufacturers Life Insurance… 24.62K n/a $101,701 0.0% n/c 1 SEC ↗
52 Captrust Financial Advisors 22.84K n/a $94,350 0.0% n/c 1 SEC ↗
53 Cerity Partners LLC 19.57K n/a $80,825 0.0% n/c 1 SEC ↗ ×2
54 Commonwealth Equity Services, Llc 15.00K n/a $61,950 0.0% n/c 1 SEC ↗
55 HighTower Advisors, LLC 14.06K n/a $58,060 0.0% n/c 1 SEC ↗
56 ProShare Advisors LLC 13.96K n/a $57,659 0.0% n/c 1 SEC ↗
57 UBS Group AG 12.35K n/a $51,010 0.0% n/c 1 SEC ↗ ×2
58 Mariner, LLC 11.25K n/a $46,487 0.0% n/c 1 SEC ↗
59 Voya Investment Management Llc 11.23K n/a $46,372 0.0% n/c 1 SEC ↗
60 Cwm, Llc 11.20K n/a $46,000 0.0% n/c 1 SEC ↗
61 Citigroup Inc 10.84K n/a $44,774 0.0% n/c 1 SEC ↗ ×2
62 New York State Common Retirement… 10.45K n/a $43,138 0.0% n/c 1 SEC ↗
63 Us Bancorp \De\ 10.28K n/a $42,473 0.0% n/c 1 SEC ↗
64 Fidelity (FMR) ✦ 7.15K +260.8% $29,546 0.0% ▲ Add 3 SEC ↗ ×2
65 Legal & General Group Plc 6.83K n/a $28,229 0.0% n/c 1 SEC ↗
66 California State Teachers… 4.70K n/a $19,419 0.0% n/c 1 SEC ↗
67 Royal Bank Of Canada 3.27K n/a $14,000 0.0% n/c 1 SEC ↗ ×3
68 Rockefeller Capital Management L.P. 1.92K n/a $7,926 0.0% n/c 1 SEC ↗ ×2
69 Optiver Holding B.V. 910 n/a $3,758 0.0% n/c 1 SEC ↗
70 Fifth Third Bancorp 754 n/a $3,114 0.0% n/c 1 SEC ↗
71 Group One Trading Llc 295 n/a $1,218 0.0% n/c 1 SEC ↗
72 Osaic Holdings, Inc. 40 n/a $165 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

Point72 Asset Management $305,252 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 71.78M shares, $218.12M 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.

Beneficial ownership
Aug 04 SC 13G/A: Boston Partners

View original SEC filing ↗

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 · Get this via the API