Institutional Holders (2026 Q1)
167 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rareview Capital LLC | 1.76% | 307,199 | $3.0M |
| 2 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1.19% | 1,191,864 | $10.2M |
| 3 | Paller Financial Services Inc | 1.05% | 148,399 | $1.3M |
| 4 | SMH CAPITAL ADVISORS INC | 0.69% | 227 | $227K |
| 5 | Whipplewood Advisors, LLC | 0.64% | 144,130 | $1.2M |
| 6 | Robbins Farley | 0.62% | 165,336 | $1.4M |
| 7 | Pathway Financial Advisers, LLC | 0.52% | 216,222 | $1.8M |
| 8 | LAKE STREET PRIVATE WEALTH, LLC | 0.46% | 419,475 | $3.6M |
| 9 | Ramiah Investment Group | 0.43% | 50,495 | $430K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | 0.40% | 80,772 | $688K |
| 11 | RDA Financial Network | 0.39% | 182,359 | $1.6M |
| 12 | Uncommon Cents Investing LLC | 0.34% | 172,553 | $1.5M |
| 13 | Activest Wealth Management | 0.28% | 189,908 | $1.6M |
| 14 | Onyx Bridge Wealth Group LLC | 0.28% | 300,920 | $2.6M |
| 15 | Stronghold Wealth Management L.L.C. | 0.26% | 19,831 | $169K |
| 16 | Covenant Asset Management, LLC | 0.24% | 186,145 | $1.6M |
| 17 | AEGON USA Investment Management, LLC | 0.23% | 35,000 | $298K |
| 18 | TrueMark Investments, LLC | 0.23% | 135,896 | $1.2M |
| 19 | Creekside Partners | 0.22% | 62,662 | $534K |
| 20 | Wealth Care LLC | 0.20% | 25,892 | $221K |
| 21 | Tempus Wealth Planning, LLC | 0.20% | 100,000 | $852K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.13% | 227,377 | $1.9M |
| 23 | Noble Wealth Management PBC | 0.12% | 27,840 | $237K |
| 24 | Samalin Investment Counsel, LLC | 0.11% | 36,815 | $314K |
| 25 | STOLZ & ASSOCIATES, PS | 0.09% | 15,397 | $133K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|