Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
8 tracked funds added or opened HTAB while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, CPC Advisors, LLC, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.6pp 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 2026-Q1 and 2026-Q2, across 45 tracked filers holding HTAB, 24 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 2026-Q1 and 2026-Q2 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 1
- AXXCESS WEALTH MANAGEMENT, LLC$5M
Full exits 3
- Independent Advisor Alliance$895K
- NATIXIS ADVISORS, LLC$751K
- JOURNEY STRATEGIC WEALTH LLC$554K
Largest adds
- JANE STREET GROUP, LLC$3M
- CPC Advisors, LLC$3M
- TRUIST FINANCIAL CORP$1M
- ENVESTNET ASSET MANAGEMENT INC$637K
- RAYMOND JAMES FINANCIAL INC$572K
- BANK OF AMERICA CORP /DE/$308K
Largest trims
- LPL Financial LLC$4M
- Bank of New York Mellon Corp$2M
- Patriot Financial Group Insurance Agency, LLC$633K
- COMMONWEALTH EQUITY SERVICES, LLC$603K
- IAG Wealth Partners, LLC$509K
- Wealthcare Advisory Partners LLC$363K
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 |
|---|---|---|---|---|
| CPC Advisors, LLC added | 2,149,572 | $41M | 16.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,085,861 | $40M | 15.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 946,182 | $18M | 7.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 925,807 | $18M | 7.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 924,489 | $18M | 7.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 749,155 | $14M | 5.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 669,960 | $13M | 5.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 538,467 | $10M | 4.1% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 480,097 | $9M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 322,980 | $6M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 319,584 | $6M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 314,986 | $6M | 2.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 264,611 | $5M | 2.0% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 247,337 | $5M | 1.9% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 186,550 | $4M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 178,640 | $3M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 163,103 | $3M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 114,260 | $2M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 98,288 | $2M | 0.7% | 2026-Q2 |
| Element Wealth, LLC trimmed | 95,621 | $2M | 0.7% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 86,184 | $2M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 41,474 | $796K | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC | 32,116 | $616K | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 31,190 | $598K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 30,771 | $590K | 0.2% | 2026-Q2 |
| Leelyn Smith, LLC trimmed | 28,732 | $551K | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 26,418 | $507K | 0.2% | 2026-Q2 |
| &PARTNERS added | 25,848 | $496K | 0.2% | 2026-Q2 |
| LifeGoal Investments, LLC trimmed | 25,392 | $487K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 24,760 | $475K | 0.2% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 24,105 | $464K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,986 | $364K | 0.1% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 18,555 | $356K | 0.1% | 2026-Q2 |
| Keystone Financial Services, LLC trimmed | 17,606 | $338K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 17,112 | $328K | 0.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 13,579 | $260K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,832 | $246K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC | 11,631 | $223K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 10,994 | $211K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 7,202 | $138K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 6,038 | $116K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 3,668 | $70K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,080 | $59K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 2,000 | $38K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,216 | $23K | 0.0% | 2026-Q2 |
| Independent Advisor Alliance new | 47,088 | $895K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 39,528 | $751K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 29,170 | $554K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| USAdvisors Wealth Management, LLC added | 23,317 | $441K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 20,921 | $397K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 17,999 | $342K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Main Street Financial Solutions, LLC trimmed | 11,103 | $211K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 39,602 | $758K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| AQR CAPITAL MANAGEMENT LLC new | 13,354 | $256K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Prostatis Group LLC | 12,500 | $239K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MGO ONE SEVEN LLC | 10,668 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC trimmed | 10,157 | $195K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN | 1,375 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 331 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 57,681 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC added | 55,375 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,485 | $373K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Tanglewood Legacy Advisors, LLC | 1,275 | $24K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC | 76 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 156,823 | $3M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| Mariner, LLC added | 129,548 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| ERn Financial, LLC trimmed | 80,111 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management trimmed | 50,679 | $948K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 30,513 | $573K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,168 | $209K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Empowered Funds, LLC new | 10,302 | $193K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Cambria Investment Management, L.P. new | 10,302 | $193K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.