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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

99
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

25 tracked funds added or opened HYGH while 12 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

HYGH’s largest tracked holder by dollar value, ARS Wealth Advisors Group, LLC, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2026-Q1 and 2026-Q2, across 99 tracked filers holding HYGH, 62 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 HYGH 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 5

  • AXXCESS WEALTH MANAGEMENT, LLC$5M
  • Sowell Financial Services LLC$5M
  • Arax Advisory Partners$3M
  • Diversify Advisory Services, LLC$2M
  • GREAT VALLEY ADVISOR GROUP, INC.$575K

Full exits 3

  • Cambridge Investment Research Advisors, Inc.$1M
  • PARK AVENUE SECURITIES LLC$940K
  • Janney Montgomery Scott LLC$923K

Largest adds

  • ARS Wealth Advisors Group, LLC$16M
  • Goldstone Financial Group, LLC$5M
  • LPL Financial LLC$4M
  • UBS Group AG$4M
  • OSAIC HOLDINGS, INC.$3M
  • Blue Capital, Inc.$2M

Largest trims

  • Inspire Advisors, LLC$1M
  • Elequin Capital, LP$1M
  • MATAURO, LLC$1M
  • CITADEL ADVISORS LLC$1M
  • Sigma Planning Corp$838K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$725K

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
ARS Wealth Advisors Group, LLC added359,403$31M12.2%2026-Q2
LPL Financial LLC added342,515$30M11.6%2026-Q2
MinichMacGregor Wealth Management, LLC added155,950$14M5.3%2026-Q2
UBS Group AG added142,205$12M4.8%2026-Q2
MATAURO, LLC trimmed105,723$9M3.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added103,948$9M3.5%2026-Q2
Goldstone Financial Group, LLC added100,447$9M3.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added100,087$9M3.4%2026-Q2
Rooted Wealth Advisors, Inc. added99,664$9M3.4%2026-Q2
AdvisorNet Financial, Inc added89,782$8M3.0%2026-Q2
OSAIC HOLDINGS, INC. added80,627$7M2.7%2026-Q2
Sound Income Strategies, LLC trimmed66,922$6M2.3%2026-Q2
BANK OF AMERICA CORP /DE/ added64,015$6M2.2%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed57,447$5M1.9%2026-Q2
Capital Asset Advisory Services LLC trimmed57,447$5M1.9%2026-Q2
Live Oak Investment Partners added55,287$5M1.9%2026-Q2
Blue Capital, Inc. added55,248$5M1.9%2026-Q2
Sowell Financial Services LLC new54,724$5M1.9%2026-Q2
Foundations Investment Advisors, LLC trimmed51,715$4M1.7%2026-Q2
MML INVESTORS SERVICES, LLC added50,770$4M1.7%2026-Q2
Kovack Advisors, Inc. added47,790$4M1.6%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added38,870$3M1.3%2026-Q2
Focus Financial Network, Inc. added36,996$3M1.3%2026-Q2
Inspire Advisors, LLC trimmed32,978$3M1.1%2026-Q2
Arax Advisory Partners new31,288$3M1.1%2026-Q2
Mason & Associates Inc added31,246$3M1.1%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added29,308$3M1.0%2026-Q2
Clark Capital Management Group, Inc. added28,182$2M1.0%2026-Q2
Rockefeller Capital Management L.P. added26,930$2M0.9%2026-Q2
Diversify Advisory Services, LLC added24,708$2M0.8%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added24,708$2M0.8%2026-Q2
AXS Investments LLC trimmed19,865$2M0.7%2026-Q2
Apella Capital, LLC trimmed18,290$2M0.6%2026-Q2
Cetera Investment Advisers trimmed17,745$2M0.6%2026-Q2
IBEX WEALTH ADVISORS added16,708$1M0.6%2026-Q2
Strait & Sound Wealth Management LLC added16,091$1M0.5%2026-Q2
Equitable Holdings, Inc. added14,598$1M0.5%2026-Q2
