% of shares outstanding is not shown for FHYS: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for FHYS in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 98,19398,193 | $2M | — | ADD 29% |
| 2 | WFA of San Diego, LLC | 55,40155,401 | $1M | — | — |
| 3 | LPL Financial LLC | 52,80952,809 | $1M | — | ADD 11% |
| 4 | TRUIST FINANCIAL CORP | 45,44345,443 | $1M | — | — |
| 5 | Steward Partners Investment Advisory, LLC | 39,75539,755 | $910,787 | — | TRIM -20% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 37,87037,870 | $867,598 | — | — |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | 37,01037,010 | $847,890 | — | ADD 46% |
| 8 | JANE STREET GROUP, LLC | 34,45734,457 | $789,410 | — | ADD 19% |
| 9 | DAVENPORT & Co LLC | 30,24030,240 | $692,804 | — | ADD 8% |
| 10 | &PARTNERS | 22,85822,858 | $523,671 | — | ADD 71% |
| 11 | OSAIC HOLDINGS, INC. | 21,28321,283 | $487,613 | — | TRIM -30% |
| 12 | Hilltop Holdings Inc. | 13,50013,500 | $309,285 | — | — |
| 13 | Janney Montgomery Scott LLC | 8,8508,850 | $203,000 | — | NEW |
| 14 | Capital Analysts, LLC | 4,4174,417 | $101,000 | — | — |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,5002,500 | $57,275 | — | — |
| 16 | Cassaday & Co Wealth Management LLC | 1,9571,957 | $44,831 | — | NEW |
| 17 | Advisory Services Network, LLC | 600600 | $13,746 | — | NEW |
| 18 | NewEdge Advisors, LLC | 13,40013,400 | $13,400 | — | NEW |
| 19 | WELLS FARGO & COMPANY/MN | 219219 | $5,009 | — | ADD 21800% |
| 20 | Allworth Financial LP | 200200 | $4,582 | — | — |
| 21 | CWM, LLC | 7272 | $1,650 | — | NEW |
| 22 | MORGAN STANLEY | 11 | $33 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 48K | 65K | 61K | 46K | 76K | 98K | $2M |
| WFA of San Diego, LLC | — | — | 59K | 59K | 56K | 55K | $1M |
| LPL Financial LLC | — | — | — | 37K | 47K | 53K | $1M |
| TRUIST FINANCIAL CORP | — | — | — | 45K | 45K | 45K | $1M |
| Steward Partners Investment Advisory, LLC | 430 | 430 | 11K | 11K | 50K | 40K | $910,787 |
| ENVESTNET ASSET MANAGEMENT INC | 13K | 25K | 25K | 25K | 38K | 38K | $867,598 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | — | — | — | 11K | 25K | 37K | $847,890 |
| JANE STREET GROUP, LLC | 86K | 12K | — | 28K | 29K | 34K | $789,410 |
| DAVENPORT & Co LLC | 17K | 27K | 26K | 28K | 28K | 30K | $692,804 |
| &PARTNERS | — | 10K | 12K | 13K | 13K | 23K | $523,671 |
| OSAIC HOLDINGS, INC. | 5K | 42K | 46K | 49K | 30K | 21K | $487,613 |
| Hilltop Holdings Inc. | 14K | 14K | 14K | 14K | 14K | 14K | $309,285 |
| Janney Montgomery Scott LLC | — | — | — | — | — | 9K | $203,000 |
| Capital Analysts, LLC | 339 | 339 | 339 | 339 | 4K | 4K | $101,000 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | — | — | 2K | 2K | 3K | 3K | $57,275 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 22 | 521,035 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +22,356 | $512,176 | ADD |
| NewEdge Advisors, LLC | +13,400 | $306,994 | OPEN |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +11,684 | $267,680 | ADD |
| &PARTNERS | +9,491 | $217,439 | ADD |
| Janney Montgomery Scott LLC | +8,850 | $202,754 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | −52,645 | $1M | CLOSE |
| GOLDMAN SACHS GROUP INC | −24,156 | $553,414 | CLOSE |
| Steward Partners Investment Advisory, LLC | −9,824 | $225,068 | TRIM |
| OSAIC HOLDINGS, INC. | −9,185 | $210,428 | TRIM |
| BANK OF AMERICA CORP /DE/ | −845 | $19,359 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| — |
| $12M |
| 2025-Q4 | 21 | 536,833 | — | $13M |
| 2025-Q3 | 21 | 465,187 | — | $11M |
| 2025-Q2 | 12 | 308,686 | — | $7M |
| 2025-Q1 | 12 | 253,856 | — | $6M |
| 2024-Q4 | 12 | 227,412 | — | $5M |
| 2024-Q3 | 9 | 924,263 | — | $21M |
| 2024-Q2 | 9 | 949,177 | — | $22M |
| 2024-Q1 | 7 | 870,348 | — | $20M |
| 2023-Q4 | 7 | 894,766 | — | $20M |
| 2023-Q3 | 10 | 1,000,964 | — | $22M |
| 2023-Q2 | 11 | 1,067,647 | — | $24M |
| 2023-Q1 | 5 | 1,009,153 | — | $22M |
| 2022-Q4 | 7 | 1,023,402 | — | $22M |
| 2022-Q3 | 6 | 1,030,415 | — | $22M |
| 2022-Q2 | 10 | 1,426,077 | — | $31M |
| 2022-Q1 | 7 | 1,115,563 | — | $27M |
| 2021-Q4 | 2 | 1,007,359 | — | $25M |
