Who owns HYXF
Which tracked institutional funds hold HYXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYXF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 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
11 tracked funds added or opened HYXF while 5 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
HYXF’s largest tracked holder by dollar value, SigFig Wealth Management, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYXF 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 83 tracked filers holding HYXF, 50 increased or opened the position and 31 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 HYXF 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 4
- BANK OF MONTREAL /CAN/$3M
- Apella Capital, LLC$1M
- Bank of New York Mellon Corp$626K
- CITADEL ADVISORS LLC$524K
Full exits 1
- SigFig Wealth Management, LLC$11M
Largest adds
- RAYMOND JAMES FINANCIAL INC$2M
- Modern Wealth Management, LLC$842K
- ASSETMARK, INC$472K
- Mason & Associates Inc$429K
- SEEDS INVESTOR LLC$361K
- WELLS FARGO & COMPANY/MN$311K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- iA Global Asset Management Inc.$824K
- EP Wealth Advisors, LLC$386K
- Aurora Private Wealth, Inc.$315K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 122,012 | $6M | 6.0% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 97,836 | $5M | 4.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 89,303 | $4M | 4.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 82,350 | $4M | 4.1% | 2026-Q1 |
| UBS Group AG added | 81,225 | $4M | 4.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 74,480 | $3M | 3.7% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 73,099 | $3M | 3.6% | 2026-Q1 |
| ASSETMARK, INC added | 60,767 | $3M | 3.0% | 2026-Q1 |
| Impact Investors, Inc added | 54,651 | $3M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 50,808 | $2M | 2.5% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 44,542 | $2M | 2.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 40,986 | $2M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 37,713 | $2M | 1.9% | 2026-Q1 |
| Apella Capital, LLC new | 30,462 | $1M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 30,225 | $1M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 29,980 | $1M | 1.5% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 29,454 | $1M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 26,926 | $1M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 26,241 | $1M | 1.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 25,498 | $1M | 1.3% | 2026-Q1 |
| HSBC HOLDINGS PLC | 24,000 | $1M | 1.2% | 2026-Q1 |
| Olde Wealth Management, LLC trimmed | 24,007 | $1M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 21,185 | $981K | 1.0% | 2026-Q1 |
| One Capital Management, LLC added | 21,073 | $976K | 1.0% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 19,250 | $905K | 1.0% | 2026-Q1 |
| Topel & Distasi Wealth Management, LLC trimmed | 17,917 | $830K | 0.9% | 2026-Q1 |
| Summit Wealth Group, LLC added | 16,966 | $786K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 16,431 | $761K | 0.8% | 2026-Q1 |
| Mason & Associates Inc added | 16,540 | $760K | 0.8% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 14,742 | $682K | 0.7% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 14,002 | $648K | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 13,515 | $626K | 0.7% | 2026-Q1 |
| iA Global Asset Management Inc. trimmed | 12,150 | $563K | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 11,381 | $527K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 11,305 | $524K | 0.6% | 2026-Q1 |
| Diversified Enterprises, LLC added | 9,235 | $428K | 0.5% | 2026-Q1 |
| American Money Management, LLC | 9,024 | $418K | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 8,717 | $400K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 8,055 | $373K | 0.4% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 7,461 | $346K | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 7,327 | $339K | 0.4% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 7,235 | $335K | 0.4% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 7,129 | $330K | 0.4% | 2026-Q1 |
| FMR LLC added | 7,119 | $330K | 0.4% | 2026-Q1 |
| FinArc Investments, Inc. new | 6,295 | $292K | 0.3% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 6,062 | $281K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,982 | $277K | 0.3% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 5,805 | $269K | 0.3% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 5,591 | $259K | 0.3% | 2026-Q1 |
| Heartland Bank & Trust Co new | 5,575 | $258K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,317 | $244K | 0.3% | 2026-Q1 |
| SWEENEY & MICHEL, LLC new | 5,051 | $236K | 0.3% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. trimmed | 5,060 | $234K | 0.2% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 4,960 | $230K | 0.2% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 4,775 | $221K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 4,753 | $220K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC | 4,648 | $215K | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 4,519 | $209K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 3,471 | $161K | 0.2% | 2026-Q1 |
| Sunrise Financial Services, LLC new | 2,888 | $134K | 0.1% | 2026-Q1 |
| CWM, LLC added | 2,869 | $133K | 0.1% | 2026-Q1 |
| Key Financial Inc | 1,700 | $79K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 1,571 | $73K | 0.1% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 1,499 | $68K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 1,449 | $67K | 0.1% | 2026-Q1 |
| Horizons Wealth Management | 1,299 | $60K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,289 | $60K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,011 | $47K | 0.0% | 2026-Q1 |
| PFS Partners, LLC added | 750 | $35K | 0.0% | 2026-Q1 |
| NBT BANK N A /NY | 717 | $33K | 0.0% | 2026-Q1 |
| Glassy Mountain Advisors, Inc. | 672 | $31K | 0.0% | 2026-Q1 |
| High Note Wealth, LLC trimmed | 505 | $23K | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 491 | $23K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 477 | $22K | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. | 470 | $22K | 0.0% | 2026-Q1 |
| Front Row Advisors LLC | 425 | $20K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 393 | $18K | 0.0% | 2026-Q1 |
| Cranbrook Wealth Management, LLC | 352 | $16K | 0.0% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 239,468 | $11M | 12.0% | 2025-Q4 stale |
| BlackRock, Inc. trimmed | 105,916 | $5M | 5.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 38,150 | $2M | 1.9% | 2025-Q1 stale |
| Better Money Decisions, LLC added | 22,883 | $1M | 1.2% | 2025-Q2 stale |
| CW Advisors, LLC added | 13,742 | $653K | 0.7% | 2025-Q2 stale |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 8,898 | $423K | 0.4% | 2025-Q3 stale |
| Mandatum Life Insurance Co Ltd trimmed | 7,078 | $336K | 0.4% | 2025-Q2 stale |
| Freedom Investment Management, Inc. trimmed | 6,683 | $317K | 0.3% | 2025-Q2 stale |
| Farmers National Bank added | 5,747 | $272K | 0.3% | 2025-Q4 stale |
| Private Advisor Group, LLC added | 5,677 | $268K | 0.3% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 5,310 | $252K | 0.3% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC added | 5,186 | $245K | 0.3% | 2025-Q4 stale |
| Curtis Advisory Group, LLC | 5,160 | $244K | 0.3% | 2025-Q4 stale |
| Thrivent Financial for Lutherans | 5,040 | $236K | 0.3% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 4,431 | $210K | 0.2% | 2025-Q3 stale |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 4,292 | $203K | 0.2% | 2025-Q4 stale |
| Continuum Advisory, LLC added | 2,315 | $107K | 0.1% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC added | 1,826 | $87K | 0.1% | 2025-Q2 stale |
| Wealthspire Advisors, LLC new | 1,282 | $61K | 0.1% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 867 | $41K | 0.0% | 2025-Q4 stale |
| Physician Wealth Advisors, Inc. trimmed | 642 | $30K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 600 | $28K | 0.0% | 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.