Who owns HYDB
Which tracked institutional funds hold HYDB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYDB 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
44 tracked funds added or opened HYDB while 36 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
HYDB’s largest tracked holder by dollar value, RENAISSANCERE HOLDINGS LTD, sizes it at 56.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 56.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYDB 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 185 tracked filers holding HYDB, 96 increased or opened the position and 117 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 HYDB 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 5
- Simplicity Wealth,LLC$3M
- TRUIST FINANCIAL CORP$2M
- Talisman Wealth Advisors LLC$2M
- Rooted Wealth Advisors, Inc.$1M
- Turning Point Benefit Group, Inc.$780K
Full exits 20
- Betterment LLC$17M
- BlueStem Wealth Partners, LLC$17M
- Arch Global Advisors, LLC$6M
- Mariner, LLC$3M
- OneDigital Investment Advisors LLC$3M
- Sonoma Allocations LLC$2M
Largest adds
- SHP Wealth Management$23M
- LPL Financial LLC$18M
- Apollon Wealth Management, LLC$10M
- Avior Wealth Management, LLC$9M
- MORGAN STANLEY$8M
- MANNING & NAPIER ADVISORS LLC$6M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$10M
- AMERIPRISE FINANCIAL INC$9M
- Private Advisor Group, LLC$7M
- JANE STREET GROUP, LLC$5M
- MA Private Wealth$4M
- Cetera Investment Advisers$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 |
|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 5,057,726 | $237M | 22.1% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 2,116,815 | $99M | 9.2% | 2026-Q2 |
| LPL Financial LLC added | 1,569,565 | $73M | 6.9% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 1,538,885 | $72M | 6.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,453,017 | $68M | 6.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 741,981 | $35M | 3.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 691,210 | $32M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 672,278 | $31M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 504,348 | $24M | 2.2% | 2026-Q2 |
| SHP Wealth Management added | 493,375 | $23M | 2.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 463,561 | $22M | 2.0% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 444,243 | $21M | 1.9% | 2026-Q2 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 438,332 | $21M | 1.9% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 402,928 | $19M | 1.7% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 342,455 | $16M | 1.5% | 2026-Q2 |
| Boyd Wealth Management, LLC added | 323,904 | $15M | 1.4% | 2026-Q2 |
| Avior Wealth Management, LLC added | 319,480 | $15M | 1.4% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 297,804 | $14M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 279,478 | $13M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 245,107 | $11M | 1.1% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 242,213 | $11M | 1.1% | 2026-Q2 |
| TL Private Wealth added | 241,161 | $11M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 204,131 | $10M | 0.9% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 200,000 | $9M | 0.9% | 2026-Q2 |
| Daybright Advisory Services, Inc. added | 150,399 | $7M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 144,574 | $7M | 0.6% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 138,985 | $7M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 126,690 | $6M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC added | 122,603 | $6M | 0.5% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC added | 117,216 | $5M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 116,964 | $5M | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 112,904 | $5M | 0.5% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 111,317 | $5M | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 110,135 | $5M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 103,481 | $5M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 100,846 | $5M | 0.4% | 2026-Q2 |
| Mascagni Wealth Management, Inc. trimmed | 97,118 | $5M | 0.4% | 2026-Q2 |
| Provident Living Financial Services, Inc. added | 96,437 | $5M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 92,977 | $4M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 79,930 | $4M | 0.3% | 2026-Q2 |
| UBS Group AG added | 79,873 | $4M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 71,080 | $3M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC added | 70,993 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 70,059 | $3M | 0.3% | 2026-Q2 |
| MA Private Wealth trimmed | 61,876 | $3M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 59,552 | $3M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 54,689 | $3M | 0.2% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 54,502 | $3M | 0.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 53,381 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 49,849 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 49,211 | $2M | 0.2% | 2026-Q2 |
| Advisory Resource Group added | 49,050 | $2M | 0.2% | 2026-Q2 |
| TFB Advisors LLC added | 47,699 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 44,187 | $2M | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 43,585 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 43,073 | $2M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 42,228 | $2M | 0.2% | 2026-Q2 |
| Apollon Financial, LLC added | 42,047 | $2M | 0.2% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 37,047 | $2M | 0.2% | 2026-Q2 |
| Cranbrook Wealth Management, LLC added | 36,974 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 36,000 | $2M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 34,157 | $2M | 0.1% | 2026-Q2 |
| ROI Financial Advisors, LLC trimmed | 32,669 | $2M | 0.1% | 2026-Q2 |
| Avestar Capital, LLC added | 32,319 | $2M | 0.1% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 31,335 | $1M | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. new | 28,334 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 27,149 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 26,764 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 22,196 | $1M | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 21,681 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,032 | $984K | 0.1% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 20,790 | $972K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 19,444 | $909K | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 19,036 | $890K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 18,992 | $888K | 0.1% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 16,765 | $780K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 15,482 | $724K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 15,452 | $723K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 14,569 | $681K | 0.1% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC trimmed | 14,495 | $678K | 0.1% | 2026-Q2 |
| First Citizens Asset Management, Inc. added | 14,447 | $676K | 0.1% | 2026-Q2 |
| WATERSHED PRIVATE WEALTH LLC trimmed | 13,976 | $654K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 13,962 | $653K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 12,910 | $604K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,595 | $589K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 12,469 | $583K | 0.1% | 2026-Q2 |
| STRATEGIC PLANNING GROUP, LLC trimmed | 12,386 | $579K | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 12,256 | $573K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 12,168 | $569K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 11,778 | $551K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 11,756 | $550K | 0.1% | 2026-Q2 |
| NBT BANK, N.A. trimmed | 11,353 | $531K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 11,292 | $528K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 10,459 | $489K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 10,097 | $472K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 9,958 | $466K | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC trimmed | 9,886 | $462K | 0.0% | 2026-Q2 |
| Breakwater Capital Group trimmed | 9,671 | $452K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 9,620 | $450K | 0.0% | 2026-Q2 |
| Talisman Wealth Advisors LLC new | 8,381 | $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.