Who owns HYEM
Which tracked institutional funds hold HYEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYEM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
19 tracked funds added or opened HYEM while 8 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
HYEM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HYEM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYEM 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 88 tracked filers holding HYEM, 45 increased or opened the position and 45 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 HYEM 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 4
- CAPE COD FIVE CENTS SAVINGS BANK$3M
- Ferguson Shapiro LLC$2M
- Ascent Advisors, LLC$2M
- Point Nemo Capital, LLC$859K
Full exits 3
- OLD MISSION CAPITAL LLC$11M
- GOLDMAN SACHS GROUP INC$5M
- Cambridge Investment Research Advisors, Inc.$697K
Largest adds
- BANK OF AMERICA CORP /DE/$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- JPMORGAN CHASE & CO$2M
- AMERIPRISE FINANCIAL INC$2M
- JANE STREET GROUP, LLC$1M
- Sonoma Allocations LLC$1M
Largest trims
- Rockefeller Capital Management L.P.$758K
- Tidemark, LLC$552K
- LPL Financial LLC$434K
- Belpointe Asset Management LLC$342K
- Trademark Financial Management, LLC$302K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,510,752 | $91M | 31.5% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 2,062,073 | $41M | 14.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 720,015 | $14M | 5.0% | 2026-Q2 |
| UBS Group AG added | 374,469 | $8M | 2.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 291,853 | $6M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 287,503 | $6M | 2.0% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 279,294 | $6M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 249,659 | $5M | 1.7% | 2026-Q2 |
| AE Wealth Management LLC added | 215,957 | $4M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 204,464 | $4M | 1.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 204,156 | $4M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 191,851 | $4M | 1.3% | 2026-Q2 |
| &PARTNERS added | 180,960 | $4M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 175,650 | $4M | 1.2% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK trimmed | 169,373 | $3M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 156,632 | $3M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 152,557 | $3M | 1.1% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 124,897 | $3M | 0.9% | 2026-Q2 |
| Sonoma Allocations LLC added | 124,658 | $2M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 101,290 | $2M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 92,388 | $2M | 0.6% | 2026-Q2 |
| Ferguson Shapiro LLC new | 82,456 | $2M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 79,434 | $2M | 0.6% | 2026-Q2 |
| Whitcomb & Hess, Inc. trimmed | 76,716 | $2M | 0.5% | 2026-Q2 |
| Ascent Advisors, LLC new | 75,533 | $2M | 0.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 74,462 | $1M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 73,640 | $1M | 0.5% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 67,186 | $1M | 0.5% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 65,045 | $1M | 0.5% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 58,965 | $1M | 0.4% | 2026-Q2 |
| Verde Capital Management trimmed | 54,568 | $1M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 51,863 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 46,787 | $941K | 0.3% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 46,339 | $932K | 0.3% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. | 44,310 | $891K | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 43,247 | $870K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 43,144 | $868K | 0.3% | 2026-Q2 |
| Point Nemo Capital, LLC added | 42,736 | $859K | 0.3% | 2026-Q2 |
| Tidal Investments LLC | 42,744 | $856K | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 39,568 | $796K | 0.3% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 38,330 | $771K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 32,420 | $652K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 32,389 | $651K | 0.2% | 2026-Q2 |
| Rareview Capital LLC added | 24,557 | $487K | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC added | 23,773 | $478K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 23,772 | $478K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,701 | $477K | 0.2% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 22,379 | $450K | 0.2% | 2026-Q2 |
| SouthState Bank Corp | 21,073 | $424K | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 20,301 | $408K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 20,038 | $403K | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 18,110 | $364K | 0.1% | 2026-Q2 |
| Yoffe Investment Management, LLC | 16,930 | $340K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 16,680 | $335K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 16,595 | $334K | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 14,572 | $293K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,172 | $285K | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 13,834 | $278K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 13,604 | $274K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 13,665 | $273K | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. trimmed | 12,507 | $252K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 11,056 | $222K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 7,213 | $145K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 7,196 | $145K | 0.1% | 2026-Q2 |
| Pioneer Family Office, LLC | 1,000 | $139K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 4,997 | $100K | 0.0% | 2026-Q2 |
| Purpose Unlimited Inc. trimmed | 4,254 | $87K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 2,836 | $57K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 2,483 | $50K | 0.0% | 2026-Q2 |
| MRP Capital Investments, LLC trimmed | 2,304 | $46K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 2,276 | $46K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,936 | $39K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC trimmed | 1,455 | $29K | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP | 864 | $17K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC | 789 | $16K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 754 | $15K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 487 | $10K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 460 | $9K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 450 | $9K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 370 | $7K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 279 | $6K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 162 | $3K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 130 | $3K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 82 | $2K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 38 | $764 | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 26 | $523 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15 | $302 | 0.0% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC new | 5 | $101 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 546,366 | $11M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 239,187 | $5M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 35,338 | $697K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 131,762 | $3M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Oasis Advisors, LLC new | 125,207 | $2M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Ocean Park Asset Management, LLC trimmed | 112,800 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Financial Architects, LLC added | 249,886 | $5M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Optivise Advisory Services LLC trimmed | 36,312 | $728K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Fortress Wealth Management, Inc. trimmed | 29,683 | $595K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Systelligence, LLC new | 233,674 | $5M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| Fifth Third Securities, Inc. added | 100,182 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| NAPA WEALTH MANAGEMENT trimmed | 25,411 | $504K | 0.2% | 2025-Q2 stale (4 quarters behind) |
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.