% of shares outstanding is not shown for QHY: 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 QHY 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 |
|---|---|---|---|---|---|---|---|
| CWM, LLC | 1.6M | 1.6M | 1.6M | 1.6M | 1.6M | 1.7M | $77M |
| BANK OF AMERICA CORP /DE/ | 655K | 650K | 664K | 676K | 712K | 1.2M | $53M |
| WealthPlan Investment Management, LLC | — | — | — | — | 57K | 229K | $10M |
| Cetera Investment Advisers | 170K | 176K | 189K | 198K | 198K | 203K | $9M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | — | — | — | — | — | 150K | $7M |
| LPL Financial LLC | 106K | 104K | 104K | 104K | 115K | 117K | $5M |
| MORGAN STANLEY | 111K | 104K | 72K | 78K | 81K | 89K | $4M |
| Private Advisor Group, LLC | 55K | 56K | 59K | 60K | 65K | 75K | $3M |
| Goldstone Financial Group, LLC | 85K | 86K | 87K | 91K | 88K | 60K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | 19K | 22K | 55K | $3M |
| Atria Investments, Inc | 54K | 55K | 52K | 57K | 53K | 54K | $2M |
| Kestra Advisory Services, LLC | 7K | 7K | 7K | 7K | 12K | 42K | $2M |
| Smartleaf Asset Management LLC | 34K | 35K | 36K | 37K | 39K | 40K | $2M |
| Vestmark Advisory Solutions, Inc. | — | 22K | 55K | 33K | 35K | 37K | $2M |
| Millington Financial Advisors, LLC | 29K | 33K | 34K | 36K | 32K | 33K | $2M |
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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +454,195 | $21M | ADD |
| WealthPlan Investment Management, LLC | +172,726 | $8M | ADD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | +149,652 | $7M | OPEN |
| CWM, LLC | +42,963 | $2M | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +33,051 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | −48,057 | $2M | TRIM |
| Insight Advisors, LLC/ PA | −33,348 | $2M | TRIM |
| Goldstone Financial Group, LLC | −27,673 | $1M | TRIM |
| EJMK Ventures LLC | −7,796 | $355,030 | CLOSE |
| FLOW TRADERS U.S. LLC | −5,917 | $269,460 | 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 | 71 | 4,519,631 | — | $206M |
| 2025-Q4 | 74 | 3,674,733 | — | $171M |
| 2025-Q3 | 63 | 3,635,176 | — | $169M |
| 2025-Q2 | 66 | 3,531,698 | — | $163M |
| 2025-Q1 | 67 | 3,788,193 | — | $171M |
| 2024-Q4 | 61 | 3,829,906 | — | $173M |
| 2024-Q3 | 55 | 3,957,979 | — | $183M |
| 2024-Q2 | 52 | 4,074,757 | — | $182M |
| 2024-Q1 | 55 | 4,375,317 | — | $198M |
| 2023-Q4 | 59 | 4,508,288 | — | $206M |
| 2023-Q3 | 54 | 4,249,049 | — | $185M |
| 2023-Q2 | 49 | 4,025,198 | — | $178M |
| 2023-Q1 | 50 | 3,836,741 | — | $172M |
| 2022-Q4 | 45 | 2,861,545 | — | $126M |
| 2022-Q3 | 42 | 2,447,390 | — | $105M |
| 2022-Q2 | 45 | 3,105,837 | — | $137M |
| 2022-Q1 | 44 | 2,729,487 | — | $135M |
| 2021-Q4 | 45 | 2,557,520 | — | $134M |
| 2021-Q3 | 40 | 2,032,813 | — | $107M |
| 2021-Q2 | 37 | 2,159,449 | — | $114M |
| 2021-Q1 | 45 | 2,143,915 | — | $112M |
| 2020-Q4 | 33 | 2,411,468 | — | $127M |
| 2020-Q3 | 26 | 1,934,152 | — | $98M |
| 2020-Q2 | 24 | 1,829,145 | — | $91M |
| 2020-Q1 | 19 | 1,144,691 | — | $56M |
| 2019-Q4 | 18 | 1,090,834 | — | $57M |
| 2019-Q3 | 16 | 908,195 | — | $48M |
| 2019-Q2 | 9 | 649,235 | — | $34M |
| 2019-Q1 | 9 | 650,745 | — | $34M |
| 2018-Q4 | 8 | 97,899 | — | $5M |
| 2018-Q3 | 4 | 35,436 | — | $2M |
| 2018-Q2 | 4 | 45,950 | — | $2M |
| 2018-Q1 | 4 | 57,271 | — | $3M |
| 2017-Q4 | 4 | 77,997 | — | $4M |
| 2017-Q3 | 4 | 84,508 | — | $4M |
| 2017-Q2 | 4 | 94,287 | — | $5M |
| 2017-Q1 | 3 | 93,321 | — | $5M |
| 2016-Q4 | 3 | 92,190 | — | $5M |
| 2016-Q3 | 3 | 92,506 | — | $5M |
| 2016-Q2 | 2 | 96,326 | — | $5M |
