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Security record · archived quarter

HYMU

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
22Tracked holders
+2Δ holders
5.30MShares held
$116.72MReported value
+4New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow +30.0% · net new positions +9.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 84.67K $1.80M n/a n/a
Q2 2026 20 -1 6.94M $155.85M +1 −2
Q1 2026 22 +2 5.30M $116.72M +4 −2
Q4 2025 20 0 3.91M $86.94M n/a n/a
Q3 2025 4 +1 770.08K $17.20M +1 n/a
Q2 2025 1 -1 2.55K $56,824 n/a −1
Q1 2025 1 0 16.43K $372,536 n/a n/a
Q4 2024 1 +1 17.74K $402,056 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.45M +54.6% $31.83M 0.0% ▲ Add 2 SEC ↗
2 Commonwealth Equity Services, Llc 1.28M +118.2% $28.26M 0.0% ▲ Add 2 SEC ↗
3 Osaic Holdings, Inc. 625.73K +22.9% $13.78M 0.0% ▲ Add 2 SEC ↗ ×2
4 Envestnet Asset Management Inc 612.68K +32.6% $13.49M 0.0% ▲ Add 2 SEC ↗
5 JPMorgan Chase ✦ 382.82K +7.1% $8.42M 0.0% ▲ Add 3 SEC ↗ ×3
6 HighTower Advisors, LLC 313.70K +15.7% $6.91M 0.0% ▲ Add 2 SEC ↗
7 Mml Investors Services, Llc 189.20K +7.8% $4.17M 0.0% ▲ Add 2 SEC ↗
8 Jane Street Group, Llc 131.78K -37.8% $2.90M 0.0% ▼ Trim 2 SEC ↗
9 Cetera Investment Advisers 105.11K -24.9% $2.31M 0.0% ▼ Trim 2 SEC ↗
10 Truist Financial Corp 93.75K +41.0% $2.06M 0.0% ▲ Add 2 SEC ↗
11 Financial Engines Advisors L.L.C. 42.85K +5.7% $943,667 0.0% ▲ Add 2 SEC ↗
12 Creative Planning 36.56K +56.1% $805,117 0.0% ▲ Add 2 SEC ↗
13 Wealth Enhancement Advisory… 16.25K -78.2% $358,210 0.0% ▼ Trim 2 SEC ↗
14 Assetmark, Inc 9.36K New $206,129 0.0% New 1 SEC ↗
15 Fifth Third Bancorp 4.11K New $90,414 0.0% New 1 SEC ↗
16 Jones Financial Companies Lllp 3.39K +12.1% $74,400 0.0% ▲ Add 2 SEC ↗
17 BlackRock ✦ (passive) 2.72K +5.9% $59,938 0.0% ▲ Add 4 SEC ↗
18 Royal Bank Of Canada 1.18K New $26,000 0.0% New 1 SEC ↗
19 UBS AM, a distinct business unit of… 1.05K New $23,121 0.0% New 1 SEC ↗
20 Cwm, Llc 68 0.0% $1,497 0.0% Held 2 SEC ↗
21 Morgan Stanley ✦ 1 0.0% $32 0.0% Held 3 SEC ↗
22 Wells Fargo & Company/Mn 1 n/a $16 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

Assetmark, Inc $206,129 0.0%
Fifth Third Bancorp $90,414 0.0%
Royal Bank Of Canada $26,000 0.0%
UBS AM, a distinct business… $23,121 0.0%

Exited

Citadel Advisors $758,435 was 0.0%
Stifel Financial Corp $374,051 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 10.42M shares, $219.25M 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: Q1 2026 · Methodology · Get this via the API