Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns HYGH (HYGH)


Which tracked institutional funds hold HYGH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYGH 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.

101
Institutional holders
2,291,068
Shares held (tracked funds)

How the tape is positioned

18 tracked funds added or opened HYGH while 12 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

HYGH’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 gap the other way — the median holder sizes HYGH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HYGH 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 101 tracked filers holding HYGH, 55 increased or opened the position and 51 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 HYGH 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 6

  • ARS Wealth Advisors Group, LLC$15M
  • Goldstone Financial Group, LLC$3M
  • Elequin Capital, LP$2M
  • PARK AVENUE SECURITIES LLC$940K
  • MATHER GROUP, LLC.$583K
  • KINTRA WEALTH, LLC$534K

Full exits 3

  • AXXCESS WEALTH MANAGEMENT, LLC$6M
  • COMMONWEALTH EQUITY SERVICES, LLC$678K
  • JANE STREET GROUP, LLC$545K

Largest adds

  • UBS Group AG$4M
  • LPL Financial LLC$2M
  • ENVESTNET ASSET MANAGEMENT INC$2M
  • CITADEL ADVISORS LLC$1M
  • MinichMacGregor Wealth Management, LLC$1M
  • Live Oak Investment Partners$1M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$263M
  • Cambridge Investment Research Advisors, Inc.$2M
  • IBEX WEALTH ADVISORS$2M
  • Capital Asset Advisory Services LLC$846K
  • Foundations Investment Advisors, LLC$826K
  • NEW WAVE WEALTH ADVISORS LLC$628K

