Who owns SIHY
Which tracked institutional funds hold SIHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIHY 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
10 tracked funds added or opened SIHY while 8 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
SIHY’s largest tracked holder by dollar value, BlueStem Wealth Partners, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIHY 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 48 tracked filers holding SIHY, 28 increased or opened the position and 20 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 SIHY 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
- Jefferies Financial Group Inc.$6M
- Colonial River Investments, LLC$2M
Full exits 3
- CROBAN$9M
- Independent Advisor Alliance$668K
- CITADEL ADVISORS LLC$644K
Largest adds
- WT Wealth Management$864K
- OSAIC HOLDINGS, INC.$693K
- Equitable Holdings, Inc.$430K
- TRUIST FINANCIAL CORP$409K
- ROYAL BANK OF CANADA$374K
- JPMORGAN CHASE & CO$350K
Largest trims
- JANE STREET GROUP, LLC$2M
- LPL Financial LLC$1M
- Pictet North America Advisors SA$937K
- BlueStem Wealth Partners, LLC$679K
- Private Advisor Group, LLC$281K
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 |
|---|---|---|---|---|
| BlueStem Wealth Partners, LLC trimmed | 239,481 | $11M | 12.2% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 232,594 | $11M | 11.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 177,010 | $8M | 9.0% | 2026-Q2 |
| WT Wealth Management added | 142,830 | $7M | 7.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 125,500 | $6M | 6.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 98,489 | $4M | 5.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 70,703 | $3M | 3.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 64,773 | $3M | 3.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 57,885 | $3M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 55,951 | $3M | 2.9% | 2026-Q2 |
| Colonial River Investments, LLC new | 49,802 | $2M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,822 | $2M | 2.1% | 2026-Q2 |
| Beta Wealth Group, Inc. trimmed | 41,495 | $2M | 2.1% | 2026-Q2 |
| IFP Advisors, Inc added | 35,990 | $2M | 1.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 33,364 | $2M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 32,789 | $1M | 1.7% | 2026-Q2 |
| BANQUE PICTET & CIE SA | 31,600 | $1M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 28,927 | $1M | 1.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 20,220 | $921K | 1.0% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 18,616 | $848K | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 10,590 | $482K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,862 | $449K | 0.5% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 9,275 | $420K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 8,979 | $409K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,750 | $399K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 8,637 | $394K | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 8,516 | $388K | 0.4% | 2026-Q2 |
| LongView Wealth Management added | 7,597 | $346K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,193 | $328K | 0.4% | 2026-Q2 |
| Independence Asset Advisors, LLC | 6,258 | $284K | 0.3% | 2026-Q2 |
| Worth Financial Advisory Group, LLC trimmed | 5,037 | $229K | 0.3% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 4,925 | $224K | 0.3% | 2026-Q2 |
| BAR HARBOR WEALTH MANAGEMENT | 4,876 | $222K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC | 4,681 | $213K | 0.2% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 4,536 | $207K | 0.2% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 4,466 | $203K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ new | 2,300 | $105K | 0.1% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 1,381 | $63K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,162 | $53K | 0.1% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 897 | $41K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 767 | $35K | 0.0% | 2026-Q2 |
| TFC Financial Management, Inc. added | 336 | $15K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 241 | $11K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 211 | $10K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 206 | $9K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 110 | $5K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 7 | $319 | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC new | 7 | $311 | 0.0% | 2026-Q2 |
| CROBAN added | 200,152 | $9M | 10.0% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 14,910 | $668K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 14,365 | $644K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,595 | $251K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 5,074 | $227K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Strategic Wealth Partners, Ltd. | 969 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 4,986 | $228K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC new | 700 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Root Financial Partners, LLC trimmed | 18 | $822 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 173 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Farther Finance Advisors, LLC | 45 | $2K | 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.