FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.830.10%
STOXX50E5,860.32-0.39%
XLF51.75-0.12%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
13F QoQ Ownership Changes

HTBK Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 34 new · 62 added · 103 reduced · 19 exited

New Positions(34)

ManagerSharesΔ SharesValueΔ Value% Δ
First Trust Capital Management L.P.1,550,000+1,550,000$18.6M+$18.6M
Balyasny Asset Management L.P.1,301,168+1,301,168$15.6M+$15.6M
ABC ARBITRAGE SA580,752+580,752$7.0M+$7.0M
SummitTX Capital, L.P.504,206+504,206$6.1M+$6.1M
Assenagon Asset Management S.A.417,129+417,129$5.0M+$5.0M
AQR Arbitrage LLC409,465+409,465$4.9M+$4.9M
Allianz Asset Management GmbH300,100+300,100$3.6M+$3.6M
JACOBS ASSET MANAGEMENT, LLC200,000+200,000$2.4M+$2.4M
MARTINGALE ASSET MANAGEMENT L P53,136+53,136$638.2K+$638.2K
State of Tennessee, Department of Treasury48,960+48,960$623.3K+$623.3K
Abacus Wealth Partners, LLC44,769+44,769$537.7K+$537.7K
WATER ISLAND CAPITAL LLC33,924+33,924$407.4K+$407.4K
VARCOV Co.29,284+29,284$351.7K+$351.7K
GARDNER LEWIS ASSET MANAGEMENT L P28,315+28,315$340.1K+$340.1K
Odyssean, LLC18,330+18,330$220.1K+$220.1K
Eurizon Capital SGR S.p.A.14,493+14,493$175.4K+$175.4K
Merit Financial Group, LLC12,383+12,383$148.7K+$148.7K
ZACKS INVESTMENT MANAGEMENT11,321+11,321$136.0K+$136.0K
AH CAPITAL MANAGEMENT, L.L.C.82,740+82,740$129.1K+$129.1K
TWO SIGMA SECURITIES, LLC10,204+10,204$122.5K+$122.5K
DGS Capital Management, LLC10,255+10,255$101.8K+$101.8K
State of Wyoming6,447+6,447$77.4K+$77.4K
GLOBEFLEX CAPITAL L P5,507+5,507$66.1K+$66.1K
Allworth Financial LP2,896+2,896$34.8K+$34.8K
IFP Advisors, Inc1,069+1,069$12.2K+$12.2K
Pinnacle Wealth Planning Services, Inc.806+806$9.7K+$9.7K
LOS ANGELES CAPITAL MANAGEMENT LLC466+466$4.9K+$4.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO351+351$4.2K+$4.2K
Torren Management, LLC163+163$2.0K+$2.0K
FEDERATED HERMES, INC.96+96$1.2K+$1.2K
SJS Investment Consulting Inc.40+40$481+$481
Sunbelt Securities, Inc.14+14$168+$168
Virtu Financial LLC10,145+10,145$122+$122
American Capital Advisory, LLC7+7$85+$85

Added To(62)

