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Security record

HYDB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
33Tracked holders
-3Δ holders
6.45MShares held
$301.62MReported value
+2New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 -3 6.45M $301.62M +2 −5
Q1 2026 37 +7 6.39M $297.19M +8 −1
Q4 2025 30 0 8.79M $416.16M
Q3 2025 4 0 1.19M $57.05M
Q2 2025 2 182.97K $8.69M
Q4 2024 1 +1 11.63K $546,538 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗
3 Bank Of America Corp /De/ 1.45M +1.7% $67.96M 0.0% ▲ Add 3 SEC ↗
4 Ameriprise Financial Inc 741.98K -20.4% $34.70M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 672.28K +33.4% $31.44M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 672.28K +33.4% $31.44M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 672.28K +33.4% $31.44M 0.0% ▲ Add 4 SEC ↗
8 Envestnet Asset Management Inc 504.35K -29.9% $23.59M 0.0% ▼ Trim 3 SEC ↗
9 Osaic Holdings, Inc. 279.48K +25.8% $13.07M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 279.48K +25.8% $13.07M 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 279.48K +25.8% $13.07M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 279.48K +25.8% $13.07M 0.0% ▲ Add 3 SEC ↗
13 Cetera Investment Advisers 245.11K -15.0% $11.46M 0.0% ▼ Trim 3 SEC ↗
14 Raymond James Financial Inc 204.13K +7.1% $9.55M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 204.13K +7.1% $9.55M 0.0% ▲ Add 3 SEC ↗
16 Captrust Financial Advisors 116.96K -17.6% $5.47M 0.0% ▼ Trim 3 SEC ↗
17 JPMorgan Chase 103.48K +14.1% $4.84M 0.0% ▲ Add 4 SEC ↗
18 JPMorgan Chase 103.48K +14.1% $4.84M 0.0% ▲ Add 4 SEC ↗
19 JPMorgan Chase 103.48K +14.1% $4.84M 0.0% ▲ Add 4 SEC ↗
20 UBS Group AG 79.87K +166.0% $3.74M 0.0% ▲ Add 3 SEC ↗
21 Mml Investors Services, Llc 71.08K -10.8% $3.32M 0.0% ▼ Trim 3 SEC ↗
22 Assetmark, Inc 59.55K +2.0% $2.79M 0.0% ▲ Add 3 SEC ↗
23 Jane Street Group, Llc 54.69K -64.7% $2.56M 0.0% ▼ Trim 3 SEC ↗
24 Truist Financial Corp 49.85K New $2.33M 0.0% New 1 SEC ↗
25 Commonwealth Equity Services, Llc 44.19K -25.4% $2.07M 0.0% ▼ Trim 3 SEC ↗
26 Pnc Financial Services Group, Inc. 36.00K -2.5% $1.68M 0.0% ▼ Trim 3 SEC ↗
27 HighTower Advisors, LLC 32.76K +1.9% $1.53M 0.0% ▲ Add 3 SEC ↗
28 Rockefeller Capital Management L.P. 27.15K -0.1% $1.27M 0.0% ▼ Trim 3 SEC ↗
29 Stifel Financial Corp 26.76K +48.8% $1.25M 0.0% ▲ Add 3 SEC ↗
30 Northwestern Mutual Wealth… 21.03K -8.3% $983,658 0.0% ▼ Trim 3 SEC ↗
31 Cerity Partners LLC 11.78K -19.7% $550,857 0.0% ▼ Trim 3 SEC ↗
32 Us Bancorp \De\ 11.29K -1.1% $528,128 0.0% ▼ Trim 3 SEC ↗
33 Us Bancorp \De\ 11.29K -1.1% $528,128 0.0% ▼ Trim 3 SEC ↗
34 Hrt Financial Lp 8.82K +47.5% $412,000 0.0% ▲ Add 2 SEC ↗
35 Fifth Third Bancorp 8.32K +130.4% $389,314 0.0% ▲ Add 2 SEC ↗
36 Royal Bank Of Canada 5.58K -30.3% $261,000 0.0% ▼ Trim 3 SEC ↗
37 Royal Bank Of Canada 5.58K -30.3% $261,000 0.0% ▼ Trim 3 SEC ↗
38 Fidelity (FMR) 5.23K +2428.0% $244,726 0.0% ▲ Add 5 SEC ↗
39 Creative Planning 4.34K New $203,219 0.0% New 1 SEC ↗
40 BlackRock (passive) 321 0.0% $15,013 0.0% Held 5 SEC ↗
41 Bnp Paribas Financial Markets 2 -71.4% $94 0.0% ▼ Trim 3 SEC ↗
42 Allspring Global Investments… 1 0.0% $66 0.0% Held 2 SEC ↗
43 Citigroup Inc 1 0.0% $47 0.0% Held 2 SEC ↗
44 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API