Who owns HIMU
Which tracked institutional funds hold HIMU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HIMU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
34 tracked funds added or opened HIMU while 97 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
HIMU’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes HIMU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HIMU 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 231 tracked filers holding HIMU, 108 increased or opened the position and 178 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 HIMU 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 9
- Willis Johnson & Associates, Inc.$8M
- Prime Capital Investment Advisors, LLC$8M
- Axiom Financial Strategies, LLC$5M
- Joel Isaacson & Co., LLC$2M
- OPPENHEIMER & CO INC$880K
- Independent Advisor Alliance$684K
Full exits 32
- Tolleson Wealth Management, Inc.$29M
- Kestra Investment Management, LLC$13M
- Buttonwood Financial Group, LLC$4M
- One Wealth Advisors, LLC$3M
- West Wealth Group, LLC$3M
- Tyche Wealth Partners LLC$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$24M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- Arax Advisory Partners$6M
- Vestmark Advisory Solutions, Inc.$5M
- OLD MISSION CAPITAL LLC$4M
- AMERIPRISE FINANCIAL INC$3M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$186M
- LPL Financial LLC$90M
- BlackRock, Inc.$62M
- JPMORGAN CHASE & CO$44M
- MML INVESTORS SERVICES, LLC$27M
- PARK AVENUE SECURITIES LLC$16M
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 | 2,257,257 | $108M | 9.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,064,157 | $99M | 9.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,883,945 | $90M | 8.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,679,908 | $81M | 7.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,289,021 | $62M | 5.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,138,461 | $55M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 780,099 | $37M | 3.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 737,273 | $35M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 588,155 | $29M | 2.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 526,462 | $25M | 2.3% | 2026-Q1 |
| UBS Group AG added | 512,163 | $25M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 440,734 | $21M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 419,763 | $20M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 417,944 | $20M | 1.8% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 398,703 | $19M | 1.8% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 365,235 | $18M | 1.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 264,193 | $13M | 1.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 236,162 | $11M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 205,331 | $10M | 0.9% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 194,202 | $9M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 193,562 | $9M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 187,813 | $9M | 0.8% | 2026-Q1 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV added | 176,755 | $8M | 0.8% | 2026-Q1 |
| Willis Johnson & Associates, Inc. new | 165,764 | $8M | 0.7% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 163,332 | $8M | 0.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 159,574 | $8M | 0.7% | 2026-Q1 |
| J.Safra Asset Management Corp trimmed | 156,605 | $8M | 0.7% | 2026-Q1 |
| CWM, LLC added | 154,763 | $7M | 0.7% | 2026-Q1 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 148,214 | $7M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 128,862 | $6M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 124,962 | $6M | 0.5% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 122,857 | $6M | 0.5% | 2026-Q1 |
| Arax Advisory Partners added | 122,704 | $6M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 122,170 | $6M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 121,906 | $6M | 0.5% | 2026-Q1 |
| Axiom Financial Strategies, LLC new | 113,680 | $5M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 112,680 | $5M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 110,573 | $5M | 0.5% | 2026-Q1 |
| Summit Financial, LLC added | 107,529 | $5M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 107,308 | $5M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 95,065 | $5M | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 92,065 | $4M | 0.4% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 90,152 | $4M | 0.4% | 2026-Q1 |
| HUB Investment Partners, LLC | 88,895 | $4M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 84,773 | $4M | 0.4% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance added | 75,239 | $4M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 73,441 | $4M | 0.3% | 2026-Q1 |
| Shepherd Financial Partners LLC trimmed | 68,778 | $3M | 0.3% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 65,150 | $3M | 0.3% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 64,575 | $3M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 58,460 | $3M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 58,323 | $3M | 0.3% | 2026-Q1 |
| Fairman Group, LLC trimmed | 58,128 | $3M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 49,979 | $2M | 0.2% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC added | 45,717 | $2M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 44,710 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 44,487 | $2M | 0.2% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 42,989 | $2M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 42,272 | $2M | 0.2% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 41,731 | $2M | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC new | 41,564 | $2M | 0.2% | 2026-Q1 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 40,651 | $2M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 39,632 | $2M | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 39,749 | $2M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 38,106 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 38,146 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 36,165 | $2M | 0.2% | 2026-Q1 |
| PACES FERRY WEALTH ADVISORS, LLC | 31,998 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 30,694 | $1M | 0.1% | 2026-Q1 |
| CHOREO, LLC trimmed | 30,539 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 29,704 | $1M | 0.1% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 27,181 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 25,600 | $1M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 23,858 | $1M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 23,702 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 22,960 | $1M | 0.1% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP trimmed | 21,645 | $1M | 0.1% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 21,191 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 21,341 | $1M | 0.1% | 2026-Q1 |
| Tolleson Wealth Management, Inc. added | 594,674 | $29M | 2.7% | 2025-Q4 stale |
| Kestra Investment Management, LLC new | 271,457 | $13M | 1.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 84,525 | $4M | 0.4% | 2025-Q2 stale |
| Buttonwood Financial Group, LLC trimmed | 76,833 | $4M | 0.3% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 77,106 | $4M | 0.3% | 2025-Q1 stale |
| One Wealth Advisors, LLC trimmed | 64,058 | $3M | 0.3% | 2025-Q4 stale |
| West Wealth Group, LLC added | 57,191 | $3M | 0.3% | 2025-Q4 stale |
| Tyche Wealth Partners LLC added | 48,437 | $2M | 0.2% | 2025-Q4 stale |
| Kelly Financial Services LLC added | 46,599 | $2M | 0.2% | 2025-Q4 stale |
| First Horizon Advisors, Inc. trimmed | 43,208 | $2M | 0.2% | 2025-Q2 stale |
| SENTINEL TRUST CO LBA new | 35,911 | $2M | 0.2% | 2025-Q1 stale |
| Integrated Advisors Network LLC added | 34,916 | $2M | 0.2% | 2025-Q3 stale |
| WATERSHED PRIVATE WEALTH LLC added | 35,110 | $2M | 0.2% | 2025-Q4 stale |
| Atria Investments, Inc added | 33,416 | $2M | 0.1% | 2025-Q4 stale |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 26,039 | $1M | 0.1% | 2025-Q4 stale |
| High Falls Advisors, Inc trimmed | 25,728 | $1M | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP trimmed | 22,978 | $1M | 0.1% | 2025-Q4 stale |
| MGO ONE SEVEN LLC added | 22,870 | $1M | 0.1% | 2025-Q4 stale |
| Atlatl Advisers LLC added | 21,579 | $1M | 0.1% | 2025-Q4 stale |
| LiftPoint Family Wealth Advisors LLC new | 21,310 | $1M | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC added | 21,111 | $1M | 0.1% | 2025-Q4 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.