ManagerSharesΔ SharesValueΔ Value% Δ
BlackRock, Inc.8,343,358+133,252$100.2M+$18.7M1.6%
Versor Investments LP740,090+666,390$8.9M+$8.2M904.2%
GOLDMAN SACHS GROUP INC1,538,801+473,132$18.5M+$7.9M44.4%
Qube Research & Technologies Ltd702,361+640,652$8.4M+$7.8M1038.2%
KENNEDY CAPITAL MANAGEMENT LLC1,003,248+166,908$12.0M+$3.7M19.9%
AQR CAPITAL MANAGEMENT LLC836,050+151,231$10.0M+$3.2M22.1%
ALLIANCEBERNSTEIN L.P.763,246+85,000$9.2M+$2.4M12.5%
JANE STREET GROUP, LLC247,894+143,107$3.0M+$1.9M136.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP430,422+47,387$5.2M+$1.4M12.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC505,200+928$6.1M+$1.1M0.2%
BRIDGEWAY CAPITAL MANAGEMENT, LLC367,979+22,780$4.4M+$991.6K6.6%
Creative Planning226,401+35,761$2.7M+$826.0K18.8%
RAYMOND JAMES FINANCIAL INC291,018+11,323$3.5M+$717.8K4.0%
STIFEL FINANCIAL CORP72,585+57,006$871.8K+$717.1K365.9%
Empowered Funds, LLC235,515+22,780$2.8M+$716.1K10.7%
CITIGROUP INC236,956+19,237$2.8M+$683.9K8.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP75,621+39,756$908.2K+$552.1K110.8%
IEQ CAPITAL, LLC108,572+27,921$1.3M+$503.1K34.6%
Cerity Partners LLC178,564+10,822$2.1M+$478.9K6.5%
WELLS FARGO & COMPANY/MN95,965+20,031$1.2M+$398.5K26.4%
SEI INVESTMENTS CO86,065+20,950$1.0M+$387.0K32.2%
PANAGORA ASSET MANAGEMENT INC155,389+4,055$1.9M+$363.5K2.7%
Trexquant Investment LP64,389+22,685$773.3K+$359.2K54.4%
AlphaQuest LLC40,463+27,163$486.0K+$353.9K204.2%
FMR LLC95,257+11,757$1.1M+$314.9K14.1%
BARCLAYS PLC229,074+28,509$2.3M+$283.1K14.2%
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC85,266+9,038$1.0M+$267.1K11.8%
Quantinno Capital Management LP51,068+10,770$613.3K+$213.2K26.7%
FRANKLIN RESOURCES INC96,365+714$1.2M+$207.5K0.7%
Mariner, LLC72,748+3,904$874.0K+$190.4K5.7%
Brandywine Global Investment Management, LLC36,730+5,420$441.1K+$130.2K17.3%
D.A. DAVIDSON & CO.19,058+8,848$228.9K+$127.5K86.7%
MERCER GLOBAL ADVISORS INC /ADV28,898+5,997$347.1K+$119.7K26.2%
Bleakley Financial Group, LLC33,949+4,314$407.7K+$113.5K14.6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC28,694+3,564$357.8K+$110.3K14.2%
Icon Wealth Advisors, LLC20,186+5,153$242.4K+$93.2K34.3%
Orion Porfolio Solutions, LLC24,579+3,638$295.2K+$87.3K17.4%
Universal- Beteiligungs- und Servicegesellschaft mbH38,023+535$456.7K+$84.4K1.4%
Diversified Trust Co23,361+2,892$280.6K+$77.3K14.1%
KLP KAPITALFORVALTNING AS12,500+2,400$150.1K+$49.8K23.8%
CAPTRUST FINANCIAL ADVISORS12,597+1,821$151.3K+$44.3K16.9%
NorthCrest Asset Manangement, LLC12,813+522$158.1K+$37.0K4.2%
Larson Financial Group LLC7,365+1,745$88.5K+$32.6K31.0%
Caprock Group, LLC15,421+447$185.2K+$30.5K3.0%
ProShare Advisors LLC10,954+701$131.6K+$29.7K6.8%
Clearstead Advisors, LLC3,599+2,031$43.2K+$27.7K129.5%
EverSource Wealth Advisors, LLC6,319+408$75.9K+$17.2K6.9%
SIGNATUREFD, LLC5,152+157$61.9K+$12.3K3.1%
Smartleaf Asset Management LLC2,217+692$26.9K+$11.7K45.4%
Farther Finance Advisors, LLC1,023+952$12.3K+$11.6K1340.8%
GAMMA Investing LLC3,501+389$42.0K+$11.1K12.5%
Rockefeller Capital Management L.P.3,732+108$44.8K+$8.8K3.0%
PNC Financial Services Group, Inc.3,334+24$40.0K+$7.2K0.7%
ROTHSCHILD INVESTMENT LLC541+152$6.5K+$2.6K39.1%
MAI Capital Management339+58$4.1K+$1.3K20.6%
True Wealth Design, LLC242+5$2.9K+$5532.1%
CWM, LLC54,109+8,377$650+$19618.3%
PRICE T ROWE ASSOCIATES INC /MD/34,386+2,885$413+$1009.2%
SG Americas Securities, LLC36,279+102$436+$770.3%
ACADIAN ASSET MANAGEMENT LLC26,333+1,948$316+$748.0%
CANADA LIFE ASSURANCE Co12,181+913$146+$348.1%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,296+259$16+$625.0%

Reduced(103)

