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Institutional Ownership · SEC Form 13F

Who owns HYMB


Which tracked institutional funds hold HYMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYMB 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.

410
Institutional holders
87M
Shares held (tracked funds)

How the tape is positioned

80 tracked funds added or opened HYMB while 36 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

HYMB’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.1% 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 HYMB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HYMB 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 410 tracked filers holding HYMB, 210 increased or opened the position and 164 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 HYMB 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 18

  • Ocean Park Asset Management, LLC$22M
  • AXXCESS WEALTH MANAGEMENT, LLC$9M
  • EXCHANGE TRADED CONCEPTS, LLC$7M
  • MY Wealth Management Inc.$5M
  • Global Retirement Partners, LLC$4M
  • AJ Advisors, LLC$3M

Full exits 14

  • Cercano Management LLC$34M
  • HighTower Advisors, LLC$16M
  • Capital Analysts, LLC$12M
  • Thrivent Financial for Lutherans$6M
  • JANE STREET GROUP, LLC$6M
  • CX Institutional$5M

Largest adds

  • FMR LLC$59M
  • MORGAN STANLEY$51M
  • Tradewinds Capital Management, LLC$23M
  • RAYMOND JAMES FINANCIAL INC$18M
  • WELLS FARGO & COMPANY/MN$12M
  • TRUIST FINANCIAL CORP$11M

Largest trims

  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$14M
  • Stratos Wealth Partners, LTD.$10M
  • GOLDMAN SACHS GROUP INC$9M
  • ENVESTNET ASSET MANAGEMENT INC$9M
  • JPMORGAN CHASE & CO$4M
  • STIFEL FINANCIAL CORP$3M

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.

