Who owns HTAB (HTAB)
Which tracked institutional funds hold HTAB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTAB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened HTAB while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HTAB’s largest tracked holder by dollar value, Bank of New York Mellon Corp, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HTAB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 46 tracked filers holding HTAB, 30 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HTAB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Wealthspire Advisors, LLC$10M
- Independent Advisor Alliance$895K
Full exits 3
- Main Street Financial Solutions, LLC$11M
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- CITADEL ADVISORS LLC$758K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- JONES FINANCIAL COMPANIES LLLP$2M
- CPC Advisors, LLC$2M
- Capital Asset Advisory Services LLC$878K
- ENVESTNET ASSET MANAGEMENT INC$566K
- NATIXIS ADVISORS, LLC$380K
Largest trims
- JANE STREET GROUP, LLC$2M
- LPL Financial LLC$1M
- RAYMOND JAMES FINANCIAL INC$1M
- FLOW TRADERS U.S. LLC$799K
- Element Wealth, LLC$648K
- BANK OF AMERICA CORP /DE/$376K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of New York Mellon Corp added | 2,186,408 | $42M | 15.9% | 2026-Q1 |
| CPC Advisors, LLC added | 2,020,597 | $38M | 14.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,152,962 | $22M | 8.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 939,027 | $18M | 6.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 903,254 | $17M | 6.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 767,052 | $15M | 5.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 665,539 | $13M | 4.8% | 2026-Q1 |
| Wealthspire Advisors, LLC new | 540,656 | $10M | 3.9% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC added | 477,671 | $9M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 310,006 | $6M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 292,554 | $6M | 2.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 253,015 | $5M | 1.8% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 240,265 | $5M | 1.8% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 207,424 | $4M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 161,414 | $3M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 119,883 | $2M | 0.9% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 113,812 | $2M | 0.8% | 2026-Q1 |
| Element Wealth, LLC trimmed | 96,763 | $2M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 93,683 | $2M | 0.7% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 64,372 | $1M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,924 | $968K | 0.4% | 2026-Q1 |
| Independent Advisor Alliance new | 47,088 | $895K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 41,743 | $793K | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 39,528 | $751K | 0.3% | 2026-Q1 |
| Stonebridge Financial Group, LLC | 32,116 | $610K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 31,020 | $589K | 0.2% | 2026-Q1 |
| Leelyn Smith, LLC added | 29,448 | $560K | 0.2% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 29,170 | $554K | 0.2% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 28,634 | $546K | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 28,606 | $544K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 27,534 | $523K | 0.2% | 2026-Q1 |
| LifeGoal Investments, LLC trimmed | 26,049 | $497K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 24,718 | $470K | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 23,317 | $441K | 0.2% | 2026-Q1 |
| Keystone Financial Services, LLC added | 22,283 | $423K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 22,212 | $422K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 20,921 | $397K | 0.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 20,149 | $383K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 17,999 | $342K | 0.1% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 17,922 | $341K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC | 11,631 | $221K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 6,624 | $126K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 6,038 | $115K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 3,668 | $70K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,074 | $58K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. | 2,000 | $38K | 0.0% | 2026-Q1 |
| Main Street Financial Solutions, LLC added | 573,575 | $11M | 4.2% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 244,475 | $5M | 1.8% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. added | 156,823 | $3M | 1.1% | 2025-Q2 stale |
| Mariner, LLC added | 129,548 | $2M | 0.9% | 2025-Q2 stale |
| ERn Financial, LLC trimmed | 80,111 | $1M | 0.6% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 57,681 | $1M | 0.4% | 2025-Q3 stale |
| Sanctuary Advisors, LLC added | 55,375 | $1M | 0.4% | 2025-Q3 stale |
| Financial Advocates Investment Management trimmed | 50,679 | $948K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 39,602 | $758K | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 30,513 | $573K | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,485 | $373K | 0.1% | 2025-Q3 stale |
| PRIVATE TRUST CO NA | 13,945 | $267K | 0.1% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC new | 13,354 | $256K | 0.1% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC added | 12,642 | $242K | 0.1% | 2025-Q4 stale |
| Prostatis Group LLC | 12,500 | $239K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,168 | $209K | 0.1% | 2025-Q2 stale |
| Equitable Holdings, Inc. new | 11,130 | $208K | 0.1% | 2025-Q2 stale |
| MGO ONE SEVEN LLC | 10,668 | $204K | 0.1% | 2025-Q4 stale |
| Private Advisor Group, LLC trimmed | 10,157 | $195K | 0.1% | 2025-Q4 stale |
| Cambria Investment Management, L.P. new | 10,302 | $193K | 0.1% | 2025-Q2 stale |
| Empowered Funds, LLC new | 10,302 | $193K | 0.1% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 1,375 | $26K | 0.0% | 2025-Q4 stale |
| Tanglewood Legacy Advisors, LLC | 1,275 | $24K | 0.0% | 2025-Q3 stale |
| Graney & King, LLC | 500 | $10K | 0.0% | 2025-Q1 stale |
| FWL INVESTMENT MANAGEMENT, LLC new | 435 | $8K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 331 | $6K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 76 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.