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
LPL Financial LLC added298,571$26M11.4%2026-Q1
ARS Wealth Advisors Group, LLC new174,313$15M6.7%2026-Q1
MinichMacGregor Wealth Management, LLC added146,471$13M5.6%2026-Q1
MATAURO, LLC added121,923$10M4.7%2026-Q1
UBS Group AG added102,534$9M3.9%2026-Q1
Rooted Wealth Advisors, Inc. added97,272$8M3.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added88,462$8M3.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed82,463$7M3.2%2026-Q1
AdvisorNet Financial, Inc added77,514$7M3.0%2026-Q1
Sound Income Strategies, LLC trimmed68,235$6M2.6%2026-Q1
Foundations Investment Advisors, LLC trimmed59,765$5M2.3%2026-Q1
Capital Asset Advisory Services LLC trimmed59,161$5M2.3%2026-Q1
Live Oak Investment Partners added53,194$5M2.0%2026-Q1
Inspire Advisors, LLC trimmed50,526$4M1.9%2026-Q1
Kovack Advisors, Inc. added47,453$4M1.8%2026-Q1
MML INVESTORS SERVICES, LLC added42,632$4M1.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed42,609$4M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed39,239$3M1.5%2026-Q1
Goldstone Financial Group, LLC new37,625$3M1.4%2026-Q1
Focus Financial Network, Inc. added32,695$3M1.3%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added31,720$3M1.2%2026-Q1
Mason & Associates Inc trimmed31,239$3M1.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added28,390$2M1.1%2026-Q1
AXS Investments LLC added28,387$2M1.1%2026-Q1
Blue Capital, Inc. added28,105$2M1.1%2026-Q1
Clark Capital Management Group, Inc. added27,344$2M1.0%2026-Q1
Rockefeller Capital Management L.P. added25,771$2M1.0%2026-Q1
CITADEL ADVISORS LLC added22,079$2M0.8%2026-Q1
Elequin Capital, LP added21,199$2M0.8%2026-Q1
Apella Capital, LLC trimmed19,385$2M0.8%2026-Q1
Cetera Investment Advisers added18,914$2M0.7%2026-Q1
Strait & Sound Wealth Management LLC added15,768$1M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed13,043$1M0.5%2026-Q1
Sigma Planning Corp added13,014$1M0.5%2026-Q1
SHEETS SMITH WEALTH MANAGEMENT trimmed12,984$1M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed12,275$1M0.5%2026-Q1
Focus Partners Advisor Solutions, LLC added11,901$1M0.5%2026-Q1
Equitable Holdings, Inc. added11,815$1M0.5%2026-Q1
PFG Advisors trimmed11,637$996K0.4%2026-Q1
HBW ADVISORY SERVICES LLC added11,420$978K0.4%2026-Q1
NEW WAVE WEALTH ADVISORS LLC trimmed11,042$945K0.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed10,974$940K0.4%2026-Q1
Janney Montgomery Scott LLC trimmed10,786$923K0.4%2026-Q1
United Advisor Group, LLC trimmed10,040$859K0.4%2026-Q1
IBEX WEALTH ADVISORS trimmed9,335$799K0.4%2026-Q1
IFP Advisors, Inc trimmed9,193$787K0.4%2026-Q1
MATHER GROUP, LLC. new6,806$583K0.3%2026-Q1
Brookstone Capital Management added6,537$560K0.3%2026-Q1
KINTRA WEALTH, LLC new6,236$534K0.2%2026-Q1
Perigon Wealth Management, LLC trimmed6,200$531K0.2%2026-Q1
ROYAL BANK OF CANADA trimmed5,782$495K0.2%2026-Q1
Van Diest Capital, LLC added5,428$465K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added5,229$448K0.2%2026-Q1
Synergy Asset Management, LLC added4,891$419K0.2%2026-Q1
Capital Square, LLC added4,189$362K0.2%2026-Q1
SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed4,189$359K0.2%2026-Q1
Regal Investment Advisors LLC trimmed3,937$337K0.2%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed3,893$333K0.1%2026-Q1
Leo Wealth, LLC trimmed3,742$320K0.1%2026-Q1
Trademark Financial Management, LLC added3,578$306K0.1%2026-Q1
HighTower Advisors, LLC new3,417$293K0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new3,376$291K0.1%2026-Q1
ACUTE INVESTMENT ADVISORY, LLC new3,366$288K0.1%2026-Q1
Greenline Wealth Management LLC trimmed3,029$259K0.1%2026-Q1
BlackRock, Inc. trimmed3,027$259K0.1%2026-Q1
SHP Wealth Management new3,015$258K0.1%2026-Q1
Net Worth Advisory Group added2,749$235K0.1%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT trimmed2,700$231K0.1%2026-Q1
Atria Wealth Solutions, Inc. trimmed77,547$7M3.0%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed68,310$6M2.6%2025-Q4 stale
INTEGRITY ALLIANCE, LLC. new24,101$2M0.9%2025-Q1 stale
TrueMark Investments, LLC new16,036$1M0.6%2025-Q1 stale
SUMMIT INVESTMENT ADVISORS, INC. added14,548$1M0.6%2025-Q2 stale
Thrivent Financial for Lutherans added10,613$922K0.4%2025-Q3 stale
HRT FINANCIAL LP new8,470$721K0.3%2025-Q1 stale
Heck Capital Advisors, LLC added8,458$721K0.3%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed7,885$682K0.3%2025-Q2 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed7,861$678K0.3%2025-Q4 stale
GREAT VALLEY ADVISOR GROUP, INC. trimmed7,795$674K0.3%2025-Q2 stale
NAPA WEALTH MANAGEMENT added6,701$582K0.3%2025-Q3 stale
Eagle Strategies LLC trimmed6,427$558K0.2%2025-Q3 stale
JANE STREET GROUP, LLC trimmed6,328$545K0.2%2025-Q4 stale
JPMORGAN CHASE & CO added4,900$424K0.2%2025-Q2 stale
FLOW TRADERS U.S. LLC trimmed4,532$392K0.2%2025-Q2 stale
WESTBOURNE INVESTMENTS, INC.4,076$347K0.2%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed3,979$346K0.2%2025-Q3 stale
Mascagni Wealth Management, Inc.3,965$338K0.2%2025-Q1 stale
Global Retirement Partners, LLC added3,531$304K0.1%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP3,444$299K0.1%2025-Q3 stale
Diversify Advisory Services, LLC trimmed3,351$291K0.1%2025-Q4 stale
ORG Partners LLC3,200$276K0.1%2025-Q4 stale
Lion Street Advisors, LLC3,000$263K0.1%2025-Q3 stale
TRUIST FINANCIAL CORP trimmed3,010$261K0.1%2025-Q3 stale
Quartz Partners, LLC new2,956$256K0.1%2025-Q2 stale
Meridian Wealth Management, LLC added2,869$248K0.1%2025-Q2 stale
Advisors Preferred, LLC added2,847$247K0.1%2025-Q3 stale
Sunbelt Securities, Inc. added2,795$243K0.1%2025-Q3 stale
Capital Advisory Group Advisory Services, LLC trimmed2,781$242K0.1%2025-Q3 stale
Strategic Blueprint, LLC trimmed2,455$212K0.1%2025-Q4 stale
Compound Planning, Inc. added2,479$211K0.1%2025-Q1 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