Position in HTLD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$302,588
-$154,616 QoQ
Shares Held
19,881
-54.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 197 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,312,038 across 11 Trucking names. HTLD ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
29,797 | $6,454,030 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
59,603 | $4,641,285 | |
| 3 | SNDR |
Schneider National, Inc.
|
78,602 | $2,871,331 | |
| 4 | SAIA |
Saia Inc
|
5,292 | $2,228,778 | |
| 5 | XPO |
XPO, Inc.
|
9,156 | $1,879,635 | |
| 6 | MRTN |
Marten Transport Ltd
|
44,151 | $766,019 | |
| 7 | RXO |
RXO, Inc.
|
25,025 | $690,439 | |
| 8 | CVLG |
Covenant Logistics Group, Inc.
|
11,643 | $514,387 |
All Filings in HTLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,588 | 19,881 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $457,204 | 43,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566,831 | 62,772 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $330,096 | 39,391 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,549 | 26,684 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,543 | 22,944 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,867 | 22,359 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||