Who owns HYLB (HYLB)
Which tracked institutional funds hold HYLB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYLB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
32 tracked funds added or opened HYLB while 51 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
HYLB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 HYLB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYLB 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 220 tracked filers holding HYLB, 103 increased or opened the position and 124 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 HYLB 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
- Penserra Capital Management LLC$20M
- HRT FINANCIAL LP$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$1M
- Strategic Financial Planning, Inc.$937K
- RENAISSANCE TECHNOLOGIES LLC$843K
- Koss-Olinger Consulting, LLC$613K
Full exits 20
- NEOS Investment Management LLC$62M
- MACKENZIE FINANCIAL CORP$38M
- TOEWS CORP /ADV$34M
- BTS Asset Management, Inc.$26M
- Boyd Wealth Management, LLC$13M
- JANE STREET GROUP, LLC$6M
Largest adds
- UBS Group AG$14M
- OLD MISSION CAPITAL LLC$11M
- Wealthfront Advisers LLC$10M
- Rakuten Investment Management, Inc.$9M
- ROYAL BANK OF CANADA$7M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
Largest trims
- BANK OF AMERICA CORP /DE/$464M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$49M
- WELLS FARGO & COMPANY/MN$26M
- Horizon Investments, LLC$22M
- Clearstead Advisors, LLC$16M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$12M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 10,532,418 | $381M | 14.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,686,476 | $206M | 7.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,231,349 | $189M | 7.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 4,588,506 | $166M | 6.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,302,035 | $156M | 5.9% | 2026-Q1 |
| Valmark Advisers, Inc. added | 3,329,468 | $120M | 4.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,852,108 | $103M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,653,717 | $96M | 3.7% | 2026-Q1 |
| Performa Ltd (US), LLC added | 1,640,528 | $59M | 2.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC | 1,611,028 | $58M | 2.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 1,535,538 | $56M | 2.1% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,322,962 | $49M | 1.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,286,963 | $47M | 1.8% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 1,155,500 | $42M | 1.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,068,658 | $39M | 1.5% | 2026-Q1 |
| ASSETMARK, INC added | 890,133 | $32M | 1.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 770,421 | $28M | 1.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 733,811 | $27M | 1.0% | 2026-Q1 |
| UBS Group AG added | 675,725 | $24M | 0.9% | 2026-Q1 |
| Penserra Capital Management LLC added | 553,872 | $20M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 542,402 | $20M | 0.7% | 2026-Q1 |
| Retirement Investment Advisors, Inc. | 529,159 | $19M | 0.7% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 489,766 | $18M | 0.7% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 485,039 | $18M | 0.7% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 446,202 | $16M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 405,135 | $15M | 0.6% | 2026-Q1 |
| Avior Wealth Management, LLC added | 387,572 | $14M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 343,251 | $12M | 0.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 324,611 | $12M | 0.4% | 2026-Q1 |
| Betterment LLC trimmed | 305,944 | $11M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 305,036 | $11M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 290,320 | $10M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 257,571 | $9M | 0.4% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 251,151 | $9M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 249,710 | $9M | 0.3% | 2026-Q1 |
| THEORY FINANCIAL LLC added | 246,269 | $9M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 233,347 | $8M | 0.3% | 2026-Q1 |
| Amundi added | 227,283 | $8M | 0.3% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 216,597 | $8M | 0.3% | 2026-Q1 |
| Curran Financial Partners, LLC added | 209,424 | $8M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 197,113 | $7M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 188,949 | $7M | 0.3% | 2026-Q1 |
| Marion Wealth Management added | 188,760 | $7M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 149,662 | $5M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 145,401 | $5M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 124,806 | $5M | 0.2% | 2026-Q1 |
| rebel Financial LLC trimmed | 117,138 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 108,044 | $4M | 0.1% | 2026-Q1 |
| &PARTNERS added | 107,081 | $4M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 96,493 | $3M | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 95,314 | $3M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 78,045 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 77,167 | $3M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 71,885 | $3M | 0.1% | 2026-Q1 |
| Martel Wealth Advisors LLC added | 70,290 | $3M | 0.1% | 2026-Q1 |
| COMMERCE BANK added | 69,399 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 68,460 | $2M | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 51,534 | $2M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 50,896 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 49,334 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 48,906 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 44,762 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 42,250 | $2M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 40,516 | $1M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 40,339 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 40,293 | $1M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 39,152 | $1M | 0.1% | 2026-Q1 |
| C2C Wealth Management, LLC | 37,173 | $1M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 36,456 | $1M | 0.1% | 2026-Q1 |
| NEOS Investment Management LLC added | 1,690,556 | $62M | 2.4% | 2025-Q4 stale |
| MACKENZIE FINANCIAL CORP added | 1,036,736 | $38M | 1.5% | 2025-Q4 stale |
| Bank of New York Mellon Corp trimmed | 1,005,869 | $36M | 1.4% | 2025-Q1 stale |
| TOEWS CORP /ADV added | 911,900 | $34M | 1.3% | 2025-Q4 stale |
| PRUDENTIAL PLC trimmed | 880,259 | $32M | 1.2% | 2025-Q2 stale |
| Cercano Management LLC | 706,147 | $26M | 1.0% | 2025-Q2 stale |
| BTS Asset Management, Inc. trimmed | 703,554 | $26M | 1.0% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 677,665 | $25M | 1.0% | 2025-Q2 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 349,188 | $13M | 0.5% | 2025-Q3 stale |
| Boyd Wealth Management, LLC added | 347,777 | $13M | 0.5% | 2025-Q4 stale |
| RWA WEALTH PARTNERS, LLC trimmed | 305,842 | $11M | 0.4% | 2025-Q1 stale |
| American Family Investments, Inc. | 284,808 | $11M | 0.4% | 2025-Q2 stale |
| NATIONAL BANK OF CANADA /FI/ | 267,000 | $10M | 0.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 208,282 | $8M | 0.3% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 196,080 | $7M | 0.3% | 2025-Q3 stale |
| Transform Wealth, LLC trimmed | 166,491 | $6M | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 157,199 | $6M | 0.2% | 2025-Q4 stale |
| LAKE STREET PRIVATE WEALTH, LLC added | 148,959 | $5M | 0.2% | 2025-Q1 stale |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 96,232 | $4M | 0.1% | 2025-Q4 stale |
| Balefire, LLC trimmed | 78,056 | $3M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 54,176 | $2M | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 51,698 | $2M | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC added | 50,673 | $2M | 0.1% | 2025-Q4 stale |
| Tidal Investments LLC trimmed | 50,377 | $2M | 0.1% | 2025-Q4 stale |
| Hilltop Holdings Inc. added | 47,885 | $2M | 0.1% | 2025-Q4 stale |
| Exit Wealth Advisors, LLC. added | 45,316 | $2M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 44,087 | $2M | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 42,216 | $2M | 0.1% | 2025-Q4 stale |
| Tranquilli Financial Advisor LLC added | 40,949 | $1M | 0.1% | 2025-Q1 stale |
| Mutual Advisors, LLC added | 36,482 | $1M | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 35,220 | $1M | 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.