Who owns HYGV
Which tracked institutional funds hold HYGV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYGV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
17 tracked funds added or opened HYGV while 11 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
HYGV’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYGV 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 112 tracked filers holding HYGV, 67 increased or opened the position and 41 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 HYGV 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
- Anchor Bay Capital, Inc.$3M
- CITADEL ADVISORS LLC$2M
- Clear Point Advisors Inc.$768K
- Balentine LLC$654K
- AXXCESS WEALTH MANAGEMENT, LLC$515K
Full exits 4
- Olde Wealth Management, LLC$7M
- OLD MISSION CAPITAL LLC$2M
- 49 WEALTH MANAGEMENT, LLC$1M
- Cambridge Investment Research Advisors, Inc.$517K
Largest adds
- Jefferies Financial Group Inc.$11M
- MML INVESTORS SERVICES, LLC$2M
- JANE STREET GROUP, LLC$1M
- BLAIR WILLIAM & CO/IL$915K
- Impact Partnership Wealth, LLC$734K
- Pinnacle Financial Partners, Inc.$709K
Largest trims
- NORTHERN TRUST CORP$14M
- Boltwood Capital Management$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- EJMK Ventures LLC$880K
- LPL Financial LLC$780K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 16,668,771 | $671M | 75.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 691,820 | $28M | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 628,188 | $25M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 480,989 | $19M | 2.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 350,000 | $14M | 1.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 349,826 | $14M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 268,295 | $11M | 1.2% | 2026-Q2 |
| United Bank added | 250,116 | $10M | 1.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 191,495 | $8M | 0.9% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 184,892 | $7M | 0.8% | 2026-Q2 |
| Boltwood Capital Management trimmed | 180,790 | $7M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 127,803 | $5M | 0.6% | 2026-Q2 |
| HORIZON BANCORP INC /IN/ trimmed | 127,621 | $5M | 0.6% | 2026-Q2 |
| FIRST UNITED BANK & TRUST added | 111,774 | $5M | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC added | 107,269 | $4M | 0.5% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 78,507 | $3M | 0.4% | 2026-Q2 |
| TRB Wealth Management, LLC added | 76,590 | $3M | 0.3% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 73,594 | $3M | 0.3% | 2026-Q2 |
| Anchor Bay Capital, Inc. new | 62,618 | $3M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 58,170 | $2M | 0.3% | 2026-Q2 |
| Mount Lucas Management LP added | 54,798 | $2M | 0.2% | 2026-Q2 |
| Granite Harbor Advisors, Inc. trimmed | 54,004 | $2M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 52,113 | $2M | 0.2% | 2026-Q2 |
| EJMK Ventures LLC trimmed | 49,757 | $2M | 0.2% | 2026-Q2 |
| VestGen Investment Management trimmed | 49,746 | $2M | 0.2% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 45,174 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,680 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 32,144 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 29,970 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 29,609 | $1M | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 29,154 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 27,833 | $1M | 0.1% | 2026-Q2 |
| REDW Wealth LLC trimmed | 24,758 | $997K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 24,653 | $993K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 24,239 | $976K | 0.1% | 2026-Q2 |
| Clear Point Advisors Inc. added | 19,086 | $768K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 18,943 | $763K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 18,205 | $733K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 16,855 | $679K | 0.1% | 2026-Q2 |
| Kuhn & Co Investment Counsel added | 16,456 | $663K | 0.1% | 2026-Q2 |
| Balentine LLC new | 16,232 | $654K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC | 15,400 | $620K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 14,503 | $584K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 13,949 | $562K | 0.1% | 2026-Q2 |
| L & S Advisors Inc added | 13,386 | $539K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 12,802 | $515K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC | 12,546 | $505K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 12,464 | $502K | 0.1% | 2026-Q2 |
| Rossmore Private Capital added | 11,850 | $477K | 0.1% | 2026-Q2 |
| Oakmont Advisory Group, LLC added | 11,246 | $453K | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. trimmed | 10,903 | $438K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC added | 10,830 | $436K | 0.0% | 2026-Q2 |
| Acorn Wealth Advisors, LLC | 10,488 | $422K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,979 | $402K | 0.0% | 2026-Q2 |
| Painted Porch Advisors LLC new | 9,500 | $382K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 9,447 | $380K | 0.0% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC new | 9,082 | $366K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 8,821 | $355K | 0.0% | 2026-Q2 |
| Tactive Advisors, LLC added | 8,569 | $345K | 0.0% | 2026-Q2 |
| RVW Wealth, LLC | 8,509 | $343K | 0.0% | 2026-Q2 |
| Essex Bank added | 8,431 | $339K | 0.0% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 8,201 | $330K | 0.0% | 2026-Q2 |
| KEYNOTE FINANCIAL SERVICES LLC added | 7,840 | $316K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 7,411 | $298K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 7,344 | $296K | 0.0% | 2026-Q2 |
| WealthPoint Financial, LLC trimmed | 7,059 | $284K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 6,925 | $278K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 6,720 | $271K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,461 | $260K | 0.0% | 2026-Q2 |
| &PARTNERS added | 6,385 | $257K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 6,369 | $256K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 6,169 | $248K | 0.0% | 2026-Q2 |
| Occidental Asset Management, LLC | 6,000 | $242K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 5,655 | $228K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 5,192 | $209K | 0.0% | 2026-Q2 |
| Lewis Asset Management, LLC new | 5,036 | $203K | 0.0% | 2026-Q2 |
| WATERS PARKERSON & CO., LLC | 5,000 | $201K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 4,974 | $200K | 0.0% | 2026-Q2 |
| STEPH & CO trimmed | 4,613 | $186K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 4,163 | $168K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp | 3,720 | $150K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,460 | $139K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,107 | $125K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 2,505 | $101K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,231 | $90K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,171 | $87K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 2,077 | $84K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,783 | $72K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. | 1,231 | $50K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,100 | $44K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC trimmed | 690 | $28K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 667 | $27K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 599 | $24K | 0.0% | 2026-Q2 |
| Grove Bank & Trust trimmed | 569 | $23K | 0.0% | 2026-Q2 |
| First Bancorp, Inc /ME/ new | 540 | $22K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 518 | $21K | 0.0% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 475 | $19K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 366 | $15K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 342 | $14K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 278 | $11K | 0.0% | 2026-Q2 |
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.