Institutional Holders (2026 Q1)
90 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYBL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 5.93% | 1,894,981 | $52.8M |
| 2 | Concord Asset Management, LLC/VA | 5.38% | 1,142,730 | $31.8M |
| 3 | Concord Wealth Partners | 4.39% | 1,214,293 | $33.8M |
| 4 | Luken Investment Analytics, LLC | 3.49% | 327,861 | $9.1M |
| 5 | Decker Wealth Management LLC | 2.65% | 419,463 | $11.7M |
| 6 | ORBA Wealth Advisors, L.L.C. | 1.82% | 54,701 | $1.5M |
| 7 | OneAscent Wealth Management LLC | 1.40% | 152,287 | $4.2M |
| 8 | Hedeker Wealth, LLC | 1.40% | 238,334 | $6.6M |
| 9 | OneAscent Family Office, LLC | 1.08% | 55,738 | $1.6M |
| 10 | SK Wealth Management, LLC | 1.08% | 140,337 | $3.9M |
| 11 | Auour Investments LLC | 0.93% | 105,845 | $2.9M |
| 12 | Wealth Watch Advisors, INC | 0.73% | 62,508 | $1.7M |
| 13 | OneAscent Financial Services LLC | 0.40% | 266,091 | $7.4M |
| 14 | Advance Capital Management, Inc. | 0.39% | 372,995 | $10.4M |
| 15 | Saxony Capital Management, LLC | 0.38% | 23,795 | $662K |
| 16 | Inspire Advisors, LLC | 0.35% | 153,528 | $4.3M |
| 17 | Collaborative Wealth Managment Inc. | 0.35% | 27,195 | $757K |
| 18 | Sharkey, Howes & Javer | 0.35% | 92,402 | $2.6M |
| 19 | Authentikos Wealth Advisory, LLC | 0.33% | 17,793 | $495K |
| 20 | Midwest Financial Network, LLC | 0.30% | 13,630 | $379K |
| 21 | BayBridge Capital Group, LLC | 0.27% | 15,285 | $435K |
| 22 | M.E. Allison & CO., INC. | 0.26% | 14,000 | $390K |
| 23 | Hanover Advisors Inc | 0.23% | 20,234 | $563K |
| 24 | Pursue Wealth Partners LLC | 0.19% | 11,349 | $316K |
| 25 | Glass Jacobson Investment Advisors llc | 0.14% | 14,883 | $414K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|