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Institutional Ownership · SEC Form 13F

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.

215
Institutional holders
23,115,511
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
RENAISSANCERE HOLDINGS LTD5,057,726$235M21.1%2026-Q1
FACTORY MUTUAL INSURANCE CO2,116,815$98M8.8%2026-Q1
Wealthspire Advisors, LLC added1,514,236$70M6.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,428,227$66M6.0%2026-Q1
LPL Financial LLC added1,185,496$55M4.9%2026-Q1
AMERIPRISE FINANCIAL INC added932,601$43M3.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed719,874$33M3.0%2026-Q1
MORGAN STANLEY added504,163$23M2.1%2026-Q1
Apollon Wealth Management, LLC added484,187$23M2.0%2026-Q1
Capital Investment Counsel, LLC added428,189$20M1.8%2026-Q1
LIBERTY SQUARE WEALTH PARTNERS LLC added394,128$18M1.6%2026-Q1
Cornerstone Planning Group LLC added385,864$18M1.6%2026-Q1
Savvy Advisors, Inc. added373,840$17M1.6%2026-Q1
Betterment LLC added364,714$17M1.5%2026-Q1
BlueStem Wealth Partners, LLC added357,576$17M1.5%2026-Q1
IMA Advisory Services, Inc. trimmed293,361$14M1.2%2026-Q1
Cetera Investment Advisers trimmed288,508$13M1.2%2026-Q1
Boyd Wealth Management, LLC new288,504$13M1.2%2026-Q1
Outlook Wealth Advisors, LLC trimmed247,330$12M1.0%2026-Q1
TL Private Wealth added226,924$11M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed222,118$10M0.9%2026-Q1
MANNING & NAPIER ADVISORS LLC added217,378$10M0.9%2026-Q1
State of New Jersey Common Pension Fund D200,000$9M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added190,521$9M0.8%2026-Q1
Private Advisor Group, LLC added172,616$8M0.7%2026-Q1
MA Private Wealth trimmed155,838$7M0.6%2026-Q1
JANE STREET GROUP, LLC added154,876$7M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed142,026$7M0.6%2026-Q1
Daybright Advisory Services, Inc. added139,857$7M0.6%2026-Q1
Arch Global Advisors, LLC new136,339$6M0.6%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC added134,104$6M0.6%2026-Q1
Envestnet Portfolio Solutions, Inc. added125,788$6M0.5%2026-Q1
Equitable Holdings, Inc. added122,760$6M0.5%2026-Q1
Avior Wealth Management, LLC trimmed119,315$6M0.5%2026-Q1
Waverly Advisors, LLC added116,599$5M0.5%2026-Q1
BEACON FINANCIAL PLANNING, INC added105,420$5M0.4%2026-Q1
Mascagni Wealth Management, Inc. added105,072$5M0.4%2026-Q1
FIRST CITIZENS BANK & TRUST CO new104,985$5M0.4%2026-Q1
SAX WEALTH ADVISORS, LLC trimmed101,204$5M0.4%2026-Q1
Triad Wealth Partners, LLC added101,890$5M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed90,659$4M0.4%2026-Q1
Provident Living Financial Services, Inc. trimmed89,430$4M0.4%2026-Q1
IFP Advisors, Inc added86,326$4M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed79,704$4M0.3%2026-Q1
Pinnacle Financial Partners, Inc. added77,334$4M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed76,465$4M0.3%2026-Q1
Dynamic Advisor Solutions LLC added69,206$3M0.3%2026-Q1
Mariner, LLC trimmed67,982$3M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added59,257$3M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed58,794$3M0.2%2026-Q1
ASSETMARK, INC trimmed58,378$3M0.2%2026-Q1
RETIREMENT PLANNING GROUP, LLC / NY added56,020$3M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed55,169$3M0.2%2026-Q1
CORRECT CAPITAL WEALTH MANAGEMENT trimmed54,322$3M0.2%2026-Q1
TFB Advisors LLC added47,162$2M0.2%2026-Q1
Advisory Resource Group added45,586$2M0.2%2026-Q1
Onyx Bridge Wealth Group LLC added42,283$2M0.2%2026-Q1
Continuum Advisory, LLC added41,882$2M0.2%2026-Q1
Sovran Advisors, LLC added40,364$2M0.2%2026-Q1
Sonoma Allocations LLC added40,834$2M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added36,943$2M0.2%2026-Q1
Leo Wealth, LLC added36,902$2M0.2%2026-Q1
Thrivent Financial for Lutherans added36,625$2M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added36,604$2M0.2%2026-Q1
ROI Financial Advisors, LLC added36,549$2M0.2%2026-Q1
Strategic Blueprint, LLC added33,681$2M0.1%2026-Q1
Cranbrook Wealth Management, LLC added33,119$2M0.1%2026-Q1
HighTower Advisors, LLC added32,166$1M0.1%2026-Q1
Avestar Capital, LLC trimmed31,725$1M0.1%2026-Q1
Apollon Financial, LLC added30,621$1M0.1%2026-Q1
UBS Group AG trimmed30,032$1M0.1%2026-Q1
NBC SECURITIES, INC. added29,100$1M0.1%2026-Q1
SEAMOUNT FINANCIAL GROUP INC added28,669$1M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed27,176$1M0.1%2026-Q1
Tidemark, LLC trimmed24,496$1M0.1%2026-Q1
Allworth Financial LP added23,756$1M0.1%2026-Q1
Farther Finance Advisors, LLC added23,081$1M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added22,939$1M0.1%2026-Q1
Arkadios Wealth Advisors added22,767$1M0.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed22,261$1M0.1%2026-Q1
Trek Financial, LLC added20,412$950K0.1%2026-Q1
Wealthcare Advisory Partners LLC added19,403$903K0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added18,816$875K0.1%2026-Q1
Insight Wealth Strategies, LLC added481,910$23M2.1%2025-Q3 stale
Ocean Park Asset Management, LLC added427,800$20M1.8%2025-Q3 stale
Systelligence, LLC trimmed75,428$4M0.3%2025-Q4 stale
Kovitz Investment Group Partners, LLC trimmed71,627$3M0.3%2025-Q1 stale
CreativeOne Wealth, LLC added60,640$3M0.3%2025-Q3 stale
Stratos Wealth Partners, LTD. added59,059$3M0.3%2025-Q4 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC added58,293$3M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added57,445$3M0.2%2025-Q2 stale
Veridan Wealth LLC added48,822$2M0.2%2025-Q1 stale
Summit X, LLC trimmed46,940$2M0.2%2025-Q2 stale
SYNOVUS FINANCIAL CORP added45,440$2M0.2%2025-Q3 stale
Security Financial Services, INC. trimmed35,221$2M0.1%2025-Q4 stale
J.E. Simmons & Co., P.C. new34,831$2M0.1%2025-Q4 stale
ROVIN CAPITAL /UT/ /ADV added31,399$1M0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed23,019$1M0.1%2025-Q2 stale
TRUIST FINANCIAL CORP added19,684$942K0.1%2025-Q3 stale
Arista Wealth Management, LLC added18,430$882K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership