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Institutional Ownership · SEC Form 13F

Who owns HYTI


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

37
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened HYTI while 5 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

HYTI’s largest tracked holder by dollar value, Luken Investment Analytics, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HYTI 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 37 tracked filers holding HYTI, 23 increased or opened the position and 14 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 HYTI 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 2

  • Kovack Advisors, Inc.$716K
  • LPL Financial LLC$546K

Full exits 2

  • Cambridge Investment Research Advisors, Inc.$5M
  • Foundations Investment Advisors, LLC$527K

Largest adds

  • SageGuard Financial Group, LLC$1M
  • Balboa Wealth Partners$639K
  • Cetera Investment Advisers$548K
  • Garden State Investment Advisory Services LLC$491K
  • INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$483K
  • Insight Advisors, LLC/ PA$396K

Largest trims

  • JANE STREET GROUP, LLC$743K
  • Maridea Wealth Management LLC$444K
  • Luken Investment Analytics, LLC$319K

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
Luken Investment Analytics, LLC trimmed603,991$12M17.9%2026-Q2
Kestra Advisory Services, LLC added511,344$10M15.2%2026-Q2
Garden State Investment Advisory Services LLC added298,401$6M8.9%2026-Q2
Insight Advisors, LLC/ PA added211,387$4M6.3%2026-Q2
SageGuard Financial Group, LLC added207,445$4M6.2%2026-Q2
Balboa Wealth Partners added119,986$2M3.6%2026-Q2
Cetera Investment Advisers added106,087$2M3.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added95,544$2M2.8%2026-Q2
Brookstone Capital Management trimmed93,993$2M2.8%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC trimmed91,273$2M2.7%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added81,126$2M2.4%2026-Q2
Capital Investment Advisory Services, LLC added67,146$1M2.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed64,081$1M1.9%2026-Q2
Benson Wealth Management INC trimmed55,541$1M1.6%2026-Q2
OneDigital Investment Advisors LLC trimmed55,179$1M1.6%2026-Q2
Next Level Private LLC added50,564$966K1.5%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added42,410$805K1.3%2026-Q2
Kovack Advisors, Inc. new37,707$716K1.1%2026-Q2
Southern Financial Group, LLC trimmed34,738$664K1.0%2026-Q2
LPL Financial LLC new28,572$546K0.8%2026-Q2
JANE STREET GROUP, LLC trimmed26,408$505K0.8%2026-Q2
Clear Creek Financial Management, LLC25,888$495K0.8%2026-Q2
Integrated Wealth Concepts LLC added25,558$488K0.8%2026-Q2
HARBOUR INVESTMENTS, INC.21,627$413K0.6%2026-Q2
Ameritas Advisory Services, LLC trimmed20,244$387K0.6%2026-Q2
Steward Partners Investment Advisory, LLC new16,029$306K0.5%2026-Q2
Maridea Wealth Management LLC trimmed15,311$293K0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new14,855$284K0.4%2026-Q2
OLD MISSION CAPITAL LLC added12,010$230K0.4%2026-Q2
Ferguson Shapiro LLC10,505$201K0.3%2026-Q2
Triumph Capital Management added1,287$25K0.0%2026-Q2
OSAIC HOLDINGS, INC. new1,275$24K0.0%2026-Q2
Cape Investment Advisory, Inc. new520$10K0.0%2026-Q2
Key Financial Inc new500$10K0.0%2026-Q2
City State Bank200$4K0.0%2026-Q2
SBI Securities Co., Ltd. added87$2K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed0$70.0%2026-Q2
Cambridge Investment Research Advisors, Inc. added243,862$5M7.3%2026-Q1 stale (1 quarter behind)
Foundations Investment Advisors, LLC added27,375$527K0.8%2026-Q1 stale (1 quarter behind)
Triad Wealth Partners, LLC new14,265$275K0.4%2026-Q1 stale (1 quarter behind)
Capital Analysts, LLC trimmed14,043$271K0.4%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC new12,283$246K0.4%2025-Q3 stale (3 quarters behind)
UBS Group AG trimmed100$2K0.0%2025-Q3 stale (3 quarters behind)
Arax Advisory Partners new5,200$104K0.2%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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