Position in HTLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,141
+$2,112 QoQ
Shares Held
535
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 197 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,619,022 across 14 Trucking names. HTLD ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
46,814 | $3,645,400 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
3,012 | $652,395 | |
| 3 | SAIA |
Saia Inc
|
264 | $111,180 | |
| 4 | XPO |
XPO, Inc.
|
284 | $58,298 | |
| 5 | SNDR |
Schneider National, Inc.
|
1,332 | $48,655 | |
| 6 | RXO |
RXO, Inc.
|
834 | $23,006 | |
| 7 | MRTN |
Marten Transport Ltd
|
1,292 | $22,415 | |
| 8 | TFII |
TFI International Inc.
|
123 | $17,656 |
All Filings in HTLD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,141 | 535 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,029 | 580 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,089 | 453 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,156 | 854 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,263 | 262 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $774 | 84 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,242 | 289 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,906 | 481 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,930 | 481 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,576 | 132 | Shares | Sole | 2024-06-11 | |
| 2023-09-30 | $7,036 | 479 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,860 | 479 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,625 | 479 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,445 | 681 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,744 | 681 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,471 | 681 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $3,263 | 194 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||