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Security record · archived quarter

HSUN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
19Tracked holders
+2Δ holders
9.61MShares held
$338.09MReported value
+3New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.8% · share flow +30.0% · net new positions +10.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +2 9.61M $338.09M +3 −1
Q1 2026 17 +4 6.73M $233.56M +4
Q4 2025 13 -1 3.44M $122.21M +1 −2
Q3 2025 4 +1 263.80K $9.38M +1
Q2 2025 1 0 373.00K $13.03M
Q1 2025 1 -1 476.50K $16.46M −1
Q4 2024 2 0 648.68K $22.22M
Q3 2024 2 0 672.83K $23.84M
Q2 2024 2 688.69K $23.30M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northwestern Mutual Wealth… 2.60M +22.4% $91.39M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 2.11M +72.5% $74.09M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 2.11M +72.5% $74.09M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 1.58M +33.2% $55.66M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 1.58M +33.2% $55.66M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 1.58M +33.2% $55.66M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 720.74K +55.9% $25.34M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 720.74K +55.9% $25.34M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 389.71K +1.0% $13.70M 0.0% ▲ Add 3 SEC ↗
10 Envestnet Asset Management Inc 372.71K +8.3% $13.10M 0.0% ▲ Add 2 SEC ↗
11 Jones Financial Companies Lllp 313.49K +110.3% $11.09M 0.0% ▲ Add 3 SEC ↗
12 Stifel Financial Corp 308.10K +28.2% $10.83M 0.0% ▲ Add 3 SEC ↗
13 Stifel Financial Corp 308.10K +28.2% $10.83M 0.0% ▲ Add 3 SEC ↗
14 Focus Partners Wealth 255.31K New $8.98M 0.0% New 1 SEC ↗
15 LPL Financial LLC 210.89K New $7.41M 0.0% New 1 SEC ↗
16 Truist Financial Corp 194.60K +20.5% $6.84M 0.0% ▲ Add 2 SEC ↗
17 Commonwealth Equity Services, Llc 178.99K +8.9% $6.29M 0.0% ▲ Add 3 SEC ↗
18 Wealth Enhancement Advisory… 167.24K +4.1% $5.87M 0.0% ▲ Add 3 SEC ↗
19 Mml Investors Services, Llc 90.70K +304.4% $3.19M 0.0% ▲ Add 3 SEC ↗
20 JPMorgan Chase 65.62K +13.7% $2.31M 0.0% ▲ Add 4 SEC ↗
21 JPMorgan Chase 65.62K +13.7% $2.31M 0.0% ▲ Add 4 SEC ↗
22 Cetera Investment Advisers 33.99K +95.0% $1.19M 0.0% ▲ Add 2 SEC ↗
23 Mariner, LLC 22.42K +6.5% $788,182 0.0% ▲ Add 3 SEC ↗
24 Morgan Stanley 168 +36.6% $5,913 0.0% ▲ Add 4 SEC ↗
25 Rockefeller Capital Management L.P. 81 New $2,848 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

Focus Partners Wealth $8.98M 0.0%
LPL Financial LLC $7.41M 0.0%
Rockefeller Capital… $2,848 0.0%

Exited

Goldman Sachs Group $225,749 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 17.08M shares, $589.46M 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 · Get this via the API