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-Q2 13F filings (latest filed 2026-08-19). 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
27 tracked funds added or opened HYBL while 17 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 9.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.0pp 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 2026-Q1 and 2026-Q2, across 94 tracked filers holding HYBL, 56 increased or opened the position and 41 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 2026-Q1 and 2026-Q2 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
- OLD MISSION CAPITAL LLC$4M
- Coppell Advisory Solutions LLC$3M
- TORONTO DOMINION BANK$1M
- Legacy Wealth Managment, LLC/ID$969K
Full exits 5
- CWM, LLC$5M
- Cambridge Investment Research Advisors, Inc.$5M
- Independent Advisor Alliance$1M
- Saxony Capital Management, LLC$662K
- PARK AVENUE SECURITIES LLC$539K
Largest adds
- MORGAN STANLEY$5M
- Farther Finance Advisors, LLC$5M
- RAYMOND JAMES FINANCIAL INC$5M
- UBS Group AG$4M
- JANE STREET GROUP, LLC$2M
- Concord Wealth Partners$1M
Largest trims
- WELLS FARGO & COMPANY/MN$3M
- Inspire Advisors, LLC$2M
- OSAIC HOLDINGS, INC.$2M
- SK Wealth Management, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- Sharkey, Howes & Javer$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 | 1,933,377 | $54M | 11.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,470,601 | $41M | 8.8% | 2026-Q2 |
| Concord Wealth Partners added | 1,262,818 | $35M | 7.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,239,465 | $35M | 7.4% | 2026-Q2 |
| Concord Asset Management, LLC/VA added | 1,185,108 | $33M | 7.1% | 2026-Q2 |
| LPL Financial LLC added | 1,031,256 | $29M | 6.2% | 2026-Q2 |
| UBS Group AG added | 1,024,477 | $29M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 613,243 | $17M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 592,897 | $17M | 3.6% | 2026-Q2 |
| Rathbones Group PLC | 436,000 | $12M | 2.6% | 2026-Q2 |
| Advance Capital Management, Inc. added | 410,330 | $11M | 2.5% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 375,667 | $10M | 2.3% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 296,160 | $8M | 1.8% | 2026-Q2 |
| OneAscent Financial Services LLC added | 282,794 | $8M | 1.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 265,148 | $7M | 1.6% | 2026-Q2 |
| Hedeker Wealth, LLC trimmed | 217,379 | $6M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 182,564 | $5M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 178,382 | $5M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 171,887 | $5M | 1.0% | 2026-Q2 |
| Auour Investments LLC added | 148,579 | $4M | 0.9% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 148,273 | $4M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 139,938 | $4M | 0.8% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 227,894 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 116,837 | $3M | 0.7% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 107,230 | $3M | 0.6% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 86,707 | $2M | 0.5% | 2026-Q2 |
| OneAscent Family Office, LLC added | 86,560 | $2M | 0.5% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 76,555 | $2M | 0.5% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 71,958 | $2M | 0.4% | 2026-Q2 |
| Midwest Financial Network, LLC added | 51,126 | $1M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 47,371 | $1M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 44,766 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 44,278 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 43,414 | $1M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 43,174 | $1M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 42,872 | $1M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,084 | $1M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 40,301 | $1M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 39,766 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 36,835 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 35,369 | $989K | 0.2% | 2026-Q2 |
| L & S Advisors Inc added | 34,865 | $974K | 0.2% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID new | 34,680 | $969K | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 33,514 | $937K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 32,676 | $913K | 0.2% | 2026-Q2 |
| Breakwater Investment Management added | 28,645 | $801K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,108 | $786K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,643 | $745K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 23,150 | $647K | 0.1% | 2026-Q2 |
| Portfolio Strategies, Inc. added | 21,084 | $589K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,952 | $584K | 0.1% | 2026-Q2 |
| HANOVER ADVISORS INC added | 20,481 | $572K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 19,379 | $540K | 0.1% | 2026-Q2 |
| NFSG Corp added | 18,662 | $522K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 18,347 | $513K | 0.1% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 18,331 | $512K | 0.1% | 2026-Q2 |
| Virtue Capital Management, LLC added | 17,009 | $475K | 0.1% | 2026-Q2 |
| BayBridge Capital Group, LLC added | 16,980 | $475K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 15,665 | $438K | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 15,622 | $437K | 0.1% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC | 15,556 | $435K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,796 | $414K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 14,708 | $411K | 0.1% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 14,075 | $393K | 0.1% | 2026-Q2 |
| M.E. ALLISON & CO., INC. | 14,000 | $391K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,998 | $391K | 0.1% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. trimmed | 13,800 | $386K | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC new | 13,575 | $379K | 0.1% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 13,332 | $373K | 0.1% | 2026-Q2 |
| Allen Capital Group, LLC | 11,257 | $315K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 9,814 | $274K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC added | 9,766 | $273K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 9,757 | $273K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 9,431 | $264K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 9,339 | $261K | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC new | 8,904 | $248K | 0.1% | 2026-Q2 |
| NWAM LLC added | 8,062 | $225K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC | 7,908 | $221K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 7,557 | $211K | 0.0% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 7,389 | $207K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 6,895 | $193K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,744 | $188K | 0.0% | 2026-Q2 |
| Fairman Group, LLC added | 5,350 | $150K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 4,000 | $112K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,425 | $40K | 0.0% | 2026-Q2 |
| Clearstead Trust, LLC | 1,373 | $38K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 1,285 | $36K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 1,082 | $30K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,053 | $29K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 500 | $14K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 223 | $6K | 0.0% | 2026-Q2 |
| HOEY INVESTMENTS, INC new | 105 | $3K | 0.0% | 2026-Q2 |
| Spurstone Advisory Services, LLC | 4 | $111 | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 2 | $56 | 0.0% | 2026-Q2 |
| CWM, LLC added | 176,317 | $5M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 163,980 | $5M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Pallas Capital Advisors LLC added | 467,436 | $13M | 2.9% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC trimmed | 116,337 | $3M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC added | 107,582 | $3M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 132,848 | $4M | 0.8% | 2025-Q2 stale (4 quarters behind) |
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.