HYZD

Wisdomtree Interest Rate HedETF$22.57 0.06%
UnclassifiedCUSIP 97717W430· EOD Sep 15, 2026

Among active 13F managers last quarter, 6 opened and 9 added, while 5 reduced; the largest holder to move was Systelligence, LLC (−21%).

Tracked 13F holders
59
34 in Q2 2026 filings
13F value (tracked)
$161.2M
13F moves · latest Q
15 added
5 reduced

Price & smart-money activity

$22.57 0.06%5Y +1.3%
$19.68$20.49$21.30$22.10$22.912021202220232024202520262755575525944783664866738681127976119128118
Hover for who · click for detailEnd-of-day closing prices52w $22.01 – $22.76

Who owns HYZD?

59 tracked 13F filers · ranked by shares held

59 tracked 13F filers disclose a position in HYZD as of the latest SEC 13F filings, a combined $161.2M 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.

#FundSharesPosition valueLast moveAs ofHistory
1LPL Financial LLC1.6M
$36.0M
+10%
Added · +155K sh
Q1 2026
2UBS Group AG1.6M
$34.8M
+4.1%
Added · +62K sh
Q1 2026
3Morgan Stanley690K
$15.2M
−2.9%
Reduced · −20K sh
Q1 2026
4Envestnet Asset Management Inc335K
$7.4M
−19%
Reduced · −81K sh
Q1 2026
5B. Riley Wealth Advisors, Inc.289K
$6.5M
+6.0%
Added · +16K sh
Q2 2026
6Systelligence, LLC282K
$6.3M
−21%
Reduced · −73K sh
Q2 2026
7Ameriprise Financial Inc219K
$4.8M
+71%
Added · +91K sh
Q1 2026
8Cetera Investment Advisers191K
$4.2M
+24%
Added · +38K sh
Q1 2026
9Integrated Wealth Concepts LLC185K
$4.2M
+9.1%
Added · +15K sh
Q2 2026
10Jane Street Group, LLC171K
$3.8M
+895%
Added · +154K sh
Q1 2026
11Vicus Capital169K
$3.8M
+31%
Added · +40K sh
Q2 2026
12Savvy Advisors, Inc.160K
$3.5M
+12%
Added · +17K sh
Q1 2026
13Fig Financial Advisory Services Inc147K
$3.3M
New
+147K sh
Q2 2026
14Kestra Advisory Services, LLC136K
$3.1M
−2.2%
Reduced · −3K sh
Q2 2026
15Howard Capital Management, LLC112K
$2.5M
+9.3%
Added · +10K sh
Q2 2026
16Bank of New York Mellon Corp97K
$2.1M
New
+97K sh
Q1 2026
17Columbia Advisory Partners LLC89K
$2.0M
−1.1%
Reduced · −1K sh
Q2 2026
18Osaic Holdings, Inc.74K
$1.6M
+24%
Added · +14K sh
Q1 2026
19Prospera Financial Services Inc71K
$1.6M
+2.5%
Added · +2K sh
Q2 2026
20Raymond James Financial Inc65K
$1.4M
−1.5%
Reduced · −1K sh
Q1 2026
21Avestar Capital, LLC61K
$1.4M
+1.6%
Added · +972 sh
Q2 2026
22Stifel Financial Corp61K
$1.3M
+1.1%
Added · +666 sh
Q1 2026
23MML Investors Services, LLC60K
$1.4M
+34%
Added · +15K sh
Q2 2026
24Elevation Capital Advisory, LLC57K
$1.3M
New
+57K sh
Q2 2026
25Comprehensive Wealth Management, LLC55K
$1.2M
New
+55K 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.

Is HYZD being bought or sold by institutions?

Last quarter, 6 funds opened a new position in HYZD and 9 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
9
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own HYZD also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN22 funds$16.4B
Alphabet Inc-CL AGOOGL22 funds$13.8B
Vanguard S&P 500 ETFVOO22 funds$1.1B
Vanguard Growth ETFVUG22 funds$759.4M
Vanguard Dividend Apprec ETFVIG22 funds$578.1M
Nvidia CorpNVDA21 funds$37.0B
Apple IncAAPL21 funds$28.8B
Microsoft CorpMSFT21 funds$24.7B
Tesla IncTSLA21 funds$7.8B
Johnson & JohnsonJNJ21 funds$5.1B
Berkshire Hathaway Inc-CL BBRK/B21 funds$4.7B
Walmart IncWMT21 funds$3.9B

Ranked by how many of HYZD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HYZD.

Institutional ownership over time

34 tracked filers in Q2 2026 filingsstill filing
02856Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $48.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DLNcs450 funds$3.8B
DONcs436 funds$2.1B
DXJcs376 funds$2.9B
DEMcs340 funds$2.4B
DEScs339 funds$1.0B
DHScs241 funds$733.0M
DGScs238 funds$1.0B
EPIcs237 funds$1.0B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for HYZD

Browse more

Build

Ask your agent what changed in HYZD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HYZD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HYZD.
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 HYZD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.