Who owns HYLS
Which tracked institutional funds hold HYLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYLS 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
30 tracked funds added or opened HYLS 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
HYLS’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes HYLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYLS 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 221 tracked filers holding HYLS, 110 increased or opened the position and 119 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 HYLS 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 9
- JANE STREET GROUP, LLC$20M
- Independent Advisor Alliance$8M
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$4M
- Avior Wealth Management, LLC$3M
- ENDEAVOR PRIVATE WEALTH, INC.$1M
- FIFTH THIRD BANCORP$1M
Full exits 12
- Blackhawk Capital Partners, LLC$6M
- Elevation Capital Advisory, LLC$5M
- Brendel Financial Advisors LLC$3M
- Janney Capital Management LLC$3M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- J.W. COLE ADVISORS, INC.$2M
Largest adds
- HARBOUR INVESTMENTS, INC.$2M
- Janney Montgomery Scott LLC$2M
- Western Wealth Management, LLC$2M
- &PARTNERS$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Engineers Gate Manager LP$1M
Largest trims
- MORGAN STANLEY$67M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53M
- LPL Financial LLC$32M
- WELLS FARGO & COMPANY/MN$9M
- FIRST TRUST ADVISORS LP$8M
- UBS Group AG$6M
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 trimmed | 5,033,375 | $204M | 20.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,264,130 | $132M | 13.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 2,700,445 | $110M | 11.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,596,114 | $65M | 6.6% | 2026-Q1 |
| UBS Group AG trimmed | 979,128 | $40M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 751,041 | $30M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 511,667 | $21M | 2.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 503,982 | $20M | 2.1% | 2026-Q1 |
| &PARTNERS added | 474,310 | $19M | 2.0% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 413,297 | $17M | 1.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 364,748 | $15M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 333,697 | $14M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 317,141 | $13M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 296,318 | $12M | 1.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 292,954 | $12M | 1.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 275,331 | $11M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 237,111 | $10M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 233,205 | $9M | 1.0% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 218,522 | $9M | 0.9% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 204,561 | $8M | 0.8% | 2026-Q1 |
| One Capital Management, LLC trimmed | 174,899 | $7M | 0.7% | 2026-Q1 |
| Fearless Solutions, LLC dba Best Invest trimmed | 166,892 | $7M | 0.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 138,208 | $6M | 0.6% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 38,985 | $5M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 122,632 | $5M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 112,171 | $5M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 111,631 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 110,395 | $4M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 107,254 | $4M | 0.4% | 2026-Q1 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 96,902 | $4M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 95,268 | $4M | 0.4% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 88,982 | $4M | 0.4% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 88,901 | $4M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 84,711 | $3M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 81,565 | $3M | 0.3% | 2026-Q1 |
| Private Advisory Group LLC added | 76,039 | $3M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 73,783 | $3M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 73,137 | $3M | 0.3% | 2026-Q1 |
| CWM, LLC added | 70,579 | $3M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 70,087 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 68,510 | $3M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 64,842 | $3M | 0.3% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 64,422 | $3M | 0.3% | 2026-Q1 |
| Randall & Associates Wealth Management added | 60,614 | $2M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 60,168 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 57,956 | $2M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 57,416 | $2M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 54,371 | $2M | 0.2% | 2026-Q1 |
| Hyposwiss Advisors SA added | 53,825 | $2M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 52,473 | $2M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 50,940 | $2M | 0.2% | 2026-Q1 |
| True Blue Financial, LLC added | 48,744 | $2M | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 48,704 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 48,553 | $2M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 46,298 | $2M | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 44,442 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 43,216 | $2M | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 39,840 | $2M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 39,531 | $2M | 0.2% | 2026-Q1 |
| Strategic Financial Partners, Ltd. added | 39,512 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 39,133 | $2M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 37,857 | $2M | 0.2% | 2026-Q1 |
| Sun Financial Inc added | 35,998 | $1M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 34,844 | $1M | 0.1% | 2026-Q1 |
| RiverTree Advisors, LLC added | 34,795 | $1M | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 33,917 | $1M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 33,806 | $1M | 0.1% | 2026-Q1 |
| Holos Integrated Wealth LLC trimmed | 33,646 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 32,147 | $1M | 0.1% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. new | 29,495 | $1M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 29,365 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 29,203 | $1M | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 28,782 | $1M | 0.1% | 2026-Q1 |
| QP WEALTH MANAGEMENT, LLC trimmed | 27,986 | $1M | 0.1% | 2026-Q1 |
| Manhattan West Asset Management, LLC | 26,553 | $1M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 25,913 | $1M | 0.1% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 25,542 | $1M | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 24,846 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 24,783 | $1M | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 241,600 | $10M | 1.0% | 2025-Q3 stale |
| Blackhawk Capital Partners, LLC added | 138,887 | $6M | 0.6% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 137,779 | $6M | 0.6% | 2025-Q2 stale |
| HBW ADVISORY SERVICES LLC added | 126,525 | $5M | 0.5% | 2025-Q2 stale |
| Visionary Wealth Advisors added | 120,250 | $5M | 0.5% | 2025-Q2 stale |
| Elevation Capital Advisory, LLC added | 113,362 | $5M | 0.5% | 2025-Q4 stale |
| Brendel Financial Advisors LLC added | 72,210 | $3M | 0.3% | 2025-Q4 stale |
| Janney Capital Management LLC trimmed | 66,237 | $3M | 0.3% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 62,144 | $3M | 0.3% | 2025-Q4 stale |
| EWG Elevate Inc. added | 59,779 | $3M | 0.3% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 56,535 | $2M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 46,754 | $2M | 0.2% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 44,747 | $2M | 0.2% | 2025-Q4 stale |
| Fountainhead AM, LLC added | 43,786 | $2M | 0.2% | 2025-Q3 stale |
| TrueWealth Financial Partners new | 42,159 | $2M | 0.2% | 2025-Q4 stale |
| MILESTONE ASSET MANAGEMENT, LLC new | 32,164 | $1M | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 28,846 | $1M | 0.1% | 2025-Q2 stale |
| COMERICA BANK trimmed | 27,965 | $1M | 0.1% | 2025-Q4 stale |
| Balboa Wealth Partners added | 26,543 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 25,873 | $1M | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 24,961 | $1M | 0.1% | 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.