Security record · archived quarter
HVT
name pending profile ingest
61Tracked holders
0Δ holders
8.72MShares held
$203.81MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.44M | -4.4% | $33.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 2 | Dimensional Fund Advisors Lp | 943.75K | — | $22.05M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | The Vanguard Group ✦ (passive) | 934.59K | +2.6% | $21.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Renaissance Technologies ✦ | 700.21K | -3.3% | $16.36M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 525.61K | -12.9% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | American Century Companies Inc | 512.04K | — | $11.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Hotchkis & Wiley Capital Management… | 452.25K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Charles Schwab Investment… | 371.84K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 337.89K | 0.0% | $7.89M | 0.0% | Held | 7 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 321.84K | -1.8% | $7.52M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 11 | State Street Global Advisors ✦ (passive) | 314.80K | -2.1% | $7.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 146.38K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Russell Investments Group, Ltd. | 138.97K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Northern Trust Corp | 125.83K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Qube Research & Technologies Ltd | 124.08K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 112.97K | -64.2% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 17 | AQR Capital Management ✦ | 110.76K | +34.4% | $2.59M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 18 | Sei Investments Co | 99.70K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Hsbc Holdings Plc | 92.41K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Ameriprise Financial Inc | 87.26K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Lazard Asset Management Llc | 71.84K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 61.48K | +167.0% | $1.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Universal- Beteiligungs- und… | 59.60K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 51.37K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Millennium Management ✦ | 48.17K | +130.6% | $1.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Barclays Plc | 42.07K | — | $982,708 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 37.14K | -50.0% | $867,637 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | BNP Paribas Asset Management… | 35.20K | — | $822,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Nuveen, LLC | 35.03K | — | $818,278 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Invesco Ltd. | 29.94K | — | $699,375 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Jane Street Group, Llc | 29.70K | — | $693,886 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Man Group plc | 28.91K | — | $675,338 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Nomura Asset Management… | 28.30K | — | $661,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Connor, Clark & Lunn Investment… | 27.57K | — | $643,988 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 25.02K | — | $584,437 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Tidal Investments LLC | 21.85K | — | $510,393 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Creative Planning | 21.59K | — | $504,389 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 21.58K | — | $504,202 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Prudential Financial Inc | 20.83K | — | $486,612 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rhumbline Advisers | 17.84K | — | $416,617 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 16.19K | — | $378,222 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Citadel Advisors ✦ | 16.06K | New | $375,185 | 0.0% | New | 1 | SEC ↗ ×2 |
| 43 | Alliancebernstein L.P. | 15.77K | — | $368,387 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 11.14K | — | $260,347 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Balyasny Asset Management L.P. | 9.22K | — | $215,426 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 7.21K | +378.1% | $168,518 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.30K | — | $147,098 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 6.16K | — | $143,828 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | New York State Common Retirement… | 6.02K | — | $140,697 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Canada Pension Plan Investment Board | 6.00K | — | $140,160 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 5.94K | — | $139,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 5.86K | — | $136,773 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 2.22K | — | $51,913 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Legal & General Group Plc | 1.26K | — | $29,550 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Royal Bank Of Canada | 1.02K | — | $24,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | California State Teachers… | 830 | — | $19,389 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 496 | — | $11,587 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | UBS AM, a distinct business unit of… | 234 | — | $5,466 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Optiver Holding B.V. | 112 | — | $2,616 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 38 | — | $884 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 28 | — | $654 | 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
| Citadel Advisors | $375,185 | 0.0% |
Exited
| Marshall Wace | $926,126 | 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.
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
Jul 23
SC 13G — BURTON PARTNERSHIP L P
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: Q4 2025 ·
Methodology ·
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