HYDB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +1.0% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.57M | +32.4% | $73.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.45M | +1.7% | $67.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 741.98K | -20.4% | $34.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 672.28K | +33.4% | $31.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 504.35K | -29.9% | $23.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 279.48K | +25.8% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 245.11K | -15.0% | $11.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 204.13K | +7.1% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 116.96K | -17.6% | $5.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 103.48K | +14.1% | $4.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 11 | UBS Group AG | 79.87K | +166.0% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 71.08K | -10.8% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 59.55K | +2.0% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 54.69K | -64.7% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 49.85K | New | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 44.19K | -25.4% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 36.00K | -2.5% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 32.76K | +1.9% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 27.15K | -0.1% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 26.76K | +48.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 21.03K | -8.3% | $983,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 11.78K | -19.7% | $550,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 11.29K | -1.1% | $528,128 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Hrt Financial Lp | 8.82K | +47.5% | $412,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.32K | +130.4% | $389,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.58K | -30.3% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 5.23K | +2428.0% | $244,726 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Creative Planning | 4.34K | New | $203,219 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 321 | 0.0% | $15,013 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 2 | -71.4% | $94 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Allspring Global Investments… | 1 | 0.0% | $66 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Citigroup Inc | 1 | 0.0% | $47 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 1 | -95.5% | $40 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $2.33M | 0.0% |
| Creative Planning | $203,219 | 0.0% |
Exited
| Mariner, LLC | $3.16M | was 0.0% |
| Bank of New York Mellon Corp | $801,469 | was 0.0% |
| Susquehanna International… | $610,761 | was 0.0% |
| Citadel Advisors | $574,801 | was 0.0% |
| Mercer Global Advisors Inc… | $265,431 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 214 holders, 23.02M shares, $1.05B 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.