Who owns HYD (HYD)
Which tracked institutional funds hold HYD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
49 tracked funds added or opened HYD while 62 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
HYD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYD 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 342 tracked filers holding HYD, 183 increased or opened the position and 158 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 HYD 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 11
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$25M
- CITADEL ADVISORS LLC$4M
- Focus Partners Advisor Solutions, LLC$4M
- Engineers Gate Manager LP$2M
- CENTAURUS FINANCIAL, INC.$2M
- Tower Research Capital LLC (TRC)$2M
Full exits 19
- Counterpoint Mutual Funds LLC$23M
- CAPSTONE INVESTMENT ADVISORS, LLC$10M
- IFG Advisory, LLC$5M
- Kestra Investment Management, LLC$4M
- Crabel Capital Management, LLC$2M
- FAS Wealth Partners, Inc.$2M
Largest adds
- BANK OF AMERICA CORP /DE/$145M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$101M
- American Family Investments, Inc.$46M
- AMERICAN CENTURY COMPANIES INC$11M
- SEI INVESTMENTS CO$10M
- JANE STREET GROUP, LLC$9M
Largest trims
- HighTower Advisors, LLC$96M
- GOLDMAN SACHS GROUP INC$38M
- Man Group plc$31M
- TIAA TRUST, NATIONAL ASSOCIATION$27M
- FMR LLC$16M
- PRUDENTIAL FINANCIAL INC$6M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 20,710,046 | $1.0B | 35.8% | 2026-Q1 |
| FMR LLC trimmed | 6,057,451 | $304M | 10.5% | 2026-Q1 |
| American Family Investments, Inc. added | 3,881,018 | $195M | 6.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 3,507,629 | $176M | 6.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,145,650 | $108M | 3.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,868,375 | $94M | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,356,478 | $68M | 2.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,279,605 | $64M | 2.2% | 2026-Q1 |
| Forum Financial Management, LP added | 1,273,542 | $64M | 2.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,164,109 | $58M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 865,227 | $43M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 838,296 | $42M | 1.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 809,597 | $41M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 777,980 | $39M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 640,644 | $32M | 1.1% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 533,851 | $27M | 0.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 499,214 | $25M | 0.9% | 2026-Q1 |
| UBS Group AG added | 441,245 | $22M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 426,273 | $21M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 405,960 | $20M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 402,200 | $20M | 0.7% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 376,895 | $19M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 300,637 | $15M | 0.5% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 295,300 | $15M | 0.5% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 279,030 | $14M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 238,870 | $12M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 235,246 | $12M | 0.4% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 211,755 | $11M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 192,394 | $10M | 0.3% | 2026-Q1 |
| CWM, LLC added | 174,689 | $9M | 0.3% | 2026-Q1 |
| Retirement Investment Advisors, Inc. added | 147,397 | $8M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 150,124 | $8M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 149,558 | $7M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 149,429 | $7M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 124,408 | $6M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 120,711 | $6M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 115,192 | $6M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 112,274 | $6M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 105,625 | $5M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 105,664 | $5M | 0.2% | 2026-Q1 |
| Veery Capital, LLC trimmed | 92,638 | $5M | 0.2% | 2026-Q1 |
| Ellevest, Inc. added | 89,730 | $4M | 0.2% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 86,454 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 84,168 | $4M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 81,968 | $4M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 80,479 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 79,803 | $4M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 79,219 | $4M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 77,436 | $4M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 77,362 | $4M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 76,290 | $4M | 0.1% | 2026-Q1 |
| Trivium Point Advisory, LLC added | 74,871 | $4M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 73,945 | $4M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 71,491 | $4M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 69,440 | $3M | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 68,135 | $3M | 0.1% | 2026-Q1 |
| Ironwood Investment Counsel, LLC trimmed | 64,337 | $3M | 0.1% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 63,082 | $3M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 59,684 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 59,267 | $3M | 0.1% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC added | 57,774 | $3M | 0.1% | 2026-Q1 |
| Tidal Investments LLC | 57,342 | $3M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 52,139 | $3M | 0.1% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC trimmed | 50,286 | $3M | 0.1% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 49,548 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 48,718 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 47,017 | $2M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 44,103 | $2M | 0.1% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 42,205 | $2M | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC added | 41,530 | $2M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 40,507 | $2M | 0.1% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 40,195 | $2M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 39,013 | $2M | 0.1% | 2026-Q1 |
| Wedmont Private Capital trimmed | 37,636 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 36,302 | $2M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 36,105 | $2M | 0.1% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 35,823 | $2M | 0.1% | 2026-Q1 |
| Idaho Trust Co trimmed | 35,493 | $2M | 0.1% | 2026-Q1 |
| INTRUST BANK NA | 35,380 | $2M | 0.1% | 2026-Q1 |
| Counterpoint Mutual Funds LLC added | 441,820 | $23M | 0.8% | 2025-Q4 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 202,701 | $10M | 0.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 182,784 | $9M | 0.3% | 2025-Q1 stale |
| Full Sail Capital, LLC added | 161,999 | $8M | 0.3% | 2025-Q3 stale |
| IFG Advisory, LLC added | 94,186 | $5M | 0.2% | 2025-Q4 stale |
| NewSquare Capital LLC added | 95,706 | $5M | 0.2% | 2025-Q2 stale |
| GREAT VALLEY ADVISOR GROUP, INC. added | 85,058 | $4M | 0.2% | 2025-Q1 stale |
| TruWealth Advisors, LLC added | 86,127 | $4M | 0.1% | 2025-Q2 stale |
| Kestra Investment Management, LLC added | 83,920 | $4M | 0.1% | 2025-Q4 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 66,241 | $3M | 0.1% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 61,190 | $3M | 0.1% | 2025-Q1 stale |
| NORDEN GROUP LLC trimmed | 48,868 | $3M | 0.1% | 2025-Q1 stale |
| BENJAMIN EDWARDS INC added | 47,500 | $2M | 0.1% | 2025-Q1 stale |
| GROUP ONE TRADING LLC new | 46,931 | $2M | 0.1% | 2025-Q2 stale |
| Crabel Capital Management, LLC added | 45,685 | $2M | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP trimmed | 45,474 | $2M | 0.1% | 2025-Q1 stale |
| FAS Wealth Partners, Inc. added | 43,825 | $2M | 0.1% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC added | 40,805 | $2M | 0.1% | 2025-Q4 stale |
| EXCHANGE TRADED CONCEPTS, LLC added | 40,805 | $2M | 0.1% | 2025-Q4 stale |
| SYKON CAPITAL LLC added | 40,262 | $2M | 0.1% | 2025-Q4 stale |
| Martel Wealth Advisors Inc trimmed | 38,178 | $2M | 0.1% | 2025-Q1 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.