ManagerSharesΔ SharesValueΔ Value% Δ
Rhino Investment Partners, Inc20,617-774,563$247.6K-$7.6M-97.4%
DIMENSIONAL FUND ADVISORS LP3,273,142-112,889$39.3M+$5.7M-3.3%
HoldCo Asset Management, LP1,623,4460$19.5M+$3.4M0.0%
GEODE CAPITAL MANAGEMENT, LLC1,533,949-42,487$18.4M+$2.8M-2.7%
Boston Partners1,567,432-109,345$18.9M+$2.3M-6.5%
TWO SIGMA INVESTMENTS, LP328,255-297,806$3.9M-$2.3M-47.6%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,235,007-30,326$14.8M+$2.3M-2.4%
VANGUARD GROUP INC3,444,057-502,625$41.4M+$2.2M-12.7%
AMERICAN CENTURY COMPANIES INC1,059,389-18,413$12.7M+$2.0M-1.7%
TWO SIGMA ADVISERS, LP267,402-257,600$3.2M-$2.0M-49.1%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC969,474-10,150$11.6M+$1.9M-1.0%
STATE STREET CORP1,969,703-241,066$23.7M+$1.7M-10.9%
AMERIPRISE FINANCIAL INC111,691-172,015$1.3M-$1.5M-60.6%
EJF Capital LLC65,199-139,340$783.0K-$1.2M-68.1%
JPMORGAN CHASE & CO1,652,912-230,793$19.9M+$1.1M-12.3%
AlTi Global, Inc.611,671-45,101$7.3M+$824.4K-6.9%
RENAISSANCE TECHNOLOGIES LLC464,700-23,700$5.6M+$731.2K-4.8%
Nuveen, LLC666,399-80,803$8.0M+$583.7K-10.8%
BANK OF AMERICA CORP /DE/110,604-78,835$1.3M-$552.8K-41.6%
Voya Investment Management LLC12,082-52,894$145.1K-$500.1K-81.4%
NORTHERN TRUST CORP520,350-60,014$6.2M+$486.4K-10.3%
Bank of New York Mellon Corp379,164-35,496$4.6M+$436.2K-8.6%
Rosenthal | Henry Capital Advisors, Inc.189,785-270$2.3M+$395.3K-0.1%
State of New Jersey Common Pension Fund D210,631-7,753$2.5M+$361.1K-3.5%
MORGAN STANLEY426,559-124,125$5.1M-$345.3K-22.5%
Arax Advisory Partners16-34,356$192-$341.1K-100.0%
Rafferty Asset Management, LLC46,332-43,685$556.4K-$337.4K-48.5%
CITADEL ADVISORS LLC322,462-37,612$3.9M+$297.2K-10.4%
BANC FUNDS CO LLC121,5390$1.5M+$252.8K0.0%
Swiss National Bank113,7000$1.4M+$236.5K0.0%
Savant Capital, LLC13,543-25,629$162.7K-$226.3K-65.4%
FIRST MANHATTAN CO. LLC.92,0450$1.1M+$191.5K0.0%
Aquatic Capital Management LLC13,343-18,915$160.2K-$160.1K-58.6%
XTX Topco Ltd21,875-20,278$262.7K-$155.9K-48.1%
UBS Group AG298,038-47,587$3.6M+$147.4K-13.8%
Hennion & Walsh Asset Management, Inc.35,271-22,197$423.6K-$147.1K-38.6%
ALPS ADVISORS INC67,6830$812.9K+$140.8K0.0%
Lido Advisors, LLC86,967-31,502$1.0M-$132.1K-26.6%
WHITTIER TRUST CO OF NEVADA INC48,5910$604.0K+$124.9K0.0%
MILLENNIUM MANAGEMENT LLC78,079-28,477$937.7K-$120.4K-26.7%
Verition Fund Management LLC16,700-15,605$200.6K-$120.2K-48.3%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC13,784-14,820$165.5K-$118.5K-51.8%
Susquehanna Portfolio Strategies, LLC55,3730$665.0K+$115.2K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM53,866-42$646.9K+$111.6K-0.1%
VICTORY CAPITAL MANAGEMENT INC107,000-11,915$1.3M+$104.2K-10.0%
DEUTSCHE BANK AG\46,9860$564.3K+$97.7K0.0%
PRINCETON CAPITAL MANAGEMENT LLC42,0410$504.9K+$87.4K0.0%
Zurcher Kantonalbank (Zurich Cantonalbank)40,2480$483.4K+$83.7K0.0%
Legal & General Group Plc55,142-3,346$662.3K+$81.5K-5.7%
Royal Bank of Canada114,821-34,396$1.4M-$70.0K-23.1%
Connor, Clark & Lunn Investment Management Ltd.15,661-10,017$188.1K-$66.9K-39.0%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM163,765-28,171$2.0M+$60.9K-14.7%
EVERGREEN CAPITAL MANAGEMENT LLC29,399-153$353.1K+$59.6K-0.5%
JANUS HENDERSON GROUP PLC27,1180$325.8K+$56.4K0.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27,842-324$334.4K+$54.7K-1.1%
Destination Wealth Management24,7000$296.6K+$51.4K0.0%
STRS OHIO53,500-6,100$642.5K+$50.7K-10.2%
QUADRANT CAPITAL GROUP LLC23,982-317$288.0K+$46.7K-1.3%
FIRST TRUST ADVISORS LP25,032-9,706$300.6K-$44.3K-27.9%
MetLife Investment Management, LLC31,238-2,638$375.2K+$38.8K-7.8%
NEW YORK STATE COMMON RETIREMENT FUND15,8860$190.8K+$33.0K0.0%
Robertson Stephens Wealth Management, LLC92,556-22,324$1.1M-$29.2K-19.4%
BNP PARIBAS FINANCIAL MARKETS15,767-6,210$189.4K-$28.9K-28.3%
Invesco Ltd.117,562-21,764$1.4M+$28.4K-15.6%
Holcombe Financial, Inc.12,5950$151.3K+$26.2K0.0%
LIBERTY WEALTH MANAGEMENT LLC11,4060$137.0K+$23.7K0.0%
Arizona State Retirement System16,256-1,042$195.2K+$23.5K-6.0%
One Wealth Advisors, LLC10,0450$120.6K+$20.9K0.0%
SIMPLEX TRADING, LLC1,533-863$18.4K+$18.4K-36.0%
Russell Investments Group, Ltd.6,395-38$76.8K+$12.9K-0.6%
Parkside Financial Bank & Trust5,009-17$60.2K+$10.3K-0.3%
PFS Partners, LLC4,8230$57.9K+$10.0K0.0%
Focus Partners Wealth21,483-3,696$258.0K+$8.0K-14.7%
US BANCORP \DE\3,7030$44.5K+$7.7K0.0%
RHUMBLINE ADVISERS75,848-16,579$910.9K-$6.9K-17.9%
GROUP ONE TRADING LLC3,700-1,400$44.4K-$6.2K-27.4%
NISA INVESTMENT ADVISORS, LLC7,434-959$89.3K+$5.9K-11.4%
Parallel Advisors, LLC2,5640$30.8K+$5.3K0.0%
Police & Firemen's Retirement System of New Jersey14,539-3,404$174.6K-$3.6K-19.0%
INTECH INVESTMENT MANAGEMENT LLC24,843-4,861$298.4K+$3.4K-16.4%
Ameritas Investment Partners, Inc.5,060-785$60.8K+$2.7K-13.4%
Tower Research Capital LLC (TRC)3,831-985$46.0K-$1.8K-20.4%
COMERICA BANK4340$5.2K+$9020.0%
MassMutual Private Wealth & Trust, FSB4210$5.1K+$8750.0%
HUNTINGTON NATIONAL BANK3960$4.8K+$8240.0%
Optiver Holding B.V.3740$4.5K+$7780.0%
OSAIC HOLDINGS, INC.2,616-451$31.4K+$763-14.7%
CIBC Private Wealth Group LLC3180$3.8K+$6610.0%
Physician Wealth Advisors, Inc.2090$2.5K+$4350.0%
Sterling Capital Management LLC3,456-681$41.5K+$427-16.5%
Versant Capital Management, Inc1900$2.3K+$3950.0%
Root Financial Partners, LLC520$625+$1090.0%
Bruce G. Allen Investments, LLC51-1$613+$97-1.9%
FINANCIAL CONSULATE, INC460$553+$960.0%
Private Wealth Asset Management, LLC240$288+$500.0%
SENTINEL TRUST CO LBA22,5000$270+$470.0%
GSA CAPITAL PARTNERS LLP18,858-1,289$226+$26-6.4%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO12,3530$148+$250.0%
SBI Securities Co., Ltd.47-8$564+$18-14.5%
State of Alaska, Department of Revenue2,4290$29+$50.0%
AMALGAMATED BANK1,884-128$23+$3-6.4%
Covestor Ltd847-24$10+$1-2.8%
BESSEMER GROUP INC70$0$00.0%

