% of shares outstanding is not shown for HIX: 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 HIX 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 | UBS Group AG | 4,041,1304.0M | $16M | — | ADD 3% |
| 2 | Penserra Capital Management LLC | 2,455,3922.5M | $10M | — | TRIM -8% |
| 3 | MORGAN STANLEY | 1,640,6751.6M | $7M | — | TRIM -17% |
| 4 | WELLS FARGO & COMPANY/MN | 1,161,8861.2M | $5M | — | TRIM -38% |
| 5 | Invesco Ltd. | 914,611914,611 | $4M | — | — |
| 6 | GUGGENHEIM CAPITAL LLC | 658,691658,691 | $3M | — | ADD 21% |
| 7 | OSAIC HOLDINGS, INC. | 639,536639,536 | $3M | — | ADD 12% |
| 8 | GraniteShares Advisors LLC | 595,740595,740 | $2M | — | TRIM -10% |
| 9 | AMERIPRISE FINANCIAL INC | 523,881523,881 | $2M | — | ADD 7% |
| 10 | Rockefeller Capital Management L.P. | 512,145512,145 | $2M | — | ADD 174% |
| 11 | NWF Advisory Services Inc. | 456,440456,440 | $2M | — | — |
| 12 | Shaker Financial Services, LLC | 300,395300,395 | $1M | — | TRIM -26% |
| 13 | OPPENHEIMER & CO INC | 217,790217,790 | $866,804 | — | TRIM -2% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 184,437184,437 | $734,059 | — | TRIM -19% |
| 15 | CITADEL ADVISORS LLC | 158,613158,613 | $631,280 | — | ADD 886% |
| 16 | RAYMOND JAMES FINANCIAL INC | 153,914153,914 | $612,576 | — | TRIM -9% |
| 17 | ROBINSON CAPITAL MANAGEMENT, LLC | 147,805147,805 | $594,176 | — | — |
| 18 | MELFA WEALTH MANAGEMENT, INC. | 126,446126,446 | $503,257 | — | — |
| 19 | LPL Financial LLC | 116,368116,368 | $463,145 | — | ADD 11% |
| 20 | World Investment Advisors | 100,512100,512 | $400,037 | — | NEW |
| 21 | SIT INVESTMENT ASSOCIATES INC | 79,96579,965 | $318,000 | — | ADD 39883% |
| 22 | Total Wealth Planning & Management, Inc. | 78,86278,862 | $313,871 | — | ADD 9% |
| 23 | Sage Capital Advisors,llc | 74,05574,055 | $294,740 | — | ADD 6% |
| 24 | Cetera Investment Advisers | 68,83168,831 | $273,949 | — | — |
| 25 | AEGON USA Investment Management, LLC | 60,61460,614 | $241,244 | — | — |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 56,58056,580 | $225,188 | — | NEW |
| 27 | ROYAL BANK OF CANADA | 56,19856,198 | $223,000 | — | ADD 4% |
| 28 | AlphaCore Capital LLC | 55,50055,500 | $220,891 | — | TRIM -9% |
| 29 | ABSOLUTE INVESTMENT ADVISERS, LLC | 52,62452,624 | $209,444 | — | NEW |
| 30 | NOMURA HOLDINGS INC | 50,00050,000 | $199,000 | — | NEW |
| 31 | Argyle Capital Partners, LLC | 47,93347,933 | $190,773 | — | ADD 24% |
| 32 | Chicago Partners Investment Group LLC | 44,04344,043 | $178,817 | — | — |
| 33 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 41,02441,024 | $163,275 | — | — |
| 34 | Integrated Advisors Network LLC | 40,43540,435 | $160,932 | — | — |
| 35 | Sunpointe, LLC | 36,41136,411 | $144,916 | — | — |
| 36 | Apollon Wealth Management, LLC | 33,67533,675 | $134,025 | — | — |
| 37 | Keating Financial Advisory Services, Inc. | 27,50027,500 | $109,450 | — | — |
| 38 | MRA Advisory Group | 27,09927,099 | $107,853 | — | — |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 26,99826,998 | $107,456 | — | TRIM -4% |
| 40 | Mariner, LLC | 27,28627,286 | $102,890 | — | ADD 57% |
| 41 | Integrity Advisory Solutions, LLC | 25,72425,724 | $102,382 | — | ADD 23% |
| 42 | XTX Topco Ltd | 24,83324,833 | $98,835 | — | NEW |
| 43 | BENJAMIN EDWARDS INC | 24,77724,777 | $98,612 | — | ADD 3% |
| 44 | BANK OF AMERICA CORP /DE/ | 23,01923,019 | $91,615 | — | TRIM -7% |
