Who owns HIGH (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-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 HIGH is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 20 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 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 42 tracked filers holding HIGH, 15 increased or opened the position and 37 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 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 1
- MATHER GROUP, LLC.$700K
Full exits 9
- POM Investment Strategies, LLC$3M
- Encompass More Asset Management$2M
- Beacon Capital Management, LLC$2M
- HOWARD BAILEY SECURITIES, LLC$2M
- B.O.S.S. Retirement Advisors, LLC$1M
- FSA Advisors, Inc.$1M
Largest adds
- Altiora Financial Group, LLC$3M
- OLD MISSION CAPITAL LLC$581K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$412K
Largest trims
- AE Wealth Management LLC$11M
- Elevated Capital Advisors, LLC$9M
- WealthPlan Investment Management, LLC$5M
- Key Capital Management, INC$2M
- Stegent Equity Advisors, Inc.$1M
- PRINCIPAL SECURITIES, INC.$833K
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 | 588,013 | $13M | 16.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 285,784 | $6M | 7.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 267,617 | $6M | 7.3% | 2026-Q1 |
| Altiora Financial Group, LLC added | 229,662 | $5M | 6.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 119,424 | $3M | 3.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 119,357 | $3M | 3.3% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 71,568 | $2M | 2.0% | 2026-Q1 |
| TME FINANCIAL, INC. trimmed | 44,245 | $944K | 1.2% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 42,233 | $901K | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 41,106 | $877K | 1.1% | 2026-Q1 |
| Stegent Equity Advisors, Inc. trimmed | 34,910 | $745K | 1.0% | 2026-Q1 |
| MATHER GROUP, LLC. added | 32,786 | $700K | 0.9% | 2026-Q1 |
| Summit Financial, LLC trimmed | 32,714 | $698K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,512 | $672K | 0.9% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 27,887 | $595K | 0.8% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 16,746 | $357K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,445 | $330K | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 13,415 | $286K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 13,040 | $278K | 0.4% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 11,850 | $253K | 0.3% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 11,724 | $250K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 11,502 | $245K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 10,228 | $218K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 10,082 | $215K | 0.3% | 2026-Q1 |
| Mosley Wealth Management new | 8,030 | $185K | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 3,781 | $81K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,615 | $77K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 3,301 | $70K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC | 2,909 | $62K | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 2,796 | $60K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 2,397 | $51K | 0.1% | 2026-Q1 |
| Luminist Capital LLC added | 1,548 | $33K | 0.0% | 2026-Q1 |
| Key Capital Management, INC trimmed | 1,481 | $32K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,278 | $27K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 874 | $19K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 333 | $7K | 0.0% | 2026-Q1 |
| MOTCO new | 287 | $6K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 133 | $3K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 105 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $31 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $23 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1 | $20 | 0.0% | 2026-Q1 |
| Legacy Investment Solutions, LLC added | 181,762 | $4M | 5.6% | 2025-Q2 stale |
| POM Investment Strategies, LLC trimmed | 152,194 | $3M | 4.3% | 2025-Q4 stale |
| Private Advisor Group, LLC trimmed | 107,195 | $2M | 3.0% | 2025-Q1 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 98,197 | $2M | 2.9% | 2025-Q3 stale |
| Encompass More Asset Management added | 90,554 | $2M | 2.6% | 2025-Q4 stale |
| Beacon Capital Management, LLC trimmed | 82,454 | $2M | 2.3% | 2025-Q4 stale |
| HOWARD BAILEY SECURITIES, LLC trimmed | 80,330 | $2M | 2.3% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 75,937 | $2M | 2.2% | 2025-Q3 stale |
| B.O.S.S. Retirement Advisors, LLC added | 66,624 | $1M | 1.9% | 2025-Q4 stale |
| FSA Advisors, Inc. trimmed | 62,589 | $1M | 1.8% | 2025-Q4 stale |
| Authentikos Wealth Advisory, LLC trimmed | 48,310 | $1M | 1.4% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 39,746 | $963K | 1.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 39,588 | $914K | 1.2% | 2025-Q3 stale |
| IEQ CAPITAL, LLC | 31,925 | $712K | 0.9% | 2025-Q4 stale |
| Blackston Financial Advisory Group, LLC trimmed | 30,170 | $673K | 0.9% | 2025-Q4 stale |
| SEAVIEW INVESTMENT MANAGERS LLC trimmed | 30,656 | $673K | 0.9% | 2025-Q1 stale |
| CreativeOne Wealth, LLC trimmed | 23,967 | $553K | 0.7% | 2025-Q3 stale |
| Networth Advisors, LLC new | 21,420 | $478K | 0.6% | 2025-Q4 stale |
| IHT Wealth Management, LLC trimmed | 21,012 | $461K | 0.6% | 2025-Q1 stale |
| J HAGAN CAPITAL, INC. added | 17,979 | $415K | 0.5% | 2025-Q3 stale |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 17,798 | $415K | 0.5% | 2025-Q2 stale |
| Brookwood Investment Group LLC new | 15,704 | $345K | 0.4% | 2025-Q1 stale |
| Guerra Advisors Inc trimmed | 13,813 | $319K | 0.4% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 12,332 | $299K | 0.4% | 2025-Q2 stale |
| Inspire Advisors, LLC added | 13,588 | $298K | 0.4% | 2025-Q1 stale |
| Financial Sense Advisors, Inc. | 10,750 | $236K | 0.3% | 2025-Q1 stale |
| Lloyd Advisory Services, LLC. new | 10,460 | $233K | 0.3% | 2025-Q4 stale |
| Pekin Hardy Strauss, Inc. trimmed | 9,625 | $215K | 0.3% | 2025-Q4 stale |
| Cornerstone Wealth Management, LLC new | 8,429 | $204K | 0.3% | 2025-Q2 stale |
| BlackDiamond Wealth Management, LLC added | 8,788 | $203K | 0.3% | 2025-Q3 stale |
| Decker Retirement Planning Inc. trimmed | 8,566 | $191K | 0.2% | 2025-Q4 stale |
| Transce3nd, LLC added | 7,290 | $177K | 0.2% | 2025-Q2 stale |
| JPMORGAN CHASE & CO added | 6,532 | $143K | 0.2% | 2025-Q1 stale |
| Brooklyn Investment Group new | 2,771 | $67K | 0.1% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,926 | $47K | 0.1% | 2025-Q2 stale |
| Mid-American Wealth Advisory Group, Inc. trimmed | 1,191 | $29K | 0.0% | 2025-Q2 stale |
| Sound Income Strategies, LLC added | 1,125 | $25K | 0.0% | 2025-Q4 stale |
| Advisory Services Network, LLC trimmed | 1,037 | $24K | 0.0% | 2025-Q3 stale |
| Ulland Investment Advisors, LLC new | 636 | $15K | 0.0% | 2025-Q2 stale |
| Parallel Advisors, LLC new | 301 | $7K | 0.0% | 2025-Q2 stale |
| Kiker Wealth Management, LLC new | 228 | $5K | 0.0% | 2025-Q1 stale |
| Aptus Capital Advisors, LLC | 70 | $2K | 0.0% | 2025-Q3 stale |
| Signature Equity Partners, LLC new | 18 | $396 | 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.