Who owns GHYG (GHYG)
Which tracked institutional funds hold GHYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GHYG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GHYG is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GHYG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GHYG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 46 tracked filers holding GHYG, 28 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GHYG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- GOLDMAN SACHS GROUP INC$3M
- CITADEL ADVISORS LLC$2M
- JANE STREET GROUP, LLC$988K
Largest adds
- AMERIPRISE FINANCIAL INC$3M
- UBS Group AG$2M
- New Capital Management LP$1M
- Strategic Financial Partners, Ltd.$1M
- Compagnie Lombard Odier SCmA$722K
- Bank of New York Mellon Corp$350K
Largest trims
- BANK OF AMERICA CORP /DE/$8M
- Union Bancaire Privee, UBP SA$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 898,208 | $41M | 26.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 609,597 | $27M | 18.1% | 2026-Q1 |
| Union Bancaire Privee, UBP SA trimmed | 320,549 | $14M | 9.4% | 2026-Q1 |
| Allianz SE added | 243,778 | $11M | 7.2% | 2026-Q1 |
| Hilltop Partners LLC added | 203,018 | $9M | 6.0% | 2026-Q1 |
| New Capital Management LP added | 83,968 | $4M | 2.5% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 82,617 | $4M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 79,727 | $4M | 2.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 64,259 | $3M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 58,157 | $3M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 55,440 | $3M | 1.6% | 2026-Q1 |
| UBS Group AG added | 49,303 | $2M | 1.5% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 48,500 | $2M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 48,274 | $2M | 1.4% | 2026-Q1 |
| Mount Lucas Management LP added | 47,633 | $2M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,810 | $2M | 1.1% | 2026-Q1 |
| Strategic Financial Partners, Ltd. added | 35,488 | $2M | 1.1% | 2026-Q1 |
| Nilsine Partners, LLC added | 31,837 | $1M | 1.0% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 31,857 | $1M | 0.9% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,786 | $1M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 21,927 | $990K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,902 | $988K | 0.6% | 2026-Q1 |
| Endowment Wealth Management, Inc. trimmed | 21,290 | $960K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,462 | $743K | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 15,098 | $681K | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 13,290 | $600K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 12,888 | $581K | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,922 | $493K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 9,657 | $436K | 0.3% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 8,812 | $398K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 7,116 | $321K | 0.2% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 6,979 | $315K | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 6,937 | $313K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 4,982 | $225K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 4,958 | $224K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 4,665 | $210K | 0.1% | 2026-Q1 |
| Luminist Capital LLC | 4,355 | $196K | 0.1% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA | 3,373 | $151K | 0.1% | 2026-Q1 |
| FMR LLC added | 1,300 | $59K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,278 | $58K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 381 | $17K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 250 | $11K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 200 | $9K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 177 | $8K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 10 | $452 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $32 | 0.0% | 2026-Q1 |
| Synergy Asset Management, LLC new | 71,647 | $3M | 2.1% | 2025-Q1 stale |
| PRUDENTIAL PLC trimmed | 14,530 | $673K | 0.4% | 2025-Q2 stale |
| Brookwood Investment Group LLC new | 8,595 | $383K | 0.3% | 2025-Q1 stale |
| Baird Financial Group, Inc. trimmed | 6,505 | $290K | 0.2% | 2025-Q1 stale |
| Castleview Partners, LLC new | 5,355 | $239K | 0.2% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,055 | $233K | 0.2% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,677 | $218K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 3,655 | $169K | 0.1% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB trimmed | 1,591 | $74K | 0.0% | 2025-Q2 stale |
| PNC Financial Services Group, Inc. added | 1,065 | $49K | 0.0% | 2025-Q4 stale |
| NorthRock Partners, LLC trimmed | 1,071 | $48K | 0.0% | 2025-Q1 stale |
| Sunbelt Securities, Inc. | 512 | $23K | 0.0% | 2025-Q2 stale |
| CWM, LLC trimmed | 391 | $18K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 329 | $15K | 0.0% | 2025-Q1 stale |
| Glass Jacobson Investment Advisors llc | 118 | $5K | 0.0% | 2025-Q1 stale |
| Blue Trust, Inc. | 25 | $1K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.