% of shares outstanding is not shown for HYT: 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 HYT 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 | MORGAN STANLEY | 6,618,0526.6M | $56M | — | ADD 9% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 5,899,6025.9M | $50M | — | NEW |
| 3 | SIT INVESTMENT ASSOCIATES INC | 5,227,3215.2M | $45M | — | ADD 1393% |
| 4 | McGowan Group Asset Management, Inc. | 4,552,9004.6M | $39M | — | ADD 20% |
| 5 | Yakira Capital Management, Inc. | 3,560,9883.6M | $30M | — | ADD 297% |
| 6 | Invesco Ltd. | 2,493,6572.5M | $21M | — | ADD 53% |
| 7 | Balyasny Asset Management L.P. | 2,248,7932.2M | $19M | — | ADD 5774% |
| 8 | LPL Financial LLC | 1,333,4471.3M | $11M | — | TRIM -2% |
| 9 | WELLS FARGO & COMPANY/MN | 1,314,0051.3M | $11M | — | ADD 191% |
| 10 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1,191,8641.2M | $10M | — | NEW |
| 11 | OAK HILL ADVISORS LP | 1,070,3951.1M | $9M | — | ADD 20% |
| 12 | GUGGENHEIM CAPITAL LLC | 1,023,5751.0M | $9M | — | ADD 13% |
| 13 | MML INVESTORS SERVICES, LLC | 959,669959,669 | $8M | — | ADD 4% |
| 14 | COHEN & STEERS, INC. | 950,417950,417 | $8M | — | ADD 134% |
| 15 | Penserra Capital Management LLC | 884,648884,648 | $8M | — | ADD 16% |
| 16 | AMERIPRISE FINANCIAL INC | 883,975883,975 | $8M | — | — |
| 17 | BANK OF AMERICA CORP /DE/ | 854,832854,832 | $7M | — | ADD 61% |
| 18 | 1607 Capital Partners, LLC | 789,976789,976 | $7M | — | NEW |
| 19 | Quarry LP | 464,426464,426 | $4M | — | ADD 464326% |
| 20 | LAKE STREET PRIVATE WEALTH, LLC | 419,475419,475 | $4M | — | ADD 5% |
| 21 | Rareview Capital LLC | 307,199307,199 | $3M | — | NEW |
| 22 | ROYAL BANK OF CANADA | 323,974323,974 | $3M | — | ADD 6% |
| 23 | Cetera Investment Advisers | 315,103315,103 | $3M | — | — |
| 24 | Onyx Bridge Wealth Group LLC | 300,920300,920 | $3M | — | ADD 148% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 295,123295,123 | $3M | — | TRIM -4% |
| 26 | Private Advisor Group, LLC | 281,032281,032 | $2M | — | — |
| 27 | Thrivent Financial for Lutherans | 278,695278,695 | $2M | — | ADD 20% |
| 28 | UBS Group AG | 272,615272,615 | $2M | — | TRIM -23% |
| 29 | OSAIC HOLDINGS, INC. | 248,104248,104 | $2M | — | TRIM -11% |
| 30 | Cambridge Investment Research Advisors, Inc. | 228,340228,340 | $2M | — | — |
| 31 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 227,377227,377 | $2M | — | ADD 55% |
| 32 | RAYMOND JAMES FINANCIAL INC | 227,019227,019 | $2M | — | ADD 12% |
| 33 | Pathway Financial Advisers, LLC | 216,222216,222 | $2M | — | — |
| 34 | Activest Wealth Management | 189,908189,908 | $2M | — | ADD 13% |
| 35 | Covenant Asset Management, LLC | 186,145186,145 | $2M | — | — |
| 36 | RDA Financial Network | 182,359182,359 | $2M | — | — |
| 37 | Uncommon Cents Investing LLC | 172,553172,553 | $1M | — | ADD 86% |
| 38 | Robbins Farley | 165,336165,336 | $1M | — | ADD 18% |
