HTFL — Heartflow Inc Com Institutional Holders · Q3 2026
Who owns Heartflow Inc Com (HTFL)? 6 institutions reported holding $511,779 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Capital Advisors Wealth Management, LLC ($223,875), Valeo Financial Advisors, LLC ($213,129), Versant Capital Management, Inc ($34,726).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Advisors Wealth Management, LLC | $223,875 | 4,500 | New |
| 2 | Valeo Financial Advisors, LLC | $213,129 | 4,284 | New |
| 3 | Versant Capital Management, Inc | $34,726 | 698 | Trimmed |
| 4 | GAMMA Investing LLC | $31,890 | 641 | Added |
| 5 | Farther Finance Advisors, LLC | $7,910 | 159 | Trimmed |
| 6 | MassMutual Private Wealth & Trust, FSB | $249 | 5 | New |
Source: SEC Form 13F filings · as of 2026-09-30