Who owns HYBL
Which tracked institutional funds hold HYBL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYBL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
26 tracked funds added or opened HYBL while 20 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
HYBL’s largest tracked holder by dollar value, ZEGA Investments, LLC, sizes it at 10.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYBL 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 91 tracked filers holding HYBL, 56 increased or opened the position and 39 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 HYBL 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 4
- Independent Advisor Alliance$1M
- NewEdge Wealth, LLC$1M
- MML INVESTORS SERVICES, LLC$1M
- Triad Wealth Partners, LLC$555K
Full exits 7
- Pallas Capital Advisors LLC$13M
- Coppell Advisory Solutions LLC$4M
- Mariner, LLC$3M
- Ocean Park Asset Management, LLC$2M
- THOMPSON DAVIS & CO., INC.$1M
- OLD MISSION CAPITAL LLC$757K
Largest adds
- RAYMOND JAMES FINANCIAL INC$10M
- WELLS FARGO & COMPANY/MN$6M
- ZEGA Investments, LLC$5M
- LPL Financial LLC$5M
- BANK OF AMERICA CORP /DE/$3M
- CWM, LLC$2M
Largest trims
- Luken Investment Analytics, LLC$7M
- Rockefeller Capital Management L.P.$6M
- UBS Group AG$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Collaborative Wealth Managment Inc.$2M
- Eldridge Investment Advisors, Inc.$1M
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 |
|---|---|---|---|---|
| ZEGA Investments, LLC added | 1,894,981 | $53M | 11.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,305,316 | $36M | 7.8% | 2026-Q1 |
| Concord Wealth Partners added | 1,214,293 | $34M | 7.3% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 1,142,730 | $32M | 6.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,063,385 | $30M | 6.4% | 2026-Q1 |
| LPL Financial LLC added | 981,896 | $27M | 5.9% | 2026-Q1 |
| UBS Group AG trimmed | 896,062 | $25M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 718,719 | $20M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 666,803 | $19M | 4.0% | 2026-Q1 |
| Rathbones Group PLC | 436,000 | $12M | 2.6% | 2026-Q1 |
| Decker Wealth Management LLC trimmed | 419,463 | $12M | 2.5% | 2026-Q1 |
| Advance Capital Management, Inc. added | 372,995 | $10M | 2.2% | 2026-Q1 |
| Luken Investment Analytics, LLC trimmed | 327,861 | $9M | 2.0% | 2026-Q1 |
| OneAscent Financial Services LLC added | 266,091 | $7M | 1.6% | 2026-Q1 |
| Hedeker Wealth, LLC added | 238,334 | $7M | 1.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 226,926 | $6M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 191,233 | $5M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 187,902 | $5M | 1.1% | 2026-Q1 |
| CWM, LLC added | 176,317 | $5M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 163,980 | $5M | 1.0% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 153,528 | $4M | 0.9% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 152,287 | $4M | 0.9% | 2026-Q1 |
| SK Wealth Management, LLC added | 140,337 | $4M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 120,399 | $3M | 0.7% | 2026-Q1 |
| Auour Investments LLC added | 105,845 | $3M | 0.6% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 92,402 | $3M | 0.6% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 62,508 | $2M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,189 | $2M | 0.4% | 2026-Q1 |
| OneAscent Family Office, LLC added | 55,738 | $2M | 0.3% | 2026-Q1 |
| ORBA Wealth Advisors, L.L.C. trimmed | 54,701 | $2M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 50,112 | $1M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC new | 46,648 | $1M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 44,938 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 38,814 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 36,874 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,803 | $1M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 35,783 | $996K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 35,388 | $985K | 0.2% | 2026-Q1 |
| L & S Advisors Inc added | 34,607 | $963K | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC | 34,192 | $952K | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 30,684 | $854K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 28,015 | $780K | 0.2% | 2026-Q1 |
