Who owns QHY
Which tracked institutional funds hold QHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QHY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
The tracked-fund tape on QHY is one-sided between 2025-Q4 and 2026-Q1: 12 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
QHY’s largest tracked holder by dollar value, CWM, LLC, 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 QHY 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 71 tracked filers holding QHY, 41 increased or opened the position and 33 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 QHY 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 3
- AMERICAN FINANCIAL & TAX STRATEGIES INC$7M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1M
- JANE STREET GROUP, LLC$740K
Largest adds
- BANK OF AMERICA CORP /DE/$20M
- WealthPlan Investment Management, LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Kestra Advisory Services, LLC$1M
- CWM, LLC$474K
- Private Advisor Group, LLC$402K
Largest trims
- Collaborative Wealth Managment Inc.$2M
- Insight Advisors, LLC/ PA$2M
- Goldstone Financial Group, LLC$1M
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 |
|---|---|---|---|---|
| CWM, LLC added | 1,690,271 | $77M | 34.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,165,892 | $53M | 24.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 229,310 | $10M | 4.7% | 2026-Q1 |
| Cetera Investment Advisers added | 203,070 | $9M | 4.2% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC added | 149,652 | $7M | 3.1% | 2026-Q1 |
| LPL Financial LLC added | 117,246 | $5M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 88,503 | $4M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 75,456 | $3M | 1.6% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 59,939 | $3M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 55,293 | $3M | 1.1% | 2026-Q1 |
| Atria Investments, Inc added | 53,545 | $2M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 42,428 | $2M | 0.9% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 40,485 | $2M | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 37,278 | $2M | 0.8% | 2026-Q1 |
| Millington Financial Advisors, LLC added | 33,078 | $2M | 0.7% | 2026-Q1 |
| Barnes Wealth Management Group, Inc added | 33,382 | $2M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 30,815 | $1M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,656 | $1M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 26,706 | $1M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 26,414 | $1M | 0.5% | 2026-Q1 |
| Oxinas Partners, LLC added | 21,439 | $976K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 19,829 | $903K | 0.4% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 19,319 | $880K | 0.4% | 2026-Q1 |
| Vericrest Private Wealth added | 18,456 | $840K | 0.4% | 2026-Q1 |
| NewSquare Capital LLC added | 16,297 | $742K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 16,256 | $740K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 16,107 | $734K | 0.3% | 2026-Q1 |
| Melone Private Wealth, LLC trimmed | 16,105 | $733K | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 13,583 | $619K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 12,071 | $550K | 0.2% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 11,867 | $540K | 0.2% | 2026-Q1 |
| Vines Capital Management, LLC trimmed | 11,517 | $524K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 10,754 | $494K | 0.2% | 2026-Q1 |
| WealthPoint Financial, LLC | 9,809 | $456K | 0.2% | 2026-Q1 |
| Team Financial Group, LLC added | 9,930 | $452K | 0.2% | 2026-Q1 |
| Collaborative Wealth Managment Inc. trimmed | 8,995 | $410K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,250 | $376K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,990 | $364K | 0.2% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 7,902 | $360K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 7,678 | $350K | 0.2% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 7,582 | $345K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 7,530 | $343K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 7,141 | $325K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 6,251 | $285K | 0.1% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 5,753 | $262K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 5,439 | $248K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,550 | $207K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 3,169 | $144K | 0.1% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 2,694 | $123K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 2,614 | $119K | 0.1% | 2026-Q1 |
| SHP Wealth Management trimmed | 2,371 | $108K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,325 | $106K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,846 | $84K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 1,678 | $76K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,566 | $71K | 0.0% | 2026-Q1 |
| Frazier Financial Advisors, LLC | 1,533 | $70K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,466 | $67K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 538 | $41K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 703 | $32K | 0.0% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC | 624 | $28K | 0.0% | 2026-Q1 |
| UBS Group AG added | 480 | $22K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 454 | $21K | 0.0% | 2026-Q1 |
| Covestor Ltd added | 309 | $14K | 0.0% | 2026-Q1 |
| Caldwell Trust Co | 269 | $12K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 213 | $10K | 0.0% | 2026-Q1 |
| Reyes Financial Architecture, Inc. | 180 | $8K | 0.0% | 2026-Q1 |
| FMR LLC added | 88 | $4K | 0.0% | 2026-Q1 |
| Key Financial Inc | 84 | $4K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 73 | $3K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53 | $2K | 0.0% | 2026-Q1 |
| NBT BANK N A /NY trimmed | 17 | $774 | 0.0% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC trimmed | 179,521 | $8M | 3.7% | 2025-Q1 stale |
| Defined Financial Planning LLC added | 35,259 | $2M | 0.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,407 | $695K | 0.3% | 2025-Q1 stale |
| Lion Street Advisors, LLC added | 9,964 | $521K | 0.2% | 2025-Q3 stale |
| EJMK Ventures LLC new | 7,796 | $362K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 7,328 | $341K | 0.2% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,959 | $321K | 0.1% | 2025-Q2 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 6,298 | $284K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 5,917 | $275K | 0.1% | 2025-Q4 stale |
| My Legacy Advisors, LLC trimmed | 5,956 | $274K | 0.1% | 2025-Q2 stale |
| Leo Wealth, LLC trimmed | 5,577 | $259K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,323 | $247K | 0.1% | 2025-Q4 stale |
| Betterment LLC added | 5,002 | $232K | 0.1% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 4,410 | $205K | 0.1% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC added | 4,395 | $204K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 4,377 | $202K | 0.1% | 2025-Q2 stale |
| EP Wealth Advisors, LLC new | 2,255 | $104K | 0.0% | 2025-Q2 stale |
| ORG Partners LLC added | 1,761 | $82K | 0.0% | 2025-Q3 stale |
| Transce3nd, LLC trimmed | 753 | $35K | 0.0% | 2025-Q2 stale |
| Wayfinding Financial, LLC new | 518 | $23K | 0.0% | 2025-Q1 stale |
| PSI Advisors, LLC new | 410 | $18K | 0.0% | 2025-Q1 stale |
| Kilter Group LLC | 358 | $17K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 213 | $10K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. added | 128 | $6K | 0.0% | 2025-Q4 stale |
| TOTAL INVESTMENT MANAGEMENT INC new | 104 | $5K | 0.0% | 2025-Q2 stale |
| Guerra Advisors Inc new | 51 | $2K | 0.0% | 2025-Q3 stale |
| NorthRock Partners, LLC new | 43 | $2K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 20 | $929 | 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.