Institutional Holders (2026 Q1)
243 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | 13.28% | 331,479 | $31.4M |
| 2 | Capital Management Associates, Inc | 3.42% | 162,054 | $15.1M |
| 3 | Seamount Financial Group Inc | 1.98% | 47,017 | $4.4M |
| 4 | Strategic Advocates LLC | 1.62% | 3,931 | $367K |
| 5 | RMR Wealth Builders | 1.50% | 204,908 | $19.1M |
| 6 | Friedenthal Financial | 1.38% | 29,524 | $2.8M |
| 7 | Condor Capital Management | 1.35% | 172,785 | $16.1M |
| 8 | BHK Investment Advisors, LLC | 1.34% | 42,900 | $4.0M |
| 9 | Barden Capital Management, Inc. | 1.19% | 14,938 | $1.4M |
| 10 | Compass Financial Group, Inc. | 1.09% | 26,025 | $2.4M |
| 11 | Authentikos Wealth Advisory, LLC | 1.06% | 16,774 | $1.6M |
| 12 | Evolution Wealth Management INC. | 1.01% | 14,811 | $1.4M |
| 13 | Glass Jacobson Investment Advisors llc | 0.98% | 30,546 | $2.8M |
| 14 | Invested Advisors | 0.98% | 10,372 | $967K |
| 15 | Financial & Tax Architects, LLC | 0.82% | 39,531 | $3.7M |
| 16 | Precision Wealth Strategies, LLC | 0.82% | 26,520 | $2.5M |
| 17 | Stokes Capital Advisors, LLC | 0.79% | 37,994 | $3.5M |
| 18 | Adamsbrown Wealth Consultants LLC | 0.65% | 26,190 | $2.4M |
| 19 | Larch Capital Partners LLC | 0.63% | 46,758 | $4.4M |
| 20 | Viawealth, LLC | 0.63% | 12,135 | $1.1M |
| 21 | Milestones Private Investment Advisors LLC | 0.61% | 7,421 | $692K |
| 22 | IFG Advisory, LLC | 0.54% | 2,010 | $187K |
| 23 | North Dallas Bank & Trust Co | 0.45% | 7,069 | $659K |
| 24 | TD Private Client Wealth LLC | 0.44% | 227,398 | $21.2M |
| 25 | BAM Wealth Management, LLC | 0.43% | 6,165 | $575K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|