Security record · archived quarter
HVT
name pending profile ingest
59Tracked holders
-4Δ holders
7.86MShares held
$200.51MReported value
+2New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -6.3% ·
share flow -0.1% ·
net new positions -6.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.53M | +8.6% | $39.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 936.12K | -0.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 936.12K | -0.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 936.12K | -0.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 936.12K | -0.5% | $23.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 679.71K | -5.6% | $17.35M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 592.70K | +0.1% | $15.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | American Century Companies Inc | 572.73K | +5.9% | $14.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 353.79K | +7.3% | $9.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 353.79K | +7.3% | $9.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 334.36K | 0.0% | $8.54M | 0.0% | Held | 9 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 322.61K | +6.2% | $8.24M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Hotchkis & Wiley Capital Management… | 318.05K | -9.8% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Charles Schwab Investment… | 255.91K | -21.5% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 204.50K | -14.3% | $5.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 204.50K | -14.3% | $5.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 195.54K | +72.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 161.48K | +4.2% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 161.48K | +4.2% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 161.48K | +4.2% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 161.48K | +4.2% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 161.48K | +4.2% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 139.49K | +6.3% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 139.49K | +6.3% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 139.49K | +6.3% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 113.23K | -0.9% | $2.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Nuveen, LLC | 105.06K | +198.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Nuveen, LLC | 105.06K | +198.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Nuveen, LLC | 105.06K | +198.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 94.08K | -10.0% | $2.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 57 | Sei Investments Co | 87.58K | -46.9% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Sei Investments Co | 87.58K | -46.9% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Lazard Asset Management Llc | 84.19K | +3.2% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 79.14K | +8.0% | $2.02M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 61 | Universal- Beteiligungs- und… | 59.60K | 0.0% | $1.52M | 0.0% | Held | 3 | SEC ↗ |
| 62 | Creative Planning | 58.24K | +154.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Creative Planning | 58.24K | +154.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Ameriprise Financial Inc | 56.62K | -15.7% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 56.62K | -15.7% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 55.12K | -63.1% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 43.46K | +52.1% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 41.03K | -12.6% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 37.62K | -1.7% | $958,634 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 37.62K | -1.7% | $958,634 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 35.20K | 0.0% | $898,656 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Invesco Ltd. | 25.67K | -0.9% | $655,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Invesco Ltd. | 25.67K | -0.9% | $655,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Invesco Ltd. | 25.67K | -0.9% | $655,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 22.50K | -14.2% | $574,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Truist Financial Corp | 22.33K | New | $570,034 | 0.0% | New | 1 | SEC ↗ |
| 77 | Barclays Plc | 20.44K | -9.9% | $521,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Barclays Plc | 20.44K | -9.9% | $521,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | UBS Group AG | 19.70K | -47.2% | $502,839 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | UBS Group AG | 19.70K | -47.2% | $502,839 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Rhumbline Advisers | 17.30K | +0.1% | $441,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Two Sigma Investments ✦ | 16.85K | +41.1% | $430,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Nomura Asset Management… | 16.70K | 0.0% | $426,000 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Franklin Resources Inc | 15.60K | +25.4% | $398,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Franklin Resources Inc | 15.60K | +25.4% | $398,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Franklin Resources Inc | 15.60K | +25.4% | $398,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Citadel Advisors ✦ | 13.53K | New | $345,293 | 0.0% | New | 1 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 13.51K | +463.7% | $344,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Alliancebernstein L.P. | 15.57K | +6.9% | $329,773 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Wells Fargo & Company/Mn | 12.81K | +107.8% | $327,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 12.81K | +107.8% | $327,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 12.81K | +107.8% | $327,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | LPL Financial LLC | 12.03K | +16.5% | $307,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | T. Rowe Price ✦ | 11.51K | +3.5% | $294,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Prudential Financial Inc | 10.95K | -55.0% | $279,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Fidelity (FMR) ✦ | 9.98K | +167.4% | $254,893 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 97 | Fidelity (FMR) ✦ | 9.98K | +167.4% | $254,893 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 98 | Citigroup Inc | 7.91K | +256.4% | $201,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Citigroup Inc | 7.91K | +256.4% | $201,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Citigroup Inc | 7.91K | +256.4% | $201,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $570,034 | 0.0% |
| Citadel Advisors | $345,293 | 0.0% |
Exited
| State Board Of Administration… | $663,591 | was 0.0% |
| Tidal Investments LLC | $479,748 | was 0.0% |
| Hrt Financial Lp | $240,000 | was 0.0% |
| Millennium Management | $221,776 | was 0.0% |
| Balyasny Asset Management L.P. | $200,638 | was 0.0% |
| Rockefeller Capital… | $762 | 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: Q2 2026 ·
Methodology ·
Get this via the API