Security record · archived quarter
HTEC
name pending profile ingest
12Tracked holders
0Δ holders
593.54KShares held
$19.60MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 303.41K | +6.6% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 103.44K | -3.8% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 65.03K | -2.6% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 22.92K | +6.8% | $756,927 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citigroup Inc | 22.88K | +12.0% | $755,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 22.43K | -8.2% | $740,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 18.53K | +60.5% | $611,868 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 13.56K | New | $447,790 | 0.0% | New | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 9.65K | -50.0% | $318,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cwm, Llc | 5.92K | -12.9% | $195,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 4.20K | +16.1% | $138,601 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 1.57K | +60.4% | $52,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $447,790 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $8,835 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 727.88K shares, $23.62M 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: Q1 2026 ·
Methodology ·
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