Among active 13F managers last quarter, 5 opened and 11 added, while 3 reduced; the largest holder to move was AllianceBernstein L.P. (+1.5%).
56 tracked 13F filers disclose a position in HYFI as of the latest SEC 13F filings, a combined $238.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.8M | $105.1M | ▲+1.1% Added · +30K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 591K | $22.0M | ▲+26% Added · +121K sh | Q1 2026 | |
| 3 | AssetMark, Inc | 455K | $17.0M | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 4 | Bank of New York Mellon Corp | 313K | $11.6M | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 5 | AllianceBernstein L.P. | 296K | $11.1M | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 6 | Envestnet Asset Management Inc | 267K | $9.9M | ▲+11% Added · +26K sh | Q1 2026 | |
| 7 | Anderson Financial Strategies, LLC | 262K | $9.8M | ▲+7.6% Added · +19K sh | Q2 2026 | |
| 8 | SageGuard Financial Group, LLC | 177K | $6.6M | ▲+356% Added · +138K sh | Q2 2026 | |
| 9 | IHT Wealth Management, LLC | 150K | $5.6M | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 10 | Stratos Wealth Partners, LTD. | 140K | $5.2M | ▲+7.9% Added · +10K sh | Q2 2026 | |
| 11 | Advisory Resource Group | 136K | $5.1M | ▲+4.2% Added · +6K sh | Q2 2026 | |
| 12 | Wealth Enhancement Advisory Services, LLC | 131K | $4.9M | ▲+12% Added · +14K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 88K | $3.3M | ▲+13% Added · +10K sh | Q1 2026 | |
| 14 | Western Wealth Management, LLC | 72K | $2.7M | ▲+3.5% Added · +2K sh | Q2 2026 | |
| 15 | UBS Group AG | 51K | $1.9M | ▲+44% Added · +16K sh | Q1 2026 | |
| 16 | Fjell Capital, LLC | 49K | $1.8M | ▼−0.6% Reduced · −302 sh | Q2 2026 | |
| 17 | Truist Financial Corp | 34K | $1.3M | ▲+18% Added · +5K sh | Q1 2026 | |
| 18 | Kingsview Wealth Management, LLC | 33K | $1.2M | ▲+5.2% Added · +2K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | 31K | $1.2M | ▲+1.1% Added · +360 sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | 31K | $1.2M | ▲+388% Added · +25K sh | Q2 2026 | |
| 21 | Victory Financial Group, LLC | 29K | $1.1M | ▲+15% Added · +4K sh | Q2 2026 | |
| 22 | Platform Technology Partners | 25K | $937K | ▲+2.7% Added · +658 sh | Q2 2026 | |
| 23 | Beto Financial Group, LLC | 23K | $855K | ▲+16% Added · +3K sh | Q2 2026 | |
| 24 | Mariner, LLC | 20K | $726K | ▲+10% Added · +2K sh | Q1 2026 | |
| 25 | Rhodes Investment Advisors Inc | 17K | $647K | ▼−7.5% Reduced · −1K sh | Q2 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, 5 funds opened a new position in HYFI and 11 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 21 funds | $21.3B |
| Amazon.com IncAMZN | 20 funds | $15.0B |
| Meta Platforms Inc-Class AMETA | 20 funds | $9.1B |
| Microsoft CorpMSFT | 19 funds | $17.1B |
| Apple IncAAPL | 19 funds | $14.4B |
| Alphabet Inc-CL CGOOG | 19 funds | $13.2B |
| Broadcom IncAVGO | 19 funds | $9.8B |
| Alphabet Inc-CL AGOOGL | 19 funds | $4.6B |
| Costco Wholesale CorpCOST | 19 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $2.9B |
| JPMorgan Chase & CoJPM | 19 funds | $2.5B |
| Tesla IncTSLA | 19 funds | $2.1B |
Ranked by how many of HYFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HYFI.
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.