% of shares outstanding is not shown for HIPS: 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 HIPS 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 | LPL Financial LLC | 399,637399,637 | $5M | — | ADD 5% |
| 2 | Ethos Financial Group, LLC | 245,338245,338 | $3M | — | — |
| 3 | Cornerstone Wealth Management, LLC | 118,141118,141 | $1M | — | — |
| 4 | Camarda Financial Advisors, LLC | 86,10186,101 | $994,815 | — | — |
| 5 | Private Advisor Group, LLC | 78,80078,800 | $910,455 | — | — |
| 6 | Cetera Investment Advisers | 64,65964,659 | $747,069 | — | TRIM -23% |
| 7 | Wealthcare Advisory Partners LLC | 48,95948,959 | $565,668 | — | — |
| 8 | OSAIC HOLDINGS, INC. | 46,24646,246 | $534,152 | — | — |
| 9 | Maridea Wealth Management LLC | 45,24845,248 | $522,800 | — | ADD 14% |
| 10 | RHS Financial, LLC | 42,01442,014 | $485,430 | — | ADD 73% |
| 11 | TRUIST FINANCIAL CORP | 41,70341,703 | $481,836 | — | — |
| 12 | Chicago Partners Investment Group LLC | 34,38734,387 | $410,922 | — | ADD 3% |
| 13 | RiverTree Advisors, LLC | 23,51123,511 | $271,646 | — | TRIM -25% |
| 14 | Stratos Wealth Partners, LTD. | 16,54316,543 | $191,138 | — | — |
| 15 | Beacon Pointe Advisors, LLC | 16,00016,000 | $184,864 | — | TRIM -36% |
| 16 | Kovack Advisors, Inc. | 14,65114,651 | $168,497 | — | — |
| 17 | MGO ONE SEVEN LLC | 13,76313,763 | $159,018 | — | ADD 12% |
| 18 | SimpliFi, Inc. | 13,54913,549 | $156,544 | — | TRIM -15% |
| 19 | RAYMOND JAMES FINANCIAL INC | 13,33613,336 | $154,084 | — | — |
| 20 | Capital Square, LLC | 10,74810,748 | $128,320 | — | NEW |
| 21 | Gateway Wealth Partners, LLC | 10,93610,936 | $126,352 | — | NEW |
| 22 | Intrua Financial, LLC | 10,20010,200 | $117,851 | — | — |
| 23 | Insight Advisors, LLC/ PA | 10,00010,000 | $115,540 | — | — |
| 24 | MPWM ADVISORY SOLUTIONS, LLC | 5,5535,553 | $64,160 | — | NEW |
| 25 | Clearstead Advisors, LLC | 4,3754,375 | $50,549 | — | TRIM -44% |
| 26 | Western Wealth Management, LLC | 930930 | $10,745 | — | NEW |
| 27 | HIGHLINE WEALTH PARTNERS LLC | 250250 | $2,889 | — | — |
| 28 | Strategic Wealth Partners, Ltd. | 7575 | $867 | — | — |
| 29 | MORGAN STANLEY | 11 | $15 | — | TRIM -100% |
| 30 | WELLS FARGO & COMPANY/MN | 11 | $10 | — | TRIM -100% |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 302K | 318K | 372K | 387K | 379K | 400K | $5M |
| Ethos Financial Group, LLC | — | 232K | 251K | 293K | 245K | 245K | $3M |
| Cornerstone Wealth Management, LLC | 124K | 129K | 124K | 124K | 118K | 118K | $1M |
| Camarda Financial Advisors, LLC | 81K | 78K | 84K | 86K | 86K | 86K | $994,815 |
| Private Advisor Group, LLC | 66K | 75K | 78K | 81K | 78K | 79K | $910,455 |
| Cetera Investment Advisers | 29K | 30K | 56K | 76K | 84K | 65K | $747,069 |
