Security record · archived quarter
HQH
name pending profile ingest
29Tracked holders
0Δ holders
8.39MShares held
$158.84MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -2 | 8.51M | $186.95M | +3 | −5 |
| Q1 2026 | 34 | +5 | 8.49M | $150.95M | +7 | −2 |
| Q4 2025 | 29 | 0 | 8.39M | $158.84M | — | — |
| Q3 2025 | 3 | — | 4.22M | $77.81M | — | — |
| Q3 2024 | 1 | 0 | 14.58K | $271,498 | — | — |
| Q2 2024 | 1 | — | 26.99K | $471,210 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.68M | +11.5% | $88.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.18M | — | $22.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.18M | — | $22.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.18M | — | $22.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 517.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 517.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 517.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 501.07K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 456.05K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 188.50K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 188.50K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 131.20K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 131.20K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 124.18K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 124.18K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 124.18K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Invesco Ltd. | 110.16K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | First Trust Advisors Lp | 102.63K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 75.33K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 70.75K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 64.31K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 29.02K | — | $549,639 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 28.31K | — | $536,124 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 24.77K | — | $469,183 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 17.67K | — | $334,609 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 17.62K | — | $333,717 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 15.14K | — | $286,771 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 12.52K | 0.0% | $237,072 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 10.76K | — | $203,722 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 10.76K | — | $203,722 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 10.12K | — | $191,637 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.63K | — | $106,651 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.81K | — | $72,067 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 2.12K | — | $40,096 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 676 | — | $12,803 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 353 | -50.0% | $6,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citigroup Inc | 293 | — | $5,549 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 204 | — | $3,864 | 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): 125 holders, 12.86M shares, $201.14M 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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