| 39 | Bramshill Investments, LLC | 148,780148,780 | $1M | — | NEW |
| 40 | Paller Financial Services Inc | 148,399148,399 | $1M | — | TRIM -5% |
| 41 | Whipplewood Advisors, LLC | 144,130144,130 | $1M | — | ADD 6% |
| 42 | TrueMark Investments, LLC | 135,896135,896 | $1M | — | NEW |
| 43 | JANE STREET GROUP, LLC | 134,599134,599 | $1M | — | TRIM -64% |
| 44 | Lido Advisors, LLC | 132,092132,092 | $1M | — | ADD 2% |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127,821127,821 | $1M | — | — |
| 46 | Kanen Wealth Management LLC | 117,800117,800 | $1M | — | ADD 44% |
| 47 | Marks Group Wealth Management, Inc | 113,360113,360 | $965,827 | — | TRIM -8% |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 106,826106,826 | $910,155 | — | ADD 6% |
| 49 | Capital Investment Advisors, LLC | 105,419105,419 | $898,170 | — | TRIM -4% |
| 50 | HUB Investment Partners, LLC | 103,158103,158 | $878,906 | — | TRIM -37% |
| 51 | Wealthspire Advisors, LLC | 102,215102,215 | $870,872 | — | NEW |
| 52 | READYSTATE ASSET MANAGEMENT LP | 100,298100,298 | $854,539 | — | NEW |
| 53 | Tempus Wealth Planning, LLC | 100,000100,000 | $852,000 | — | ADD 100% |
| 54 | PW Nova Financial Services LLC | 85,72985,729 | $730,408 | — | NEW |
| 55 | Baird Financial Group, Inc. | 85,41685,416 | $727,744 | — | TRIM -2% |
| 56 | MELFA WEALTH MANAGEMENT, INC. | 80,77280,772 | $688,176 | — | — |
| 57 | Ionic Capital Management LLC | 77,99977,999 | $664,551 | — | ADD 20% |
| 58 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 77,28877,288 | $658,494 | — | — |
| 59 | Diversified Enterprises, LLC | 73,92373,923 | $629,824 | — | ADD 4% |
| 60 | FIFTH THIRD BANCORP | 72,53072,530 | $617,953 | — | NEW |
| 61 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,82470,824 | $603,420 | — | TRIM -11% |
| 62 | Smith Asset Management Co., LLC | 70,78970,789 | $603,122 | — | ADD 8% |
| 63 | RIVERBRIDGE PARTNERS LLC | 69,42269,422 | $591,480 | — | NEW |
| 64 | Granite Investment Partners, LLC | 68,80968,809 | $586,254 | — | ADD 23% |
| 65 | J. Goldman & Co LP | 63,15663,156 | $538,089 | — | NEW |
| 66 | Creekside Partners | 62,66262,662 | $533,878 | — | TRIM -25% |
| 67 | Kovack Advisors, Inc. | 61,95661,956 | $529,724 | — | — |
| 68 | TRUIST FINANCIAL CORP | 58,24758,247 | $496,263 | — | ADD 11% |
| 69 | WOLVERINE ASSET MANAGEMENT LLC | 56,00956,009 | $477,197 | — | NEW |
| 70 | BCI SECURITIES, INC. | 52,91352,913 | $450,819 | — | — |
| 71 | Rockefeller Capital Management L.P. | 50,91450,914 | $433,794 | — | TRIM -28% |
| 72 | Ramiah Investment Group | 50,49550,495 | $430,219 | — | ADD 4% |
| 73 | Cable Car Capital, LP | 50,00050,000 | $426,000 | — | — |
| 74 | HighTower Advisors, LLC | 48,80648,806 | $415,818 | — | — |
| 75 | CHOREO, LLC | 45,70545,705 | $389,407 | — | ADD 21% |
| 76 | NOMURA HOLDINGS INC | 45,00045,000 | $383,400 | — | ADD 18% |
| 77 | Investmark Advisory Group LLC | 43,47543,475 | $370,410 | — | ADD 7% |
