Security record · archived quarter
HYS
name pending profile ingest
44Tracked holders
+3Δ holders
5.03MShares held
$468.86MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.3% ·
share flow +7.3% ·
net new positions +6.8%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +3 | 4.93M | $460.94M | +5 | −2 |
| Q1 2026 | 44 | +3 | 5.03M | $468.86M | +4 | −1 |
| Q4 2025 | 40 | -1 | 4.66M | $441.80M | +1 | −2 |
| Q3 2025 | 5 | 0 | 777.50K | $74.39M | — | — |
| Q2 2025 | 3 | 0 | 43.20K | $4.10M | — | — |
| Q1 2025 | 2 | +1 | 208.62K | $19.54M | +1 | — |
| Q4 2024 | 1 | -1 | 117.52K | $11.01M | — | −1 |
| Q3 2024 | 2 | 0 | 78.35K | $7.48M | — | — |
| Q2 2024 | 2 | — | 93.59K | $8.68M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 698.69K | +3.0% | $65.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Assetmark, Inc | 613.51K | +0.1% | $57.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 583.75K | +8.5% | $54.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 402.98K | +61.9% | $37.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 365.97K | +9.2% | $34.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 346.63K | +1.1% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 346.63K | +1.1% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 346.63K | +1.1% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 346.63K | +1.1% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 346.63K | +1.1% | $32.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 282.67K | +0.2% | $26.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 205.08K | +3.6% | $19.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 201.88K | +11.0% | $18.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 201.88K | +11.0% | $18.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 201.88K | +11.0% | $18.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 166.46K | +38.9% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 149.06K | -23.5% | $13.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 149.06K | -23.5% | $13.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 142.35K | +38.5% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 142.35K | +38.5% | $13.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 141.62K | -6.8% | $13.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 141.62K | -6.8% | $13.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 128.51K | -10.4% | $11.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 128.51K | -10.4% | $11.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Allianz Asset Management GmbH | 97.78K | +2.2% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 90.62K | +60.7% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Man Group plc | 84.63K | -34.4% | $7.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 62.73K | +5.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 62.73K | +5.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 62.73K | +5.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 62.73K | +5.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 35.36K | +590.9% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 31.55K | +12.5% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 24.89K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 24.89K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 23.24K | +130.1% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 20.50K | -59.5% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 20.50K | -59.5% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jane Street Group, Llc | 14.68K | +115.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 11.47K | +8.7% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 11.32K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 9.65K | -6.0% | $893,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 9.65K | -6.0% | $893,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 9.65K | -6.0% | $893,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Truist Financial Corp | 9.21K | -0.2% | $858,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 8.85K | New | $825,000 | 0.0% | New | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 8.41K | +6.2% | $784,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 8.41K | +6.2% | $784,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 8.38K | +4.1% | $781,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Creative Planning | 6.88K | +2.0% | $641,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 5.45K | +0.8% | $508,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 5.28K | 0.0% | $492,372 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 5.08K | New | $473,998 | 0.0% | New | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 4.64K | -34.1% | $433,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | HighTower Advisors, LLC | 3.99K | -15.0% | $372,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 3.41K | -53.7% | $317,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fifth Third Bancorp | 3.23K | +638.7% | $301,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 3.21K | New | $299,329 | 0.0% | New | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 1.97K | +144.1% | $183,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 1.97K | +144.1% | $183,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.57K | 0.0% | $146,434 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 1.57K | 0.0% | $146,434 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 510 | +385.7% | $47,570 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Blair William & Co/Il | 278 | 0.0% | $25,929 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $1.06M | 0.0% |
| Hrt Financial Lp | $825,000 | 0.0% |
| Citadel Advisors | $473,998 | 0.0% |
| AQR Capital Management | $299,329 | 0.0% |
Exited
| Qube Research & Technologies… | $90,458 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 242 holders, 8.57M shares, $781.94M 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 ·
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