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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-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.

112
Institutional holders
22M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP trimmed16,668,771$671M75.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added691,820$28M3.1%2026-Q2
MORGAN STANLEY added628,188$25M2.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed480,989$19M2.2%2026-Q2
Jefferies Financial Group Inc. added350,000$14M1.6%2026-Q2
Envestnet Portfolio Solutions, Inc. added349,826$14M1.6%2026-Q2
MML INVESTORS SERVICES, LLC added268,295$11M1.2%2026-Q2
United Bank added250,116$10M1.1%2026-Q2
Spartan Wealth Advisory Services LLC added191,495$8M0.9%2026-Q2
Pinnacle Financial Partners, Inc. added184,892$7M0.8%2026-Q2
Boltwood Capital Management trimmed180,790$7M0.8%2026-Q2
LPL Financial LLC trimmed127,803$5M0.6%2026-Q2
HORIZON BANCORP INC /IN/ trimmed127,621$5M0.6%2026-Q2
FIRST UNITED BANK & TRUST added111,774$5M0.5%2026-Q2
Thrive Capital Management, LLC added107,269$4M0.5%2026-Q2
PARK NATIONAL CORP /OH/ added78,507$3M0.4%2026-Q2
TRB Wealth Management, LLC added76,590$3M0.3%2026-Q2
Impact Partnership Wealth, LLC added73,594$3M0.3%2026-Q2
Anchor Bay Capital, Inc. new62,618$3M0.3%2026-Q2
JANE STREET GROUP, LLC added58,170$2M0.3%2026-Q2
Mount Lucas Management LP added54,798$2M0.2%2026-Q2
Granite Harbor Advisors, Inc. trimmed54,004$2M0.2%2026-Q2
VestGen Advisors, LLC trimmed52,113$2M0.2%2026-Q2
EJMK Ventures LLC trimmed49,757$2M0.2%2026-Q2
VestGen Investment Management trimmed49,746$2M0.2%2026-Q2
Dogwood Wealth Management LLC added45,174$2M0.2%2026-Q2
CITADEL ADVISORS LLC added40,680$2M0.2%2026-Q2
OSAIC HOLDINGS, INC. added32,144$1M0.1%2026-Q2
Baird Financial Group, Inc. added29,970$1M0.1%2026-Q2
CreativeOne Wealth, LLC added29,609$1M0.1%2026-Q2
Etesian Wealth Advisors, Inc. trimmed29,154$1M0.1%2026-Q2
Cetera Investment Advisers added27,833$1M0.1%2026-Q2
REDW Wealth LLC trimmed24,758$997K0.1%2026-Q2
BLAIR WILLIAM & CO/IL added24,653$993K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added24,239$976K0.1%2026-Q2
Clear Point Advisors Inc. added19,086$768K0.1%2026-Q2
PRINCIPAL SECURITIES, INC. added18,943$763K0.1%2026-Q2
Atria Investments, Inc added18,205$733K0.1%2026-Q2
First Heartland Consultants, Inc. added16,855$679K0.1%2026-Q2
Kuhn & Co Investment Counsel added16,456$663K0.1%2026-Q2
Balentine LLC new16,232$654K0.1%2026-Q2
Rothschild Wealth LLC15,400$620K0.1%2026-Q2
WealthPlan Investment Management, LLC added14,503$584K0.1%2026-Q2
Quad-Cities Investment Group, LLC trimmed13,949$562K0.1%2026-Q2
L & S Advisors Inc added13,386$539K0.1%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed12,802$515K0.1%2026-Q2
TRANSCEND CAPITAL ADVISORS, LLC12,546$505K0.1%2026-Q2
Stratos Wealth Advisors, LLC added12,464$502K0.1%2026-Q2
Rossmore Private Capital added11,850$477K0.1%2026-Q2
Oakmont Advisory Group, LLC added11,246$453K0.1%2026-Q2
Herold Advisors, Inc. trimmed10,903$438K0.0%2026-Q2
Regal Investment Advisors LLC added10,830$436K0.0%2026-Q2
Acorn Wealth Advisors, LLC10,488$422K0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed9,979$402K0.0%2026-Q2
Painted Porch Advisors LLC new9,500$382K0.0%2026-Q2
Mariner, LLC new9,447$380K0.0%2026-Q2
UHLMANN PRICE SECURITIES, LLC new9,082$366K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed8,821$355K0.0%2026-Q2
Tactive Advisors, LLC added8,569$345K0.0%2026-Q2
RVW Wealth, LLC8,509$343K0.0%2026-Q2
Essex Bank added8,431$339K0.0%2026-Q2
AlphaCentric Advisors LLC added8,201$330K0.0%2026-Q2
KEYNOTE FINANCIAL SERVICES LLC added7,840$316K0.0%2026-Q2
BlackRock, Inc. trimmed7,411$298K0.0%2026-Q2
Advisory Services Network, LLC added7,344$296K0.0%2026-Q2
WealthPoint Financial, LLC trimmed7,059$284K0.0%2026-Q2
World Investment Advisors trimmed6,925$278K0.0%2026-Q2
Allworth Financial LP trimmed6,720$271K0.0%2026-Q2
Kestra Advisory Services, LLC added6,461$260K0.0%2026-Q2
&PARTNERS added6,385$257K0.0%2026-Q2
Institute for Wealth Management, LLC. trimmed6,369$256K0.0%2026-Q2
Spire Wealth Management added6,169$248K0.0%2026-Q2
Occidental Asset Management, LLC6,000$242K0.0%2026-Q2
ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed5,655$228K0.0%2026-Q2
Wealthspire Advisors, LLC added5,192$209K0.0%2026-Q2
Lewis Asset Management, LLC new5,036$203K0.0%2026-Q2
WATERS PARKERSON & CO., LLC5,000$201K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/4,974$200K0.0%2026-Q2
STEPH & CO trimmed4,613$186K0.0%2026-Q2
IFP Advisors, Inc added4,163$168K0.0%2026-Q2
KERR FINANCIAL PLANNING Corp3,720$150K0.0%2026-Q2
Rockefeller Capital Management L.P. added3,460$139K0.0%2026-Q2
PNC Financial Services Group, Inc. added3,107$125K0.0%2026-Q2
Cullen/Frost Bankers, Inc. added2,505$101K0.0%2026-Q2
BANK OF MONTREAL /CAN/ added2,231$90K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added2,171$87K0.0%2026-Q2
CoreCap Advisors, LLC added2,077$84K0.0%2026-Q2
ROYAL BANK OF CANADA added1,783$72K0.0%2026-Q2
Decker Retirement Planning Inc.1,231$50K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,100$44K0.0%2026-Q2
Ankerstar Wealth, LLC trimmed690$28K0.0%2026-Q2
Integrated Wealth Concepts LLC new667$27K0.0%2026-Q2
Highland Investment Advisors LLC new599$24K0.0%2026-Q2
Grove Bank & Trust trimmed569$23K0.0%2026-Q2
First Bancorp, Inc /ME/ new540$22K0.0%2026-Q2
Triumph Capital Management518$21K0.0%2026-Q2
ANGELES WEALTH MANAGEMENT, LLC475$19K0.0%2026-Q2
CVA Family Office, LLC366$15K0.0%2026-Q2
Farther Finance Advisors, LLC added342$14K0.0%2026-Q2
AE Wealth Management LLC trimmed278$11K0.0%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.

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