| 45 | FULTON BREAKEFIELD BROENNIMAN LLC | 22,80022,800 | $90,744 | — | — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,64722,647 | $90,135 | — | ADD 44% |
| 47 | PFG Investments, LLC | 22,06622,066 | $87,823 | — | — |
| 48 | Quarry LP | 21,92321,923 | $87,254 | — | NEW |
| 49 | STEINBERGANNA WEALTH MANAGEMENT | 21,01121,011 | $83,623 | — | ADD 2% |
| 50 | MILLENNIUM MANAGEMENT LLC | 19,06819,068 | $75,891 | — | NEW |
| 51 | D.A. DAVIDSON & CO. | 18,50618,506 | $73,655 | — | — |
| 52 | CHOREO, LLC | 17,44417,444 | $69,427 | — | TRIM -22% |
| 53 | Janney Montgomery Scott LLC | 17,00017,000 | $68,000 | — | TRIM -5% |
| 54 | United Asset Strategies, Inc. | 16,83616,836 | $67,009 | — | — |
| 55 | ASHTON THOMAS SECURITIES, LLC | 16,00016,000 | $63,680 | — | ADD 45% |
| 56 | Focus Partners Wealth | 16,00016,000 | $63,680 | — | — |
| 57 | SeaCrest Wealth Management, LLC | 14,88814,888 | $59,254 | — | TRIM -13% |
| 58 | WEDBUSH SECURITIES INC | 14,04314,043 | $56,000 | — | ADD 3% |
| 59 | ACCREDITED INVESTOR SERVICES, LLC | 11,17211,172 | $44,465 | — | TRIM -12% |
| 60 | GREAT VALLEY ADVISOR GROUP, INC. | 11,03911,039 | $43,935 | — | ADD 5% |
| 61 | Shulman DeMeo Asset Management LLC | 10,88510,885 | $43,322 | — | TRIM -5% |
| 62 | Hamrick Investment Counsel, llc | 10,18510,185 | $40,536 | — | NEW |
| 63 | One Capital Management, LLC | 10,11810,118 | $40,269 | — | TRIM -2% |
| 64 | Marshall & Sterling Wealth Advisors Inc. | 8,4228,422 | $33,520 | — | — |
| 65 | Larson Financial Group LLC | 6,2656,265 | $24,935 | — | — |
| 66 | Destiny Wealth Partners, LLC | 5,5695,569 | $22,165 | — | NEW |
| 67 | CoreCap Advisors, LLC | 5,4855,485 | $21,830 | — | TRIM -34% |
| 68 | Pinnacle Wealth Planning Services, Inc. | 3,1193,119 | $12,414 | — | TRIM -20% |
| 69 | HHM Wealth Advisors, LLC | 2,2502,250 | $8,955 | — | — |
| 70 | Golden State Wealth Management, LLC | 2,0562,056 | $8,183 | — | — |
| 71 | HIGHLINE WEALTH PARTNERS LLC | 2,0002,000 | $7,960 | — | — |
| 72 | Steward Partners Investment Advisory, LLC | 1,6001,600 | $6,368 | — | TRIM -64% |
| 73 | Parallel Advisors, LLC | 1,3931,393 | $5,545 | — | TRIM -8% |
| 74 | Activest Wealth Management | 1,3331,333 | $5,305 | — | NEW |
| 75 | ALERUS FINANCIAL NA | 1,2321,232 | $4,903 | — | — |
| 76 | WPG Advisers, LLC | 1,0541,054 | $4,195 | — | TRIM -15% |
| 77 | Allworth Financial LP | 1,0001,000 | $3,980 | — | TRIM -33% |
| 78 | Salomon & Ludwin, LLC | 1,0071,007 | $3,917 | — | — |
| 79 | FIFTH THIRD BANCORP | 928928 | $3,693 | — | NEW |
| 80 | BlackRock, Inc. | 779779 | $3,100 | — | NEW |
| 81 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 750750 | $2,948 | — | — |
| 82 | Osbon Capital Management LLC | 725725 | $2,886 | — | NEW |
| 83 | Farther Finance Advisors, LLC | 650650 | $2,555 | — | — |
| 84 | Western Wealth Management, LLC | 364364 | $1,448 | — | NEW |
| 85 | WHITTIER TRUST CO OF NEVADA INC | 183183 | $721 | — | NEW |
| 86 | CWM, LLC | 1818 | $72 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| UBS Group AG | 3.1M | 3.3M | 3.2M | 3.6M | 3.9M | 4.0M | $16M |
| Penserra Capital Management LLC | 2.7M | 2.4M | 2.5M | 2.5M | 2.7M | 2.5M | $10M |
| MORGAN STANLEY | 1.5M | 1.4M | 2.0M | 2.1M | 2.0M | 1.6M | $7M |
| WELLS FARGO & COMPANY/MN | 1.7M | 2.2M | 2.6M | 2.3M | 1.9M | 1.2M | $5M |
| Invesco Ltd. | 969K | 985K | 950K | 962K | 924K | 915K | $4M |
| GUGGENHEIM CAPITAL LLC | — | — | 143K | 242K | 544K | 659K | $3M |
| OSAIC HOLDINGS, INC. | 125K | 248K | 277K | 465K | 573K | 640K | $3M |
