Who owns HIGH
Which tracked institutional funds hold HIGH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HIGH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 HIGH is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 8 trimmed or exited — on balance reducing.
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
HIGH’s largest tracked holder by dollar value, PRINCIPAL SECURITIES, INC., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HIGH 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 2026-Q1 and 2026-Q2, across 37 tracked filers holding HIGH, 14 increased or opened the position and 28 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 HIGH between the 2026-Q1 and 2026-Q2 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.
Full exits 3
- Altiora Financial Group, LLC$5M
- Stegent Equity Advisors, Inc.$745K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$672K
Largest adds
- OLD MISSION CAPITAL LLC$1M
- Legacy Wealth Managment, LLC/ID$433K
Largest trims
- WealthPLAN Partners, LLC$603K
- MATHER GROUP, LLC.$443K
- ENVESTNET ASSET MANAGEMENT INC$421K
- WealthPlan Investment Management, LLC$397K
- Summit Financial, LLC$270K
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 |
|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. trimmed | 570,535 | $12M | 16.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 270,501 | $6M | 7.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 244,573 | $5M | 7.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 114,829 | $2M | 3.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 99,386 | $2M | 2.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 97,555 | $2M | 2.8% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 61,667 | $1M | 1.8% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 42,726 | $924K | 1.2% | 2026-Q2 |
| TME FINANCIAL, INC. trimmed | 40,050 | $866K | 1.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 27,624 | $597K | 0.8% | 2026-Q2 |
| Summit Financial, LLC trimmed | 19,780 | $428K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 16,218 | $351K | 0.5% | 2026-Q2 |
| Mosley Wealth Management added | 15,580 | $337K | 0.5% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 11,888 | $257K | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 11,886 | $257K | 0.3% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 11,850 | $256K | 0.3% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 11,098 | $240K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,142 | $219K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 9,835 | $213K | 0.3% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 9,519 | $206K | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 4,848 | $105K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 3,074 | $66K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 2,430 | $53K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 2,400 | $52K | 0.1% | 2026-Q2 |
| Key Capital Management, INC trimmed | 1,405 | $30K | 0.0% | 2026-Q2 |
| Luminist Capital LLC trimmed | 1,358 | $29K | 0.0% | 2026-Q2 |
| SouthState Bank Corp new | 1,262 | $27K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 660 | $14K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 511 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 425 | $9K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 400 | $9K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 200 | $4K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 133 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $36 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1 | $21 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $20 | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 1 | $12 | 0.0% | 2026-Q2 |
| Altiora Financial Group, LLC added | 229,662 | $5M | 6.6% | 2026-Q1 stale (1 quarter behind) |
| Stegent Equity Advisors, Inc. trimmed | 34,910 | $745K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,512 | $672K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 15,445 | $330K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 10,228 | $218K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC trimmed | 10,082 | $215K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Whipplewood Advisors, LLC | 2,909 | $62K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Parkside Financial Bank & Trust added | 2,796 | $60K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MOTCO new | 287 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. new | 105 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| POM Investment Strategies, LLC trimmed | 152,194 | $3M | 4.6% | 2025-Q4 stale (2 quarters behind) |
| Encompass More Asset Management added | 90,554 | $2M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Beacon Capital Management, LLC trimmed | 82,454 | $2M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 80,330 | $2M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC added | 66,624 | $1M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| FSA Advisors, Inc. trimmed | 62,589 | $1M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Authentikos Wealth Advisory, LLC trimmed | 48,310 | $1M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| IEQ CAPITAL, LLC | 31,925 | $712K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Blackston Financial Advisory Group, LLC trimmed | 30,170 | $673K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Networth Advisors, LLC new | 21,420 | $478K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Pekin Hardy Strauss, Inc. trimmed | 9,625 | $215K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Decker Retirement Planning Inc. trimmed | 8,566 | $191K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Sound Income Strategies, LLC added | 1,125 | $25K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 18 | $396 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 98,197 | $2M | 3.1% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 75,937 | $2M | 2.4% | 2025-Q3 stale (3 quarters behind) |
| CreativeOne Wealth, LLC trimmed | 23,967 | $553K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| J HAGAN CAPITAL, INC. added | 17,979 | $415K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc trimmed | 13,813 | $319K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| BlackDiamond Wealth Management, LLC added | 8,788 | $203K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC trimmed | 1,037 | $24K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Aptus Capital Advisors, LLC | 70 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC added | 181,762 | $4M | 5.9% | 2025-Q2 stale (4 quarters behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 99,679 | $2M | 3.3% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 39,746 | $963K | 1.3% | 2025-Q2 stale (4 quarters behind) |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 17,798 | $415K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 12,332 | $299K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Cornerstone Wealth Management, LLC new | 8,429 | $204K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 7,290 | $177K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group new | 2,771 | $67K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,926 | $47K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Mid-American Wealth Advisory Group, Inc. trimmed | 1,191 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ulland Investment Advisors, LLC new | 636 | $15K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Parallel Advisors, LLC new | 301 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.