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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

106
Institutional holders
22M
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened HYGV while 17 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

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 0.0pp 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 2025-Q4 and 2026-Q1, across 106 tracked filers holding HYGV, 55 increased or opened the position and 49 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 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

  • Spartan Wealth Advisory Services LLC$8M
  • TRB Wealth Management, LLC$3M
  • Jefferies Financial Group Inc.$3M
  • VestGen Advisors, LLC$2M
  • OLD MISSION CAPITAL LLC$2M
  • Rothschild Wealth LLC$617K

Full exits 4

  • AXXCESS WEALTH MANAGEMENT, LLC$3M
  • Cedar Wealth Management, LLC$1M
  • CITADEL ADVISORS LLC$934K
  • Clear Point Advisors Inc.$768K

Largest adds

  • MORGAN STANLEY$5M
  • BANK OF AMERICA CORP /DE/$2M
  • EJMK Ventures LLC$2M
  • Pinnacle Financial Partners, Inc.$502K
  • Impact Partnership Wealth, LLC$435K
  • First Heartland Consultants, Inc.$386K

Largest trims

  • NORTHERN TRUST CORP$64M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • Boltwood Capital Management$3M
  • MML INVESTORS SERVICES, LLC$2M
  • PARK NATIONAL CORP /OH/$1M
  • Envestnet Portfolio Solutions, Inc.$1M

