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-Q1 13F filings (latest filed 2026-05-19). 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
5 tracked funds added or opened HYHG while 6 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
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 2025-Q4 and 2026-Q1, across 49 tracked filers holding HYHG, 31 increased or opened the position and 18 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 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.
Full exits 4
- Alta Fundamental Advisers LLC$3M
- Claro Advisors Inc.$807K
- Global Retirement Partners, LLC$673K
- INTEGRITY ALLIANCE, LLC.$533K
Largest adds
- WELLS FARGO & COMPANY/MN$1M
- JANE STREET GROUP, LLC$662K
- Tactive Advisors, LLC$451K
- Steward Partners Investment Advisory, LLC$322K
- ENVESTNET ASSET MANAGEMENT INC$294K
Largest trims
- Equitable Holdings, Inc.$693K
- MML INVESTORS SERVICES, LLC$415K
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 | 242,817 | $15M | 17.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 150,829 | $10M | 10.8% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 90,483 | $6M | 6.5% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC added | 86,357 | $6M | 6.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 78,642 | $5M | 5.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,101 | $5M | 5.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 65,945 | $4M | 4.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 31,600 | $2M | 2.3% | 2026-Q1 |
| Tactive Advisors, LLC added | 25,186 | $2M | 1.8% | 2026-Q1 |
| Howard Capital Management Inc. added | 21,142 | $1M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,183 | $1M | 1.3% | 2026-Q1 |
| Summit Financial, LLC added | 17,885 | $1M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 15,116 | $963K | 1.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 14,224 | $906K | 1.0% | 2026-Q1 |
| OPPENHEIMER & CO INC | 11,380 | $725K | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 10,810 | $689K | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,611 | $676K | 0.8% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 10,341 | $659K | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 9,853 | $628K | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,954 | $571K | 0.6% | 2026-Q1 |
| Mariner, LLC added | 7,943 | $506K | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC | 6,742 | $430K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 6,243 | $398K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 6,126 | $390K | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 5,507 | $354K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,036 | $321K | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 4,578 | $292K | 0.3% | 2026-Q1 |
| UBS Group AG added | 4,340 | $277K | 0.3% | 2026-Q1 |
| KKM Financial LLC | 4,200 | $270K | 0.3% | 2026-Q1 |
| MATAURO, LLC new | 4,175 | $266K | 0.3% | 2026-Q1 |
| COMMONS CAPITAL, LLC trimmed | 3,602 | $229K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 3,585 | $228K | 0.3% | 2026-Q1 |
| ASL Financial, LLC | 3,511 | $224K | 0.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 3,400 | $217K | 0.2% | 2026-Q1 |
| Anchor Investment Management, LLC added | 2,950 | $188K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,635 | $168K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 1,773 | $113K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 1,622 | $104K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 991 | $63K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 690 | $44K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 293 | $19K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 221 | $14K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC | 221 | $14K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 106 | $7K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 100 | $6K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 98 | $6K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 85 | $5K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 40 | $3K | 0.0% | 2026-Q1 |
| PMV Capital Advisers, LLC new | 4 | $260 | 0.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 79,045 | $5M | 5.7% | 2025-Q1 stale |
| Capital Asset Advisory Services LLC added | 78,933 | $5M | 5.7% | 2025-Q1 stale |
| Alta Fundamental Advisers LLC new | 48,575 | $3M | 3.5% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 34,895 | $2M | 2.5% | 2025-Q1 stale |
| OneDigital Investment Advisors LLC added | 16,615 | $1M | 1.2% | 2025-Q1 stale |
| Claro Advisors Inc. added | 12,536 | $807K | 0.9% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 10,444 | $673K | 0.8% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 8,278 | $533K | 0.6% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 5,716 | $372K | 0.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 5,656 | $362K | 0.4% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 4,869 | $315K | 0.4% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,568 | $298K | 0.3% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 4,149 | $267K | 0.3% | 2025-Q4 stale |
| WT Wealth Management trimmed | 3,148 | $204K | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 1,871 | $120K | 0.1% | 2025-Q4 stale |
| CITIGROUP INC | 233 | $15K | 0.0% | 2025-Q3 stale |
| Realta Investment Advisors | 45 | $3K | 0.0% | 2025-Q2 stale |
| CWM, LLC | 20 | $1K | 0.0% | 2025-Q3 stale |
| ASSETMARK, INC | 12 | $773 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.