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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP trimmed | 17,100,663 | $685M | 71.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 678,138 | $27M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 614,520 | $25M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 515,237 | $21M | 2.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 346,387 | $14M | 1.4% | 2026-Q1 |
| United Bank added | 241,931 | $10M | 1.0% | 2026-Q1 |
| Boltwood Capital Management trimmed | 233,538 | $9M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 212,139 | $8M | 0.9% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 187,473 | $8M | 0.8% | 2026-Q1 |
| Olde Wealth Management, LLC added | 186,679 | $7M | 0.8% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 168,115 | $7M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 147,906 | $6M | 0.6% | 2026-Q1 |
| HORIZON BANCORP INC /IN/ added | 129,425 | $5M | 0.5% | 2026-Q1 |
| FIRST UNITED BANK & TRUST added | 107,078 | $4M | 0.4% | 2026-Q1 |
| Thrive Capital Management, LLC added | 103,118 | $4M | 0.4% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 72,643 | $3M | 0.3% | 2026-Q1 |
| EJMK Ventures LLC added | 71,970 | $3M | 0.3% | 2026-Q1 |
| TRB Wealth Management, LLC new | 70,555 | $3M | 0.3% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 68,066 | $3M | 0.3% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 55,638 | $2M | 0.2% | 2026-Q1 |
| Granite Harbor Advisors, Inc. trimmed | 54,438 | $2M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC new | 53,872 | $2M | 0.2% | 2026-Q1 |
| Mount Lucas Management LP added | 53,909 | $2M | 0.2% | 2026-Q1 |
| VestGen Investment Management trimmed | 53,852 | $2M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 52,781 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,940 | $2M | 0.2% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 43,326 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 31,029 | $1M | 0.1% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. trimmed | 30,101 | $1M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 28,836 | $1M | 0.1% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC added | 27,413 | $1M | 0.1% | 2026-Q1 |
| REDW Wealth LLC trimmed | 26,820 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 26,231 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 25,020 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 23,063 | $924K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 18,353 | $735K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 18,114 | $726K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 16,764 | $672K | 0.1% | 2026-Q1 |
| Kuhn & Co Investment Counsel trimmed | 16,416 | $658K | 0.1% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 16,358 | $655K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC new | 15,400 | $617K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,551 | $583K | 0.1% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 14,190 | $568K | 0.1% | 2026-Q1 |
| L & S Advisors Inc added | 13,210 | $529K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,907 | $517K | 0.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 12,546 | $503K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 12,000 | $481K | 0.1% | 2026-Q1 |
| Rossmore Private Capital trimmed | 11,150 | $447K | 0.0% | 2026-Q1 |
| Oakmont Advisory Group, LLC added | 10,857 | $435K | 0.0% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 10,667 | $427K | 0.0% | 2026-Q1 |
| Acorn Wealth Advisors, LLC | 10,488 | $420K | 0.0% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 10,480 | $420K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,013 | $361K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 9,007 | $361K | 0.0% | 2026-Q1 |
| RVW Wealth, LLC | 8,509 | $341K | 0.0% | 2026-Q1 |
| Tactive Advisors, LLC added | 7,913 | $317K | 0.0% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 7,898 | $316K | 0.0% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 7,881 | $316K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,660 | $307K | 0.0% | 2026-Q1 |
| WealthPoint Financial, LLC | 7,445 | $303K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC new | 7,518 | $301K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 7,335 | $294K | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 7,212 | $289K | 0.0% | 2026-Q1 |
| World Investment Advisors added | 7,015 | $281K | 0.0% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 6,757 | $271K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,423 | $257K | 0.0% | 2026-Q1 |
| KEYNOTE FINANCIAL SERVICES LLC trimmed | 6,210 | $249K | 0.0% | 2026-Q1 |
| Occidental Asset Management, LLC | 6,000 | $240K | 0.0% | 2026-Q1 |
| &PARTNERS new | 5,948 | $238K | 0.0% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC new | 5,693 | $228K | 0.0% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 5,683 | $228K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 5,557 | $223K | 0.0% | 2026-Q1 |
| Spire Wealth Management trimmed | 5,323 | $213K | 0.0% | 2026-Q1 |
| Wealthspire Advisors, LLC | 5,190 | $208K | 0.0% | 2026-Q1 |
| Kensington Asset Management, LLC | 518,700 | $21M | 2.2% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC added | 248,800 | $10M | 1.1% | 2025-Q3 stale |
| Pinnacle Financial Partners Inc trimmed | 144,593 | $6M | 0.6% | 2025-Q3 stale |
| Bank of New York Mellon Corp trimmed | 144,869 | $6M | 0.6% | 2025-Q1 stale |
| Polar Asset Management Partners Inc. added | 141,950 | $6M | 0.6% | 2025-Q3 stale |
| TrueMark Investments, LLC added | 130,849 | $5M | 0.5% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 69,096 | $3M | 0.3% | 2025-Q4 stale |
| Rock Creek Group, LP added | 51,960 | $2M | 0.2% | 2025-Q3 stale |
| Cedar Wealth Management, LLC trimmed | 26,132 | $1M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 22,940 | $934K | 0.1% | 2025-Q4 stale |
| Corient Private Wealth LLC new | 21,275 | $859K | 0.1% | 2025-Q1 stale |
| Clear Point Advisors Inc. added | 18,859 | $768K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,781 | $758K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 16,468 | $665K | 0.1% | 2025-Q1 stale |
| Advisor Resource Council added | 15,655 | $631K | 0.1% | 2025-Q1 stale |
| Visionary Wealth Advisors trimmed | 14,009 | $566K | 0.1% | 2025-Q1 stale |
| McGinn Penninger Investment Management, Inc. new | 12,226 | $494K | 0.1% | 2025-Q1 stale |
| Creative Planning added | 11,058 | $456K | 0.0% | 2025-Q3 stale |
| Elevated Capital Advisors, LLC trimmed | 10,940 | $446K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 9,007 | $371K | 0.0% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC added | 6,315 | $255K | 0.0% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC | 6,140 | $248K | 0.0% | 2025-Q1 stale |
| Freedom Investment Management, Inc. trimmed | 5,847 | $240K | 0.0% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,495 | $224K | 0.0% | 2025-Q4 stale |
| Savvy Advisors, Inc. new | 5,100 | $206K | 0.0% | 2025-Q1 stale |
| Essex Bank | 4,977 | $203K | 0.0% | 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.
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.