| 78 | Magnus Financial Group LLC | 43,46943,469 | $370,359 | — | NEW |
| 79 | New England Private Wealth Advisors LLC | 42,36642,366 | $360,958 | — | NEW |
| 80 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,66037,660 | $319,356 | — | TRIM -11% |
| 81 | Samalin Investment Counsel, LLC | 36,81536,815 | $313,666 | — | TRIM -10% |
| 82 | Allworth Financial LP | 36,46136,461 | $310,651 | — | ADD 132% |
| 83 | AEGON USA Investment Management, LLC | 35,00035,000 | $298,200 | — | ADD 75% |
| 84 | Concord Wealth Partners | 34,60434,604 | $294,829 | — | ADD 3% |
| 85 | Steward Partners Investment Advisory, LLC | 33,31733,317 | $283,864 | — | TRIM -47% |
| 86 | BOOTHBAY FUND MANAGEMENT, LLC | 31,52931,529 | $268,627 | — | ADD 93% |
| 87 | Douglass Winthrop Advisors, LLC | 30,00030,000 | $255,600 | — | NEW |
| 88 | HOURGLASS CAPITAL, LLC | 29,91829,918 | $254,901 | — | NEW |
| 89 | Mariner, LLC | 30,01830,018 | $253,325 | — | ADD 48% |
| 90 | STIFEL FINANCIAL CORP | 28,97428,974 | $246,858 | — | TRIM -21% |
| 91 | Purus Wealth Management, LLC | 28,26028,260 | $240,774 | — | ADD 7% |
| 92 | Hamrick Investment Counsel, llc | 28,05928,059 | $239,062 | — | NEW |
| 93 | Noble Wealth Management PBC | 27,84027,840 | $237,197 | — | NEW |
| 94 | Kesler, Norman & Wride, LLC | 27,74727,747 | $236,407 | — | TRIM -4% |
| 95 | Prospera Financial Services Inc | 26,97226,972 | $229,875 | — | ADD 9% |
| 96 | SMH CAPITAL ADVISORS INC | 227227 | $227,170 | — | TRIM -99% |
| 97 | Waverly Advisors, LLC | 26,17926,179 | $223,047 | — | TRIM -6% |
| 98 | Wealth Care LLC | 25,89225,892 | $220,597 | — | NEW |
| 99 | World Investment Advisors | 25,25425,254 | $215,168 | — | NEW |
| 100 | Grove Bank & Trust | 24,50024,500 | $208,740 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 6.0M | 6.0M | 6.0M | 6.3M | 6.1M | 6.6M | $56M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | — | — | — | — | — | 5.9M | $50M |
| SIT INVESTMENT ASSOCIATES INC | — | — | — | 268K | 350K | 5.2M | $45M |
| McGowan Group Asset Management, Inc. | 3.3M | 3.3M | 3.8M | 3.8M | 3.8M | 4.6M | $39M |
| Yakira Capital Management, Inc. | — | — | — | — | 897K | 3.6M | $30M |
| Invesco Ltd. | 1.2M | 1.3M | 1.3M | 1.5M | 1.6M | 2.5M | $21M |
| Balyasny Asset Management L.P. | — | — | — | 170K | 38K | 2.2M | $19M |
| LPL Financial LLC | 933K | 954K | 1.0M | 1.2M | 1.4M | 1.3M | $11M |
| WELLS FARGO & COMPANY/MN | 236K | 262K | 297K | 411K | 451K | 1.3M | $11M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | — | — | — | — | — | 1.2M | $10M |
| OAK HILL ADVISORS LP | 906K | 906K | 892K | 892K | 892K | 1.1M | $9M |
| GUGGENHEIM CAPITAL LLC | 775K | 779K | 779K | 788K | 910K | 1.0M | $9M |
| MML INVESTORS SERVICES, LLC | 306K | 983K | 992K | 1.0M | 923K | 960K | $8M |
| COHEN & STEERS, INC. | 406K | 406K | 406K | 406K | 406K | 950K | $8M |
| Penserra Capital Management LLC | 553K | — | — | 690K | 760K | 885K | $8M |
