% of shares outstanding is not shown for HYGH: 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 HYGH 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 119K | 213K | 190K | 257K | 269K | 299K | $26M |
| ARS Wealth Advisors Group, LLC | — | — | — | — | — | 174K | $15M |
| MinichMacGregor Wealth Management, LLC | 164K | 160K | 143K | 122K | 131K | 146K | $13M |
| MATAURO, LLC | 102K | 117K | 113K | 121K | 111K | 122K | $10M |
| UBS Group AG | 91K | 86K | 88K | 99K | 60K | 103K | $9M |
| Rooted Wealth Advisors, Inc. | 93K | 91K | 94K | 97K | 97K | 97K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 44K | 58K | 53K | 61K | 60K | 88K | $8M |
| RAYMOND JAMES FINANCIAL INC | 50K | 53K | 50K | 50K | 84K | 82K | $7M |
| AdvisorNet Financial, Inc | — | 29K | 39K | 53K | 76K | 78K | $7M |
| Sound Income Strategies, LLC | 70K | 69K | 68K | 71K | 70K | 68K | $6M |
| Foundations Investment Advisors, LLC | 67K | 68K | 60K | 63K | 69K | 60K | $5M |
| Capital Asset Advisory Services LLC | 13K | 14K | 73K | 71K | 69K | 59K | $5M |
| Live Oak Investment Partners | — | — | — | — | 40K | 53K | $5M |
| Inspire Advisors, LLC | — | — | 51K | 60K | 52K | 51K | $4M |
| Kovack Advisors, Inc. | 126K | 126K | 87K | 93K | 45K | 47K | $4M |
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 | |
|---|---|---|---|
| ARS Wealth Advisors Group, LLC | +174,313 | $15M | OPEN |
| UBS Group AG | +42,071 | $4M | ADD |
| Goldstone Financial Group, LLC | +37,625 | $3M | OPEN |
| LPL Financial LLC | +29,836 | $3M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +28,353 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | −68,310 | $6M | CLOSE |
| Cambridge Investment Research Advisors, Inc. | −20,417 | $2M | TRIM |
| IBEX WEALTH ADVISORS | −17,504 | $1M | TRIM |
| Capital Asset Advisory Services LLC | −9,704 | $830,759 | TRIM |
| Foundations Investment Advisors, LLC | −9,171 | $785,129 | 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 | 101 | 2,291,068 | — | $196M |
| 2025-Q4 | 97 | 1,995,911 | — | $172M |
| 2025-Q3 | 106 | 2,027,500 | — | $176M |
| 2025-Q2 | 96 | 1,974,414 | — | $171M |
| 2025-Q1 | 89 | 1,914,242 | — | $162M |
| 2024-Q4 | 84 | 1,692,386 | — | $146M |
| 2024-Q3 | 69 | 1,194,905 | — | $103M |
| 2024-Q2 | 67 | 1,310,230 | — | $111M |
| 2024-Q1 | 55 | 1,026,221 | — | $88M |
| 2023-Q4 | 47 | 821,585 | — | $69M |
| 2023-Q3 | 43 | 865,770 | — | $72M |
| 2023-Q2 | 39 | 788,255 | — | $66M |
| 2023-Q1 | 40 | 960,780 | — | $80M |
| 2022-Q4 | 40 | 725,919 | — | $60M |
| 2022-Q3 | 31 | 650,545 | — | $52M |
| 2022-Q2 | 33 | 933,786 | — | $74M |
| 2022-Q1 | 36 | 1,211,076 | — | $104M |
| 2021-Q4 | 35 | 426,033 | — | $37M |
| 2021-Q3 | 32 | 847,183 | — | $74M |
| 2021-Q2 | 34 | 867,502 | — | $76M |
| 2021-Q1 | 31 | 405,803 | — | $36M |
| 2020-Q4 | 30 | 322,539 | — | $28M |
| 2020-Q3 | 30 | 408,614 | — | $34M |
| 2020-Q2 | 31 | 382,583 | — | $31M |
| 2020-Q1 | 30 | 631,638 | — | $48M |
| 2019-Q4 | 43 | 636,938 | — | $57M |
| 2019-Q3 | 47 | 675,201 | — | $60M |
| 2019-Q2 | 49 | 1,679,671 | — | $149M |
| 2019-Q1 | 52 | 1,794,702 | — | $160M |
| 2018-Q4 | 48 | 1,606,793 | — | $136M |
| 2018-Q3 | 40 | 3,414,425 | — | $315M |
| 2018-Q2 | 40 | 2,998,863 | — | $270M |
| 2018-Q1 | 35 | 2,607,005 | — | $236M |
| 2017-Q4 | 26 | 995,498 | — | $90M |
| 2017-Q3 | 25 | 1,146,583 | — | $105M |
| 2017-Q2 | 26 | 1,595,172 | — | $146M |
| 2017-Q1 | 25 | 2,029,309 | — | $185M |
| 2016-Q4 | 23 | 2,094,926 | — | $188M |
| 2016-Q3 | 18 | 214,580 | — | $19M |
| 2016-Q2 | 17 | 210,163 | — | $18M |
| 2016-Q1 | 19 | 181,217 | — | $15M |
| 2015-Q4 | 17 | 153,153 | — | $13M |
| 2015-Q3 | 17 | 323,140 | — | $28M |
| 2015-Q2 | 15 | 382,164 | — | $35M |
| 2015-Q1 | 10 | 247,314 | — | $23M |
| 2014-Q4 | 9 | 119,568 | — | $11M |
| 2014-Q3 | 10 | 77,168 | — | $7M |
| 2014-Q2 | 2 | 87,977 | — | $9M |
