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Institutional Ownership · SEC Form 13F

Who owns HYMB (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

402
Institutional holders
82,087,551
Shares held (tracked funds)

How the tape is positioned

64 tracked funds added or opened HYMB while 62 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

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 2025-Q4 and 2026-Q1, across 402 tracked filers holding HYMB, 208 increased or opened the position and 187 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 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 14

  • Focus Partners Advisor Solutions, LLC$12M
  • EP Wealth Advisors, LLC$6M
  • JANE STREET GROUP, LLC$6M
  • CIBC Bancorp USA Inc.$2M
  • NICOLET BANKSHARES INC$1M
  • Eddie Patel Inc$1M

Full exits 23

  • AXXCESS WEALTH MANAGEMENT, LLC$16M
  • CAPITAL INSIGHT PARTNERS, LLC$6M
  • Global Retirement Partners, LLC$4M
  • Quadrature Capital Ltd$4M
  • OLD MISSION CAPITAL LLC$4M
  • MY Wealth Management Inc.$4M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$20M
  • JPMORGAN CHASE & CO$16M
  • Stratos Wealth Partners, LTD.$10M
  • Cetera Investment Advisers$8M
  • RAYMOND JAMES FINANCIAL INC$7M
  • Sanctuary Advisors, LLC$5M

Largest trims

  • GRIMES & Co WEALTH MANAGEMENT, LLC$53M
  • BANK OF AMERICA CORP /DE/$44M
  • CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$16M
  • FMR LLC$8M
  • Capital Asset Advisory Services LLC$7M
  • Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$7M

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).

