37 tracked 13F filers disclose a position in HYI as of the latest SEC 13F filings, a combined $30.7M 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 | RAYMOND JAMES FINANCIAL INC | $5.6M | 527K | ▲+2.1% Added · +11K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $4.3M | 399K | ▼−7.0% Reduced · −30K sh | Q1 2026 | |
| 3 | Shaker Financial Services, LLC | $3.5M | 329K | ▲+20% Added · +56K sh | Q2 2026 | |
| 4 | Uncommon Cents Investing LLC | $3.3M | 308K | ▲+4.2% Added · +12K sh | Q2 2026 | |
| 5 | 1607 Capital Partners, LLC | $2.0M | 190K | ▲+267% Added · +138K sh | Q1 2026 | |
| 6 | Rockefeller Capital Management L.P. | $1.9M | 174K | ▲+6.6% Added · +11K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.2M | 117K | ▼−10.0% Reduced · −13K sh | Q1 2026 | |
| 8 | Quarry LP | $1.0M | 98K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $988K | 92K | ▼−7.7% Reduced · −8K sh | Q1 2026 | |
| 10 | Logan Stone Capital, LLC | $964K | 90K | ▼−4.0% Reduced · −4K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $796K | 75K | ▲+70% Added · +31K sh | Q1 2026 | |
| 12 | E&G Advisors, LLC | $671K | 63K | ▼−0.1% Reduced · −90 sh | Q2 2026 | |
| 13 | Everstar Asset Management, LLC | $469K | 44K | —Held | Q2 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $454K | 43K | ▲+99% Added · +22K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $414K | 39K | ▲+0.1% Added · +38 sh | Q1 2026 | |
| 16 | READYSTATE ASSET MANAGEMENT LP | $397K | 37K | ▼−44% Reduced · −29K sh | Q1 2026 | |
| 17 | Ionic Capital Management LLC | $381K | 36K | ▲+87% Added · +17K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $359K | 34K | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 19 | RVW Wealth, LLC | $294K | 28K | —Held | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $191K | 18K | ▼−21% Reduced · −5K sh | Q1 2026 | |
| 21 | PRIVATE MANAGEMENT GROUP INC | $177K | 17K | ▲+37% Added · +5K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $169K | 16K | ▲+0.2% Added · +37 sh | Q1 2026 | |
| 23 | Huntleigh Advisors, Inc. | $145K | 14K | ▼−36% Reduced · −8K sh | Q2 2026 | |
| 24 | MRA Advisory Group | $139K | 13K | ▲+1.3% Added · +167 sh | Q2 2026 | |
| 25 | UBS Group AG | $125K | 12K | ▼−58% Reduced · −16K 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 HYI and 7 added to an existing one, while 6 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $537.7M |
| NVIDIA CORPNVDA | 15 funds | $4.2B |
| APPLE INCAAPL | 15 funds | $2.2B |
| AMAZON.COM INCAMZN | 15 funds | $2.1B |
| MICROSOFT CORPMSFT | 15 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.2B |
| CHEVRON CORPCVX | 15 funds | $438.7M |
| BROADCOM INCAVGO | 14 funds | $1.4B |
| TESLA INCTSLA | 14 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 14 funds | $928.5M |
| ALPHABET INC-CL CGOOG | 14 funds | $927.2M |
Ranked by how many of HYI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 1K | $12K |
| Jan 7, 2022 | CRONIN DANIEL P | Director | Sell (S) | 1 | $15 |
| Jan 5, 2022 | CRONIN DANIEL P | Director | Sell (S) | 1K | $19K |
Connected entities for HYI
This stock 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/HYI/capital-change-brief"
Use Arkolith's capital_change_brief for HYI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HYI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.