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 | |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +5,899,602 | $50M | OPEN |
| SIT INVESTMENT ASSOCIATES INC | +4,877,185 | $42M | ADD |
| Yakira Capital Management, Inc. | +2,663,695 | $23M | ADD |
| Balyasny Asset Management L.P. | +2,210,509 | $19M | ADD |
| ABSOLUTE INVESTMENT ADVISERS, LLC | +1,191,864 | $10M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −236,352 | $2M | TRIM |
| Marex Group plc | −107,465 | $915,602 | CLOSE |
| UBS Group AG | −81,338 | $693,000 | TRIM |
| NewEdge Advisors, LLC | −76,690 | $653,399 | CLOSE |
| Presper Financial Architects, LLC | −67,757 | $577,290 | 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 | 188 | 52,046,997 | — | $444M |
| 2025-Q4 | 171 | 28,648,864 | — | $255M |
| 2025-Q3 | 162 | 27,704,912 | — | $263M |
| 2025-Q2 | 153 | 24,936,597 | — | $243M |
| 2025-Q1 | 142 | 24,171,264 | — | $232M |
| 2024-Q4 | 157 | 24,192,342 | — | $237M |
| 2024-Q3 | 151 | 25,618,675 | — | $269M |
| 2024-Q2 | 145 | 23,753,291 | — | $230M |
| 2024-Q1 | 147 | 34,086,150 | — | $334M |
| 2023-Q4 | 157 | 30,248,557 | — | $285M |
| 2023-Q3 | 156 | 26,264,376 | — | $227M |
| 2023-Q2 | 153 | 29,944,860 | — | $275M |
| 2023-Q1 | 162 | 33,513,936 | — | $292M |
| 2022-Q4 | 169 | 37,724,008 | — | $328M |
| 2022-Q3 | 164 | 26,384,440 | — | $226M |
| 2022-Q2 | 156 | 30,929,447 | — | $304M |
| 2022-Q1 | 154 | 28,127,188 | — | $316M |
| 2021-Q4 | 154 | 31,474,873 | — | $388M |
| 2021-Q3 | 140 | 30,970,763 | — | $378M |
| 2021-Q2 | 142 | 31,768,699 | — | $391M |
| 2021-Q1 | 140 | 33,451,178 | — | $393M |
| 2020-Q4 | 147 | 40,052,644 | — | $458M |
| 2020-Q3 | 145 | 34,499,587 | — | $368M |
| 2020-Q2 | 135 | 34,302,973 | — | $349M |
| 2020-Q1 | 143 | 35,125,886 | — | $315M |
| 2019-Q4 | 140 | 32,967,807 | — | $369M |
| 2019-Q3 | 147 | 35,929,516 | — | $386M |
| 2019-Q2 | 146 | 38,449,093 | — | $412M |
| 2019-Q1 | 150 | 38,543,275 | — | $395M |
| 2018-Q4 | 152 | 40,965,093 | — | $380M |
| 2018-Q3 | 139 | 38,969,488 | — | $420M |
| 2018-Q2 | 141 | 39,751,266 | — | $425M |
| 2018-Q1 | 143 | 42,584,920 | — | $452M |
| 2017-Q4 | 154 | 39,375,852 | — | $431M |
| 2017-Q3 | 130 | 39,059,108 | — | $441M |
| 2017-Q2 | 130 | 39,130,206 | — | $429M |
| 2017-Q1 | 132 | 44,712,559 | — | $488M |
| 2016-Q4 | 122 | 44,822,762 | — | $485M |
| 2016-Q3 | 118 | 34,891,492 | — | $377M |
| 2016-Q2 | 115 | 35,306,840 | — | $379M |
| 2016-Q1 | 120 | 37,494,059 | — | $375M |
| 2015-Q4 | 119 | 39,227,737 | — | $384M |
| 2015-Q3 | 113 | 35,938,495 | — | $355M |
| 2015-Q2 | 103 | 37,333,901 | — | $403M |
| 2015-Q1 | 116 | 37,178,194 | — | $415M |
| 2014-Q4 | 112 | 48,551,791 | — | $421M |
| 2014-Q3 | 105 | 42,379,031 | — | $392M |
| 2014-Q2 | 110 | 29,526,170 | — | $363M |
| 2014-Q1 | 103 | 26,269,832 | — | $322M |
| 2013-Q4 | 101 | 25,496,682 | — | $310M |
| 2013-Q3 | 44 | 6,007,175 | — | $71M |
| 2013-Q2 | 40 | 4,878,229 | — | $58M |
| 2013-Q1 | 1 | 34,754 | — | $448,000 |