HYFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow -1.8% ·
net new positions -5.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.79M | — | $105.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 469.70K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 445.95K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 318.03K | — | $11.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Alliancebernstein L.P. | 291.37K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 240.82K | — | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 142.47K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 92.41K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 78.22K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 35.51K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 28.65K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 18.31K | — | $688,110 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 17.71K | — | $665,441 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 12.13K | — | $455,770 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 2.64K | — | $99,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,859 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.75K | — | $65,727 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 628 | — | $23,600 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 161 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 3 | — | $113 | 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 | $3.45M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.52M shares, $279.49M 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.