HTAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Nomura Asset Management… | 1.05M | New | $26.24M | 0.0% | New | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 90.72K | -35.9% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 43.58K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 17.57K | -28.9% | $438,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 5.23K | +301.0% | $130,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 260 | New | $6,483 | 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
| Nomura Asset Management… | $26.24M | 0.0% |
| Captrust Financial Advisors | $1.09M | 0.0% |
| UBS Group AG | $6,483 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 8 holders, 1.10M shares, $24.40M 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.