Who owns USHY
Which tracked institutional funds hold USHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USHY 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
181 tracked funds added or opened USHY while 106 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
USHY’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USHY 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 639 tracked filers holding USHY, 376 increased or opened the position and 263 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 USHY 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 36
- JANE STREET GROUP, LLC$223M
- TOEWS CORP /ADV$191M
- NEOS Investment Management LLC$71M
- AXXCESS WEALTH MANAGEMENT, LLC$41M
- KING STREET CAPITAL MANAGEMENT, L.P.$37M
- Optiver Holding B.V.$20M
Full exits 43
- Corebridge Financial, Inc.$846M
- Ilmarinen Mutual Pension Insurance Co$519M
- Thrivent Financial for Lutherans$229M
- Polianta Ltd$178M
- CWM, LLC$74M
- South Dakota Investment Council$72M
Largest adds
- BlackRock, Inc.$996M
- WELLS FARGO & COMPANY/MN$951M
- JONES FINANCIAL COMPANIES LLLP$311M
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$291M
- MORGAN STANLEY$141M
- PRUDENTIAL PLC$135M
Largest trims
- BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$345M
- NORTHERN TRUST CORP$65M
- Kensington Asset Management, LLC$64M
- Elo Mutual Pension Insurance Co$60M
- Venturi Wealth Management, LLC$47M
- 1607 Capital Partners, LLC$34M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 102,450,126 | $3.8B | 16.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 71,640,220 | $2.7B | 11.2% | 2026-Q2 |
| PRUDENTIAL PLC added | 64,814,347 | $2.4B | 10.2% | 2026-Q2 |
| BlackRock, Inc. added | 42,060,397 | $1.6B | 6.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 31,773,821 | $1.2B | 5.0% | 2026-Q2 |
| UBS Group AG added | 26,025,924 | $963M | 4.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,595,060 | $873M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 21,726,225 | $804M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 20,479,608 | $758M | 3.2% | 2026-Q2 |
| MORGAN STANLEY added | 16,319,051 | $604M | 2.6% | 2026-Q2 |
| Japan Science & Technology Agency | 14,319,906 | $530M | 2.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp trimmed | 13,205,000 | $489M | 2.1% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 11,355,800 | $421M | 1.8% | 2026-Q2 |
| Caisse de depot et placement du Quebec | 10,057,165 | $372M | 1.6% | 2026-Q2 |
| FMR LLC added | 9,683,034 | $358M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 8,646,000 | $320M | 1.4% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 8,293,739 | $307M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,291,228 | $270M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,458,499 | $239M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 6,021,477 | $223M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 5,521,305 | $204M | 0.9% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 5,325,021 | $197M | 0.8% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 5,287,519 | $196M | 0.8% | 2026-Q2 |
| NEPC LLC | 5,230,809 | $194M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,210,289 | $193M | 0.8% | 2026-Q2 |
| TOEWS CORP /ADV trimmed | 5,163,600 | $191M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,718,882 | $175M | 0.7% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 3,203,583 | $119M | 0.5% | 2026-Q2 |
| Counterpoint Mutual Funds LLC added | 3,034,468 | $112M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 3,018,362 | $111M | 0.5% | 2026-Q2 |
| ALLSTATE CORP added | 2,843,829 | $105M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,731,157 | $101M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 2,610,139 | $96M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 2,522,363 | $93M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 2,210,463 | $82M | 0.3% | 2026-Q2 |
| 1832 Asset Management L.P. added | 2,207,160 | $82M | 0.3% | 2026-Q2 |
| Kensington Asset Management, LLC trimmed | 2,140,983 | $79M | 0.3% | 2026-Q2 |
| Elo Mutual Pension Insurance Co trimmed | 2,096,382 | $78M | 0.3% | 2026-Q2 |
| NEOS Investment Management LLC added | 1,940,278 | $71M | 0.3% | 2026-Q2 |
| REBALANCE, LLC added | 1,907,564 | $71M | 0.3% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 1,867,507 | $69M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,635,033 | $61M | 0.3% | 2026-Q2 |
| Bricktown Capital, LLC added | 1,605,073 | $59M | 0.3% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 1,485,000 | $55M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,475,495 | $55M | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 1,377,743 | $51M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,369,649 | $51M | 0.2% | 2026-Q2 |
| SHENKMAN CAPITAL MANAGEMENT INC trimmed | 1,363,449 | $52M | 0.2% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 1,355,000 | $50M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 1,354,616 | $50M | 0.2% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 1,300,000 | $48M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,282,817 | $47M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 1,237,359 | $46M | 0.2% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 1,183,714 | $44M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,183,111 | $44M | 0.2% | 2026-Q2 |
| DSC Meridian Capital LP added | 1,181,455 | $44M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,140,833 | $42M | 0.2% | 2026-Q2 |
| New York Life Investment Management LLC added | 1,118,656 | $41M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 1,115,267 | $41M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,104,392 | $41M | 0.2% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,051,627 | $39M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,043,544 | $39M | 0.2% | 2026-Q2 |
| KING STREET CAPITAL MANAGEMENT, L.P. new | 999,000 | $37M | 0.2% | 2026-Q2 |
| Roberts Financial Services LLC added | 997,955 | $37M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 978,459 | $36M | 0.2% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 930,168 | $34M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 896,486 | $33M | 0.1% | 2026-Q2 |
| BARINGS LLC trimmed | 886,891 | $33M | 0.1% | 2026-Q2 |
| Chandler Asset Management, Inc. added | 846,780 | $31M | 0.1% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 818,912 | $30M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 800,000 | $30M | 0.1% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 703,698 | $26M | 0.1% | 2026-Q2 |
| Santa Clara Valley Transportation Authority added | 699,249 | $26M | 0.1% | 2026-Q2 |
| Stockman Wealth Management, Inc. added | 694,160 | $26M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 685,069 | $25M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 661,379 | $24M | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 659,551 | $24M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 628,181 | $23M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 622,914 | $23M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 619,568 | $23M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 616,162 | $23M | 0.1% | 2026-Q2 |
| Keeler Thomas Management LLC added | 608,569 | $23M | 0.1% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 568,995 | $21M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. new | 550,418 | $20M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 542,963 | $20M | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 531,621 | $20M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 516,260 | $19M | 0.1% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 500,400 | $19M | 0.1% | 2026-Q2 |
| CVS HEALTH Corp added | 478,100 | $18M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 473,656 | $17M | 0.1% | 2026-Q2 |
| Greystone Financial Group, LLC new | 461,319 | $17M | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 453,959 | $17M | 0.1% | 2026-Q2 |
| Trajan Wealth LLC added | 449,370 | $17M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 419,032 | $16M | 0.1% | 2026-Q2 |
| Nuveen, LLC | 409,081 | $15M | 0.1% | 2026-Q2 |
| Summit Wealth Group, LLC added | 408,392 | $15M | 0.1% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP added | 392,600 | $15M | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 381,671 | $14M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 379,214 | $14M | 0.1% | 2026-Q2 |
| Silver Point Capital L.P. trimmed | 377,941 | $14M | 0.1% | 2026-Q2 |
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.