Who owns HIMU?
Institutional ownership of HIMU from SEC Form 13F filings across 154 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
154
13F holders
$1.10B
value, 2026 filers
23.0M
shares disclosed
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HIMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 3.2M | $158.6M | 0.1% | — | +69.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 2.5M | $122.7M | 0.0% | — | +9.2% |
| 3 | LPL Financial LLC | 1.9M | $95.4M | 0.0% | — | +14.0% |
| 4 | BlackRock, Inc. | 1.8M | $88.3M | 0.0% | — | -14.1% |
| 5 | MORGAN STANLEY | 1.4M | $72.0M | 0.0% | — | +12.2% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $66.5M | 0.0% | — | +17.4% |
| 7 | JPMORGAN CHASE & CO | 1.1M | $52.3M | 0.0% | — | +42.5% |
| 8 | WELLS FARGO & COMPANY/MN | 796,239 | $39.7M | 0.0% | — | +2.1% |
| 9 | AMERIPRISE FINANCIAL INC | 677,219 | $33.7M | 0.0% | — | +15.1% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 572,958 | $28.5M | 0.0% | — | +8.8% |
| 11 | UBS Group AG | 492,770 | $24.5M | 0.0% | — | -3.8% |
| 12 | NATIXIS ADVISORS, LLC | 460,490 | $22,932 | 0.0% | — | +26.1% |
| 13 | RAYMOND JAMES FINANCIAL INC | 451,477 | $22.5M | 0.0% | — | +2.4% |
| 14 | Cetera Investment Advisers | 445,415 | $22.2M | 0.0% | — | +6.6% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 400,595 | $19.9M | 0.0% | — | -4.6% |
| 16 | Sanctuary Advisors, LLC | 395,093 | $19.7M | 0.0% | — | -0.9% |
| 17 | Integrated Wealth Concepts LLC | 347,409 | $17.3M | 0.1% | — | +31.5% |
| 18 | Merit Financial Group, LLC | 331,420 | $16.5M | 0.1% | — | +194.1% |
| 19 | MML INVESTORS SERVICES, LLC | 313,825 | $15.6M | 0.0% | — | +67.1% |
| 20 | Rockefeller Capital Management L.P. | 231,943 | $11.6M | 0.0% | — | -1.8% |
| 21 | OSAIC HOLDINGS, INC. | 214,452 | $10.7M | 0.0% | — | +71.6% |
| 22 | Bank of New York Mellon Corp | 200,169 | $10.0M | 0.0% | — | -2.5% |
| 23 | Kestra Advisory Services, LLC | 176,846 | $8.8M | 0.0% | — | +297.5% |
| 24 | Prime Capital Investment Advisors, LLC | 167,169 | $8.3M | 0.1% | — | +2.3% |
| 25 | J.Safra Asset Management Corp | 156,043 | $7.8M | 0.4% | — | -0.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.