Institutional Holders (2026 Q2)
59 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYFI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Anderson Financial Strategies, LLC | 5.07% | 262,229 | $9.8M |
| 2 | Fjell Capital, LLC | 1.25% | 49,134 | $1.8M |
| 3 | SageGuard Financial Group, LLC | 0.93% | 176,737 | $6.6M |
| 4 | Advisory Resource Group | 0.77% | 136,439 | $5.1M |
| 5 | Rhodes Investment Advisors Inc /Adv | 0.48% | 17,325 | $647K |
| 6 | Beto Financial Group, LLC | 0.45% | 22,998 | $855K |
| 7 | Redwood Financial Network Corp | 0.24% | 11,439 | $427K |
| 8 | CAP Partners, LLC | 0.23% | 12,362 | $462K |
| 9 | M.E. Allison & CO., INC. | 0.17% | 8,000 | $299K |
| 10 | Platform Technology Partners | 0.15% | 25,097 | $937K |
| 11 | Sage Advisory Services, Ltd.Co. | 0.14% | 7,435 | $278K |
| 12 | IHT Wealth Management, LLC | 0.12% | 150,112 | $5.6M |
| 13 | Victory Financial Group, LLC | 0.12% | 29,482 | $1.1M |
| 14 | Western Wealth Management, LLC | 0.09% | 71,558 | $2.7M |
| 15 | Bitterroot Capital Advisors LLC | 0.06% | 2,781 | $104K |
| 16 | Stratos Wealth Partners, LTD. | 0.05% | 140,078 | $5.2M |
| 17 | Assetmark, Inc | 0.03% | 455,472 | $17.0M |
| 18 | Wagner Wealth Management, LLC | 0.03% | 4,192 | $157K |
| 19 | LPL Financial LLC | 0.03% | 3,092,237 | $115.5M |
| 20 | Private Trust Co NA | 0.02% | 7,677 | $287K |
| 21 | Kingsview Wealth Management, LLC | 0.02% | 33,334 | $1.2M |
| 22 | Wealth Enhancement Advisory Services, LLC | 0.01% | 131,049 | $4.9M |
| 23 | HighPoint Advisor Group LLC | 0.01% | 5,400 | $202K |
| 24 | Raymond James Financial Inc | 0.01% | 601,687 | $22.5M |
| 25 | Private Advisor Group, LLC | 0.01% | 30,915 | $1.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|