Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
62 tracked funds added or opened HYLB while 25 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
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 0.1% 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 2026-Q1 and 2026-Q2, across 227 tracked filers holding HYLB, 143 increased or opened the position and 93 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 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 21
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$263M
- NEOS Investment Management LLC$72M
- TOEWS CORP /ADV$40M
- Financial Gravity Companies, Inc.$29M
- BTS Asset Management, Inc.$24M
- New York Life Investment Management LLC$5M
Full exits 12
- DEUTSCHE BANK AG\$47M
- Financial Gravity Asset Management, Inc.$28M
- Penserra Capital Management LLC$20M
- Betterment LLC$11M
- Amundi$8M
- Cambridge Investment Research Advisors, Inc.$5M
Largest adds
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$50M
- FIFTH THIRD BANCORP$47M
- Horizon Investments, LLC$38M
- WELLS FARGO & COMPANY/MN$27M
- Clearstead Advisors, LLC$23M
- ROYAL BANK OF CANADA$22M
Largest trims
- GOLDMAN SACHS GROUP INC$14M
- Wealthfront Advisers LLC$10M
- Rakuten Investment Management, Inc.$9M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7M
- AMERICAN CENTURY COMPANIES INC$2M
- Kensington Asset Management, LLC$2M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 10,825,115 | $395M | 14.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,794,274 | $212M | 7.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,447,854 | $199M | 7.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,005,712 | $183M | 6.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 4,909,246 | $179M | 6.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 3,686,355 | $135M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,918,454 | $107M | 3.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,840,135 | $104M | 3.7% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,016,020 | $74M | 2.6% | 2026-Q2 |
| NEOS Investment Management LLC added | 1,982,476 | $72M | 2.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,679,050 | $61M | 2.2% | 2026-Q2 |
| Performa Ltd (US), LLC trimmed | 1,608,678 | $59M | 2.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,527,824 | $56M | 2.0% | 2026-Q2 |
| Kensington Asset Management, LLC trimmed | 1,272,962 | $46M | 1.6% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 1,258,046 | $46M | 1.6% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 1,155,500 | $42M | 1.5% | 2026-Q2 |
| TOEWS CORP /ADV added | 1,093,400 | $40M | 1.4% | 2026-Q2 |
| Horizon Investments, LLC added | 1,061,732 | $38M | 1.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 885,297 | $32M | 1.1% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 784,423 | $29M | 1.0% | 2026-Q2 |
| UBS Group AG added | 695,254 | $25M | 0.9% | 2026-Q2 |
| BTS Asset Management, Inc. trimmed | 668,625 | $24M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 665,640 | $24M | 0.9% | 2026-Q2 |
| Clearstead Advisors, LLC added | 634,304 | $23M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 570,680 | $21M | 0.7% | 2026-Q2 |
| Retirement Investment Advisors, Inc. added | 550,451 | $20M | 0.7% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 525,384 | $19M | 0.7% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 519,806 | $19M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 427,106 | $16M | 0.6% | 2026-Q2 |
| Avior Wealth Management, LLC added | 400,790 | $15M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 399,607 | $15M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 369,012 | $13M | 0.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 351,914 | $263M | 9.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 347,301 | $13M | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 304,319 | $11M | 0.4% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 291,007 | $11M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 289,274 | $11M | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 284,486 | $10M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 257,957 | $9M | 0.3% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 257,512 | $9M | 0.3% | 2026-Q2 |
| Curran Financial Partners, LLC added | 239,750 | $9M | 0.3% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 239,115 | $9M | 0.3% | 2026-Q2 |
| Estate Counselors, LLC added | 213,826 | $8M | 0.3% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 204,719 | $7M | 0.3% | 2026-Q2 |
| Marion Wealth Management added | 196,640 | $7M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 182,352 | $7M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 151,528 | $6M | 0.2% | 2026-Q2 |
| New York Life Investment Management LLC new | 143,143 | $5M | 0.2% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. new | 124,835 | $5M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 124,700 | $5M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 118,148 | $4M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 117,413 | $4M | 0.2% | 2026-Q2 |
| Little Harbor Advisors, LLC new | 114,728 | $4M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 104,557 | $4M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 101,969 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 96,773 | $4M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 84,841 | $3M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 84,841 | $3M | 0.1% | 2026-Q2 |
| Martel Wealth Advisors LLC added | 72,929 | $3M | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 71,118 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 68,604 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 67,733 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 64,885 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 60,194 | $2M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 57,146 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 54,737 | $2M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 52,758 | $2M | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 51,976 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 44,493 | $2M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 43,926 | $2M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 41,892 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 41,552 | $2M | 0.1% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 40,979 | $1M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 38,074 | $1M | 0.0% | 2026-Q2 |
| C2C Wealth Management, LLC added | 37,498 | $1M | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC | 35,845 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 35,748 | $1M | 0.0% | 2026-Q2 |
| Wiser Advisor Group LLC added | 34,947 | $1M | 0.0% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 29,263 | $1M | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 28,808 | $1M | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,179 | $1M | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 27,706 | $1M | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 26,801 | $979K | 0.0% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 25,285 | $923K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 24,881 | $909K | 0.0% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 24,407 | $891K | 0.0% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 24,227 | $885K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 23,548 | $860K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,945 | $838K | 0.0% | 2026-Q2 |
| CacheTech Inc. trimmed | 21,288 | $777K | 0.0% | 2026-Q2 |
| Adams Wealth Management trimmed | 21,288 | $777K | 0.0% | 2026-Q2 |
| Rothschild Wealth LLC added | 21,161 | $773K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,308 | $742K | 0.0% | 2026-Q2 |
| Balefire, LLC trimmed | 20,268 | $740K | 0.0% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 20,167 | $736K | 0.0% | 2026-Q2 |
| Wealth Management Associates, Inc. added | 19,390 | $708K | 0.0% | 2026-Q2 |
| Brookstone Capital Management added | 19,308 | $705K | 0.0% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 18,698 | $683K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 18,163 | $663K | 0.0% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 17,943 | $655K | 0.0% | 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.
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.