Who owns HYEM (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-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
12 tracked funds added or opened HYEM while 10 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
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 2025-Q4 and 2026-Q1, across 95 tracked filers holding HYEM, 57 increased or opened the position and 39 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 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 3
- OLD MISSION CAPITAL LLC$11M
- Sonoma Allocations LLC$1M
- OpenArc Corporate Advisory, LLC$1M
Full exits 4
- CAPE COD FIVE CENTS SAVINGS BANK$4M
- Orion Porfolio Solutions, LLC$3M
- Oasis Advisors, LLC$2M
- Ocean Park Asset Management, LLC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$54M
- UBS Group AG$5M
- GOLDMAN SACHS GROUP INC$2M
- ASSETMARK, INC$2M
- JPMORGAN CHASE & CO$1M
- Rockefeller Capital Management L.P.$1M
Largest trims
- Tidemark, LLC$2M
- Sound Income Strategies, LLC$2M
- MORGAN STANLEY$1M
- Cetera Investment Advisers$395K
- Able Wealth Management LLC$380K
- ENVESTNET ASSET MANAGEMENT INC$294K
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 | 4,431,238 | $87M | 31.3% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 2,062,465 | $40M | 14.5% | 2026-Q1 |
| ASSETMARK, INC added | 729,335 | $14M | 5.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 546,366 | $11M | 3.9% | 2026-Q1 |
| UBS Group AG added | 349,945 | $7M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 319,476 | $6M | 2.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 259,402 | $5M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 239,187 | $5M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 203,847 | $4M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 203,472 | $4M | 1.4% | 2026-Q1 |
| AE Wealth Management LLC added | 203,045 | $4M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 192,541 | $4M | 1.4% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 192,118 | $4M | 1.4% | 2026-Q1 |
| &PARTNERS added | 171,488 | $3M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 166,713 | $3M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 133,767 | $3M | 0.9% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 120,328 | $2M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 113,480 | $2M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 90,662 | $2M | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC added | 83,632 | $2M | 0.6% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 77,426 | $2M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 73,516 | $1M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,590 | $1M | 0.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 69,066 | $1M | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 63,345 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 63,263 | $1M | 0.4% | 2026-Q1 |
| Verde Capital Management trimmed | 60,609 | $1M | 0.4% | 2026-Q1 |
| Sonoma Allocations LLC new | 55,496 | $1M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC new | 53,720 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 49,321 | $973K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 48,953 | $961K | 0.3% | 2026-Q1 |
| Seed Wealth Management, Inc. | 45,510 | $898K | 0.3% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. | 44,310 | $874K | 0.3% | 2026-Q1 |
| Tidal Investments LLC trimmed | 42,744 | $839K | 0.3% | 2026-Q1 |
| Tidemark, LLC trimmed | 42,086 | $830K | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. added | 40,202 | $793K | 0.3% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 39,891 | $787K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 38,727 | $764K | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 38,454 | $759K | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 36,471 | $720K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 35,338 | $697K | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 32,300 | $637K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 31,898 | $629K | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 26,760 | $528K | 0.2% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. trimmed | 25,592 | $505K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,563 | $465K | 0.2% | 2026-Q1 |
| LexAurum Advisors, LLC added | 21,839 | $431K | 0.2% | 2026-Q1 |
| Balboa Wealth Partners added | 21,581 | $426K | 0.2% | 2026-Q1 |
| SouthState Bank Corp new | 21,073 | $416K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 20,597 | $406K | 0.1% | 2026-Q1 |
| Rareview Capital LLC added | 20,490 | $406K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,360 | $402K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 20,064 | $396K | 0.1% | 2026-Q1 |
| Yoffe Investment Management, LLC | 16,930 | $334K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 14,784 | $292K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 14,503 | $286K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 14,486 | $286K | 0.1% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 14,370 | $284K | 0.1% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 13,876 | $274K | 0.1% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 13,413 | $265K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 11,396 | $225K | 0.1% | 2026-Q1 |
| DGS Capital Management, LLC new | 10,750 | $212K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 9,400 | $185K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,104 | $160K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 5,117 | $101K | 0.0% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 4,742 | $93K | 0.0% | 2026-Q1 |
| Key Capital Management, INC trimmed | 4,508 | $89K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. new | 3,105 | $61K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 3,004 | $59K | 0.0% | 2026-Q1 |
| MRP Capital Investments, LLC | 2,804 | $55K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,866 | $37K | 0.0% | 2026-Q1 |
| Costello Asset Management, INC added | 1,769 | $35K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,463 | $29K | 0.0% | 2026-Q1 |
| Financial Architects, LLC added | 249,886 | $5M | 1.8% | 2025-Q3 stale |
| Empowered Funds, LLC added | 237,235 | $5M | 1.7% | 2025-Q1 stale |
| Systelligence, LLC trimmed | 233,674 | $5M | 1.7% | 2025-Q2 stale |
| CAPE COD FIVE CENTS SAVINGS BANK | 206,261 | $4M | 1.5% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 138,413 | $3M | 1.0% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 131,762 | $3M | 0.9% | 2025-Q4 stale |
| Oasis Advisors, LLC new | 125,207 | $2M | 0.9% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC trimmed | 112,800 | $2M | 0.8% | 2025-Q4 stale |
| Fifth Third Securities, Inc. added | 100,182 | $2M | 0.7% | 2025-Q2 stale |
| Optivise Advisory Services LLC trimmed | 36,312 | $728K | 0.3% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. trimmed | 29,683 | $595K | 0.2% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT trimmed | 25,411 | $504K | 0.2% | 2025-Q2 stale |
| Point Nemo Capital, LLC new | 22,234 | $442K | 0.2% | 2025-Q4 stale |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 19,706 | $395K | 0.1% | 2025-Q3 stale |
| Hobart Private Capital, LLC new | 15,168 | $298K | 0.1% | 2025-Q1 stale |
| BTG Pactual Asset Management US LLC | 12,821 | $254K | 0.1% | 2025-Q3 stale |
| Koss-Olinger Consulting, LLC trimmed | 12,412 | $247K | 0.1% | 2025-Q4 stale |
| CERTUITY, LLC | 12,293 | $245K | 0.1% | 2025-Q4 stale |
| Advisors Preferred, LLC added | 10,703 | $214K | 0.1% | 2025-Q3 stale |
| UHLMANN PRICE SECURITIES, LLC new | 10,720 | $212K | 0.1% | 2025-Q2 stale |
| OneDigital Investment Advisors LLC trimmed | 10,175 | $200K | 0.1% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 864 | $140K | 0.1% | 2025-Q4 stale |
| Pioneer Family Office, LLC new | 1,000 | $133K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 6,537 | $130K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 3,004 | $60K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC added | 2,348 | $47K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 1,695 | $34K | 0.0% | 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.