Institutional Holders (2026 Q1)
218 + 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 | 13.42% | 1,640,528 | $59.3M |
| 2 | Financial Gravity Asset Management, Inc. | 4.96% | 770,421 | $27.9M |
| 3 | Theory Financial LLC | 3.13% | 246,269 | $8.9M |
| 4 | Kensington Asset Management, LLC | 2.52% | 1,322,962 | $48.8M |
| 5 | rebel Financial LLC | 1.84% | 117,138 | $4.2M |
| 6 | Retirement Investment Advisors, Inc. | 1.57% | 529,159 | $19.5M |
| 7 | Marion Wealth Management | 1.51% | 188,760 | $6.8M |
| 8 | Wiser Advisor Group LLC | 1.51% | 34,485 | $1.2M |
| 9 | Valmark Advisers, Inc. | 1.43% | 3,329,468 | $120.4M |
| 10 | Curran Financial Partners, LLC | 1.36% | 209,424 | $7.6M |
| 11 | C2C Wealth Management, LLC | 1.14% | 37,173 | $1.3M |
| 12 | Meadowbrook Advisors Group, LLC | 0.64% | 29,695 | $1.1M |
| 13 | Strategic Financial Planning, Inc. | 0.55% | 15,828 | $937K |
| 14 | Value Investment Professionals, LLC | 0.54% | 13,340 | $482K |
| 15 | Optima Capital LLC | 0.44% | 26,079 | $943K |
| 16 | Martel Wealth Advisors LLC | 0.43% | 70,290 | $2.5M |
| 17 | Cedrus Wealth Group LLC | 0.41% | 10,241 | $370K |
| 18 | Avior Wealth Management, LLC | 0.40% | 387,572 | $14.0M |
| 19 | TD Private Client Wealth LLC | 0.33% | 446,202 | $16.1M |
| 20 | Virtue Asset Management LLC | 0.25% | 8,853 | $320K |
| 21 | WCG Wealth Advisors LLC | 0.25% | 251,151 | $9.1M |
| 22 | Robertson Stephens Wealth Management, LLC | 0.22% | 216,597 | $7.8M |
| 23 | Wealth Management Associates, Inc. | 0.22% | 17,290 | $625K |
| 24 | World Equity Group, INC. | 0.21% | 22,823 | $825K |
| 25 | Onyx Bridge Wealth Group LLC | 0.20% | 51,534 | $1.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|