SHEETS SMITH WEALTH MANAGEMENT trimmed12,916$1M0.4%2026-Q2
Focus Partners Advisor Solutions, LLC added12,419$1M0.4%2026-Q2
HBW ADVISORY SERVICES LLC added11,637$1M0.4%2026-Q2
NEW WAVE WEALTH ADVISORS LLC added11,460$993K0.4%2026-Q2
United Advisor Group, LLC added10,870$941K0.4%2026-Q2
Trademark Financial Management, LLC added10,526$912K0.4%2026-Q2
SHP Wealth Management added9,443$818K0.3%2026-Q2
ROYAL BANK OF CANADA added8,774$761K0.3%2026-Q2
CITADEL ADVISORS LLC trimmed8,421$729K0.3%2026-Q2
IFP Advisors, Inc trimmed8,103$702K0.3%2026-Q2
Van Diest Capital, LLC added7,842$679K0.3%2026-Q2
Brookstone Capital Management added6,976$604K0.2%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. trimmed6,634$575K0.2%2026-Q2
KINTRA WEALTH, LLC added6,345$549K0.2%2026-Q2
Perigon Wealth Management, LLC6,200$537K0.2%2026-Q2
PFG Advisors trimmed5,557$481K0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added5,550$481K0.2%2026-Q2
Elequin Capital, LP trimmed5,145$446K0.2%2026-Q2
FMR LLC added5,128$444K0.2%2026-Q2
MATHER GROUP, LLC. trimmed5,065$439K0.2%2026-Q2
Capital Square, LLC added4,829$417K0.2%2026-Q2
Global Retirement Partners, LLC added4,624$401K0.2%2026-Q2
Regal Investment Advisors LLC added4,004$347K0.1%2026-Q2
SMITHBRIDGE ASSET MANAGEMENT INC/DE trimmed3,849$333K0.1%2026-Q2
JBR Co Financial Management Inc new3,835$332K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,760$326K0.1%2026-Q2
Sigma Planning Corp trimmed3,191$276K0.1%2026-Q2
ACUTE INVESTMENT ADVISORY, LLC trimmed3,127$271K0.1%2026-Q2
Greenline Wealth Management LLC added3,059$265K0.1%2026-Q2
Strategic Blueprint, LLC added2,899$251K0.1%2026-Q2
BlackRock, Inc. trimmed2,778$241K0.1%2026-Q2
TRUSTMARK BANK TRUST DEPARTMENT2,700$234K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,409$209K0.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed2,316$201K0.1%2026-Q2
Eagle Strategies LLC trimmed2,315$201K0.1%2026-Q2
BARD ASSOCIATES INC new2,160$187K0.1%2026-Q2
MORGAN STANLEY added1,933$167K0.1%2026-Q2
Steward Partners Investment Advisory, LLC added1,623$141K0.1%2026-Q2
Guardian Partners Inc. new1,483$128K0.1%2026-Q2
NewEdge Advisors, LLC1,250$108K0.0%2026-Q2
US BANCORP \DE\1,125$97K0.0%2026-Q2
Integrated Wealth Concepts LLC new999$87K0.0%2026-Q2
Golden State Wealth Management, LLC trimmed886$77K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed416$36K0.0%2026-Q2
AE Wealth Management LLC added383$33K0.0%2026-Q2
LANARK FINANCIAL, INC. added318$28K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC305$26K0.0%2026-Q2
BANK OF MONTREAL /CAN/300$26K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed290$25K0.0%2026-Q2
Fortitude Family Office, LLC added248$21K0.0%2026-Q2
PRIVATE TRUST CO NA added243$21K0.0%2026-Q2
Princeton Global Asset Management LLC225$19K0.0%2026-Q2
Bangor Savings Bank199$17K0.0%2026-Q2
Planning Strategies Inc. new133$12K0.0%2026-Q2
Federation des caisses Desjardins du Quebec130$11K0.0%2026-Q2
Key Capital Management, INC trimmed124$11K0.0%2026-Q2
AMERIFLEX GROUP, INC.100$9K0.0%2026-Q2
Capital Investment Advisory Services, LLC28$2K0.0%2026-Q2
Signature Equity Partners, LLC13$1K0.0%2026-Q2
ASSETMARK, INC7$6060.0%2026-Q2
Cornerstone Planning Group LLC trimmed7$6060.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed0$210.0%2026-Q2
Atria Wealth Solutions, Inc. trimmed77,547$7M2.6%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.

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