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Security record · archived quarter

HVT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
-1Δ holders
4.41MShares held
$89.84MReported value
+0New positions
−1Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -8.3% · share flow -5.5% · net new positions -9.1%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 59 -4 7.86M $200.51M +2 −6
Q1 2026 65 +4 7.87M $166.72M +9 −5
Q4 2025 61 0 8.72M $203.81M +1 −1
Q3 2025 14 0 5.29M $116.02M +1 −1
Q2 2025 11 -1 4.41M $89.84M −1
Q1 2025 9 0 2.21M $43.56M
Q4 2024 9 0 1.94M $43.27M
Q3 2024 8 0 2.12M $58.17M
Q2 2024 8 1.73M $43.82M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 1.58M $32.18M 0.0% n/c 1 SEC ↗
9 The Vanguard Group (passive) 882.77K $17.96M 0.0% n/c 1 SEC ↗
10 The Vanguard Group (passive) 882.77K $17.96M 0.0% n/c 1 SEC ↗
11 The Vanguard Group (passive) 882.77K $17.96M 0.0% n/c 1 SEC ↗
12 The Vanguard Group (passive) 882.77K $17.96M 0.0% n/c 1 SEC ↗
13 The Vanguard Group (passive) 882.77K $17.96M 0.0% n/c 1 SEC ↗
14 Renaissance Technologies 717.61K +0.6% $14.60M 0.0% ▲ Add 5 SEC ↗
15 Arrowstreet Capital 337.89K +8.0% $6.88M 0.0% ▲ Add 5 SEC ↗
16 Geode Capital Management (passive) 326.00K -3.6% $6.64M 0.0% ▼ Trim 5 SEC ↗
17 Geode Capital Management (passive) 326.00K -3.6% $6.64M 0.0% ▼ Trim 5 SEC ↗
18 State Street Global Advisors (passive) 308.30K -1.2% $6.27M 0.0% ▼ Trim 3 SEC ↗
19 Millennium Management 105.06K -13.7% $2.14M 0.0% ▼ Trim 5 SEC ↗
20 AQR Capital Management 95.29K -41.5% $1.94M 0.0% ▼ Trim 5 SEC ↗
21 AQR Capital Management 95.29K -41.5% $1.94M 0.0% ▼ Trim 5 SEC ↗
22 AQR Capital Management 95.29K -41.5% $1.94M 0.0% ▼ Trim 5 SEC ↗
23 AQR Capital Management 95.29K -41.5% $1.94M 0.0% ▼ Trim 5 SEC ↗
24 D. E. Shaw & Co. 46.36K -61.8% $943,385 0.0% ▼ Trim 5 SEC ↗
25 Citadel Advisors 13.11K -85.0% $266,748 0.0% ▼ Trim 5 SEC ↗
26 Citadel Advisors 13.11K -85.0% $266,748 0.0% ▼ Trim 5 SEC ↗
27 Fidelity (FMR) 1.17K $23,785 0.0% n/c 1 SEC ↗
28 Fidelity (FMR) 1.17K $23,785 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Two Sigma Investments $760,738 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 12.10M shares, $247.87M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 17 SMITH CLARENCE H

Director · 20.99K sh · $591,107

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 23 SC 13G — BURTON PARTNERSHIP L P

View original SEC filing ↗

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 2025 · Methodology · Get this via the API