Who owns HYDB (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-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
46 tracked funds added or opened HYDB while 42 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
HYDB’s largest tracked holder by dollar value, RENAISSANCERE HOLDINGS LTD, sizes it at 57.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 57.8pp 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 2025-Q4 and 2026-Q1, across 215 tracked filers holding HYDB, 116 increased or opened the position and 110 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 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 9
- BlueStem Wealth Partners, LLC$17M
- Boyd Wealth Management, LLC$13M
- Arch Global Advisors, LLC$6M
- FIRST CITIZENS BANK & TRUST CO$5M
- Mariner, LLC$3M
- SOL Capital Management CO$681K
Full exits 6
- Systelligence, LLC$4M
- Stratos Wealth Partners, LTD.$3M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$3M
- Security Financial Services, INC.$2M
- J.E. Simmons & Co., P.C.$2M
- ROVIN CAPITAL /UT/ /ADV$1M
Largest adds
- AMERIPRISE FINANCIAL INC$17M
- Apollon Wealth Management, LLC$7M
- Savvy Advisors, Inc.$7M
- JANE STREET GROUP, LLC$6M
- Equitable Holdings, Inc.$5M
- Private Advisor Group, LLC$5M
Largest trims
- BANK OF AMERICA CORP /DE/$85M
- STRATEGIC PLANNING GROUP, LLC$26M
- Kestra Investment Management, LLC$25M
- ENVESTNET ASSET MANAGEMENT INC$20M
- SOFI WEALTH, LLC$15M
- UBS Group AG$11M
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 |
|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 5,057,726 | $235M | 21.1% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 2,116,815 | $98M | 8.8% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 1,514,236 | $70M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,428,227 | $66M | 6.0% | 2026-Q1 |
| LPL Financial LLC added | 1,185,496 | $55M | 4.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 932,601 | $43M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 719,874 | $33M | 3.0% | 2026-Q1 |
| MORGAN STANLEY added | 504,163 | $23M | 2.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 484,187 | $23M | 2.0% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 428,189 | $20M | 1.8% | 2026-Q1 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 394,128 | $18M | 1.6% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 385,864 | $18M | 1.6% | 2026-Q1 |
| Savvy Advisors, Inc. added | 373,840 | $17M | 1.6% | 2026-Q1 |
| Betterment LLC added | 364,714 | $17M | 1.5% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 357,576 | $17M | 1.5% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 293,361 | $14M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 288,508 | $13M | 1.2% | 2026-Q1 |
| Boyd Wealth Management, LLC new | 288,504 | $13M | 1.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 247,330 | $12M | 1.0% | 2026-Q1 |
| TL Private Wealth added | 226,924 | $11M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 222,118 | $10M | 0.9% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 217,378 | $10M | 0.9% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 200,000 | $9M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 190,521 | $9M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 172,616 | $8M | 0.7% | 2026-Q1 |
| MA Private Wealth trimmed | 155,838 | $7M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 154,876 | $7M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 142,026 | $7M | 0.6% | 2026-Q1 |
| Daybright Advisory Services, Inc. added | 139,857 | $7M | 0.6% | 2026-Q1 |
| Arch Global Advisors, LLC new | 136,339 | $6M | 0.6% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 134,104 | $6M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 125,788 | $6M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 122,760 | $6M | 0.5% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 119,315 | $6M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 116,599 | $5M | 0.5% | 2026-Q1 |
| BEACON FINANCIAL PLANNING, INC added | 105,420 | $5M | 0.4% | 2026-Q1 |
| Mascagni Wealth Management, Inc. added | 105,072 | $5M | 0.4% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO new | 104,985 | $5M | 0.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 101,204 | $5M | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 101,890 | $5M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 90,659 | $4M | 0.4% | 2026-Q1 |
| Provident Living Financial Services, Inc. trimmed | 89,430 | $4M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 86,326 | $4M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 79,704 | $4M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 77,334 | $4M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 76,465 | $4M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 69,206 | $3M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 67,982 | $3M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 59,257 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 58,794 | $3M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 58,378 | $3M | 0.2% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY added | 56,020 | $3M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 55,169 | $3M | 0.2% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT trimmed | 54,322 | $3M | 0.2% | 2026-Q1 |
| TFB Advisors LLC added | 47,162 | $2M | 0.2% | 2026-Q1 |
| Advisory Resource Group added | 45,586 | $2M | 0.2% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 42,283 | $2M | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC added | 41,882 | $2M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 40,364 | $2M | 0.2% | 2026-Q1 |
| Sonoma Allocations LLC added | 40,834 | $2M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 36,943 | $2M | 0.2% | 2026-Q1 |
| Leo Wealth, LLC added | 36,902 | $2M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 36,625 | $2M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 36,604 | $2M | 0.2% | 2026-Q1 |
| ROI Financial Advisors, LLC added | 36,549 | $2M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 33,681 | $2M | 0.1% | 2026-Q1 |
| Cranbrook Wealth Management, LLC added | 33,119 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 32,166 | $1M | 0.1% | 2026-Q1 |
| Avestar Capital, LLC trimmed | 31,725 | $1M | 0.1% | 2026-Q1 |
| Apollon Financial, LLC added | 30,621 | $1M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 30,032 | $1M | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 29,100 | $1M | 0.1% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC added | 28,669 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 27,176 | $1M | 0.1% | 2026-Q1 |
| Tidemark, LLC trimmed | 24,496 | $1M | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 23,756 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 23,081 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,939 | $1M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 22,767 | $1M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 22,261 | $1M | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 20,412 | $950K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 19,403 | $903K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 18,816 | $875K | 0.1% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 481,910 | $23M | 2.1% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC added | 427,800 | $20M | 1.8% | 2025-Q3 stale |
| Systelligence, LLC trimmed | 75,428 | $4M | 0.3% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 71,627 | $3M | 0.3% | 2025-Q1 stale |
| CreativeOne Wealth, LLC added | 60,640 | $3M | 0.3% | 2025-Q3 stale |
| Stratos Wealth Partners, LTD. added | 59,059 | $3M | 0.3% | 2025-Q4 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC added | 58,293 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 57,445 | $3M | 0.2% | 2025-Q2 stale |
| Veridan Wealth LLC added | 48,822 | $2M | 0.2% | 2025-Q1 stale |
| Summit X, LLC trimmed | 46,940 | $2M | 0.2% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP added | 45,440 | $2M | 0.2% | 2025-Q3 stale |
| Security Financial Services, INC. trimmed | 35,221 | $2M | 0.1% | 2025-Q4 stale |
| J.E. Simmons & Co., P.C. new | 34,831 | $2M | 0.1% | 2025-Q4 stale |
| ROVIN CAPITAL /UT/ /ADV added | 31,399 | $1M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,019 | $1M | 0.1% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP added | 19,684 | $942K | 0.1% | 2025-Q3 stale |
| Arista Wealth Management, LLC added | 18,430 | $882K | 0.1% | 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.