Security record
HYFI
name pending profile ingest
18Tracked holders
0Δ holders
5.68MShares held
$212.12MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 5.68M | $212.12M | +3 | −3 |
| Q1 2026 | 19 | -1 | 5.10M | $189.61M | +1 | −2 |
| Q4 2025 | 20 | -1 | 4.99M | $187.68M | — | −1 |
| Q3 2025 | 2 | — | 92.94K | $3.53M | — | — |
| Q4 2024 | 1 | +1 | 23.48K | $866,292 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.09M | +9.5% | $115.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 601.69K | +1.9% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 601.69K | +1.9% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 455.47K | +1.3% | $17.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Alliancebernstein L.P. | 339.85K | +14.9% | $12.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 310.27K | -0.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 310.27K | -0.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 269.30K | +1.1% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 164.47K | New | $6.14M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 131.05K | +12.0% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 126.58K | +147.9% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 104.47K | +18.4% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 104.47K | +18.4% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 36.13K | +7.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 17.18K | New | $641,651 | 0.0% | New | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 14.81K | +22.1% | $552,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 9.21K | -49.9% | $343,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 5.74K | -29.8% | $214,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,381 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.65K | 0.0% | $61,424 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 486 | New | $18,147 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $6.14M | 0.0% |
| Citadel Advisors | $641,651 | 0.0% |
| Rockefeller Capital… | $18,147 | 0.0% |
Exited
| Mariner, LLC | $725,893 | was 0.0% |
| Wells Fargo & Company/Mn | $23,355 | was 0.0% |
| Northwestern Mutual Wealth… | $1,302 | 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.
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 ·
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