Who owns YYY
Which tracked institutional funds hold YYY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YYY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
12 tracked funds added or opened YYY 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
YYY’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 YYY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in YYY 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 85 tracked filers holding YYY, 60 increased or opened the position and 30 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 YYY 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.
Full exits 3
- JANE STREET GROUP, LLC$881K
- NewEdge Advisors, LLC$729K
- AMERIPRISE FINANCIAL INC$670K
Largest adds
- MORGAN STANLEY$13M
- WELLS FARGO & COMPANY/MN$2M
- RAYMOND JAMES FINANCIAL INC$2M
- OSAIC HOLDINGS, INC.$1M
- LPL Financial LLC$879K
- PFG Investments, LLC$595K
Largest trims
- HighTower Advisors, LLC$353K
- Cambridge Investment Research Advisors, Inc.$326K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,001,075 | $55M | 25.2% | 2026-Q1 |
| LPL Financial LLC added | 3,050,216 | $34M | 15.4% | 2026-Q1 |
| LJI Wealth Management, LLC added | 1,779,584 | $20M | 9.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,208,563 | $13M | 6.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,034,687 | $11M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 704,121 | $8M | 3.6% | 2026-Q1 |
| NWF Advisory Services Inc. added | 671,945 | $7M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 650,699 | $7M | 3.3% | 2026-Q1 |
| Thrive Capital Management, LLC added | 539,955 | $6M | 2.7% | 2026-Q1 |
| Intrua Financial, LLC added | 415,255 | $5M | 2.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 371,346 | $4M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 361,545 | $4M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 242,369 | $3M | 1.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 236,533 | $3M | 1.2% | 2026-Q1 |
| Larson Financial Group LLC added | 223,493 | $2M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 188,124 | $2M | 0.9% | 2026-Q1 |
| World Investment Advisors added | 186,891 | $2M | 0.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 186,875 | $2M | 0.9% | 2026-Q1 |
| Independent Wealth Network Inc. added | 182,217 | $2M | 0.9% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 136,863 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 136,702 | $2M | 0.7% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 113,629 | $1M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 96,950 | $1M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 93,504 | $1M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 91,574 | $1M | 0.5% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 71,992 | $794K | 0.4% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 68,063 | $751K | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 65,527 | $723K | 0.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 58,948 | $650K | 0.3% | 2026-Q1 |
| Oakmont Advisory Group, LLC added | 57,758 | $637K | 0.3% | 2026-Q1 |
| Ignite Planners, LLC added | 55,471 | $612K | 0.3% | 2026-Q1 |
| Bison Wealth, LLC added | 44,345 | $513K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 42,303 | $467K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 41,805 | $461K | 0.2% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 39,850 | $440K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 39,766 | $439K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 38,350 | $423K | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 37,675 | $416K | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 36,574 | $415K | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 32,091 | $354K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 29,815 | $329K | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 23,558 | $260K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 22,888 | $252K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 20,972 | $232K | 0.1% | 2026-Q1 |
| Oxinas Partners, LLC trimmed | 20,094 | $222K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 18,982 | $209K | 0.1% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 18,490 | $204K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 18,020 | $199K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC added | 17,081 | $188K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 15,950 | $176K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 15,306 | $169K | 0.1% | 2026-Q1 |
| Tidemark, LLC added | 14,689 | $162K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 14,614 | $161K | 0.1% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC | 13,988 | $154K | 0.1% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 13,880 | $153K | 0.1% | 2026-Q1 |
| ODonnell Financial Services, LLC new | 12,958 | $143K | 0.1% | 2026-Q1 |
| McAdam, LLC new | 12,761 | $141K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,580 | $128K | 0.1% | 2026-Q1 |
| Sage Capital Management, LLC new | 11,000 | $121K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 10,729 | $118K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC | 10,605 | $117K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 10,475 | $116K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 10,438 | $115K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC | 10,000 | $110K | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 8,268 | $91K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 7,927 | $87K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,987 | $77K | 0.0% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA new | 6,400 | $70K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 5,978 | $66K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,449 | $38K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 3,000 | $33K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC new | 2,711 | $30K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 2,425 | $27K | 0.0% | 2026-Q1 |
| Capital Wealth Planning, LLC new | 154,096 | $2M | 0.8% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 76,514 | $881K | 0.4% | 2025-Q4 stale |
| GWN SECURITIES INC. added | 71,937 | $820K | 0.4% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 63,313 | $729K | 0.3% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC new | 58,239 | $670K | 0.3% | 2025-Q4 stale |
| Anchor Capital Management Group Inc | 50,000 | $586K | 0.3% | 2025-Q2 stale |
| Navis Wealth Advisors, LLC new | 42,052 | $484K | 0.2% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 34,569 | $405K | 0.2% | 2025-Q2 stale |
| Soltis Investment Advisors LLC | 20,073 | $231K | 0.1% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 19,017 | $219K | 0.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC new | 18,581 | $214K | 0.1% | 2025-Q4 stale |
| Asset Allocation Strategies LLC added | 14,539 | $172K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,798 | $157K | 0.1% | 2025-Q1 stale |
| Valtinson Bruner Financial Planning LLC trimmed | 13,140 | $151K | 0.1% | 2025-Q4 stale |
| Alpine Global Management, LLC new | 12,542 | $144K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 11,006 | $127K | 0.1% | 2025-Q4 stale |
| WESTBOURNE INVESTMENTS, INC. new | 10,689 | $125K | 0.1% | 2025-Q2 stale |
| ORG Partners LLC | 6,000 | $68K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 5,183 | $60K | 0.0% | 2025-Q4 stale |
| OPTIMUM INVESTMENT ADVISORS trimmed | 4,150 | $49K | 0.0% | 2025-Q3 stale |
| JONES FINANCIAL COMPANIES LLLP added | 3,450 | $41K | 0.0% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 2,996 | $34K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 2,707 | $32K | 0.0% | 2025-Q3 stale |
| WOLFF WIESE MAGANA LLC added | 2,800 | $32K | 0.0% | 2025-Q1 stale |
| Geneos Wealth Management Inc. | 2,477 | $29K | 0.0% | 2025-Q2 stale |
| IFP Advisors, Inc | 2,315 | $27K | 0.0% | 2025-Q4 stale |
| AlphaCore Capital LLC | 2,100 | $24K | 0.0% | 2025-Q4 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.