HVT-A
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 | Truist Financial Corp | 41.03K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 39.99K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 18.79K | New | $511,959 | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 782 | +243.0% | $21,880 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 113 | +0.9% | $3,167 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $1.15M | 0.0% |
| Geode Capital Management | $511,959 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 135.45K shares, $3.05M 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.