HYEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +2.6% ·
net new positions +8.7%
· formula
Broad accumulation: rising shares across more 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 | 340 | $6,599 | n/a | n/a |
| Q2 2026 | 23 | 0 | 7.76M | $156.15M | +1 | −1 |
| Q1 2026 | 23 | 0 | 7.46M | $147.24M | +2 | −2 |
| Q4 2025 | 23 | +2 | 4.10M | $81.64M | +2 | n/a |
| Q3 2025 | 3 | 0 | 286.68K | $5.75M | n/a | n/a |
| Q2 2025 | 1 | -1 | 139 | $2,752 | n/a | −1 |
| Q1 2025 | 1 | 0 | 28.89K | $567,747 | n/a | n/a |
| Q4 2024 | 1 | +1 | 14.99K | $291,816 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.66M | n/a | $32.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Assetmark, Inc | 644.49K | n/a | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 311.84K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 258.48K | -9.0% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 207.94K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 186.45K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 144.73K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Goldman Sachs Group ✦ | 128.62K | New | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 109.79K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 94.64K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 88.00K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Mml Investors Services, Llc | 81.20K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 63.72K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 59.55K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Tidal Investments LLC | 43.68K | n/a | $868,835 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 18.48K | n/a | $367,561 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passive) | 3.00K | New | $59,750 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 877 | -48.4% | $17,445 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Fidelity (FMR) ✦ | 835 | -2.5% | $16,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 515 | n/a | $10,243 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 395 | n/a | $7,848 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | National Bank Of Canada /Fi/ | 183 | n/a | $3,632 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 62 | n/a | $1,233 | 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
| Goldman Sachs Group | $2.56M | 0.0% |
| BlackRock | $59,750 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 12.30M shares, $241.48M 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.