| Wealthcare Advisory Partners LLC | — | — | 28K | 50K | 48K | 49K | $565,668 |
| OSAIC HOLDINGS, INC. | 57K | 60K | 70K | 65K | 47K | 46K | $534,152 |
| Maridea Wealth Management LLC | — | 18K | 46K | 47K | 40K | 45K | $522,800 |
| RHS Financial, LLC | 16K | — | — | — | 24K | 42K | $485,430 |
| TRUIST FINANCIAL CORP | 40K | 40K | 42K | 42K | 42K | 42K | $481,836 |
| Chicago Partners Investment Group LLC | 30K | 31K | 32K | 33K | 33K | 34K | $410,922 |
| RiverTree Advisors, LLC | — | 103K | 333K | 152K | 31K | 24K | $271,646 |
| Stratos Wealth Partners, LTD. | — | — | — | 17K | 17K | 17K | $191,138 |
| Beacon Pointe Advisors, LLC | 40K | 40K | 40K | 25K | 25K | 16K | $184,864 |
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 | |
|---|---|---|---|
| LPL Financial LLC | +20,572 | $237,689 | ADD |
| RHS Financial, LLC | +17,731 | $204,864 | ADD |
| Gateway Wealth Partners, LLC | +10,936 | $126,355 | OPEN |
| Capital Square, LLC | +10,748 | $124,182 | OPEN |
| MPWM ADVISORY SOLUTIONS, LLC | +5,553 | $64,159 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HAMILTON CAPITAL PARTNERS, LLC | −938,415 | $11M | CLOSE |
| CITADEL ADVISORS LLC | −52,204 | $603,165 | CLOSE |
| JANE STREET GROUP, LLC | −40,384 | $466,597 | CLOSE |
| BANK OF AMERICA CORP /DE/ | −22,635 | $261,525 | CLOSE |
| Cetera Investment Advisers | −19,252 | $222,438 | 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 | 30 | 1,415,655 | — | $16M |
| 2025-Q4 | 39 | 2,490,332 | — | $29M |
| 2025-Q3 | 36 | 2,809,210 | — | $33M |
| 2025-Q2 | 34 | 2,471,281 | — | $30M |
| 2025-Q1 | 33 | 2,165,744 | — | $28M |
| 2024-Q4 | 29 | 1,899,349 | — | $24M |
| 2024-Q3 | 25 | 1,476,308 | — | $20M |
| 2024-Q2 | 23 | 1,388,570 | — | $18M |
| 2024-Q1 | 19 | 1,142,475 | — | $15M |
| 2023-Q4 | 21 | 680,763 | — | $8M |
| 2023-Q3 | 19 | 701,133 | — | $8M |
| 2023-Q2 | 17 | 673,067 | — | $8M |
| 2023-Q1 | 17 | 673,085 | — | $8M |
| 2022-Q4 | 19 | 490,815 | — | $6M |
| 2022-Q3 | 15 | 564,304 | — | $6M |
| 2022-Q2 | 15 | 588,580 | — | $7M |
| 2022-Q1 | 16 | 567,235 | — | $8M |
| 2021-Q4 | 19 | 627,039 | — | $10M |
| 2021-Q3 | 19 | 585,744 | — | $9M |
| 2021-Q2 | 15 | 479,175 | — | $8M |
| 2021-Q1 | 11 | 332,109 | — | $5M |
| 2020-Q4 | 5 | 215,645 | — | $3M |
| 2020-Q3 | 2 | 56,649 | — | $669,000 |
| 2020-Q2 | 3 | 58,815 | — | $693,000 |
| 2020-Q1 | 5 | 53,947 | — | $519,000 |
| 2019-Q4 | 4 | 32,713 | — | $557,000 |
| 2019-Q3 | 2 | 31,154 | — | $521,000 |
| 2019-Q2 | 3 | 58,226 | — | $984,000 |
| 2019-Q1 | 4 | 107,583 | — | $2M |
| 2018-Q4 | 4 | 38,771 | — | $578,000 |
| 2018-Q3 | 3 | 58,988 | — | $1M |
| 2018-Q2 | 4 | 40,754 | — | $700,000 |
| 2018-Q1 | 5 | 63,628 | — | $1M |
| 2017-Q4 | 4 | 86,909 | — | $2M |
