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-Q2 13F filings (latest filed 2026-08-19). 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
59 tracked funds added or opened HIMU while 34 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, JONES FINANCIAL COMPANIES LLLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 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 2026-Q1 and 2026-Q2, across 224 tracked filers holding HIMU, 133 increased or opened the position and 112 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 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.
New buyers 14
- Focused Wealth Management, Inc$15M
- Diversify Advisory Services, LLC$3M
- CREATIVE FINANCIAL DESIGNS INC /ADV$3M
- Capital Advisors Wealth Management, LLC$1M
- IFG Advisory, LLC$1M
- Keystone Global Partners, LLC$1M
Full exits 15
- NATIXIS ADVISORS, LLC$18M
- Integrated Wealth Concepts LLC$13M
- CWM, LLC$7M
- Janney Montgomery Scott LLC$6M
- OLD MISSION CAPITAL LLC$4M
- PARK AVENUE SECURITIES LLC$4M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$69M
- JPMORGAN CHASE & CO$17M
- Joel Isaacson & Co., LLC$15M
- LPL Financial LLC$15M
- BANK OF AMERICA CORP /DE/$14M
- ENVESTNET ASSET MANAGEMENT INC$12M
Largest trims
- BlackRock, Inc.$11M
- Vestmark Advisory Solutions, Inc.$5M
- JANE STREET GROUP, LLC$5M
- Arax Advisory Partners$4M
- Cardinal Strategic Wealth Guidance$3M
- Shepherd Financial Partners LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 3,191,614 | $159M | 13.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,464,112 | $123M | 10.3% | 2026-Q2 |
| LPL Financial LLC added | 1,914,821 | $95M | 8.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,773,682 | $88M | 7.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,446,412 | $72M | 6.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,336,041 | $67M | 5.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,050,409 | $52M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 796,239 | $40M | 3.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 677,219 | $34M | 2.8% | 2026-Q2 |
| Tolleson Wealth Management, Inc. added | 625,952 | $31M | 2.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 572,958 | $29M | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 492,770 | $25M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 451,477 | $22M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 445,415 | $22M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 400,595 | $20M | 1.7% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 395,093 | $20M | 1.6% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 337,157 | $17M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 313,825 | $16M | 1.3% | 2026-Q2 |
| Focused Wealth Management, Inc new | 293,487 | $15M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 231,943 | $12M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 214,452 | $11M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 200,169 | $10M | 0.8% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 197,141 | $10M | 0.8% | 2026-Q2 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV added | 195,693 | $10M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 176,846 | $9M | 0.7% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 172,500 | $9M | 0.7% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 167,169 | $8M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC added | 165,710 | $8M | 0.7% | 2026-Q2 |
| J.Safra Asset Management Corp trimmed | 156,043 | $8M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 148,482 | $7M | 0.6% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 146,866 | $7M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 146,353 | $7M | 0.6% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 132,800 | $7M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 127,070 | $6M | 0.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 104,980 | $5M | 0.4% | 2026-Q2 |
| Axiom Financial Strategies, LLC trimmed | 98,593 | $5M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 96,282 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 95,842 | $5M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 90,637 | $5M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 89,414 | $4M | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 82,829 | $4M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 80,137 | $4M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 71,149 | $4M | 0.3% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 66,744 | $3M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 61,565 | $3M | 0.3% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 59,734 | $3M | 0.2% | 2026-Q2 |
| Fairman Group, LLC trimmed | 57,115 | $3M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 55,483 | $3M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 51,896 | $3M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 51,896 | $3M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 50,800 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 44,705 | $2M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 42,034 | $2M | 0.2% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 40,869 | $2M | 0.2% | 2026-Q2 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 40,842 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,077 | $2M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 38,884 | $2M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 37,819 | $2M | 0.2% | 2026-Q2 |
| GGM Financial LLC added | 35,362 | $2M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 35,296 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 34,160 | $2M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 33,994 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 33,113 | $2M | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 32,938 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 32,521 | $2M | 0.1% | 2026-Q2 |
| PACES FERRY WEALTH ADVISORS, LLC | 31,998 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 31,355 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners trimmed | 29,880 | $1M | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 28,868 | $1M | 0.1% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC new | 25,625 | $1M | 0.1% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 23,917 | $1M | 0.1% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC added | 23,586 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 23,037 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 22,547 | $1M | 0.1% | 2026-Q2 |
| DeLarme Wealth Management, Inc. added | 22,144 | $1M | 0.1% | 2026-Q2 |
| Sunbeam Capital Management, LLC added | 22,050 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 21,574 | $1M | 0.1% | 2026-Q2 |
| Keystone Global Partners, LLC new | 21,143 | $1M | 0.1% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 21,014 | $1M | 0.1% | 2026-Q2 |
| COFG Advisors, LLC added | 20,653 | $1M | 0.1% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 20,269 | $1M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 19,710 | $982K | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 19,341 | $963K | 0.1% | 2026-Q2 |
| Vision Retirement, LLC added | 18,688 | $931K | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 18,399 | $916K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC | 18,340 | $913K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,274 | $910K | 0.1% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 16,566 | $825K | 0.1% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 16,504 | $822K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 16,378 | $816K | 0.1% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC new | 16,253 | $809K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 16,244 | $809K | 0.1% | 2026-Q2 |
| ARWA LLC added | 16,027 | $789K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 15,902 | $792K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 15,313 | $763K | 0.1% | 2026-Q2 |
| Interchange Capital Partners, LLC new | 15,235 | $759K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,132 | $747K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 14,298 | $712K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 14,045 | $699K | 0.1% | 2026-Q2 |
| EQ LLC trimmed | 12,424 | $619K | 0.1% | 2026-Q2 |
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.