Security record
HQH
name pending profile ingest
31Tracked holders
-2Δ holders
8.51MShares held
$186.95MReported value
+3New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -6.1% ·
share flow +0.2% ·
net new positions -6.5%
— formula
Concentrated accumulation — rising shares among fewer holders
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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | -1.3% | $98.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.47M | -1.3% | $98.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.47M | -1.3% | $98.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.47M | -1.3% | $98.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.23M | +2.9% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.23M | +2.9% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.23M | +2.9% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 582.88K | +5.5% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 524.78K | +1.0% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 524.78K | +1.0% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 524.78K | +1.0% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 465.77K | -0.2% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 226.30K | +0.3% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 226.30K | +0.3% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 133.04K | +3.2% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 133.04K | +3.2% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 133.04K | +3.2% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 131.57K | +1.3% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 131.57K | +1.3% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Invesco Ltd. | 121.52K | +8.0% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | First Trust Advisors Lp | 114.79K | +8.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 86.49K | +189.9% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 76.37K | +1.3% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 60.06K | -27.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 57.97K | +2.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 57.97K | +2.6% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 39.99K | -45.2% | $878,958 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 30.52K | +1.8% | $670,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 27.81K | +2.7% | $611,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 27.81K | +2.7% | $611,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 23.29K | New | $511,826 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 23.29K | New | $511,826 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 19.76K | New | $426,556 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mariner, LLC | 18.63K | +3.9% | $409,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Creative Planning | 14.91K | +1.6% | $327,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 14.91K | +1.6% | $327,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 14.27K | -3.4% | $313,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 14.14K | -59.4% | $310,779 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 10.05K | New | $220,888 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 6.94K | +0.5% | $152,521 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 4.08K | -4.9% | $89,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 3.44K | +52.6% | $75,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citigroup Inc | 320 | +2.9% | $7,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 173 | -9.9% | $3,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 52 | 0.0% | $1,125 | 0.0% | Held | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 39 | -89.3% | $857 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $511,826 | 0.0% |
| Jane Street Group, Llc | $511,826 | 0.0% |
| Wealth Enhancement Advisory… | $426,556 | 0.0% |
| Lido Advisors, LLC | $220,888 | 0.0% |
Exited
| Susquehanna International… | $358,664 | was 0.0% |
| Millennium Management | $356,031 | was 0.0% |
| Mercer Global Advisors Inc… | $184,480 | was 0.0% |
| Pnc Financial Services Group… | $14,730 | was 0.0% |
| BlackRock | $4,768 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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