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC added7,382,633$188M9.2%2026-Q2
FMR LLC added6,665,742$170M8.3%2026-Q2
SEI INVESTMENTS CO trimmed6,651,840$169M8.3%2026-Q2
WELLS FARGO & COMPANY/MN added6,207,536$158M7.7%2026-Q2
BANK OF AMERICA CORP /DE/ added5,132,087$131M6.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed4,987,711$127M6.2%2026-Q2
MORGAN STANLEY added4,643,495$118M5.8%2026-Q2
LPL Financial LLC added3,522,574$90M4.4%2026-Q2
WCG Wealth Advisors LLC added1,833,609$47M2.3%2026-Q2
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added1,678,899$43M2.1%2026-Q2
Avantax Planning Partners, Inc. trimmed1,646,129$42M2.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added1,624,232$41M2.0%2026-Q2
Bank of New York Mellon Corp added1,603,453$41M2.0%2026-Q2
AMERIPRISE FINANCIAL INC trimmed1,489,159$38M1.9%2026-Q2
UBS Group AG trimmed1,217,294$31M1.5%2026-Q2
Cetera Investment Advisers added1,175,515$30M1.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed1,140,316$29M1.4%2026-Q2
Revolve Wealth Partners, LLC added1,137,661$29M1.4%2026-Q2
Tradewinds Capital Management, LLC added992,182$25M1.2%2026-Q2
Ocean Park Asset Management, LLC added848,826$22M1.1%2026-Q2
JPMORGAN CHASE & CO trimmed812,251$21M1.0%2026-Q2
Farther Finance Advisors, LLC added727,550$19M0.9%2026-Q2
Sanctuary Advisors, LLC added566,641$14M0.7%2026-Q2
Jordan Park Group LLC added563,102$14M0.7%2026-Q2
Mariner, LLC trimmed517,017$13M0.6%2026-Q2
Focus Partners Advisor Solutions, LLC trimmed492,206$13M0.6%2026-Q2
TRUIST FINANCIAL CORP added459,750$12M0.6%2026-Q2
Parkside Investments, LLC trimmed456,225$12M0.6%2026-Q2
OSAIC HOLDINGS, INC. added446,136$11M0.6%2026-Q2
Integrated Wealth Concepts LLC added402,457$10M0.5%2026-Q2
Brady Martz Wealth Solutions, LLC trimmed400,105$10M0.5%2026-Q2
Syntegra Private Wealth Group, LLC added374,419$10M0.5%2026-Q2
Capital Asset Advisory Services LLC added370,616$9M0.5%2026-Q2
Heartwood Wealth Advisors LLC added357,483$9M0.4%2026-Q2
OLD NATIONAL BANCORP /IN/ added354,391$9M0.4%2026-Q2
Wealthspire Advisors, LLC trimmed338,318$9M0.4%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed337,256$9M0.4%2026-Q2
Perigon Wealth Management, LLC trimmed330,455$8M0.4%2026-Q2
Dakota Wealth Management added330,291$8M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added320,863$8M0.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed315,868$8M0.4%2026-Q2
Savvy Advisors, Inc. added313,162$8M0.4%2026-Q2
OneDigital Investment Advisors LLC added297,113$8M0.4%2026-Q2
JONES FINANCIAL COMPANIES LLLP added290,252$7M0.4%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed287,712$7M0.4%2026-Q2
Merit Financial Group, LLC added278,045$7M0.3%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed274,426$7M0.3%2026-Q2
Keystone Financial Group added256,304$7M0.3%2026-Q2
Modera Wealth Management, LLC added254,007$6M0.3%2026-Q2
ROYAL BANK OF CANADA added253,585$6M0.3%2026-Q2
EP Wealth Advisors, LLC trimmed249,161$6M0.3%2026-Q2
Austin Wealth Management, LLC trimmed247,742$6M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added243,026$6M0.3%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed236,639$6M0.3%2026-Q2
Avidian Wealth Enterprises, LLC added231,178$6M0.3%2026-Q2
Baird Financial Group, Inc. added210,755$5M0.3%2026-Q2
CGN Advisors LLC added209,254$5M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added197,537$5M0.2%2026-Q2
Beacon Pointe Advisors, LLC added194,548$5M0.2%2026-Q2
Chemistry Wealth Management LLC192,201$5M0.2%2026-Q2
MY Wealth Management Inc. added188,531$5M0.2%2026-Q2
High Net Worth Advisory Group LLC trimmed184,350$5M0.2%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed180,093$5M0.2%2026-Q2
Erickson Financial Group, LLC trimmed174,515$4M0.2%2026-Q2
Global Retirement Partners, LLC trimmed172,780$4M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added166,558$4M0.2%2026-Q2
NewEdge Advisors, LLC added151,803$4M0.2%2026-Q2
Kestra Advisory Services, LLC trimmed146,551$4M0.2%2026-Q2
BENJAMIN EDWARDS INC trimmed144,023$4M0.2%2026-Q2
&PARTNERS trimmed128,626$3M0.2%2026-Q2
Oakwell Private Wealth Management, LLC added127,563$3M0.2%2026-Q2
Bragg Financial Advisors, Inc added127,558$3M0.2%2026-Q2
Prime Capital Investment Advisors, LLC trimmed125,683$3M0.2%2026-Q2
STIFEL FINANCIAL CORP trimmed121,185$3M0.2%2026-Q2
Melone Private Wealth, LLC trimmed120,582$3M0.2%2026-Q2
AJ Advisors, LLC added119,670$3M0.1%2026-Q2
Harbor Group, Inc. trimmed117,607$3M0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed117,420$3M0.1%2026-Q2
Financial Partners Group, Inc added115,678$3M0.1%2026-Q2
Missouri Trust & Investment Co added114,330$3M0.1%2026-Q2
Diversified Portfolios, Inc. added114,124$3M0.1%2026-Q2
CIBC Bancorp USA Inc. added110,611$3M0.1%2026-Q2
SigFig Wealth Management, LLC added109,265$3M0.1%2026-Q2
First Interstate Bank added106,385$3M0.1%2026-Q2
Prentice Wealth Management LLC trimmed105,502$3M0.1%2026-Q2
Cerity Partners LLC added101,951$3M0.1%2026-Q2
Wealthcare Advisory Partners LLC added101,813$3M0.1%2026-Q2
LAUREL OAK WEALTH MANAGEMENT, LLC added95,834$2M0.1%2026-Q2
BLAIR WILLIAM & CO/IL added95,682$2M0.1%2026-Q2
Tower Research Capital LLC (TRC) trimmed95,118$2M0.1%2026-Q2
Friday Financial added92,427$2M0.1%2026-Q2
Aprio Wealth Management, LLC added92,269$2M0.1%2026-Q2
Legacy Financial Advisors, Inc. trimmed91,245$2M0.1%2026-Q2
FourThought Financial Partners, LLC added88,576$2M0.1%2026-Q2
Waverly Advisors, LLC trimmed88,058$2M0.1%2026-Q2
Wedmont Private Capital added84,780$2M0.1%2026-Q2
Collaborative Wealth Managment Inc. trimmed83,262$2M0.1%2026-Q2
WEALTH MANAGEMENT RESOURCES, INC. added83,045$2M0.1%2026-Q2
Heritage Wealth Management, Inc. /CA/ added81,774$2M0.1%2026-Q2
MATHER GROUP, LLC. trimmed80,513$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership