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Institutional Ownership · SEC Form 13F

Who owns YB


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

17
Institutional holders
4M
Shares held (tracked funds)
3.7%
Of shares outstanding

How the tape is positioned

4 tracked funds added or opened YB while 2 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

YB’s largest tracked holder by dollar value, SUSQUEHANNA INTERNATIONAL GROUP, LLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in YB 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 17 tracked filers holding YB, 13 increased or opened the position and 3 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 YB 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 1

  • Lighthouse Investment Partners, LLC$2M

Largest adds

  • Franchise GP Ltd$8M
  • Point72 Asset Management, L.P.$933K
  • UBS Group AG$355K

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • MORGAN STANLEY$329K

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP3,035,308$54M70.6%2026-Q1
Franchise GP Ltd added533,837$9M12.4%2026-Q1
Point72 Asset Management, L.P. added115,500$2M2.7%2026-Q1
Lighthouse Investment Partners, LLC new92,558$2M2.2%2026-Q1
BARCLAYS PLC added59,464$1M1.4%2026-Q1
MORGAN STANLEY trimmed41,698$736K1.0%2026-Q1
JPMORGAN CHASE & CO added24,036$416K0.5%2026-Q1
UBS Group AG added20,107$355K0.5%2026-Q1
ROYAL BANK OF CANADA added4,079$72K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ new3,000$53K0.1%2026-Q1
RHUMBLINE ADVISERS386$7K0.0%2026-Q1
Ameritas Advisory Services, LLC new171$3K0.0%2026-Q1
WealthCollab, LLC164$3K0.0%2026-Q1
OSAIC HOLDINGS, INC. added154$3K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC new32$5640.0%2026-Q1
Larson Financial Group LLC new27$4760.0%2026-Q1
CWM, LLC new3$530.0%2026-Q1
WFM ASIA (BVI) Ltd added182,500$4M4.7%2025-Q3 stale
Franchise Capital Ltd66,666$1M1.7%2025-Q3 stale
MARSHALL WACE, LLP new30,508$599K0.8%2025-Q3 stale
FEDERATED HERMES, INC. new17,600$370K0.5%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC new18,697$367K0.5%2025-Q3 stale
CITADEL ADVISORS LLC trimmed14,664$297K0.4%2025-Q4 stale
Tower Research Capital LLC (TRC) new500$11K0.0%2025-Q2 stale
Quarry LP new196$4K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ new186$4K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC. new00.0%2025-Q2 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.

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