HISF Institutional Ownership & Shareholders
FIRST TR HI INC STRAT FOC (HISF) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Geneos Wealth Management Inc. is currently the largest disclosed institutional shareholder of HISF tracked by InsiderSet, reporting ownership valued at approximately $32.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.19M, representing an estimated loss of -3.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed HISF value among the investors covered in this analysis. Major shareholders include Geneos Wealth Management Inc., Lpl Financial Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in FIRST TR HI INC STRAT FOC (HISF).
This page ranks the largest institutional HISF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$85.17M
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$32.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 0.66% | 726,467 | $32,204,302 | $31,190,425 | -$1,013,877 | -3.15% | |
| Lpl Financial Llc | 0.00% | 267,844 | $11,872,647 | $11,499,721 | -$372,926 | -3.14% | |
| Royal Bank Of Canada | 0.00% | 150,106 | $6,654,000 | $6,444,711 | -$209,289 | -3.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 134,340 | $5,679,890 | $5,767,807 | +$87,917 | +1.55% | |
| Arwa Llc | 1.25% | 80,201 | $3,412,188 | $3,443,382 | +$31,194 | +0.91% | |
| Tru Independence Llc | 1.41% | 78,191 | $3,305,911 | $3,357,084 | +$51,173 | +1.55% | |
| Envestnet Asset Management Inc | 0.00% | 73,443 | $3,255,481 | $3,153,231 | -$102,250 | -3.14% | |
| Betterment Llc | 0.00% | 66,002 | $2,926,000 | $2,833,756 | -$92,244 | -3.15% | |
| &Partners | 0.01% | 51,641 | $2,289,068 | $2,217,175 | -$71,893 | -3.14% | |
| Raymond James Financial Inc | 0.00% | 49,843 | $2,209,380 | $2,139,979 | -$69,401 | -3.14% | |
| Cetera Investment Advisers | 0.00% | 46,272 | $2,051,094 | $1,986,661 | -$64,433 | -3.14% | |
| Susquehanna International Group, Llp | 0.00% | 32,344 | $1,433,706 | $1,388,670 | -$45,036 | -3.14% | |
| Perigon Wealth Management, Llc | 0.02% | 28,291 | $1,196,148 | $1,214,657 | +$18,509 | +1.55% | |
| Ameritas Advisory Services, Llc | 0.02% | 26,747 | $1,185,587 | $1,148,366 | -$37,221 | -3.14% | |
| Prospera Financial Services Inc | 0.02% | 25,349 | $1,123,638 | $1,088,344 | -$35,294 | -3.14% | |
| Newedge Advisors, Llc | 0.00% | 20,145 | $892,983 | $864,913 | -$28,070 | -3.14% | |
| Proactive Wealth Strategies Llc | 0.12% | 17,227 | $763,614 | $739,631 | -$23,983 | -3.14% | |
| Barrett & Company, Inc. | 0.20% | 17,566 | $742,705 | $754,186 | +$11,481 | +1.55% | |
| Equitable Holdings, Inc. | 0.00% | 11,561 | $512,440 | $496,365 | -$16,075 | -3.14% | |
| Jane Street Group, Llc | 0.00% | 8,035 | $356,166 | $344,978 | -$11,188 | -3.14% | |
| Osaic Holdings, Inc. | 0.00% | 7,890 | $349,760 | $338,752 | -$11,008 | -3.15% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,578 | $291,582 | $282,422 | -$9,160 | -3.14% | |
| Arax Advisory Partners | 0.00% | 4,160 | $184,400 | $178,607 | -$5,793 | -3.14% | |
| Harbour Investments, Inc. | 0.00% | 3,430 | $152,062 | $147,265 | -$4,797 | -3.15% | |
| Private Trust Co Na | 0.00% | 942 | $39,828 | $40,444 | +$616 | +1.55% | |
| Harbor Investment Advisory, Llc | 0.00% | 660 | $27,905 | $28,337 | +$432 | +1.55% | |
| Continuum Advisory, Llc | 0.00% | 518 | $22,961 | $22,240 | -$721 | -3.14% | |
| Mcdonald Partners Llc | 0.00% | 250 | $11,082 | $10,734 | -$348 | -3.14% | |
| Jones Financial Companies Lllp | 0.00% | 210 | $9,328 | $9,016 | -$312 | -3.34% | |
| Godfrey Financial Associates, Inc. | 0.00% | 130 | $5,762 | $5,581 | -$181 | -3.13% | |
| Tidemark, Llc | 0.00% | 113 | $5,009 | $4,852 | -$157 | -3.14% | |
| Hantz Financial Services, Inc. | 0.00% | 31 | $1,000 | $1,331 | +$331 | +33.10% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,913 | $715 | $726,150 | +$725,435 | +101459.37% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $60 | $43 | -$17 | -28.44% | |
| Morgan Stanley | 0.00% | 1 | $50 | $43 | -$7 | -14.13% |
Frequently asked questions about HISF
Who are the largest institutional holders of HISF?
The largest institutional holders of HISF reported in the latest SEC Form 13F filings include Geneos Wealth Management Inc., Lpl Financial Llc, Royal Bank Of Canada, Commonwealth Equity Services, Llc, and Arwa Llc. InsiderSet ranks institutional holders by their latest reported HISF position.
What is HISF institutional ownership?
This page tracks HISF positions reported by institutional investment managers through SEC Form 13F. FIRST TR HI INC STRAT FOC (HISF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HISF?
InsiderSet currently tracks 35 institutional managers reporting HISF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HISF shareholders.
How much HISF stock do institutions own?
Institutional investment managers disclosed approximately $85.17M in HISF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HISF institutional ownership last updated?
The latest HISF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HISF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HISF position after the reporting date.
Are institutions buying or selling HISF?
Institutional buying and selling can be analyzed by comparing HISF positions across consecutive 13F reporting periods. InsiderSet's HISF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HISF ownership changes.
How has HISF institutional ownership changed over time?
InsiderSet tracks HISF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.