% of shares outstanding is not shown for HYIN: 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 HYIN 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 | WealthPlan Investment Management, LLC | 424,306424,306 | $6M | — | ADD 209% |
| 2 | UHLMANN PRICE SECURITIES, LLC | 98,69898,698 | $1M | — | NEW |
| 3 | Cetera Investment Advisers | 67,01167,011 | $966,298 | — | ADD 17% |
| 4 | Prospera Financial Services Inc | 23,63623,636 | $340,825 | — | ADD 9% |
| 5 | Delta Investment Management, LLC | 23,28723,287 | $335,799 | — | ADD 4% |
| 6 | WealthPLAN Partners, LLC | 19,34119,341 | $278,897 | — | ADD 36% |
| 7 | Breachway Investments LLC | 19,31519,315 | $276,783 | — | — |
| 8 | OSAIC HOLDINGS, INC. | 10,65510,655 | $153,651 | — | TRIM -17% |
| 9 | Advisory Services Network, LLC | 2,2902,290 | $33,024 | — | NEW |
| 10 | Signature Equity Partners, LLC | 1,0001,000 | $14,420 | — | — |
| 11 | Farther Finance Advisors, LLC | 435435 | $6,234 | — | NEW |
| 12 | AE Wealth Management LLC | 200200 | $2,884 | — | — |
| 13 | MORGAN STANLEY | 103103 | $1,496 | — | — |
| 14 | FMR LLC | 11 | $14 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | — | — | — | — | 137K | 424K | $6M |
| UHLMANN PRICE SECURITIES, LLC | — | — | — | — | — | 99K | $1M |
| Cetera Investment Advisers | — | 15K | 33K | 47K | 57K | 67K | $966,298 |
| Prospera Financial Services Inc | — | — | — | — | 22K | 24K | $340,825 |
| Delta Investment Management, LLC | — | — | — | — | 22K | 23K | $335,799 |
| WealthPLAN Partners, LLC | — | — | — | — | 14K | 19K | $278,897 |
| Breachway Investments LLC | — | — | — | — | 20K | 19K | $276,783 |
| OSAIC HOLDINGS, INC. | 3K | 12K | 10K | 11K | 13K | 11K | $153,651 |
| Advisory Services Network, LLC | — | — | — | 3K | — | 2K | $33,024 |
| Signature Equity Partners, LLC | — | — | — | — | 1K | 1K | $14,420 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 435 | $6,234 |
| AE Wealth Management LLC | 200 | 200 | 200 | 200 | 200 | 200 | $2,884 |
| MORGAN STANLEY | 2 | 1 | 1 | 2 | 102 | 103 | $1,496 |
| FMR LLC | 6 | — | 1 | 1 | 1 | 1 | $14 |
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 | |
|---|---|---|---|
| WealthPlan Investment Management, LLC | +286,943 | $4M | ADD |
| UHLMANN PRICE SECURITIES, LLC | +98,698 | $1M | OPEN |
| Cetera Investment Advisers | +9,860 | $142,181 | ADD |
| WealthPLAN Partners, LLC | +5,109 | $73,672 | ADD |
| Advisory Services Network, LLC | +2,290 | $33,022 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEDBUSH SECURITIES INC | −27,146 | $391,445 | CLOSE |
| Euro Pacific Asset Management, LLC | −21,450 | $309,309 | CLOSE |
| CITADEL ADVISORS LLC | −15,744 | $227,028 | CLOSE |
| Cambridge Investment Research Advisors, Inc. | −10,785 | $155,520 | CLOSE |
| Kestra Advisory Services, LLC | −5,036 | $72,619 | CLOSE |
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 | 14 | 690,278 | — | $10M |
| 2025-Q4 | 18 | 368,306 | — | $6M |
| 2025-Q3 | 8 | 126,990 | — | $2M |
| 2025-Q2 | 9 | 132,425 | — | $2M |
| 2025-Q1 | 12 | 133,854 | — | $2M |
| 2024-Q4 | 8 | 64,615 | — | $1M |
| 2024-Q3 | 6 | 59,034 | — | $1M |
| 2024-Q2 | 6 | 57,064 | — | $1M |
| 2024-Q1 | 6 | 44,074 | — | $826,634 |
| 2023-Q4 | 9 | 47,690 | — | $900,558 |
| 2023-Q3 | 2 | 13,964 | — | $252,924 |
| 2023-Q2 | 3 | 16,808 | — | $310,242 |
| 2023-Q1 | 7 | 12,129 | — | $212,742 |
| 2022-Q4 | 9 | 27,567 | — | $482,016 |
| 2022-Q3 | 4 | 22,028 | — | $361,000 |
| 2022-Q2 | 3 | 3,281 | — | $63,000 |
| 2022-Q1 | 6 | 37,830 | — | $884,000 |
| 2021-Q4 | 5 | 11,873 | — | $299,000 |
| 2021-Q3 | 1 | 48 | — | $1,000 |
| 2021-Q2 | 1 | 30,362 | — | $778,000 |
