Cetera Investment Advisers
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Cetera Investment Advisers’s Heartland Express HTLD Stock Holding History

Cetera Investment Advisers’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50,045
Closed -$419K – 4774
2025
Q3 		$419K Sell
50,045
-3,473
-6% -$29.4K ﹤0.01% 3518
2025
Q2 		$462K Buy
+53,518
New +$459K ﹤0.01% 3027

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's HTLD Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 50,045 shares — an estimated $419K sold.

Cetera Investment Advisers first reported a position in HTLD in Q2 2025 and held it in 2 quarters. The position peaked at $462K in Q2 2025. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • Cetera Investment Advisers reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 50,045 Heartland Express shares in Q4 2025, an estimated $419K.
  • Cetera Investment Advisers first reported a position in Heartland Express in Q2 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's Heartland Express position peaked at $462K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.