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC added6,852,953$170M8.8%2026-Q1
SEI INVESTMENTS CO trimmed6,825,158$169M8.8%2026-Q1
WELLS FARGO & COMPANY/MN added5,886,506$146M7.6%2026-Q1
GOLDMAN SACHS GROUP INC added5,491,618$136M7.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed5,092,983$126M6.6%2026-Q1
FMR LLC trimmed4,450,655$110M5.7%2026-Q1
LPL Financial LLC added3,320,304$82M4.3%2026-Q1
MORGAN STANLEY added2,717,948$67M3.5%2026-Q1
Avantax Planning Partners, Inc. added1,681,599$42M2.2%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed1,673,925$42M2.2%2026-Q1
WCG Wealth Advisors LLC added1,645,639$41M2.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,534,885$38M2.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,516,549$38M2.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed1,417,335$35M1.8%2026-Q1
Cercano Management LLC1,387,825$34M1.8%2026-Q1
Bank of New York Mellon Corp added1,294,400$32M1.7%2026-Q1
UBS Group AG added1,219,159$30M1.6%2026-Q1
Revolve Wealth Partners, LLC added1,088,948$27M1.4%2026-Q1
JPMORGAN CHASE & CO added1,002,016$25M1.3%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed865,607$21M1.1%2026-Q1
Cetera Investment Advisers added762,408$19M1.0%2026-Q1
HighTower Advisors, LLC trimmed654,772$16M0.8%2026-Q1
Farther Finance Advisors, LLC added614,052$15M0.8%2026-Q1
Jordan Park Group LLC trimmed562,231$14M0.7%2026-Q1
Sanctuary Advisors, LLC added551,000$14M0.7%2026-Q1
Mariner, LLC added532,181$13M0.7%2026-Q1
Parkside Investments, LLC trimmed529,675$13M0.7%2026-Q1
Focus Partners Advisor Solutions, LLC added496,958$12M0.6%2026-Q1
Capital Analysts, LLC added491,674$12M0.6%2026-Q1
Stratos Wealth Partners, LTD. added455,520$11M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed418,556$10M0.5%2026-Q1
Brady Martz Wealth Solutions, LLC trimmed405,317$10M0.5%2026-Q1
Capital Asset Advisory Services LLC trimmed364,264$9M0.5%2026-Q1
Perigon Wealth Management, LLC trimmed362,279$9M0.5%2026-Q1
Syntegra Private Wealth Group, LLC trimmed360,120$9M0.5%2026-Q1
Wealthspire Advisors, LLC trimmed346,081$9M0.4%2026-Q1
OLD NATIONAL BANCORP /IN/ added332,193$8M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added331,226$8M0.4%2026-Q1
Heartwood Wealth Advisors LLC trimmed321,392$8M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added317,206$8M0.4%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed315,994$8M0.4%2026-Q1
Dakota Wealth Management added299,109$7M0.4%2026-Q1
OneDigital Investment Advisors LLC added290,915$7M0.4%2026-Q1
Integrated Wealth Concepts LLC added273,296$7M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added264,092$6M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed259,869$6M0.3%2026-Q1
Austin Wealth Management, LLC trimmed254,493$6M0.3%2026-Q1
EP Wealth Advisors, LLC added254,447$6M0.3%2026-Q1
Modera Wealth Management, LLC added246,610$6M0.3%2026-Q1
Merit Financial Group, LLC added245,262$6M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed237,727$6M0.3%2026-Q1
JANE STREET GROUP, LLC added235,375$6M0.3%2026-Q1
Keystone Financial Group added229,586$6M0.3%2026-Q1
Savvy Advisors, Inc. added226,270$6M0.3%2026-Q1
Avidian Wealth Enterprises, LLC added215,702$5M0.3%2026-Q1
ROYAL BANK OF CANADA added212,742$5M0.3%2026-Q1
BENJAMIN EDWARDS INC added206,843$5M0.3%2026-Q1
CGN Advisors LLC trimmed203,898$5M0.3%2026-Q1
CX Institutional added193,555$5M0.2%2026-Q1
Chemistry Wealth Management LLC added192,201$5M0.2%2026-Q1
Beacon Pointe Advisors, LLC added189,908$5M0.2%2026-Q1
Baird Financial Group, Inc. trimmed187,724$5M0.2%2026-Q1
High Net Worth Advisory Group LLC added186,892$5M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added181,877$5M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added180,565$4M0.2%2026-Q1
Erickson Financial Group, LLC added176,617$4M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added164,667$4M0.2%2026-Q1
Kestra Advisory Services, LLC added160,395$4M0.2%2026-Q1
Prime Capital Investment Advisors, LLC trimmed144,675$4M0.2%2026-Q1
&PARTNERS trimmed138,687$4M0.2%2026-Q1
Melone Private Wealth, LLC added133,072$3M0.2%2026-Q1
Prentice Wealth Management LLC trimmed125,024$3M0.2%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed124,905$3M0.2%2026-Q1
Harbor Group, Inc. trimmed118,393$3M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed117,918$3M0.2%2026-Q1
Oakwell Private Wealth Management, LLC added116,884$3M0.2%2026-Q1
Financial Partners Group, Inc trimmed113,892$3M0.1%2026-Q1
Diversified Portfolios, Inc. added105,254$3M0.1%2026-Q1
UMB Bank, n.a. trimmed104,000$3M0.1%2026-Q1
Bragg Financial Advisors, Inc trimmed103,342$3M0.1%2026-Q1
Wealthcare Advisory Partners LLC added98,487$2M0.1%2026-Q1
Tradewinds Capital Management, LLC added95,376$2M0.1%2026-Q1
Cerity Partners LLC added94,667$2M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added92,597$2M0.1%2026-Q1
Legacy Financial Advisors, Inc. trimmed92,585$2M0.1%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC added630,786$16M0.8%2025-Q4 stale
Meeder Advisory Services, Inc. added439,406$11M0.6%2025-Q1 stale
CAPITAL INSIGHT PARTNERS, LLC trimmed247,535$6M0.3%2025-Q4 stale
Vishria Bird Financial Group, LLC trimmed219,173$5M0.3%2025-Q2 stale
Keystone Global Partners, LLC added182,140$5M0.2%2025-Q2 stale
Global Retirement Partners, LLC added175,739$4M0.2%2025-Q4 stale
Quadrature Capital Ltd added169,164$4M0.2%2025-Q4 stale
OLD MISSION CAPITAL LLC added164,087$4M0.2%2025-Q4 stale
MY Wealth Management Inc. new146,700$4M0.2%2025-Q4 stale
Elequin Capital, LP added132,744$3M0.2%2025-Q4 stale
M&T Bank Corp trimmed128,650$3M0.2%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added116,770$3M0.2%2025-Q4 stale
Tower Research Capital LLC (TRC) added112,748$3M0.1%2025-Q4 stale
AJ Advisors, LLC trimmed104,075$3M0.1%2025-Q3 stale
MATAURO, LLC added97,063$2M0.1%2025-Q1 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.

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