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-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
9 tracked funds added or opened QHY while 6 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
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 2026-Q1 and 2026-Q2, across 71 tracked filers holding QHY, 36 increased or opened the position and 36 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 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 1
- MERCER GLOBAL ADVISORS INC /ADV$540K
Full exits 2
- CWM, LLC$77M
- Melone Private Wealth, LLC$733K
Largest adds
- BANK OF AMERICA CORP /DE/$2M
- JANE STREET GROUP, LLC$1M
- WealthPlan Investment Management, LLC$921K
- LPL Financial LLC$613K
- MORGAN STANLEY$539K
- JPMORGAN CHASE & CO$514K
Largest trims
- Private Advisor Group, LLC$2M
- Kestra Advisory Services, LLC$977K
- Mariner, LLC$637K
- Atria Investments, Inc$600K
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/ added | 1,192,991 | $55M | 25.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 248,058 | $11M | 5.3% | 2026-Q2 |
| Cetera Investment Advisers added | 203,626 | $9M | 4.4% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 149,153 | $7M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 129,939 | $6M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 99,749 | $5M | 2.1% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 59,327 | $3M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 54,686 | $3M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 40,553 | $2M | 0.9% | 2026-Q2 |
| Smartleaf Asset Management LLC | 40,485 | $2M | 0.9% | 2026-Q2 |
| Atria Investments, Inc trimmed | 40,121 | $2M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 37,278 | $2M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 37,148 | $2M | 0.8% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 36,377 | $2M | 0.8% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 33,769 | $2M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 31,192 | $1M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,961 | $1M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 26,706 | $1M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,339 | $1M | 0.5% | 2026-Q2 |
| Oxinas Partners, LLC added | 22,394 | $1M | 0.5% | 2026-Q2 |
| Vericrest Private Wealth added | 22,141 | $1M | 0.5% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 21,559 | $988K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,842 | $955K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 17,446 | $799K | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 16,732 | $766K | 0.4% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 16,508 | $756K | 0.4% | 2026-Q2 |
| NewSquare Capital LLC added | 16,502 | $756K | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 12,278 | $562K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,782 | $540K | 0.3% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 11,722 | $537K | 0.3% | 2026-Q2 |
| Vines Capital Management, LLC trimmed | 11,510 | $527K | 0.2% | 2026-Q2 |
| WealthPoint Financial, LLC added | 11,231 | $514K | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 9,992 | $459K | 0.2% | 2026-Q2 |
| Team Financial Group, LLC trimmed | 9,402 | $431K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 8,523 | $390K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,220 | $377K | 0.2% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 7,818 | $358K | 0.2% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 7,768 | $356K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 7,680 | $352K | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 6,240 | $286K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 6,178 | $283K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 5,927 | $272K | 0.1% | 2026-Q2 |
| W.H. Cornerstone Investments Inc. new | 5,861 | $268K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 5,172 | $237K | 0.1% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 4,956 | $227K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 4,916 | $225K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,541 | $208K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,379 | $201K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,163 | $145K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,062 | $140K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,826 | $129K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 1,935 | $89K | 0.0% | 2026-Q2 |
| SHP Wealth Management trimmed | 1,785 | $82K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 1,564 | $72K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 1,533 | $70K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 1,339 | $61K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,192 | $55K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 915 | $42K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 705 | $32K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 460 | $21K | 0.0% | 2026-Q2 |
| Caldwell Trust Co | 269 | $12K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 213 | $10K | 0.0% | 2026-Q2 |
| MCDONALD PARTNERS LLC new | 181 | $8K | 0.0% | 2026-Q2 |
| FMR LLC added | 92 | $4K | 0.0% | 2026-Q2 |
| Key Financial Inc | 84 | $4K | 0.0% | 2026-Q2 |
| Planning Strategies Inc. new | 21 | $962 | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 20 | $916 | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 17 | $779 | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 8 | $366 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 3 | $137 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $66 | 0.0% | 2026-Q2 |
| CWM, LLC added | 1,690,271 | $77M | 35.9% | 2026-Q1 stale (1 quarter behind) |
| Melone Private Wealth, LLC trimmed | 16,105 | $733K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 6,251 | $285K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 2,325 | $106K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 1,566 | $71K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC | 624 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd added | 309 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Reyes Financial Architecture, Inc. | 180 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| EJMK Ventures LLC new | 7,796 | $362K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 5,917 | $275K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Leo Wealth, LLC trimmed | 5,577 | $259K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Betterment LLC added | 5,002 | $232K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 4,410 | $205K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 4,395 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kilter Group LLC | 358 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 213 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. added | 128 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Defined Financial Planning LLC added | 35,259 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Lion Street Advisors, LLC added | 9,964 | $521K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| NewEdge Advisors, LLC trimmed | 7,328 | $341K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ORG Partners LLC added | 1,761 | $82K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc new | 51 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 6,959 | $321K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| My Legacy Advisors, LLC trimmed | 5,956 | $274K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 4,377 | $202K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| EP Wealth Advisors, LLC new | 2,255 | $104K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC trimmed | 753 | $35K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| TOTAL INVESTMENT MANAGEMENT INC new | 104 | $5K | 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.