Who owns HYS
Which tracked institutional funds hold HYS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
47 tracked funds added or opened HYS while 24 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
HYS’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 HYS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYS 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 243 tracked filers holding HYS, 135 increased or opened the position and 89 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 HYS 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
- One Capital Management, LLC$7M
- LARCH CAPITAL PARTNERS LLC$4M
- Mutual Advisors, LLC$3M
- Advisors Preferred, LLC$3M
- CIBC Bancorp USA Inc.$2M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$1M
Full exits 7
- Tennessee Valley Asset Management Partners$6M
- NewEdge Advisors, LLC$4M
- Synergy Asset Management, LLC$3M
- CIBC Private Wealth Group LLC$2M
- SOL Capital Management CO$1M
- FLPUTNAM INVESTMENT MANAGEMENT CO$1M
Largest adds
- CWM, LLC$14M
- OneDigital Investment Advisors LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- JONES FINANCIAL COMPANIES LLLP$3M
Largest trims
- Financial Management Professionals, Inc.$23M
- Strategic Advocates LLC$7M
- WELLS FARGO & COMPANY/MN$5M
- Man Group plc$4M
- AMERIPRISE FINANCIAL INC$3M
- OSAIC HOLDINGS, INC.$2M
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 added | 698,692 | $65M | 8.0% | 2026-Q1 |
| ASSETMARK, INC added | 613,506 | $57M | 7.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 583,751 | $54M | 6.7% | 2026-Q1 |
| CWM, LLC added | 402,979 | $38M | 4.6% | 2026-Q1 |
| LPL Financial LLC added | 365,969 | $34M | 4.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 354,526 | $33M | 4.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 346,626 | $32M | 4.0% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 331,479 | $31M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 282,670 | $26M | 3.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 227,398 | $21M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 205,077 | $19M | 2.4% | 2026-Q1 |
| RMR Wealth Builders added | 204,908 | $19M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 201,881 | $19M | 2.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 194,862 | $18M | 2.2% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 172,785 | $16M | 2.0% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 167,248 | $16M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 166,462 | $16M | 1.9% | 2026-Q1 |
| Capital Management Associates, Inc added | 162,054 | $15M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 149,061 | $14M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 142,353 | $13M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 141,617 | $13M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 128,507 | $12M | 1.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 110,361 | $10M | 1.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 97,780 | $9M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 94,190 | $9M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 90,619 | $8M | 1.0% | 2026-Q1 |
| Man Group plc trimmed | 84,633 | $8M | 1.0% | 2026-Q1 |
| One Capital Management, LLC trimmed | 73,213 | $7M | 0.8% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 64,354 | $6M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 62,728 | $6M | 0.7% | 2026-Q1 |
| WESBANCO BANK INC added | 47,037 | $4M | 0.5% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC added | 47,017 | $4M | 0.5% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC new | 46,758 | $4M | 0.5% | 2026-Q1 |
| BHK Investment Advisors, LLC trimmed | 42,900 | $4M | 0.5% | 2026-Q1 |
| Financial & Tax Architects, LLC added | 39,531 | $4M | 0.5% | 2026-Q1 |
| Stokes Capital Advisors, LLC added | 37,994 | $4M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 35,358 | $3M | 0.4% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 32,021 | $3M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 31,552 | $3M | 0.4% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc trimmed | 30,546 | $3M | 0.4% | 2026-Q1 |
| NewSquare Capital LLC added | 30,050 | $3M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC new | 30,037 | $3M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 30,014 | $3M | 0.3% | 2026-Q1 |
| Friedenthal Financial added | 29,524 | $3M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 29,044 | $3M | 0.3% | 2026-Q1 |
| Aspen Investment Management Inc added | 28,150 | $3M | 0.3% | 2026-Q1 |
| Advisors Preferred, LLC trimmed | 26,993 | $3M | 0.3% | 2026-Q1 |
| Precision Wealth Strategies, LLC added | 26,520 | $2M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 26,516 | $2M | 0.3% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 26,190 | $2M | 0.3% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 26,025 | $2M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 25,996 | $2M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 24,889 | $2M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 23,792 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,244 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 20,505 | $2M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 20,494 | $2M | 0.2% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 16,774 | $2M | 0.2% | 2026-Q1 |
| Bellecapital International Ltd. trimmed | 15,959 | $1M | 0.2% | 2026-Q1 |
| Financial Partners Group, Inc | 15,825 | $1M | 0.2% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 15,432 | $1M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 14,976 | $1M | 0.2% | 2026-Q1 |
| Barden Capital Management, Inc. added | 14,938 | $1M | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 14,811 | $1M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 14,676 | $1M | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 13,989 | $1M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 13,187 | $1M | 0.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 12,952 | $1M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 12,521 | $1M | 0.1% | 2026-Q1 |
| VIAWEALTH, LLC added | 12,135 | $1M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 11,910 | $1M | 0.1% | 2026-Q1 |
| Curtis Advisory Group, LLC added | 11,441 | $1M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 11,473 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 11,325 | $1M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 11,302 | $1M | 0.1% | 2026-Q1 |
| Ducere Wealth Management LLC new | 10,562 | $985K | 0.1% | 2026-Q1 |
| INVESTED ADVISORS added | 10,372 | $967K | 0.1% | 2026-Q1 |
| Allianz SE | 9,977 | $931K | 0.1% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 64,929 | $6M | 0.8% | 2025-Q4 stale |
| Graves Light Lenhart Wealth, Inc. trimmed | 62,535 | $6M | 0.7% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA trimmed | 57,877 | $6M | 0.7% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 50,135 | $5M | 0.6% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 42,921 | $4M | 0.5% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 35,800 | $3M | 0.4% | 2025-Q3 stale |
| Synergy Asset Management, LLC trimmed | 35,739 | $3M | 0.4% | 2025-Q4 stale |
| Alternative Investment Advisors, LLC. trimmed | 31,301 | $3M | 0.4% | 2025-Q2 stale |
| Proficio Capital Partners LLC new | 2,897,779 | $3M | 0.4% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 26,298 | $2M | 0.3% | 2025-Q4 stale |
| Mariner, LLC trimmed | 22,332 | $2M | 0.3% | 2025-Q1 stale |
| Thrivent Financial for Lutherans | 22,036 | $2M | 0.3% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 22,275 | $2M | 0.3% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,464 | $2M | 0.2% | 2025-Q3 stale |
| BARCLAYS PLC added | 18,400 | $2M | 0.2% | 2025-Q3 stale |
| LexAurum Advisors, LLC trimmed | 16,986 | $2M | 0.2% | 2025-Q3 stale |
| Price Capital Management, Inc. added | 15,000 | $1M | 0.2% | 2025-Q1 stale |
| MainStreet Investment Advisors LLC trimmed | 13,542 | $1M | 0.2% | 2025-Q1 stale |
| Visionary Wealth Advisors added | 12,871 | $1M | 0.1% | 2025-Q1 stale |
| SOL Capital Management CO added | 11,413 | $1M | 0.1% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 11,077 | $1M | 0.1% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 9,977 | $955K | 0.1% | 2025-Q3 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.