Who owns HYHG
Which tracked institutional funds hold HYHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYHG 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
8 tracked funds added or opened HYHG while 6 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
HYHG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HYHG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYHG 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 51 tracked filers holding HYHG, 24 increased or opened the position and 26 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 HYHG 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 3
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
- Synergy Asset Management, LLC$2M
- Global Retirement Partners, LLC$832K
Full exits 2
- HighTower Advisors, LLC$676K
- Mariner, LLC$506K
Largest adds
- RAYMOND JAMES FINANCIAL INC$2M
- MORGAN STANLEY$1M
- MML INVESTORS SERVICES, LLC$887K
- Larry Mathis Financial Planning, LLC$484K
- ROYAL BANK OF CANADA$413K
Largest trims
- JANE STREET GROUP, LLC$2M
- LPL Financial LLC$972K
- Tactive Advisors, LLC$399K
- WELLS FARGO & COMPANY/MN$331K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 261,073 | $17M | 19.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 143,019 | $9M | 10.9% | 2026-Q2 |
| Larry Mathis Financial Planning, LLC added | 16,364,825 | $6M | 7.0% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 88,806 | $6M | 6.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 78,441 | $5M | 6.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,756 | $5M | 5.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 62,248 | $4M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 47,129 | $3M | 3.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 35,400 | $2M | 2.7% | 2026-Q2 |
| Synergy Asset Management, LLC trimmed | 31,216 | $2M | 2.4% | 2026-Q2 |
| Howard Capital Management, LLC added | 23,062 | $1M | 1.8% | 2026-Q2 |
| Summit Financial, LLC added | 20,535 | $1M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 19,047 | $1M | 1.4% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 18,579 | $1M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 17,795 | $1M | 1.4% | 2026-Q2 |
| Empirical Asset Management, LLC added | 15,608 | $1M | 1.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 12,823 | $832K | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 10,851 | $704K | 0.8% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 10,780 | $699K | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 10,001 | $649K | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,955 | $581K | 0.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,654 | $561K | 0.7% | 2026-Q2 |
| Snowden Capital Advisors LLC | 6,742 | $437K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,307 | $409K | 0.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 5,972 | $387K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,862 | $380K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,240 | $340K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,946 | $321K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,945 | $321K | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 4,258 | $276K | 0.3% | 2026-Q2 |
| PFG Investments, LLC new | 3,887 | $252K | 0.3% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 3,618 | $235K | 0.3% | 2026-Q2 |
| ASL Financial, LLC | 3,511 | $228K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 3,510 | $228K | 0.3% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 3,400 | $221K | 0.3% | 2026-Q2 |
| KKM Financial LLC trimmed | 3,270 | $212K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 2,428 | $158K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,871 | $121K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 994 | $64K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 988 | $64K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 915 | $59K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 293 | $19K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 221 | $14K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 135 | $9K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 106 | $7K | 0.0% | 2026-Q2 |
| LifeSteps Financial, Inc. new | 100 | $6K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 100 | $6K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 98 | $6K | 0.0% | 2026-Q2 |
| Washington Trust Advisors, Inc. new | 87 | $6K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 22 | $1K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 14 | $909 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 10,611 | $676K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 7,943 | $506K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| MATAURO, LLC new | 4,175 | $266K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Anchor Investment Management, LLC added | 2,950 | $188K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 1,622 | $104K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 85 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PMV Capital Advisers, LLC new | 4 | $260 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Alta Fundamental Advisers LLC new | 48,575 | $3M | 3.7% | 2025-Q4 stale (2 quarters behind) |
| Claro Advisors Inc. added | 12,536 | $807K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 8,278 | $533K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 4,149 | $267K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC | 12 | $773 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 32,071 | $2M | 2.4% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 5,716 | $372K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,568 | $298K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC | 233 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC | 20 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 4,869 | $315K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| WT Wealth Management trimmed | 3,148 | $204K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Realta Investment Advisors | 45 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.