Security record · archived quarter
HIO
name pending profile ingest
30Tracked holders
+1Δ holders
18.52MShares held
$67.39MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +5.0% ·
net new positions +3.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 18.52M | $67.39M | +3 | −2 |
| Q1 2026 | 29 | +3 | 17.63M | $63.96M | +5 | −2 |
| Q4 2025 | 26 | -1 | 15.32M | $56.83M | — | −1 |
| Q3 2025 | 2 | +1 | 9.32M | $35.81M | +1 | — |
| Q1 2025 | 1 | +1 | 156.47K | $622,771 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 11.78M | +3.4% | $42.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 11.78M | +3.4% | $42.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 11.78M | +3.4% | $42.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 11.78M | +3.4% | $42.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 11.78M | +3.4% | $42.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Invesco Ltd. | 1.28M | -5.3% | $4.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.01M | +26.4% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.01M | +26.4% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 969.90K | +29.0% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 637.10K | -4.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 637.10K | -4.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 637.10K | -4.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 561.03K | -6.8% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 561.03K | -6.8% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 531.24K | +12.1% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 305.06K | -3.6% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 263.31K | +14.3% | $958,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 239.44K | +41.1% | $871,580 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 141.22K | -3.4% | $514,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 128.28K | +17.0% | $466,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 118.18K | +31.9% | $430,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 97.55K | -0.8% | $355,090 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 83.43K | -9.2% | $303,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 83.43K | -9.2% | $303,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 77.04K | +173.5% | $280,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 72.16K | 0.0% | $262,659 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 72.16K | 0.0% | $262,659 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 30.16K | 0.0% | $109,778 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 29.88K | -17.7% | $108,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | IMC-Chicago, LLC | 24.67K | New | $89,784 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 23.82K | -14.4% | $86,720 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 23.77K | +7.3% | $86,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 22.99K | +0.6% | $83,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 22.06K | New | $80,310 | 0.0% | New | 1 | SEC ↗ |
| 35 | Lido Advisors, LLC | 14.69K | New | $53,464 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 12.83K | -68.6% | $46,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 12.83K | -68.6% | $46,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 8.90K | -18.4% | $32,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 8.90K | -18.4% | $32,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 8.90K | -18.4% | $32,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 8.00K | 0.0% | $29,120 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 114 | 0.0% | $415 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 7 | 0.0% | $25 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $89,784 | 0.0% |
| Captrust Financial Advisors | $80,310 | 0.0% |
| Lido Advisors, LLC | $53,464 | 0.0% |
Exited
| Nomura Holdings Inc | $136,125 | was 0.0% |
| BlackRock | $8,730 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 32.34M shares, $98.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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