Who owns HYZD
Which tracked institutional funds hold HYZD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYZD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on HYZD is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 6 trimmed or exited — on balance accumulating.
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
HYZD’s largest tracked holder by dollar value, UBS Group AG, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HYZD 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 55 tracked filers holding HYZD, 34 increased or opened the position and 22 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 HYZD 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 4
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$3M
- Elevation Capital Advisory, LLC$1M
- Simplicity Wealth,LLC$1M
- Comprehensive Wealth Management, LLC$1M
Full exits 3
- Bank of New York Mellon Corp$2M
- McAdam, LLC$1M
- Janney Montgomery Scott LLC$1M
Largest adds
- Integrated Wealth Concepts LLC$5M
- UBS Group AG$4M
- LPL Financial LLC$3M
- AMERIPRISE FINANCIAL INC$2M
- RAYMOND JAMES FINANCIAL INC$976K
- VICUS CAPITAL$975K
Largest trims
- JANE STREET GROUP, LLC$2M
- Systelligence, LLC$1M
- Advisory Alpha, LLC$1M
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 |
|---|---|---|---|---|
| UBS Group AG added | 1,738,524 | $39M | 21.0% | 2026-Q2 |
| LPL Financial LLC added | 1,726,486 | $39M | 20.9% | 2026-Q2 |
| MORGAN STANLEY added | 698,232 | $16M | 8.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 370,807 | $8M | 4.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 338,740 | $8M | 4.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 320,753 | $7M | 3.9% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 288,985 | $6M | 3.5% | 2026-Q2 |
| Systelligence, LLC trimmed | 281,841 | $6M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 188,414 | $4M | 2.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 180,572 | $4M | 2.2% | 2026-Q2 |
| VICUS CAPITAL added | 169,198 | $4M | 2.0% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 146,850 | $3M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 136,137 | $3M | 1.6% | 2026-Q2 |
| Howard Capital Management, LLC added | 112,478 | $3M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 107,334 | $2M | 1.3% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 88,506 | $2M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 78,891 | $2M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 71,481 | $2M | 0.9% | 2026-Q2 |
| Prospera Financial Services Inc added | 71,450 | $2M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 61,248 | $1M | 0.7% | 2026-Q2 |
| Avestar Capital, LLC added | 61,056 | $1M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,330 | $1M | 0.7% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 57,195 | $1M | 0.7% | 2026-Q2 |
| Simplicity Wealth,LLC new | 55,652 | $1M | 0.7% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 55,067 | $1M | 0.7% | 2026-Q2 |
| Empirical Asset Management, LLC added | 49,431 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 47,348 | $1M | 0.6% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 28,475 | $641K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 25,042 | $564K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 23,456 | $527K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 19,825 | $448K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 16,437 | $370K | 0.2% | 2026-Q2 |
| Duncan Williams Asset Management, LLC trimmed | 15,068 | $339K | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 14,685 | $331K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 13,587 | $306K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ | 11,743 | $264K | 0.1% | 2026-Q2 |
| Melone Private Wealth, LLC added | 11,118 | $250K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 8,838 | $199K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 8,390 | $189K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 6,917 | $156K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,347 | $98K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,095 | $47K | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC | 1,656 | $37K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 1,530 | $34K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 933 | $21K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 887 | $20K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 847 | $19K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 758 | $17K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 737 | $17K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 440 | $10K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 150 | $3K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 107 | $2K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 51 | $1K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 16 | $360 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1 | $23 | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp new | 96,605 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| McAdam, LLC added | 49,408 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 48,738 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 14,969 | $329K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 11,527 | $254K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VERUS CAPITAL PARTNERS, LLC trimmed | 11,478 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 10,647 | $234K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JCSD Capital, LLC new | 3,220 | $71K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,146 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 207 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 167 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MOULTON WEALTH MANAGEMENT, INC new | 12,702 | $2M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 20,165 | $454K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Alchemi Wealth, LLC new | 16,578 | $374K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 9,719 | $219K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 8,058 | $182K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 807 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC trimmed | 157 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Moloney Securities Asset Management, LLC added | 21,713 | $488K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| United Advisor Group, LLC trimmed | 9,221 | $207K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC new | 75 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| VALLEY NATIONAL ADVISERS INC new | 45 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC trimmed | 38,687 | $866K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 17,781 | $398K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 14,401 | $323K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Cherry Tree Wealth Management, LLC trimmed | 1,120 | $25K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 435 | $10K | 0.0% | 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.
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.