% of shares outstanding is not shown for HERO: 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 HERO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 438K | 411K | 363K | 346K | 381K | 418K | $11M |
| LPL Financial LLC | 160K | 155K | 209K | 328K | 168K | 135K | $3M |
| Daiwa Securities Group Inc. | 79K | 79K | 29K | 369K | 219K | 79K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 75K | 59K | 68K | 76K | 54K | 35K | $898,822 |
| Cetera Investment Advisers | 72K | 56K | 98K | 77K | 49K | 33K | $858,107 |
| JANE STREET GROUP, LLC | 13K | 28K | 83K | — | 21K | 28K | $708,836 |
| U.S. Capital Wealth Advisors, LLC | 20K | 26K | 25K | 25K | 21K | 27K | $691,442 |
| FLOW TRADERS U.S. LLC | 14K | 40K | 18K | — | — | 23K | $583,000 |
| OSAIC HOLDINGS, INC. | 3K | 3K | 11K | 20K | 20K | 20K | $512,448 |
| Focus Partners Wealth | 46K | 23K | 21K | 21K | 21K | 20K | $508,552 |
| Archford Capital Strategies, LLC | 30K | 27K | 18K | 21K | 22K | 15K | $391,714 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | — | — | — | — | 17K | 15K | $385,950 |
| CreativeOne Wealth, LLC | 85K | 58K | 57K | 44K | 25K | 13K | $335,855 |
| APPLETON PARTNERS INC/MA | 15K | 15K | 14K | 12K | 12K | 12K | $313,000 |
| Cambridge Investment Research Advisors, Inc. | 11K | 12K | 20K | 12K | 12K | 11K | $279,000 |
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.
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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +36,909 | $946,827 | ADD |
| FLOW TRADERS U.S. LLC | +22,666 | $581,451 | OPEN |
| JANE STREET GROUP, LLC | +6,677 | $171,285 | ADD |
| U.S. Capital Wealth Advisors, LLC | +5,660 | $145,196 | ADD |
| HARBOUR INVESTMENTS, INC. | +1,163 | $29,834 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROYAL BANK OF CANADA | −194,045 | $5M | TRIM |
| Daiwa Securities Group Inc. | −140,000 | $4M | TRIM |
| LPL Financial LLC | −33,346 | $855,425 | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −19,300 | $495,103 | TRIM |
| Cetera Investment Advisers | −15,640 | $401,213 | TRIM |
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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 55 | 965,697 | — | $25M |
| 2025-Q4 | 58 | 1,350,001 | — | $40M |
| 2025-Q3 | 64 | 2,441,388 | — | $83M |
| 2025-Q2 | 65 | 2,473,831 | — | $81M |
| 2025-Q1 | 57 | 1,216,357 | — | $30M |
| 2024-Q4 | 55 | 1,292,564 | — | $30M |
| 2024-Q3 | 51 | 1,566,803 | — | $38M |
| 2024-Q2 | 53 | 1,860,055 | — | $40M |
| 2024-Q1 | 55 | 2,244,206 | — | $46M |
| 2023-Q4 | 55 | 2,115,507 | — | $43M |
| 2023-Q3 | 55 | 2,345,068 | — | $44M |
| 2023-Q2 | 53 | 4,071,627 | — | $83M |
| 2023-Q1 | 62 | 3,434,759 | — | $70M |
| 2022-Q4 | 68 | 3,505,273 | — | $66M |
| 2022-Q3 | 67 | 3,447,566 | — | $61M |
| 2022-Q2 | 68 | 4,301,245 | — | $89M |
| 2022-Q1 | 72 | 5,266,385 | — | $132M |
| 2021-Q4 | 89 | 7,266,716 | — | $205M |
| 2021-Q3 | 76 | 8,377,954 | — | $232M |
| 2021-Q2 | 83 | 8,329,559 | — | $269M |
| 2021-Q1 | 83 | 9,987,287 | — | $314M |
| 2020-Q4 | 59 | 8,141,469 | — | $253M |
| 2020-Q3 | 49 | 7,337,256 | — | $199M |
| 2020-Q2 | 26 | 3,550,325 | — | $82M |
| 2020-Q1 | 7 | 3,789,661 | — | $62M |
| 2019-Q4 | 2 | 54,433 | — | $1M |
| 2019-Q3 | 1 | 10,519 | — | $340,000 |
| 2019-Q2 | 1 | 10,519 | — | $340,000 |
| 2019-Q1 | 1 | 10,519 | — | $340,000 |