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
NORTHERN TRUST CORP trimmed17,100,663$685M71.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed678,138$27M2.8%2026-Q1
MORGAN STANLEY added614,520$25M2.6%2026-Q1
BANK OF AMERICA CORP /DE/ added515,237$21M2.1%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed346,387$14M1.4%2026-Q1
United Bank added241,931$10M1.0%2026-Q1
Boltwood Capital Management trimmed233,538$9M1.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed212,139$8M0.9%2026-Q1
Spartan Wealth Advisory Services LLC new187,473$8M0.8%2026-Q1
Olde Wealth Management, LLC added186,679$7M0.8%2026-Q1
Pinnacle Financial Partners, Inc. added168,115$7M0.7%2026-Q1
LPL Financial LLC trimmed147,906$6M0.6%2026-Q1
HORIZON BANCORP INC /IN/ added129,425$5M0.5%2026-Q1
FIRST UNITED BANK & TRUST added107,078$4M0.4%2026-Q1
Thrive Capital Management, LLC added103,118$4M0.4%2026-Q1
PARK NATIONAL CORP /OH/ trimmed72,643$3M0.3%2026-Q1
EJMK Ventures LLC added71,970$3M0.3%2026-Q1
TRB Wealth Management, LLC new70,555$3M0.3%2026-Q1
Jefferies Financial Group Inc. trimmed68,066$3M0.3%2026-Q1
Impact Partnership Wealth, LLC added55,638$2M0.2%2026-Q1
Granite Harbor Advisors, Inc. trimmed54,438$2M0.2%2026-Q1
VestGen Advisors, LLC new53,872$2M0.2%2026-Q1
Mount Lucas Management LP added53,909$2M0.2%2026-Q1
VestGen Investment Management trimmed53,852$2M0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed52,781$2M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed50,940$2M0.2%2026-Q1
Dogwood Wealth Management LLC added43,326$2M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed31,029$1M0.1%2026-Q1
Etesian Wealth Advisors, Inc. trimmed30,101$1M0.1%2026-Q1
Baird Financial Group, Inc. added28,836$1M0.1%2026-Q1
49 WEALTH MANAGEMENT, LLC added27,413$1M0.1%2026-Q1
REDW Wealth LLC trimmed26,820$1M0.1%2026-Q1
CreativeOne Wealth, LLC added26,231$1M0.1%2026-Q1
Cetera Investment Advisers trimmed25,020$1M0.1%2026-Q1
JANE STREET GROUP, LLC added23,063$924K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added18,353$735K0.1%2026-Q1
Atria Investments, Inc added18,114$726K0.1%2026-Q1
First Heartland Consultants, Inc. added16,764$672K0.1%2026-Q1
Kuhn & Co Investment Counsel trimmed16,416$658K0.1%2026-Q1
Herold Advisors, Inc. trimmed16,358$655K0.1%2026-Q1
Rothschild Wealth LLC new15,400$617K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,551$583K0.1%2026-Q1
Quad-Cities Investment Group, LLC added14,190$568K0.1%2026-Q1
L & S Advisors Inc added13,210$529K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added12,907$517K0.1%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC trimmed12,546$503K0.1%2026-Q1
Stratos Wealth Advisors, LLC trimmed12,000$481K0.1%2026-Q1
Rossmore Private Capital trimmed11,150$447K0.0%2026-Q1
Oakmont Advisory Group, LLC added10,857$435K0.0%2026-Q1
WealthPlan Investment Management, LLC added10,667$427K0.0%2026-Q1
Acorn Wealth Advisors, LLC10,488$420K0.0%2026-Q1
Regal Investment Advisors LLC trimmed10,480$420K0.0%2026-Q1
STIFEL FINANCIAL CORP added9,013$361K0.0%2026-Q1
BlackRock, Inc.9,007$361K0.0%2026-Q1
RVW Wealth, LLC8,509$341K0.0%2026-Q1
Tactive Advisors, LLC added7,913$317K0.0%2026-Q1
AlphaCentric Advisors LLC added7,898$316K0.0%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed7,881$316K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,660$307K0.0%2026-Q1
WealthPoint Financial, LLC7,445$303K0.0%2026-Q1
HighTower Advisors, LLC new7,518$301K0.0%2026-Q1
Advisory Services Network, LLC added7,335$294K0.0%2026-Q1
Allworth Financial LP trimmed7,212$289K0.0%2026-Q1
World Investment Advisors added7,015$281K0.0%2026-Q1
Institute for Wealth Management, LLC. added6,757$271K0.0%2026-Q1
Kestra Advisory Services, LLC added6,423$257K0.0%2026-Q1
KEYNOTE FINANCIAL SERVICES LLC trimmed6,210$249K0.0%2026-Q1
Occidental Asset Management, LLC6,000$240K0.0%2026-Q1
&PARTNERS new5,948$238K0.0%2026-Q1
TWO SIGMA SECURITIES, LLC new5,693$228K0.0%2026-Q1
ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed5,683$228K0.0%2026-Q1
Mutual Advisors, LLC trimmed5,557$223K0.0%2026-Q1
Spire Wealth Management trimmed5,323$213K0.0%2026-Q1
Wealthspire Advisors, LLC5,190$208K0.0%2026-Q1
Kensington Asset Management, LLC518,700$21M2.2%2025-Q1 stale
Ocean Park Asset Management, LLC added248,800$10M1.1%2025-Q3 stale
Pinnacle Financial Partners Inc trimmed144,593$6M0.6%2025-Q3 stale
Bank of New York Mellon Corp trimmed144,869$6M0.6%2025-Q1 stale
Polar Asset Management Partners Inc. added141,950$6M0.6%2025-Q3 stale
TrueMark Investments, LLC added130,849$5M0.5%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC added69,096$3M0.3%2025-Q4 stale
Rock Creek Group, LP added51,960$2M0.2%2025-Q3 stale
Cedar Wealth Management, LLC trimmed26,132$1M0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed22,940$934K0.1%2025-Q4 stale
Corient Private Wealth LLC new21,275$859K0.1%2025-Q1 stale
Clear Point Advisors Inc. added18,859$768K0.1%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed18,781$758K0.1%2025-Q1 stale
Atria Wealth Solutions, Inc. added16,468$665K0.1%2025-Q1 stale
Advisor Resource Council added15,655$631K0.1%2025-Q1 stale
Visionary Wealth Advisors trimmed14,009$566K0.1%2025-Q1 stale
McGinn Penninger Investment Management, Inc. new12,226$494K0.1%2025-Q1 stale
Creative Planning added11,058$456K0.0%2025-Q3 stale
Elevated Capital Advisors, LLC trimmed10,940$446K0.0%2025-Q4 stale
CITIGROUP INC trimmed9,007$371K0.0%2025-Q3 stale
Arete Wealth Advisors, LLC added6,315$255K0.0%2025-Q1 stale
AQR CAPITAL MANAGEMENT LLC6,140$248K0.0%2025-Q1 stale
Freedom Investment Management, Inc. trimmed5,847$240K0.0%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed5,495$224K0.0%2025-Q4 stale
Savvy Advisors, Inc. new5,100$206K0.0%2025-Q1 stale
Essex Bank4,977$203K0.0%2025-Q4 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.

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