140 tracked 13F filers disclose a position in HTLD as of the latest SEC 13F filings, a combined $359.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $70.6M | 6.8M | ▼−1.4% Reduced · −97K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $40.3M | 3.9M | ▲+5.5% Added · +201K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $23.3M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $21.5M | 2.1M | ▲+5.3% Added · +104K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $19.0M | 1.8M | ▲+11% Added · +188K sh | Q1 2026 | |
| 6 | GATE CITY CAPITAL MANAGEMENT, LLC | $16.4M | 1.6M | ▼−28% Reduced · −614K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $15.0M | 1.4M | ▲+70% Added · +594K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $12.3M | 1.2M | ▲+1.4% Added · +17K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.3M | 1.1M | ▼−0.1% Reduced · −666 sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $10.2M | 983K | ▼−2.5% Reduced · −25K sh | Q1 2026 | |
| 11 | Wallace Capital Management Inc. | $10.1M | 971K | ▲+2.6% Added · +25K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.4M | 812K | →First observed position No prior filed position | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.6M | 631K | ▲+150% Added · +378K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.1M | 589K | ▲+35% Added · +152K sh | Q1 2026 | |
| 15 | UBS Group AG | $5.6M | 539K | ▲+1.9% Added · +10K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.3M | 508K | ▼−8.0% Reduced · −44K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $4.9M | 471K | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $4.7M | 449K | ▲+3.8% Added · +16K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $4.2M | 402K | ▲+11% Added · +38K sh | Q1 2026 | |
| 20 | DEAN INVESTMENT ASSOCIATES, LLC | $3.6M | 349K | ▲+73% Added · +147K sh | Q1 2026 | |
| 21 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.4M | 331K | ▲+14% Added · +41K sh | Q1 2026 | |
| 22 | Empowered Funds, LLC | $3.4M | 331K | ▲New +331K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $3.3M | 313K | →First observed position No prior filed position | Q1 2026 | |
| 24 | BRANDES INVESTMENT PARTNERS, LP | $2.9M | 276K | ▲+13% Added · +32K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $2.6M | 248K | ▼−2.2% Reduced · −5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in HTLD and 20 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 49 funds | $18.4B |
| UNITEDHEALTH GROUP INCUNH | 49 funds | $3.3B |
| MICROSOFT CORPMSFT | 48 funds | $26.5B |
| JPMORGAN CHASE & COJPM | 48 funds | $8.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 47 funds | $6.0B |
| JOHNSON & JOHNSONJNJ | 47 funds | $5.3B |
| BANK OF AMERICA CORPBAC | 47 funds | $3.0B |
| WELLS FARGO & COWFC | 47 funds | $2.8B |
| FISERV INCFISV | 47 funds | $790.1M |
| AMAZON.COM INCAMZN | 46 funds | $19.1B |
| BROADCOM INCAVGO | 46 funds | $13.6B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $12.8B |
Ranked by how many of HTLD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Millis David Paul | Director | Sell (S) | 31K | $492K |
| Jun 10, 2026 | SPALDING DAVID P | Director | Buy (P) | 2K | $31K |
| Aug 18, 2025 | GERDIN MICHAEL J | Chief Executive Officer, Director, 10% Owner | Buy (P) | 25K | $203K |
| Aug 15, 2025 | GERDIN MICHAEL J | Chief Executive Officer, Director, 10% Owner | Buy (P) | 4K | $32K |
| Aug 14, 2025 | GERDIN MICHAEL J | Chief Executive Officer, Director, 10% Owner | Buy (P) | 1K | $11K |
| May 14, 2025 | PRATT JAMES G | Director | Buy (P) | 7K | $59K |
| May 12, 2025 | Janssen Angela K | Insider | Buy (P) | 168K | $1.5M |
| May 12, 2025 | Hupfeld Amanda | Director | Buy (P) | 2K | $18K |
| May 9, 2025 | GERDIN MICHAEL J | Chief Executive Officer, Director, 10% Owner | Buy (P) | 148K | $1.3M |
| May 8, 2025 | Janssen Angela K | Insider | Buy (P) | 100K | $824K |
| May 7, 2025 | Janssen Angela K | Insider | Buy (P) | 148K | $1.1M |
| May 6, 2025 | Janssen Angela K | Insider | Buy (P) | 148K | $1.1M |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HTLD/capital-change-brief"
Use Arkolith's capital_change_brief for HTLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HTLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.