Who owns HTO (HTO)
Which tracked institutional funds hold HTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTO 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
The tracked-fund tape on HTO is one-sided between 2025-Q4 and 2026-Q1: 121 added or opened and 28 trimmed or exited — on balance accumulating.
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
HTO’s largest tracked holder by dollar value, ATLAS Infrastructure Partners (UK) Ltd., sizes it at 9.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HTO 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 314 tracked filers holding HTO, 213 increased or opened the position and 100 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 HTO 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 33
- VANGUARD CAPITAL MANAGEMENT LLC$99M
- WELLINGTON MANAGEMENT GROUP LLP$94M
- SOROS FUND MANAGEMENT LLC$72M
- VANGUARD PORTFOLIO MANAGEMENT LLC$69M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$24M
- Point72 Asset Management, L.P.$22M
Full exits 14
- VANGUARD GROUP INC$120M
- Assenagon Asset Management S.A.$14M
- CIBC Private Wealth Group LLC$9M
- Brandywine Global Investment Management, LLC$4M
- Capula Management Ltd$3M
- Man Group plc$2M
Largest adds
- ATLAS Infrastructure Partners (UK) Ltd.$237M
- ANTIPODES PARTNERS Ltd$113M
- COHEN & STEERS, INC.$68M
- Zimmer Partners, LP$57M
- Yaupon Capital Management LP$48M
- VICTORY CAPITAL MANAGEMENT INC$31M
Largest trims
- BlackRock, Inc.$97M
- NUANCE INVESTMENTS, LLC$21M
- MORGAN STANLEY$21M
- Amundi$16M
- GOLDMAN SACHS GROUP INC$4M
- WELLS FARGO & COMPANY/MN$3M
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 |
|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd. added | 4,532,084 | $266M | 10.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,904,902 | $229M | 9.0% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 2,249,029 | $132M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,687,253 | $99M | 3.9% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,607,964 | $94M | 3.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,607,216 | $94M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 1,431,151 | $84M | 3.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,309,679 | $77M | 3.0% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 1,228,747 | $72M | 2.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,169,078 | $69M | 2.7% | 2026-Q1 |
| Amundi trimmed | 1,156,952 | $68M | 2.7% | 2026-Q1 |
| Zimmer Partners, LP added | 1,001,000 | $59M | 2.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 911,895 | $54M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 897,076 | $53M | 2.1% | 2026-Q1 |
| Yaupon Capital Management LP added | 895,435 | $53M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 781,201 | $46M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 705,345 | $41M | 1.6% | 2026-Q1 |
| Invesco Ltd. added | 646,948 | $38M | 1.5% | 2026-Q1 |
| KBC Group NV added | 593,161 | $35M | 1.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 586,940 | $35M | 1.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 543,482 | $32M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 531,987 | $31M | 1.2% | 2026-Q1 |
| Resolution Capital Ltd added | 482,460 | $28M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 482,170 | $28M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 416,111 | $24M | 1.0% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC new | 409,650 | $24M | 0.9% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC trimmed | 391,646 | $23M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 373,310 | $22M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 371,129 | $22M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 343,789 | $20M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 342,043 | $20M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 264,887 | $16M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 250,332 | $15M | 0.6% | 2026-Q1 |
| Ausbil Investment Management Ltd added | 244,282 | $14M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 240,956 | $14M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 232,092 | $14M | 0.5% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. added | 220,941 | $13M | 0.5% | 2026-Q1 |
| MIROVA new | 195,246 | $11M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 190,189 | $11M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 182,853 | $11M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 181,412 | $11M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 166,209 | $10M | 0.4% | 2026-Q1 |
| Vennlight Capital Management, LP added | 162,217 | $10M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 157,900 | $9M | 0.4% | 2026-Q1 |
| UBS Group AG added | 149,943 | $9M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 149,647 | $9M | 0.3% | 2026-Q1 |
| Rokos Capital Management LLP new | 135,116 | $8M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 133,676 | $8M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 131,696 | $8M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 118,879 | $7M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 115,943 | $7M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 115,855 | $7M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 113,152 | $7M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 112,568 | $7M | 0.3% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 112,555 | $7M | 0.3% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 111,795 | $7M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 110,646 | $6M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 105,961 | $6M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 105,642 | $6M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 103,942 | $6M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 101,146 | $6M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC new | 100,000 | $6M | 0.2% | 2026-Q1 |
| REAVES W H & CO INC new | 100,000 | $6M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 90,012 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 89,831 | $5M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 89,329 | $5M | 0.2% | 2026-Q1 |
| Boston Trust Walden Corp added | 82,722 | $5M | 0.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 77,449 | $5M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 76,114 | $4M | 0.2% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 75,670 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 72,800 | $4M | 0.2% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 72,314 | $4M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 66,198 | $4M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 61,630 | $4M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 60,176 | $4M | 0.1% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 60,104 | $4M | 0.1% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 59,457 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 58,613 | $3M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 61,361 | $3M | 0.1% | 2026-Q1 |
| KEYNOTE FINANCIAL SERVICES LLC trimmed | 55,044 | $3M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 52,580 | $3M | 0.1% | 2026-Q1 |
| E. Ohman J:or Asset Management AB added | 51,187 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 49,866 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 47,989 | $3M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 46,755 | $3M | 0.1% | 2026-Q1 |
| Clean Yield Group added | 46,418 | $3M | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. | 44,800 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 41,960 | $2M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 41,909 | $2M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 40,630 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,457,996 | $120M | 4.8% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 276,841 | $14M | 0.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 183,639 | $9M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 165,543 | $8M | 0.3% | 2025-Q3 stale |
| Thematics Asset Management added | 132,246 | $6M | 0.3% | 2025-Q3 stale |
| NORGES BANK trimmed | 92,872 | $5M | 0.2% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 100,000 | $5M | 0.2% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC added | 81,927 | $4M | 0.2% | 2025-Q4 stale |
| Capula Management Ltd added | 53,476 | $3M | 0.1% | 2025-Q4 stale |
| Man Group plc added | 50,251 | $2M | 0.1% | 2025-Q4 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.