Sold Out(19)

ManagerSharesΔ SharesValueΔ Value% Δ
WELLINGTON MANAGEMENT GROUP LLP0-1,735,894$0-$17.2M
JACOBS LEVY EQUITY MANAGEMENT, INC0-360,543$0-$3.6M
Cubist Systematic Strategies, LLC0-286,633$0-$2.8M
MALTESE CAPITAL MANAGEMENT LLC0-251,175$0-$2.5M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0-69,611$0-$691.2K
Jump Financial, LLC0-67,830$0-$673.6K
D. E. Shaw & Co., Inc.0-66,557$0-$660.9K
HSBC HOLDINGS PLC0-65,191$0-$640.8K
Fourthstone LLC0-62,000$0-$615.7K
Point72 Asset Management, L.P.0-50,818$0-$504.6K
MENDON CAPITAL ADVISORS CORP0-50,000$0-$496.5K
Man Group plc0-48,108$0-$477.7K
Campbell & CO Investment Adviser LLC0-43,339$0-$430.4K
Engineers Gate Manager LP0-16,809$0-$166.9K
Dynamic Technology Lab Private Ltd0-11,459$0-$114.0K
Aigen Investment Management, LP0-10,367$0-$102.9K
Point72 (DIFC) Ltd0-1,296$0-$12.9K
Wealthspire Advisors, LLC0-462$0-$4.6K
Caitong International Asset Management Co., Ltd0-3$0-$30