HYFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +2.1% ·
net new positions -5.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.82M | +1.1% | $105.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 590.61K | +25.7% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 449.54K | +0.8% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 313.13K | -1.5% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Alliancebernstein L.P. | 295.89K | +1.6% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 266.50K | +10.7% | $9.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 116.97K | -17.9% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 88.27K | +12.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 51.06K | +43.8% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 33.72K | +17.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 19.52K | +10.2% | $725,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 18.37K | +0.3% | $683,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 12.13K | 0.0% | $451,040 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 8.17K | New | $303,954 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 2.75K | +4.5% | $102,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,082 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.65K | -6.0% | $61,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 628 | 0.0% | $23,355 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 35 | +1066.7% | $1,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $303,954 | 0.0% |
Exited
| Jane Street Group, Llc | $3.47M | was 0.0% |
| Royal Bank Of Canada | $6,000 | 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.