Who owns HYDW (HYDW)
Which tracked institutional funds hold HYDW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYDW 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
3 tracked funds added or opened HYDW while 4 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
HYDW’s largest tracked holder by dollar value, American Family Investments, Inc., sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYDW 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 17 tracked filers holding HYDW, 11 increased or opened the position and 10 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 HYDW 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 1
- JANE STREET GROUP, LLC$2M
Full exits 1
- Proficio Capital Partners LLC$1M
Largest adds
- Financial Gravity Asset Management, Inc.$798K
- MRA Advisory Group$575K
Largest trims
- Columbus Macro, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Cetera Investment Advisers$5M
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 |
|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. added | 409,131 | $19M | 10.1% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 390,407 | $18M | 9.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 374,165 | $17M | 9.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 354,661 | $17M | 8.8% | 2026-Q1 |
| MORGAN STANLEY | 100,001 | $5M | 2.5% | 2026-Q1 |
| MRA Advisory Group added | 38,629 | $2M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 37,149 | $2M | 0.9% | 2026-Q1 |
| Allworth Financial LP added | 36,658 | $2M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 14,757 | $682K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 14,067 | $656K | 0.3% | 2026-Q1 |
| Wealth Management Associates, Inc. added | 10,480 | $489K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 9,610 | $448K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 790 | $37K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 541 | $25K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 332 | $15K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 64 | $3K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 16 | $746 | 0.0% | 2026-Q1 |
| American Family Investments, Inc. trimmed | 1,813,000 | $86M | 45.6% | 2025-Q3 stale |
| Financial Gravity Companies, Inc. added | 350,053 | $17M | 8.8% | 2025-Q2 stale |
| Proficio Capital Partners LLC new | 29,580 | $1M | 0.7% | 2025-Q4 stale |
| CreativeOne Wealth, LLC new | 4,400 | $208K | 0.1% | 2025-Q3 stale |
| Valmark Advisers, Inc. | 4,316 | $204K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 3,566 | $168K | 0.1% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 2,580 | $122K | 0.1% | 2025-Q4 stale |
| First Horizon Advisors, Inc. trimmed | 982 | $46K | 0.0% | 2025-Q2 stale |
| CWM, LLC trimmed | 315 | $15K | 0.0% | 2025-Q4 stale |
| NEW ENGLAND ASSET MANAGEMENT INC | 115 | $5K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. | 105 | $5K | 0.0% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 59 | $3K | 0.0% | 2025-Q2 stale |
| OSAIC HOLDINGS, INC. added | 56 | $3K | 0.0% | 2025-Q4 stale |
| Aptus Capital Advisors, LLC new | 5 | $236 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.