HRTS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -24.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 27.27K | -16.7% | $989,163 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 21.74K | +13.3% | $788,669 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 19.27K | -52.7% | $698,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 12.50K | -8.3% | $453,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 10.15K | New | $368,183 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 9.32K | -4.5% | $337,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 8.75K | New | $317,399 | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 6.06K | New | $219,676 | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 4.28K | -79.7% | $156,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 352 | New | $12,769 | 0.0% | New | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 150 | New | $5,429 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3 | New | $91 | 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
| HighTower Advisors, LLC | $368,183 | 0.0% |
| Susquehanna International… | $317,399 | 0.0% |
| LPL Financial LLC | $219,676 | 0.0% |
| Morgan Stanley | $12,769 | 0.0% |
| Jones Financial Companies Lllp | $5,429 | 0.0% |
| Bank Of Montreal /Can/ | $91 | 0.0% |
Exited
| Goldman Sachs Group | $673,694 | was 0.0% |
| BlackRock | $54,906 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 291.70K shares, $9.83M 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.