HYBL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +5.7% ·
net new positions -4.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 3 | 0 | 662.35K | $18.98M | — | — |
| Q2 2025 | 1 | -1 | 12.76K | $364,723 | — | −1 |
| Q1 2025 | 2 | +1 | 17.88K | $502,729 | +1 | — |
| Q4 2024 | 1 | +1 | 10.47K | $296,868 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.47M | +12.7% | $41.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.47M | +12.7% | $41.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | +16.6% | $34.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 1.03M | +5.0% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.02M | +14.3% | $28.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.02M | +14.3% | $28.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 613.24K | -8.0% | $17.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 613.24K | -8.0% | $17.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 592.90K | -17.5% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 592.90K | -17.5% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 182.56K | +51.6% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 171.89K | -8.5% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 116.84K | -38.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 116.84K | -38.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 116.84K | -38.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 116.84K | -38.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 44.28K | +20.1% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 43.41K | +11.8% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 41.08K | -33.9% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 40.30K | +17.9% | $1.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Toronto Dominion Bank | 39.77K | New | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 28.11K | +229.7% | $785,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Creative Planning | 23.15K | -17.4% | $647,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 20.95K | +154.9% | $584,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 17.23K | +1.5% | $481,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 14.80K | -1.2% | $413,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 14.00K | -6.7% | $391,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 9.76K | +11.4% | $272,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 6.74K | +15.5% | $188,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Toronto Dominion Bank | $1.11M | 0.0% |
Exited
| Truist Financial Corp | $336,921 | was 0.0% |
| Northwestern Mutual Wealth… | $18,124 | 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.