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-Q1 13F filings (latest filed 2026-05-15). 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
8 tracked funds added or opened SIHY while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp 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 2025-Q4 and 2026-Q1, across 43 tracked filers holding SIHY, 25 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 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
- Integrated Wealth Concepts LLC$2M
- Independent Advisor Alliance$668K
- CITADEL ADVISORS LLC$644K
Largest adds
- BlueStem Wealth Partners, LLC$4M
- LPL Financial LLC$2M
- JANE STREET GROUP, LLC$1M
- TRUIST FINANCIAL CORP$741K
- ROYAL BANK OF CANADA$425K
Largest trims
- Pictet North America Advisors SA$27M
- Archford Capital Strategies, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- JPMORGAN CHASE & CO$648K
- WT Wealth Management$472K
- BANQUE PICTET & CIE SA$270K
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 added | 258,668 | $12M | 12.6% | 2026-Q1 |
| Pictet North America Advisors SA trimmed | 257,422 | $12M | 12.6% | 2026-Q1 |
| LPL Financial LLC added | 204,521 | $9M | 10.0% | 2026-Q1 |
| CROBAN added | 200,152 | $9M | 9.8% | 2026-Q1 |
| WT Wealth Management trimmed | 125,948 | $6M | 6.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 91,803 | $4M | 4.5% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 70,153 | $3M | 3.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 56,369 | $3M | 2.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 53,024 | $2M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 50,394 | $2M | 2.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 49,748 | $2M | 2.4% | 2026-Q1 |
| Beta Wealth Group, Inc. added | 44,184 | $2M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 42,840 | $2M | 2.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 40,192 | $2M | 2.0% | 2026-Q1 |
| IFP Advisors, Inc | 35,989 | $2M | 1.8% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 31,600 | $1M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 29,429 | $1M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 24,208 | $1M | 1.2% | 2026-Q1 |
| Independent Advisor Alliance new | 14,910 | $668K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,365 | $644K | 0.7% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 12,450 | $558K | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 12,239 | $548K | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. new | 10,753 | $491K | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 10,590 | $474K | 0.5% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 9,931 | $445K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,559 | $428K | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 7,889 | $353K | 0.4% | 2026-Q1 |
| LongView Wealth Management added | 7,524 | $342K | 0.4% | 2026-Q1 |
| Independence Asset Advisors, LLC added | 6,258 | $279K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,595 | $251K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 5,074 | $227K | 0.2% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 5,000 | $224K | 0.2% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT | 4,876 | $218K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC | 4,681 | $210K | 0.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC new | 4,468 | $200K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,006 | $90K | 0.1% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 1,361 | $61K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,162 | $52K | 0.1% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 969 | $43K | 0.0% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. added | 823 | $37K | 0.0% | 2026-Q1 |
| UBS Group AG added | 461 | $21K | 0.0% | 2026-Q1 |
| TFC Financial Management, Inc. added | 331 | $15K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 140 | $6K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 124,214 | $6M | 6.1% | 2025-Q1 stale |
| Tidal Investments LLC new | 55,998 | $3M | 2.7% | 2025-Q1 stale |
| Jefferies Financial Group Inc. new | 28,508 | $1M | 1.4% | 2025-Q1 stale |
| Worth Financial Advisory Group, LLC new | 6,377 | $291K | 0.3% | 2025-Q4 stale |
| HighTower Advisors, LLC new | 4,986 | $228K | 0.2% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC added | 4,561 | $208K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 700 | $32K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 235 | $11K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 173 | $8K | 0.0% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. trimmed | 87 | $4K | 0.0% | 2025-Q1 stale |
| Golden State Wealth Management, LLC trimmed | 62 | $3K | 0.0% | 2025-Q1 stale |
| Farther Finance Advisors, LLC | 45 | $2K | 0.0% | 2025-Q2 stale |
| Root Financial Partners, LLC trimmed | 18 | $822 | 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.