HYBL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +8.3% ·
net new positions -5.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 21.07K | $579,650 | n/a | n/a |
| Q2 2026 | 22 | -1 | 6.79M | $189.69M | +1 | −2 |
| Q1 2026 | 24 | +4 | 6.60M | $183.72M | +5 | −1 |
| Q4 2025 | 20 | -1 | 5.96M | $169.60M | n/a | −1 |
| Q3 2025 | 3 | 0 | 662.35K | $18.98M | n/a | n/a |
| Q2 2025 | 1 | -1 | 12.76K | $364,723 | n/a | −1 |
| Q1 2025 | 2 | +1 | 17.88K | $502,729 | +1 | n/a |
| Q4 2024 | 1 | +1 | 10.47K | $296,868 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.09M | +79.6% | $30.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 998.00K | n/a | $28.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 940.91K | n/a | $26.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 792.47K | n/a | $22.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 558.51K | n/a | $15.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 509.09K | n/a | $14.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 233.01K | n/a | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 191.40K | n/a | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 168.03K | n/a | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Mariner, LLC | 116.34K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 115.22K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 65.89K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 51.90K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 37.65K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 34.19K | +168.0% | $972,420 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Creative Planning | 29.07K | n/a | $826,722 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 16.80K | n/a | $477,894 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 14.06K | n/a | $399,819 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.30K | n/a | $150,618 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 651 | n/a | $18,514 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $1.30M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 14.86M shares, $409.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.