13F institutional ownership facts

Institutions tracked

27

Reported value

$59,718,525.00

Reported shares

2,339,151

Latest filing period

Q2 2026

Top institutional holders

  1. Renaissance Technologies · $17,353,073 · 0.02%
  2. Josef Lakonishok - Lsv Asset Management · $12,136,000 · 0.02%
  3. Lazard Asset Management · $2,149,269 · <0.01%%
  4. David E. Shaw - D.E. Shaw & Co. · $2,020,393 · <0.01%%
  5. Charles Schwab · $6,533,255 · <0.01%%
  6. Cliff Asness - AQR Capital Management · $2,401,790 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HVT

Institutional Holdings

27

Top Institutions

Top Institutions

1

Renaissance Technologies

679,713 shares

0.02%

% of Portfolio

2

Josef Lakonishok - Lsv Asset Management

475,370 shares

0.02%

% of Portfolio

3

Lazard Asset Management

84,186 shares

NaN%

% of Portfolio

4

David E. Shaw - D.E. Shaw & Co.

79,138 shares

NaN%

% of Portfolio

5

Charles Schwab

255,905 shares

NaN%

% of Portfolio

6

Cliff Asness - AQR Capital Management

94,077 shares

NaN%

% of Portfolio

7

Nuveen

105,065 shares

NaN%

% of Portfolio

8

Larry Fink - BlackRock

1,532,639 shares

NaN%

% of Portfolio

9

David Solomon - Goldman Sachs

204,502 shares

NaN%

% of Portfolio

10

Geode Capital Management

353,791 shares

NaN%

% of Portfolio

11

Northern Trust Corp

139,486 shares

NaN%

% of Portfolio

12

Two Sigma Investments

16,849 shares

NaN%

% of Portfolio

13

State Street Corp

322,612 shares

NaN%

% of Portfolio

14

Ken Griffin - Citadel Advisors

13,525 shares

NaN%

% of Portfolio

15

Morgan Stanley

113,234 shares

NaN%

% of Portfolio

16

Franklin Resources

15,601 shares

NaN%

% of Portfolio

17

UBS Group

19,696 shares

NaN%

% of Portfolio

18

BNP Paribas

4,887 shares

NaN%

% of Portfolio

19

Jamie Dimon - JPMorgan Chase

37,623 shares

NaN%

% of Portfolio

20

Invesco

25,668 shares

NaN%

% of Portfolio

21

T. Rowe Price

11,514 shares

NaN%

% of Portfolio

22

Legal & General

1,265 shares

NaN%

% of Portfolio

23

PNC Financial Services

246 shares

NaN%

% of Portfolio

24

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

25

Richard Pzena - Pzena Investment Management

1,563,451 shares

0.12%

% of Portfolio

26

Hotchkis & Wiley

318,051 shares

0.02%

% of Portfolio

27

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

27%

LARGE

29%

MEDIUM

21%

SMALL

23%

Geographic Distribution

North America
57%
Europe
24%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

42

Sellers

24

Holders

66

New

11

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

24

Purchase Value

$17.7M

Role Distribution

CEO
22%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

67

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
84
Concentration
76
Momentum
83
Stability
78

Recent Actions

New

7

Increased

19

Decreased

14

Exited

2

Total

30

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