Who owns HYFI
Which tracked institutional funds hold HYFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYFI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
13 tracked funds added or opened HYFI while 6 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
HYFI’s largest tracked holder by dollar value, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYFI 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 58 tracked filers holding HYFI, 41 increased or opened the position and 22 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 HYFI 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 2
- JANE STREET GROUP, LLC$6M
- CITADEL ADVISORS LLC$642K
Full exits 4
- Arkadios Wealth Advisors$24M
- Baer Investment Advisory LLC$954K
- Independent Advisor Alliance$952K
- Mariner, LLC$726K
Largest adds
- LPL Financial LLC$10M
- SageGuard Financial Group, LLC$5M
- UBS Group AG$3M
- ALLIANCEBERNSTEIN L.P.$2M
- Private Advisor Group, LLC$919K
- Anderson Financial Strategies, LLC$662K
Largest trims
- Wagner Wealth Management, LLC$24M
- MML INVESTORS SERVICES, LLC$340K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 3,092,237 | $115M | 38.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 601,687 | $22M | 7.5% | 2026-Q2 |
| ASSETMARK, INC added | 455,472 | $17M | 5.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 339,848 | $13M | 4.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 310,267 | $12M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 269,296 | $10M | 3.4% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 262,229 | $10M | 3.3% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 176,737 | $7M | 2.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 164,472 | $6M | 2.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 150,112 | $6M | 1.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 140,078 | $5M | 1.7% | 2026-Q2 |
| Advisory Resource Group added | 136,439 | $5M | 1.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 131,049 | $5M | 1.6% | 2026-Q2 |
| UBS Group AG added | 126,579 | $5M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 104,475 | $4M | 1.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 71,558 | $3M | 0.9% | 2026-Q2 |
| Fjell Capital, LLC trimmed | 49,134 | $2M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 36,129 | $1M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 33,334 | $1M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,490 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 30,915 | $1M | 0.4% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 29,482 | $1M | 0.4% | 2026-Q2 |
| Platform Technology Partners added | 25,097 | $937K | 0.3% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC added | 22,998 | $855K | 0.3% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 17,325 | $647K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 17,184 | $642K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 14,850 | $554K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 14,808 | $553K | 0.2% | 2026-Q2 |
| CAP Partners, LLC new | 12,362 | $462K | 0.2% | 2026-Q2 |
| Redwood Financial Network Corp | 11,439 | $427K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 9,206 | $344K | 0.1% | 2026-Q2 |
| M.E. ALLISON & CO., INC. | 8,000 | $299K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 7,677 | $287K | 0.1% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. | 7,435 | $278K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 6,781 | $253K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,158 | $230K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,737 | $214K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 5,440 | $203K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 5,400 | $202K | 0.1% | 2026-Q2 |
| Wagner Wealth Management, LLC trimmed | 4,192 | $157K | 0.1% | 2026-Q2 |
| BITTERROOT CAPITAL ADVISORS LLC added | 2,781 | $104K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,537 | $95K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,143 | $80K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,992 | $74K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,645 | $61K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,263 | $47K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 891 | $33K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. new | 803 | $30K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 512 | $19K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 486 | $18K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 484 | $18K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 231 | $9K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 196 | $7K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 192 | $7K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 142 | $5K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 100 | $4K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 92 | $3K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 28 | $1K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors new | 656,146 | $24M | 8.2% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 25,650 | $954K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance added | 25,608 | $952K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 19,518 | $726K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,688 | $435K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 6,057 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 2,755 | $102K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN | 628 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 126 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 68 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 35 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lifetime Wealth Management P.C. new | 41 | $724K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TFB Advisors LLC added | 8,980 | $337K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 8,217 | $309K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Atria Investments, Inc trimmed | 5,429 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Wealthcare Advisory Partners LLC trimmed | 5,401 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Vision Retirement, LLC new | 218 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 161 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 90,952 | $3M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,634 | $593K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 12,181 | $462K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 10,958 | $416K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Good Steward Wealth Advisors,LLC trimmed | 7,848 | $298K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Sigma Planning Corp trimmed | 5,533 | $210K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MMA ASSET MANAGEMENT LLC trimmed | 4,389 | $167K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 743 | $28K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Financial Advocates Investment Management trimmed | 71,833 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| JPMORGAN CHASE & CO added | 24,194 | $907K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Focus Financial Network, Inc. new | 8,455 | $317K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| JGP Wealth Management, LLC new | 5,550 | $208K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Sound Income Strategies, LLC added | 119 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.