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-Q2 13F filings (latest filed 2026-08-19). 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
27 tracked funds added or opened HYLS while 28 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 205 tracked filers holding HYLS, 101 increased or opened the position and 117 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 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 7
- Blackhawk Capital Partners, LLC$7M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- OLD MISSION CAPITAL LLC$3M
- J.W. COLE ADVISORS, INC.$2M
- VAQUERO PRIVATE WEALTH, LTD$1M
- Providence First Trust Co$724K
Full exits 10
- Janney Montgomery Scott LLC$10M
- Independent Advisor Alliance$8M
- Cambridge Investment Research Advisors, Inc.$5M
- CWM, LLC$3M
- U.S. Capital Wealth Advisors, LLC$3M
- WEDBUSH SECURITIES INC$2M
Largest adds
- Arax Advisory Partners$3M
- FIRST TRUST ADVISORS LP$3M
- Cerity Partners LLC$1M
- CITADEL ADVISORS LLC$947K
- Ameritas Advisory Services, LLC$902K
- ROYAL BANK OF CANADA$894K
Largest trims
- JANE STREET GROUP, LLC$15M
- &PARTNERS$4M
- Vestmark Advisory Solutions, Inc.$3M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
- PARK NATIONAL CORP /OH/$2M
- LPL Financial 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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 5,010,278 | $204M | 22.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,214,441 | $131M | 14.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,765,493 | $112M | 12.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,568,350 | $64M | 7.1% | 2026-Q2 |
| UBS Group AG trimmed | 953,019 | $39M | 4.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 771,555 | $31M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 520,734 | $21M | 2.3% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC added | 413,795 | $17M | 1.9% | 2026-Q2 |
| &PARTNERS trimmed | 373,667 | $15M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 331,759 | $13M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 329,945 | $13M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 309,718 | $13M | 1.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 282,460 | $11M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 246,077 | $10M | 1.1% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 242,086 | $10M | 1.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 213,297 | $9M | 1.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 193,923 | $8M | 0.9% | 2026-Q2 |
| One Capital Management, LLC | 174,899 | $7M | 0.8% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 171,989 | $7M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 143,718 | $6M | 0.6% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest trimmed | 143,631 | $6M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 135,843 | $6M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 128,171 | $5M | 0.6% | 2026-Q2 |
| CITIGROUP INC trimmed | 125,268 | $5M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 113,012 | $5M | 0.5% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC added | 101,027 | $4M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 99,442 | $4M | 0.4% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 94,592 | $4M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 92,005 | $4M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 91,815 | $4M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 89,822 | $4M | 0.4% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 89,822 | $4M | 0.4% | 2026-Q2 |
| Private Advisory Group LLC added | 88,354 | $4M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 83,773 | $3M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 83,764 | $3M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC added | 81,261 | $3M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 79,536 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 77,848 | $3M | 0.4% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 73,793 | $3M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 72,333 | $3M | 0.3% | 2026-Q2 |
| Hyposwiss Advisors SA added | 67,275 | $3M | 0.3% | 2026-Q2 |
| Randall & Associates Wealth Management added | 63,860 | $3M | 0.3% | 2026-Q2 |
| True Blue Financial, LLC added | 59,266 | $2M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 57,967 | $2M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 57,607 | $2M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 56,940 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 56,715 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 55,940 | $2M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 50,071 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 47,570 | $2M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 47,062 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 46,407 | $2M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 45,518 | $2M | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC added | 45,203 | $2M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 44,704 | $2M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 44,341 | $2M | 0.2% | 2026-Q2 |
| Strategic Financial Partners, Ltd. added | 44,335 | $2M | 0.2% | 2026-Q2 |
| Spire Wealth Management trimmed | 43,676 | $2M | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 40,810 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 38,397 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 37,537 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 37,422 | $2M | 0.2% | 2026-Q2 |
| Sun Financial Inc added | 36,257 | $1M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 36,136 | $1M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 35,998 | $1M | 0.2% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 35,042 | $1M | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 34,819 | $1M | 0.2% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 34,598 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 33,783 | $1M | 0.2% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 30,657 | $1M | 0.1% | 2026-Q2 |
| Manhattan West Asset Management, LLC added | 30,319 | $1M | 0.1% | 2026-Q2 |
| Holos Integrated Wealth LLC trimmed | 29,339 | $1M | 0.1% | 2026-Q2 |
| QP WEALTH MANAGEMENT, LLC trimmed | 27,877 | $1M | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 27,586 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 26,313 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 26,076 | $1M | 0.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 25,531 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 24,860 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 24,515 | $997K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 23,310 | $948K | 0.1% | 2026-Q2 |
| Rockport Wealth LLC added | 22,952 | $933K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 22,789 | $926K | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 22,529 | $916K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 22,394 | $910K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 19,529 | $794K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 19,178 | $780K | 0.1% | 2026-Q2 |
| Walker Asset Management, LLC | 18,947 | $770K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 18,811 | $765K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 17,815 | $724K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 17,795 | $723K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 17,600 | $715K | 0.1% | 2026-Q2 |
| Fairway Financial, LLC added | 16,780 | $682K | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 16,256 | $661K | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 15,672 | $637K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 15,404 | $626K | 0.1% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 15,000 | $610K | 0.1% | 2026-Q2 |
| Ramiah Investment Group trimmed | 14,910 | $606K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 14,825 | $603K | 0.1% | 2026-Q2 |
| Murphy, Middleton, Hinkle & Parker, Inc. added | 14,743 | $599K | 0.1% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 14,272 | $580K | 0.1% | 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.