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-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
48 tracked funds added or opened HYS while 24 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 253 tracked filers holding HYS, 146 increased or opened the position and 101 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 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 11
- Alpine Bank Wealth Management$32M
- NewEdge Advisors, LLC$9M
- Stratos Wealth Partners, LTD.$8M
- Focus Partners Wealth$6M
- Savant Capital, LLC$6M
- BRIGHTON JONES LLC$5M
Full exits 9
- CWM, LLC$38M
- Cambridge Investment Research Advisors, Inc.$9M
- EXENCIAL WEALTH ADVISORS, LLC$6M
- Aspen Investment Management Inc$3M
- Advisors Preferred, LLC$3M
- Janney Montgomery Scott LLC$2M
Largest adds
- AMERIPRISE FINANCIAL INC$10M
- Man Group plc$5M
- OneDigital Investment Advisors LLC$2M
- MORGAN STANLEY$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- RMR Wealth Builders$2M
Largest trims
- ASSETMARK, INC$7M
- Mid-American Wealth Advisory Group, Inc.$2M
- Compass Financial Group, Inc.$2M
- Valmark Advisers, Inc.$1M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$1M
- Bleakley Financial Group, LLC$863K
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 added | 722,783 | $68M | 8.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 592,483 | $55M | 6.8% | 2026-Q2 |
| ASSETMARK, INC trimmed | 531,701 | $50M | 6.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 380,042 | $36M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 371,068 | $35M | 4.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 357,262 | $33M | 4.1% | 2026-Q2 |
| Alpine Bank Wealth Management new | 346,430 | $32M | 4.0% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 314,582 | $29M | 3.6% | 2026-Q2 |
| Cetera Investment Advisers added | 291,687 | $27M | 3.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 243,726 | $23M | 2.8% | 2026-Q2 |
| RMR Wealth Builders added | 227,955 | $21M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 218,631 | $20M | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 217,023 | $20M | 2.5% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 185,109 | $17M | 2.1% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 178,391 | $17M | 2.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 176,783 | $17M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 175,434 | $16M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 162,247 | $15M | 1.9% | 2026-Q2 |
| Capital Management Associates, Inc trimmed | 156,854 | $15M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 151,165 | $14M | 1.7% | 2026-Q2 |
| Man Group plc added | 139,722 | $13M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 138,966 | $13M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 131,557 | $12M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 122,294 | $11M | 1.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 114,761 | $11M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 113,644 | $11M | 1.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 99,493 | $9M | 1.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 99,122 | $9M | 1.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 88,619 | $8M | 1.0% | 2026-Q2 |
| One Capital Management, LLC | 73,213 | $7M | 0.8% | 2026-Q2 |
| Focus Partners Wealth new | 69,386 | $6M | 0.8% | 2026-Q2 |
| Savant Capital, LLC new | 65,662 | $6M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 62,411 | $6M | 0.7% | 2026-Q2 |
| BRIGHTON JONES LLC new | 55,385 | $5M | 0.6% | 2026-Q2 |
| WESBANCO BANK INC added | 52,367 | $5M | 0.6% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 48,596 | $5M | 0.6% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 48,270 | $5M | 0.6% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 47,925 | $4M | 0.6% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 43,808 | $4M | 0.5% | 2026-Q2 |
| BHK Investment Advisors, LLC added | 43,400 | $4M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 42,211 | $4M | 0.5% | 2026-Q2 |
| Stokes Capital Advisors, LLC added | 38,282 | $4M | 0.4% | 2026-Q2 |
| NewSquare Capital LLC added | 37,465 | $4M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,041 | $3M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 32,414 | $3M | 0.4% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 32,063 | $3M | 0.4% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 32,044 | $3M | 0.4% | 2026-Q2 |
| Friedenthal Financial added | 31,728 | $3M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 29,584 | $3M | 0.3% | 2026-Q2 |
| Third View Private Wealth, LLC new | 27,964 | $3M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 26,346 | $2M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 26,275 | $2M | 0.3% | 2026-Q2 |
| Precision Wealth Strategies, LLC trimmed | 23,033 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 21,879 | $2M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 20,680 | $2M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 19,807 | $2M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 19,680 | $2M | 0.2% | 2026-Q2 |
| Ducere Wealth Management LLC added | 18,956 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 18,788 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,651 | $2M | 0.2% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 16,701 | $2M | 0.2% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 16,336 | $2M | 0.2% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 16,291 | $2M | 0.2% | 2026-Q2 |
| Bellecapital International Ltd. | 15,959 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,948 | $1M | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc | 15,825 | $1M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 15,204 | $1M | 0.2% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 15,200 | $1M | 0.2% | 2026-Q2 |
| Barden Capital Management, Inc. added | 15,116 | $1M | 0.2% | 2026-Q2 |
| RW Investment Management LLC added | 14,782 | $1M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 14,707 | $1M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC added | 14,506 | $1M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 14,284 | $1M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 12,608 | $1M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 12,513 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 11,861 | $1M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 11,805 | $1M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 11,659 | $1M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 11,566 | $1M | 0.1% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 11,330 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 11,056 | $1M | 0.1% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 10,216 | $955K | 0.1% | 2026-Q2 |
| INVESTED ADVISORS trimmed | 10,108 | $945K | 0.1% | 2026-Q2 |
| Allianz SE | 9,977 | $933K | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 9,925 | $928K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 9,844 | $921K | 0.1% | 2026-Q2 |
| VIAWEALTH, LLC trimmed | 9,812 | $918K | 0.1% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. added | 9,808 | $917K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,734 | $910K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,494 | $888K | 0.1% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 9,359 | $875K | 0.1% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 9,181 | $859K | 0.1% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 8,890 | $831K | 0.1% | 2026-Q2 |
| Compass Financial Group, Inc. trimmed | 8,841 | $827K | 0.1% | 2026-Q2 |
| TrustWell Financial Advisors, LLC new | 8,837 | $826K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 8,784 | $822K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 8,705 | $814K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,695 | $813K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 8,557 | $800K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 8,330 | $779K | 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.