% of shares outstanding is not shown for HSMV: 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 HSMV 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 | ENVESTNET ASSET MANAGEMENT INC | 221,618221,618 | $8M | — | ADD 5% |
| 2 | Cetera Investment Advisers | 184,609184,609 | $7M | — | ADD 5% |
| 3 | LPL Financial LLC | 171,828171,828 | $6M | — | ADD 5% |
| 4 | Cambridge Investment Research Advisors, Inc. | 153,022153,022 | $6M | — | — |
| 5 | Bank of New York Mellon Corp | 143,413143,413 | $5M | — | ADD 5% |
| 6 | Orion Porfolio Solutions, LLC | 28,35328,353 | $1M | — | TRIM -2% |
| 7 | PRINCIPAL SECURITIES, INC. | 16,55016,550 | $598,611 | — | ADD 7% |
| 8 | Tower Research Capital LLC (TRC) | 13,15713,157 | $475,887 | — | TRIM -65% |
| 9 | CERTIOR FINANCIAL GROUP, LLC | 7,8307,830 | $283,225 | — | TRIM -5% |
| 10 | OSAIC HOLDINGS, INC. | 3,7273,727 | $134,807 | — | ADD 6% |
| 11 | ROYAL BANK OF CANADA | 339339 | $12,000 | — | NEW |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 286286 | $10,395 | — | — |
| 13 | Truvestments Capital LLC | 227227 | $8,211 | — | — |
| 14 | Horizon Investments, LLC | 128128 | $4,630 | — | ADD 100% |
| 15 | UBS Group AG | 33 | $109 | — | TRIM -100% |
| 16 | Russell Investments Group, Ltd. | 11 | $34 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 181K | 184K | 189K | 204K | 211K | 222K | $8M |
| Cetera Investment Advisers | 147K | 147K | 155K | 171K | 175K | 185K | $7M |
| LPL Financial LLC | 127K | 133K | 143K | 152K | 163K | 172K | $6M |
| Cambridge Investment Research Advisors, Inc. | 135K | 139K | 137K | 143K | 151K | 153K | $6M |
| Bank of New York Mellon Corp | 9K | 9K | 9K | 129K | 137K | 143K | $5M |
| Orion Porfolio Solutions, LLC | 33K | 33K | 31K | 30K | 29K | 28K | $1M |
| PRINCIPAL SECURITIES, INC. | 12K | 12K | 13K | 14K | 15K | 17K | $598,611 |
| Tower Research Capital LLC (TRC) | 35K | 27K | 10K | 5K | 38K | 13K | $475,887 |
| CERTIOR FINANCIAL GROUP, LLC | 8K | 8K | 8K | 8K | 8K | 8K | $283,225 |
| OSAIC HOLDINGS, INC. | 8K | 2K | 5K | 4K | 4K | 4K | $134,807 |
| ROYAL BANK OF CANADA | — | — | — | — | — | 339 | $12,000 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 286 | 286 | $10,395 |
| Truvestments Capital LLC | 227 | 227 | 227 | 227 | 227 | 227 | $8,211 |
| Horizon Investments, LLC | 35 | 35 | 35 | 64 | 64 | 128 | $4,630 |
| UBS Group AG | 295 | — | 3K | 2K | 890 | 3 | $109 |
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 | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +10,383 | $375,553 | ADD |
| Cetera Investment Advisers | +9,132 | $330,304 | ADD |
| LPL Financial LLC | +8,758 | $316,777 | ADD |
| Bank of New York Mellon Corp | +6,290 | $227,509 | ADD |
| Cambridge Investment Research Advisors, Inc. | +2,335 | $84,457 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | −24,706 | $893,616 | TRIM |
| Envestnet Portfolio Solutions, Inc. | −6,327 | $228,848 | CLOSE |
| UBS Group AG | −887 | $32,083 | TRIM |
| Orion Porfolio Solutions, LLC | −712 | $25,753 | TRIM |
| CERTIOR FINANCIAL GROUP, LLC | −416 | $15,047 | 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 | 16 | 945,091 | — | $34M |
| 2025-Q4 | 17 | 939,552 | — | $33M |
| 2025-Q3 | 17 | 876,337 | — | $32M |
| 2025-Q2 | 17 | 723,243 | — | $26M |
| 2025-Q1 | 19 | 796,367 | — | $29M |
| 2024-Q4 | 19 | 766,181 | — | $27M |
| 2024-Q3 | 19 | 759,637 | — | $28M |
| 2024-Q2 | 16 | 723,586 | — | $24M |
| 2024-Q1 | 18 | 719,452 | — | $24M |
| 2023-Q4 | 18 | 714,662 | — | $23M |
| 2023-Q3 | 17 | 758,865 | — | $22M |
| 2023-Q2 | 16 | 751,637 | — | $23M |
| 2023-Q1 | 15 | 751,608 | — | $23M |
| 2022-Q4 | 14 | 605,618 | — | $19M |
| 2022-Q3 | 11 | 454,173 | — | $13M |
| 2022-Q2 | 11 | 454,083 | — | $13M |
| 2022-Q1 | 10 | 452,535 | — | $15M |
| 2021-Q4 | 8 | 396,513 | — | $14M |
| 2021-Q3 | 8 | 390,930 | — | $13M |
| 2021-Q2 | 8 | 399,429 | — | $13M |
| 2021-Q1 | 8 | 378,063 | — | $12M |
| 2020-Q4 | 7 | 435,355 | — | $12M |
| 2020-Q3 | 7 | 496,443 | — | $12M |
| 2020-Q2 | 4 | 614,776 | — | $15M |
