Institutional Owners for HTLD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
AMERICAN CENTURY COMPANIES INC COM 1 $108,754,444 7,626,538 0.00 0.00 -317,970 -4.00 12-31-2023
BLACKROCK INC COM 2 $104,945,044 7,359,400 0.00 0.00 86,415 1.19 12-31-2023
VANGUARD GROUP INC COM 3 $74,148,163 5,199,731 0.00 0.00 -53,097 -1.01 12-31-2023
DIMENSIONAL FUND ADVISORS LP COM 4 $45,241,357 3,172,549 0.00 0.00 264,313 9.09 12-31-2023
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