Who owns HTUS
Which tracked institutional funds hold HTUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 HTUS is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 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
HTUS’s largest tracked holder by dollar value, LPL Financial LLC, 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 gap the other way — the median holder sizes HTUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HTUS 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 27 tracked filers holding HTUS, 14 increased or opened the position and 11 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 HTUS 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 2
- Brookwood Investment Group LLC$6M
- Optivise Advisory Services LLC$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$1M
- GTS SECURITIES LLC$591K
Largest adds
- LPL Financial LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$578K
- TITLEIST ASSET MANAGEMENT, LLC$502K
- Equitable Holdings, Inc.$448K
- Comprehensive Wealth Management, LLC$446K
- TRUIST FINANCIAL CORP$270K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 317,120 | $14M | 24.3% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 150,048 | $7M | 11.5% | 2026-Q2 |
| Brookwood Investment Group LLC new | 126,339 | $6M | 9.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 108,068 | $5M | 8.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 62,478 | $3M | 4.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,583 | $2M | 3.7% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 43,712 | $2M | 3.4% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC | 40,087 | $2M | 3.1% | 2026-Q2 |
| Optivise Advisory Services LLC new | 30,160 | $1M | 2.3% | 2026-Q2 |
| PFG Investments, LLC added | 26,906 | $1M | 2.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 20,362 | $893K | 1.6% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 19,991 | $877K | 1.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 18,349 | $805K | 1.4% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 17,218 | $755K | 1.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 14,038 | $616K | 1.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 9,272 | $407K | 0.7% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 9,042 | $396K | 0.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 8,937 | $392K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 7,644 | $335K | 0.6% | 2026-Q2 |
| Caprock Group, LLC | 7,500 | $329K | 0.6% | 2026-Q2 |
| Centric Wealth Management | 7,168 | $302K | 0.5% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 6,640 | $291K | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,174 | $95K | 0.2% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 115 | $5K | 0.0% | 2026-Q2 |
| NVWM, LLC | 100 | $4K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 65 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 38 | $2K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,088 | $1M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 15,487 | $591K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 7,029 | $268K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Clayton Financial Group LLC | 100 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 36,684 | $1M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC added | 29,344 | $1M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| IHT Wealth Management, LLC added | 6,749 | $268K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,423 | $56K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 931 | $37K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 865 | $34K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Golden State Wealth Management, LLC | 259 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management | 163 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 125 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA | 55 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cetera Investment Advisers added | 25,788 | $1M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| New Century Financial Group, LLC trimmed | 18,099 | $772K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Belpointe Asset Management LLC trimmed | 11,664 | $498K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 23,275 | $929K | 1.6% | 2025-Q2 stale (4 quarters behind) |
| ARK & TLK INVESTMENTS, LLC added | 5,033 | $201K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG new | 252 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| MORGAN STANLEY trimmed | 227 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC trimmed | 123 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Advisors, LLC new | 100 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 81 | $3K | 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.