% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for HTD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 708K | 724K | 718K | 748K | 767K | 776K | $19M |
| CAPTRUST FINANCIAL ADVISORS | 454K | 491K | 477K | 482K | 462K | 493K | $12M |
| MORGAN STANLEY | 373K | 395K | 395K | 415K | 481K | 482K | $12M |
| Invesco Ltd. | 500K | 519K | 546K | 524K | 496K | 470K | $12M |
| LPL Financial LLC | 267K | 292K | 275K | 290K | 369K | 372K | $9M |
| RAYMOND JAMES FINANCIAL INC | 299K | 299K | 311K | 304K | 316K | 341K | $8M |
| GUGGENHEIM CAPITAL LLC | 376K | 407K | 363K | 373K | 335K | 326K | $8M |
| WELLS FARGO & COMPANY/MN | 236K | 279K | 271K | 280K | 284K | 315K | $8M |
| BANK OF AMERICA CORP /DE/ | 345K | 300K | 295K | 280K | 276K | 263K | $7M |
| Cetera Investment Advisers | 153K | 160K | 163K | 180K | 201K | 224K | $6M |
| ROYAL BANK OF CANADA | 165K | 166K | 319K | 188K | 190K | 182K | $5M |
| FIRST TRUST ADVISORS LP | 121K | 117K | 120K | 137K | 143K | 152K | $4M |
| STIFEL FINANCIAL CORP | 124K | 129K | 128K | 127K | 125K | 127K | $3M |
| OSAIC HOLDINGS, INC. | 151K | 128K | 166K | 201K | 134K | 117K | $3M |
| Live Oak Private Wealth LLC | 103K | 103K | 103K | 103K | 103K | 103K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | +30,689 | $760,167 | ADD |
| WELLS FARGO & COMPANY/MN | +30,649 | $759,176 | ADD |
| RAYMOND JAMES FINANCIAL INC | +25,360 | $628,167 | ADD |
| WOLVERINE ASSET MANAGEMENT LLC | +23,602 | $584,622 | OPEN |
| Cetera Investment Advisers | +23,201 | $574,689 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Shaker Financial Services, LLC | −103,019 | $3M | CLOSE |
| Presper Financial Architects, LLC | −42,581 | $1M | CLOSE |
| Invesco Ltd. | −25,151 | $622,990 | TRIM |
| OSAIC HOLDINGS, INC. | −17,178 | $425,499 | TRIM |
| BANK OF AMERICA CORP /DE/ | −12,788 | $316,759 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 92 | 5,903,280 | — | $146M |
| 2025-Q4 | 93 | 5,937,522 | — | $140M |
| 2025-Q3 | 96 | 5,895,424 | — | $146M |
| 2025-Q2 | 96 | 6,325,651 | — | $148M |
| 2025-Q1 | 83 | 5,965,615 | — | $143M |
| 2024-Q4 | 93 | 5,976,281 | — | $132M |
| 2024-Q3 | 92 | 5,601,024 | — | $130M |
| 2024-Q2 | 90 | 5,523,130 | — | $112M |
| 2024-Q1 | 85 | 5,853,904 | — | $115M |
| 2023-Q4 | 88 | 5,355,074 | — | $102M |
| 2023-Q3 | 83 | 4,891,843 | — | $87M |
| 2023-Q2 | 83 | 4,771,547 | — | $97M |
| 2023-Q1 | 81 | 4,794,956 | — | $102M |
| 2022-Q4 | 92 | 4,858,309 | — | $111M |
| 2022-Q3 | 82 | 4,835,788 | — | $101M |
| 2022-Q2 | 87 | 4,915,957 | — | $113M |
| 2022-Q1 | 92 | 4,744,564 | — | $121M |
| 2021-Q4 | 90 | 4,740,807 | — | $124M |
| 2021-Q3 | 91 | 4,773,961 | — | $109M |
| 2021-Q2 | 87 | 5,030,667 | — | $125M |
| 2021-Q1 | 90 | 5,393,204 | — | $127M |
| 2020-Q4 | 85 | 5,565,897 | — | $117M |
| 2020-Q3 | 84 | 5,577,420 | — | $106M |
| 2020-Q2 | 84 | 5,811,203 | — | $112M |
| 2020-Q1 | 86 | 5,978,387 | — | $105M |
| 2019-Q4 | 90 | 5,381,214 | — | $147M |
| 2019-Q3 | 88 | 5,326,401 | — | $151M |
| 2019-Q2 | 82 | 4,937,826 | — | $126M |
| 2019-Q1 | 81 | 5,161,279 | — | $128M |
| 2018-Q4 | 83 | 5,208,964 | — | $106M |
| 2018-Q3 | 86 | 5,269,562 | — | $123M |
| 2018-Q2 | 84 | 4,953,537 | — | $116M |
| 2018-Q1 | 78 | 5,495,076 | — | $119M |
| 2017-Q4 | 76 | 5,893,337 | — | $145M |
| 2017-Q3 | 71 | 6,082,832 | — | $157M |
| 2017-Q2 | 72 | 6,133,676 | — | $157M |
| 2017-Q1 | 68 | 6,380,991 | — | $157M |
| 2016-Q4 | 66 | 5,699,072 | — | $132M |
| 2016-Q3 | 57 | 4,966,416 | — | $121M |
| 2016-Q2 | 63 | 5,009,804 | — | $125M |
| 2016-Q1 | 58 | 5,134,086 | — | $117M |
| 2015-Q4 | 59 | 5,076,980 | — | $104M |
| 2015-Q3 | 58 | 5,004,634 | — | $98M |
| 2015-Q2 | 52 | 5,163,963 | — | $102M |
| 2015-Q1 | 52 | 5,020,286 | — | $107M |
| 2014-Q4 | 50 | 4,624,362 | — | $103M |
| 2014-Q3 | 51 | 4,540,654 | — | $94M |
| 2014-Q2 | 57 | 4,843,189 | — | $101M |
| 2014-Q1 | 51 | 4,872,116 | — | $97M |
| 2013-Q4 | 56 | 5,286,514 | — | $96M |
| 2013-Q3 | 54 | 5,385,809 | — | $94M |
| 2013-Q2 | 51 | 5,349,592 | — | $101M |
| 2013-Q1 | 6 | 201,340 | — | $4M |
