Institutional Holders (2026 Q1)
34 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HISF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | tru Independence LLC | 1.56% | 70,968 | $3.1M |
| 2 | Geneos Wealth Management Inc. | 0.72% | 701,803 | $31.1M |
| 3 | Proactive Wealth Strategies LLC | 0.15% | 17,836 | $791K |
| 4 | Barrett & Company, INC. | 0.13% | 8,750 | $388K |
| 5 | Altus Wealth Group LLC | 0.08% | 4,590 | $204K |
| 6 | Perigon Wealth Management, LLC | 0.02% | 26,792 | $1.2M |
| 7 | Independent Advisor Alliance | 0.02% | 40,202 | $1.8M |
| 8 | Prospera Financial Services Inc | 0.02% | 25,360 | $1.1M |
| 9 | Commonwealth Equity Services, LLC | 0.01% | 138,826 | $6.2M |
| 10 | Arax Advisory Partners | 0.01% | 4,210 | $187K |
| 11 | Godfrey Financial Associates, Inc. | 0.00% | 130 | $6K |
| 12 | International Assets Investment Management, LLC | 0.00% | 1,250 | $55K |
| 13 | Private Trust Co NA | 0.00% | 942 | $42K |
| 14 | LPL Financial LLC | 0.00% | 253,950 | $11.3M |
| 15 | Equitable Holdings, Inc. | 0.00% | 9,360 | $423K |
| 16 | Integrated Wealth Concepts LLC | 0.00% | 6,747 | $299K |
| 17 | Harbor Investment Advisory, LLC | 0.00% | 660 | $29K |
| 18 | Cetera Investment Advisers | 0.00% | 43,769 | $1.9M |
| 19 | Harbour Investments, INC. | 0.00% | 2,269 | $101K |
| 20 | Tidemark, LLC | 0.00% | 113 | $5K |
| 21 | Royal Bank of Canada | 0.00% | 63,120 | $2.8M |
| 22 | Raymond James Financial Inc | 0.00% | 29,379 | $1.3M |
| 23 | Citadel Advisors LLC | 0.00% | 41,241 | $1.8M |
| 24 | Envestnet Asset Management Inc | 0.00% | 23,205 | $1.0M |
| 25 | AE Wealth Management LLC | 0.00% | 880 | $39K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|