| Collaborative Wealth Managment Inc. trimmed | 27,195 | $757K | 0.2% | 2026-Q1 |
| Saxony Capital Management, LLC trimmed | 23,795 | $662K | 0.1% | 2026-Q1 |
| Portfolio Strategies, Inc. added | 20,729 | $577K | 0.1% | 2026-Q1 |
| HANOVER ADVISORS INC trimmed | 20,234 | $563K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 19,937 | $555K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 19,364 | $539K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 18,860 | $525K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. | 18,696 | $520K | 0.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 17,793 | $495K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 10,000 | $489K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 16,977 | $473K | 0.1% | 2026-Q1 |
| Marshall Financial Group, LLC added | 16,393 | $456K | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 15,626 | $435K | 0.1% | 2026-Q1 |
| BayBridge Capital Group, LLC | 15,285 | $435K | 0.1% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC | 15,556 | $433K | 0.1% | 2026-Q1 |
| NFSG Corp added | 15,247 | $424K | 0.1% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. trimmed | 15,053 | $419K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 14,998 | $418K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 14,970 | $417K | 0.1% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 14,883 | $414K | 0.1% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 14,471 | $403K | 0.1% | 2026-Q1 |
| Virtue Capital Management, LLC new | 14,458 | $400K | 0.1% | 2026-Q1 |
| M.E. ALLISON & CO., INC. | 14,000 | $390K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 12,102 | $337K | 0.1% | 2026-Q1 |
| PURSUE WEALTH PARTNERS LLC new | 11,349 | $316K | 0.1% | 2026-Q1 |
| Allen Capital Group, LLC added | 11,257 | $313K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 9,809 | $276K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 8,757 | $244K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 8,526 | $237K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 8,220 | $228K | 0.0% | 2026-Q1 |
| Pallas Capital Advisors LLC added | 467,436 | $13M | 2.9% | 2025-Q4 stale |
| CW Advisors, LLC added | 132,848 | $4M | 0.8% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 132,557 | $4M | 0.8% | 2025-Q4 stale |
| Horizon Investments, LLC added | 124,711 | $3M | 0.7% | 2025-Q1 stale |
| Mariner, LLC trimmed | 116,337 | $3M | 0.7% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 107,582 | $3M | 0.7% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 96,890 | $3M | 0.6% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 97,810 | $3M | 0.6% | 2025-Q1 stale |
| TORONTO DOMINION BANK new | 89,919 | $3M | 0.6% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC | 81,800 | $2M | 0.5% | 2025-Q4 stale |
| HARBOR ADVISORY CORP /MA/ | 76,082 | $2M | 0.5% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 45,353 | $1M | 0.3% | 2025-Q3 stale |
| THOMPSON DAVIS & CO., INC. added | 44,027 | $1M | 0.3% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 29,401 | $842K | 0.2% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 26,610 | $757K | 0.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 24,980 | $710K | 0.2% | 2025-Q4 stale |
| Cooper Financial Group trimmed | 19,309 | $553K | 0.1% | 2025-Q3 stale |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 16,000 | $457K | 0.1% | 2025-Q2 stale |
| Merit Financial Group, LLC added | 14,703 | $421K | 0.1% | 2025-Q3 stale |
| FULLCIRCLE WEALTH LLC | 13,583 | $385K | 0.1% | 2025-Q3 stale |
| COMERICA BANK trimmed | 13,062 | $371K | 0.1% | 2025-Q4 stale |
| NovaPoint Capital, LLC | 11,804 | $332K | 0.1% | 2025-Q1 stale |
| BTC Capital Management, Inc. new | 10,000 | $286K | 0.1% | 2025-Q2 stale |
| IHT Wealth Management, LLC added | 9,469 | $269K | 0.1% | 2025-Q4 stale |
| REDMONT WEALTH ADVISORS LLC added | 8,850 | $252K | 0.1% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC new | 8,268 | $237K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC added | 7,881 | $224K | 0.0% | 2025-Q4 stale |
| Optivise Advisory Services LLC new | 7,788 | $223K | 0.0% | 2025-Q3 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.