Institutional Holders (2026 Q3)
239 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYLB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Performa Ltd (US), LLC | 11.40% | 2,023,154 | $71.3M |
| 2 | Theory Financial LLC | 2.87% | 256,616 | $9.0M |
| 3 | Ocean Park Asset Management, LLC | 2.47% | 1,155,500 | $40.7M |
| 4 | rebel Financial LLC | 1.73% | 118,954 | $4.3M |
| 5 | Curran Financial Partners, LLC | 1.48% | 258,478 | $9.1M |
| 6 | Wiser Advisor Group LLC | 1.43% | 36,747 | $1.3M |
| 7 | Marion Wealth Management | 1.41% | 203,865 | $7.2M |
| 8 | Retirement Investment Advisors, Inc. | 1.41% | 572,664 | $20.2M |
| 9 | Valmark Advisers, Inc. | 1.38% | 3,801,066 | $133.9M |
| 10 | Sage Advisory Services, Ltd.Co. | 1.22% | 64,045 | $2.3M |
| 11 | C2C Wealth Management, LLC | 1.02% | 37,348 | $1.3M |
| 12 | Estate Counselors, LLC | 0.57% | 180,466 | $6.4M |
| 13 | Value Investment Professionals, LLC | 0.45% | 14,529 | $512K |
| 14 | Martel Wealth Advisors LLC | 0.41% | 73,406 | $2.6M |
| 15 | Avior Wealth Management, LLC | 0.39% | 423,133 | $14.9M |
| 16 | TD Private Client Wealth LLC | 0.38% | 593,474 | $20.9M |
| 17 | WealthPlan Investment Management, LLC | 0.37% | 218,125 | $7.7M |
| 18 | WealthPLAN Partners, LLC | 0.32% | 50,149 | $1.8M |
| 19 | Virtue Asset Management LLC | 0.21% | 8,620 | $304K |
| 20 | Braun-Bostich & Associates Inc. | 0.21% | 10,219 | $360K |
| 21 | Adams Wealth Management | 0.20% | 29,739 | $1.0M |
| 22 | Continental Investors Services, INC. | 0.17% | 6,399 | $225K |
| 23 | CacheTech Inc. | 0.17% | 29,739 | $1.0M |
| 24 | Robertson Stephens Wealth Management, LLC | 0.16% | 190,278 | $6.7M |
| 25 | Voya Investment Management LLC | 0.16% | 4,876,391 | $171.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|