Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
72 tracked funds added or opened HYD while 33 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
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 2026-Q1 and 2026-Q2, across 354 tracked filers holding HYD, 210 increased or opened the position and 141 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 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 16
- GRIMES & Co WEALTH MANAGEMENT, LLC$50M
- Ocean Park Asset Management, LLC$34M
- CAPSTONE INVESTMENT ADVISORS, LLC$14M
- ROBINSON CAPITAL MANAGEMENT, LLC$6M
- DAYMARK WEALTH PARTNERS, LLC$5M
- IFG Advisory, LLC$5M
Full exits 18
- HighTower Advisors, LLC$32M
- CWM, LLC$9M
- Cambridge Investment Research Advisors, Inc.$4M
- Tidal Investments LLC$3M
- PARK AVENUE SECURITIES LLC$2M
- Engineers Gate Manager LP$2M
Largest adds
- FMR LLC$114M
- BANK OF AMERICA CORP /DE/$79M
- Man Group plc$25M
- SEI INVESTMENTS CO$20M
- GOLDMAN SACHS GROUP INC$14M
- ROYAL BANK OF CANADA$13M
Largest trims
- American Family Investments, Inc.$111M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- WESTWOOD HOLDINGS GROUP INC$6M
- MORGAN STANLEY$4M
- Focus Partners Wealth$3M
- MERCER GLOBAL ADVISORS INC /ADV$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 21,692,532 | $1.1B | 35.8% | 2026-Q2 |
| FMR LLC added | 8,115,890 | $418M | 13.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 3,810,177 | $196M | 6.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,255,747 | $116M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,063,494 | $106M | 3.4% | 2026-Q2 |
| American Family Investments, Inc. trimmed | 1,626,304 | $84M | 2.7% | 2026-Q2 |
| ASSETMARK, INC added | 1,409,314 | $73M | 2.3% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 1,263,926 | $65M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,238,896 | $64M | 2.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,079,725 | $56M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,038,255 | $53M | 1.7% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 968,763 | $50M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 880,931 | $45M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 871,458 | $45M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 834,084 | $43M | 1.4% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 665,700 | $34M | 1.1% | 2026-Q2 |
| Man Group plc added | 538,074 | $28M | 0.9% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 523,605 | $27M | 0.9% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 496,643 | $26M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 467,300 | $24M | 0.8% | 2026-Q2 |
| UBS Group AG added | 454,680 | $23M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 433,620 | $22M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 423,458 | $22M | 0.7% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 415,895 | $21M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 373,565 | $19M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 363,026 | $19M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 319,087 | $16M | 0.5% | 2026-Q2 |
| Revolve Wealth Partners, LLC added | 299,809 | $15M | 0.5% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 280,101 | $14M | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 206,107 | $11M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 202,921 | $10M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 188,097 | $10M | 0.3% | 2026-Q2 |
| Retirement Investment Advisors, Inc. added | 169,817 | $9M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 162,100 | $8M | 0.3% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 151,463 | $8M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 145,833 | $8M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 133,953 | $7M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 131,708 | $7M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 129,151 | $7M | 0.2% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC new | 121,212 | $6M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 115,499 | $6M | 0.2% | 2026-Q2 |
| Ellevest, Inc. added | 114,599 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 108,053 | $6M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 105,664 | $5M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 105,577 | $5M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 102,800 | $5M | 0.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 97,072 | $5M | 0.2% | 2026-Q2 |
| Veery Capital, LLC added | 93,136 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 93,112 | $5M | 0.2% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 91,745 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 90,805 | $5M | 0.1% | 2026-Q2 |
| Bernicke Wealth Management, Ltd. added | 87,134 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 82,090 | $4M | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 82,036 | $4M | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC added | 81,441 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 80,526 | $4M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 77,506 | $4M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 75,754 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 74,513 | $4M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 74,313 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 73,667 | $4M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 73,587 | $4M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 72,804 | $4M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 67,743 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 66,321 | $3M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 65,080 | $3M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 62,290 | $3M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 61,335 | $3M | 0.1% | 2026-Q2 |
| Ironwood Investment Counsel, LLC trimmed | 61,014 | $3M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 60,848 | $3M | 0.1% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 60,534 | $3M | 0.1% | 2026-Q2 |
| HALL CAPITAL MANAGEMENT CO INC new | 52,893 | $3M | 0.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 51,704 | $3M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 51,069 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 50,691 | $3M | 0.1% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 49,548 | $3M | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 48,040 | $2M | 0.1% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 47,476 | $2M | 0.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 47,155 | $2M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 46,439 | $2M | 0.1% | 2026-Q2 |
| Narus Financial Partners, LLC added | 44,730 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 43,539 | $2M | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 41,885 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 40,837 | $2M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 39,013 | $2M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 38,695 | $2M | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 37,836 | $2M | 0.1% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC added | 36,490 | $2M | 0.1% | 2026-Q2 |
| Idaho Trust Co added | 36,165 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 36,036 | $2M | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC | 35,823 | $2M | 0.1% | 2026-Q2 |
| INTRUST BANK NA | 35,380 | $2M | 0.1% | 2026-Q2 |
| Brindle & Bay Financial Advisors, LLC added | 35,191 | $2M | 0.1% | 2026-Q2 |
| Thrive Capital Management, LLC added | 35,132 | $2M | 0.1% | 2026-Q2 |
| Plancorp, LLC new | 34,821 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 34,599 | $2M | 0.1% | 2026-Q2 |
| DRAVO BAY LLC added | 33,201 | $2M | 0.1% | 2026-Q2 |
| Friday Financial added | 32,984 | $2M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 32,920 | $2M | 0.1% | 2026-Q2 |
| Melone Private Wealth, LLC added | 32,636 | $2M | 0.1% | 2026-Q2 |
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.