| GraniteShares Advisors LLC | — | — | — | — | 664K | 596K | $2M |
| AMERIPRISE FINANCIAL INC | 781K | 844K | 632K | 517K | 491K | 524K | $2M |
| Rockefeller Capital Management L.P. | 190K | 215K | 437K | 191K | 187K | 512K | $2M |
| NWF Advisory Services Inc. | — | 188K | 246K | 418K | 464K | 456K | $2M |
| Shaker Financial Services, LLC | 268K | 610K | 454K | 551K | 404K | 300K | $1M |
| OPPENHEIMER & CO INC | 193K | 211K | 288K | 324K | 223K | 218K | $866,804 |
| ENVESTNET ASSET MANAGEMENT INC | 93K | 94K | 123K | 209K | 228K | 184K | $734,059 |
| CITADEL ADVISORS LLC | 22K | 102K | — | — | 16K | 159K | $631,280 |
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 | |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +324,957 | $1M | ADD |
| CITADEL ADVISORS LLC | +142,527 | $567,257 | ADD |
| UBS Group AG | +134,457 | $535,139 | ADD |
| GUGGENHEIM CAPITAL LLC | +114,487 | $455,658 | ADD |
| World Investment Advisors | +100,512 | $400,038 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | −715,832 | $3M | TRIM |
| MORGAN STANLEY | −341,386 | $1M | TRIM |
| Penserra Capital Management LLC | −203,153 | $808,549 | TRIM |
| NewEdge Advisors, LLC | −144,800 | $576,304 | CLOSE |
| Shaker Financial Services, LLC | −103,258 | $410,967 | 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 | 86 | 16,552,206 | — | $66M |
| 2025-Q4 | 92 | 17,386,215 | — | $72M |
| 2025-Q3 | 79 | 16,375,370 | — | $71M |
| 2025-Q2 | 85 | 17,417,004 | — | $75M |
| 2025-Q1 | 87 | 16,867,500 | — | $71M |
| 2024-Q4 | 79 | 15,567,251 | — | $66M |
| 2024-Q3 | 66 | 14,211,474 | — | $65M |
| 2024-Q2 | 62 | 10,218,963 | — | $44M |
| 2024-Q1 | 60 | 16,748,867 | — | $75M |
| 2023-Q4 | 44 | 5,912,762 | — | $29M |
| 2023-Q3 | 44 | 5,618,230 | — | $25M |
| 2023-Q2 | 45 | 5,773,650 | — | $27M |
| 2023-Q1 | 49 | 5,563,316 | — | $27M |
| 2022-Q4 | 50 | 6,060,111 | — | $29M |
| 2022-Q3 | 58 | 6,340,992 | — | $28M |
| 2022-Q2 | 61 | 7,325,028 | — | $36M |
| 2022-Q1 | 61 | 5,934,170 | — | $37M |
| 2021-Q4 | 54 | 5,766,146 | — | $41M |
| 2021-Q3 | 47 | 5,357,297 | — | $38M |
| 2021-Q2 | 50 | 5,416,028 | — | $39M |
| 2021-Q1 | 58 | 6,347,767 | — | $44M |
| 2020-Q4 | 63 | 7,705,193 | — | $53M |
| 2020-Q3 | 87 | 23,173,127 | — | $148M |
| 2020-Q2 | 82 | 21,905,848 | — | $136M |
| 2020-Q1 | 92 | 21,780,823 | — | $110M |
| 2019-Q4 | 83 | 24,398,067 | — | $165M |
| 2019-Q3 | 72 | 25,258,987 | — | $171M |
| 2019-Q2 | 69 | 25,460,413 | — | $179M |
| 2019-Q1 | 79 | 25,483,912 | — | $165M |
| 2018-Q4 | 83 | 24,384,245 | — | $140M |
| 2018-Q3 | 80 | 21,964,161 | — | $141M |
| 2018-Q2 | 78 | 20,085,340 | — | $135M |
| 2018-Q1 | 78 | 18,092,495 | — | $119M |
| 2017-Q4 | 82 | 14,547,504 | — | $101M |
| 2017-Q3 | 67 | 12,600,530 | — | $91M |
| 2017-Q2 | 76 | 13,025,628 | — | $94M |
| 2017-Q1 | 64 | 13,158,787 | — | $95M |
| 2016-Q4 | 62 | 12,367,708 | — | $87M |
| 2016-Q3 | 59 | 11,024,149 | — | $79M |
| 2016-Q2 | 59 | 10,837,084 | — | $75M |
| 2016-Q1 | 60 | 11,682,519 | — | $77M |
| 2015-Q4 | 74 | 11,920,724 | — | $75M |
| 2015-Q3 | 67 | 10,654,280 | — | $69M |
| 2015-Q2 | 63 | 9,362,769 | — | $71M |
| 2015-Q1 | 65 | 8,229,929 | — | $66M |
| 2014-Q4 | 59 | 9,253,135 | — | $77M |
| 2014-Q3 | 54 | 6,934,116 | — | $62M |
| 2014-Q2 | 59 | 6,330,854 | — | $61M |
| 2014-Q1 | 54 | 5,896,413 | — | $56M |
| 2013-Q4 | 53 | 6,146,917 | — | $55M |
| 2013-Q3 | 51 | 5,444,488 | — | $51M |
| 2013-Q2 | 51 | 4,272,080 | — | $39M |
| 2013-Q1 | 3 | 31,728 | — | $318,000 |
