49 tracked 13F filers disclose a position in HYFI as of the latest SEC 13F filings, a combined $259.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $105.1M | 2.8M | ▲+1.1% Added · +30K sh | Q1 2026 | |
| 2 | Arkadios Wealth Advisors | $24.4M | 656K | ▲New +656K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.0M | 591K | ▲+26% Added · +121K sh | Q1 2026 | |
| 4 | ASSETMARK, INC | $17.0M | 455K | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 5 | Bank of New York Mellon Corp | $11.6M | 313K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $11.1M | 296K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $9.9M | 267K | ▲+11% Added · +26K sh | Q1 2026 | |
| 8 | Anderson Financial Strategies, LLC | $9.1M | 244K | ▲+3.7% Added · +9K sh | Q1 2026 | |
| 9 | SageGuard Financial Group, LLC | $6.6M | 177K | ▲+356% Added · +138K sh | Q2 2026 | |
| 10 | IHT Wealth Management, LLC | $5.6M | 152K | ▲+5.5% Added · +8K sh | Q1 2026 | |
| 11 | Advisory Resource Group | $5.1M | 136K | ▲+4.2% Added · +6K sh | Q2 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 131K | ▲+12% Added · +14K sh | Q2 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $4.8M | 130K | ▲+29% Added · +29K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $3.3M | 88K | ▲+13% Added · +10K sh | Q1 2026 | |
| 15 | Western Wealth Management, LLC | $2.6M | 69K | ▲+181% Added · +44K sh | Q1 2026 | |
| 16 | UBS Group AG | $1.9M | 51K | ▲+44% Added · +16K sh | Q1 2026 | |
| 17 | Fjell Capital, LLC | $1.8M | 49K | ▼−0.6% Reduced · −302 sh | Q2 2026 | |
| 18 | TRUIST FINANCIAL CORP | $1.3M | 34K | ▲+18% Added · +5K sh | Q1 2026 | |
| 19 | Kingsview Wealth Management, LLC | $1.2M | 32K | ▲+67% Added · +13K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $1.2M | 31K | ▲+1.1% Added · +360 sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | $1.2M | 31K | ▲+388% Added · +25K sh | Q2 2026 | |
| 22 | VICTORY FINANCIAL GROUP, LLC | $1.1M | 29K | ▲+15% Added · +4K sh | Q2 2026 | |
| 23 | Platform Technology Partners | $937K | 25K | ▲+2.7% Added · +658 sh | Q2 2026 | |
| 24 | Mariner, LLC | $726K | 20K | ▲+10% Added · +2K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $683K | 18K | ▲+0.3% Added · +61 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in HYFI and 8 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $18.7B |
| MICROSOFT CORPMSFT | 12 funds | $15.6B |
| AMAZON.COM INCAMZN | 12 funds | $12.3B |
| ALPHABET INC-CL CGOOG | 12 funds | $12.2B |
| APPLE INCAAPL | 12 funds | $12.0B |
| BROADCOM INCAVGO | 12 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 12 funds | $3.4B |
| COSTCO WHOLESALE CORPCOST | 12 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $1.1B |
Ranked by how many of HYFI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 93 funds | $1.0B |
| FWDSTOK | 81 funds | $1.6B |
| YEARULTRA SHORT INCM | 75 funds | $1.2B |
| SYFISHORT DURATION H | 75 funds | $751.4M |
| ILOWMF Closed and MF Open | 49 funds | $1.6B |
| HYFIthis pageMF Closed and MF Open | 49 funds | $259.2M |
| TAFMTAX AWARE INTERM | 43 funds | $491.0M |
| CAMMF Closed and MF Open | 41 funds | $974.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HYFI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HYFI/capital-change-brief"
Use Arkolith's capital_change_brief for HYFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HYFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.