Who owns USHY (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-Q1 13F filings. 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
145 tracked funds added or opened USHY while 139 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
USHY’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.4% 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 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 2025-Q4 and 2026-Q1, across 644 tracked filers holding USHY, 357 increased or opened the position and 298 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 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 34
- Corebridge Financial, Inc.$846M
- TIAA Wealth Investment Management LLC$412M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$158M
- Chandler Asset Management, Inc.$29M
- Stockman Wealth Management, Inc.$24M
- Alaska Permanent Fund Corp$21M
Full exits 30
- TOEWS CORP /ADV$214M
- NEOS Investment Management LLC$63M
- JANE STREET GROUP, LLC$47M
- AXXCESS WEALTH MANAGEMENT, LLC$38M
- BTS Asset Management, Inc.$26M
- POTOMAC FUND MANAGEMENT INC /ADV$25M
Largest adds
- UBS Group AG$847M
- BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$199M
- JONES FINANCIAL COMPANIES LLLP$184M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$140M
- Elo Mutual Pension Insurance Co$113M
- Allspring Global Investments Holdings, LLC$112M
Largest trims
- Counterpoint Mutual Funds LLC$543M
- BANK OF AMERICA CORP /DE/$432M
- TIAA TRUST, NATIONAL ASSOCIATION$357M
- JPMORGAN CHASE & CO$257M
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$250M
- BlackRock, Inc.$222M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 95,360,826 | $3.5B | 15.3% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 61,458,457 | $2.3B | 10.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 46,168,967 | $1.7B | 7.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 33,695,245 | $1.2B | 5.5% | 2026-Q1 |
| UBS Group AG added | 25,237,173 | $930M | 4.1% | 2026-Q1 |
| Corebridge Financial, Inc. new | 23,179,735 | $846M | 3.7% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 22,630,000 | $834M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,285,168 | $784M | 3.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 20,917,029 | $771M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 19,440,895 | $716M | 3.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 15,227,332 | $561M | 2.5% | 2026-Q1 |
| Japan Science & Technology Agency | 14,319,906 | $528M | 2.3% | 2026-Q1 |
| Ilmarinen Mutual Pension Insurance Co | 14,080,000 | $519M | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,575,624 | $463M | 2.0% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 11,282,244 | $412M | 1.8% | 2026-Q1 |
| Caisse de depot et placement du Quebec | 10,057,165 | $371M | 1.6% | 2026-Q1 |
| FMR LLC added | 7,843,800 | $289M | 1.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC trimmed | 7,098,608 | $262M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 6,215,055 | $229M | 1.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,653,753 | $208M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,386,933 | $198M | 0.9% | 2026-Q1 |
| NEPC LLC added | 5,230,809 | $193M | 0.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 5,224,371 | $192M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,146,879 | $188M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,878,232 | $180M | 0.8% | 2026-Q1 |
| Polianta Ltd trimmed | 4,835,000 | $178M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,636,622 | $171M | 0.8% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 4,289,399 | $158M | 0.7% | 2026-Q1 |
| Kensington Asset Management, LLC | 3,828,128 | $143M | 0.6% | 2026-Q1 |
| Elo Mutual Pension Insurance Co added | 3,745,000 | $138M | 0.6% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 3,090,034 | $114M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 3,054,526 | $112M | 0.5% | 2026-Q1 |
| One Capital Management, LLC added | 2,610,139 | $96M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 2,384,873 | $88M | 0.4% | 2026-Q1 |
| Ninety One UK Ltd added | 2,294,198 | $85M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 2,145,287 | $79M | 0.3% | 2026-Q1 |
| CWM, LLC added | 2,019,143 | $74M | 0.3% | 2026-Q1 |
| South Dakota Investment Council added | 1,963,000 | $72M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 1,962,075 | $72M | 0.3% | 2026-Q1 |
| Betterment LLC added | 1,906,112 | $70M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,883,482 | $69M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,823,481 | $67M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,796,164 | $66M | 0.3% | 2026-Q1 |
| SHENKMAN CAPITAL MANAGEMENT INC added | 1,706,723 | $64M | 0.3% | 2026-Q1 |
| REBALANCE, LLC added | 1,738,234 | $64M | 0.3% | 2026-Q1 |
| Bricktown Capital, LLC trimmed | 1,550,648 | $57M | 0.3% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. added | 1,485,000 | $55M | 0.2% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 1,428,025 | $53M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,401,275 | $52M | 0.2% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 1,355,000 | $50M | 0.2% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 1,316,148 | $48M | 0.2% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 1,256,588 | $46M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,253,028 | $46M | 0.2% | 2026-Q1 |
| BARINGS LLC added | 1,236,891 | $46M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 1,186,924 | $44M | 0.2% | 2026-Q1 |
| ALLSTATE CORP trimmed | 1,169,660 | $43M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 1,167,140 | $43M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,122,151 | $41M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,107,412 | $41M | 0.2% | 2026-Q1 |
| DSC Meridian Capital LP added | 1,084,952 | $40M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 1,082,373 | $40M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,069,482 | $39M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,030,800 | $38M | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,024,609 | $38M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 1,015,935 | $37M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 1,007,587 | $37M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,004,215 | $37M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 533,875 | $37M | 0.2% | 2026-Q1 |
| Roberts Financial Services LLC trimmed | 975,269 | $36M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC added | 952,495 | $35M | 0.2% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 817,088 | $30M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 800,000 | $29M | 0.1% | 2026-Q1 |
| Chandler Asset Management, Inc. new | 787,925 | $29M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 783,000 | $29M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 779,104 | $29M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | 685,069 | $25M | 0.1% | 2026-Q1 |
| &PARTNERS added | 674,540 | $25M | 0.1% | 2026-Q1 |
| Santa Clara Valley Transportation Authority | 660,479 | $24M | 0.1% | 2026-Q1 |
| Stockman Wealth Management, Inc. new | 650,112 | $24M | 0.1% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 632,632 | $24M | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 629,422 | $23M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 618,250 | $23M | 0.1% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO trimmed | 610,700 | $22M | 0.1% | 2026-Q1 |
| Keeler Thomas Management LLC added | 596,575 | $22M | 0.1% | 2026-Q1 |
| Alaska Permanent Fund Corp trimmed | 576,619 | $21M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 554,761 | $20M | 0.1% | 2026-Q1 |
| TOEWS CORP /ADV trimmed | 5,719,000 | $214M | 0.9% | 2025-Q4 stale |
| Silver Point Capital L.P. new | 2,950,000 | $111M | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 2,295,906 | $87M | 0.4% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. added | 2,059,568 | $76M | 0.3% | 2025-Q1 stale |
| NEOS Investment Management LLC added | 1,674,354 | $63M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 1,244,389 | $47M | 0.2% | 2025-Q4 stale |
| Angeles Investment Advisors, LLC trimmed | 1,048,000 | $39M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,020,061 | $38M | 0.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 879,417 | $33M | 0.1% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC added | 848,610 | $32M | 0.1% | 2025-Q3 stale |
| STATE STREET CORP trimmed | 782,961 | $29M | 0.1% | 2025-Q1 stale |
| BTS Asset Management, Inc. trimmed | 691,112 | $26M | 0.1% | 2025-Q4 stale |
| POTOMAC FUND MANAGEMENT INC /ADV added | 676,301 | $25M | 0.1% | 2025-Q4 stale |
| a16z Perennial Management, L.P. new | 226,366 | $23M | 0.1% | 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.