Institutional Holders (2026 Q2)
84 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YSWY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Nordwand Advisors, LLC | 0.26% | 82,640 | $1.7M |
| 2 | Royce & Associates LP | 0.24% | 1,493,949 | $30.3M |
| 3 | Yaupon Capital Management LP | 0.17% | 437,375 | $8.9M |
| 4 | Seven Grand Managers, LLC | 0.12% | 150,000 | $3.0M |
| 5 | Shay Capital LLC | 0.11% | 81,500 | $1.7M |
| 6 | Burkehill Global Management, LP | 0.10% | 140,000 | $2.8M |
| 7 | Hound Partners, LLC | 0.06% | 26,000 | $528K |
| 8 | Ghisallo Capital Management LLC | 0.06% | 150,000 | $3.0M |
| 9 | BW Gestao de Investimentos Ltda. | 0.04% | 89,315 | $1.8M |
| 10 | Principal Financial Group Inc | 0.03% | 2,654,505 | $53.9M |
| 11 | Boston Partners | 0.02% | 1,179,942 | $24.0M |
| 12 | American Century Companies Inc | 0.02% | 1,933,095 | $39.2M |
| 13 | Cornerstone Advisory, LLC | 0.02% | 10,000 | $203K |
| 14 | Lazard Asset Management LLC | 0.01% | 471,542 | $9.6M |
| 15 | Soros Fund Management LLC | 0.01% | 50,000 | $1.0M |
| 16 | XTX Topco Ltd | 0.01% | 41,710 | $847K |
| 17 | Russell Investments Group, Ltd. | 0.01% | 507,696 | $10.3M |
| 18 | Engineers Gate Manager LP | 0.01% | 33,261 | $675K |
| 19 | LMR Partners LLP | 0.01% | 111,000 | $2.3M |
| 20 | ExodusPoint Capital Management, LP | 0.01% | 49,730 | $1.0M |
| 21 | Massachusetts Financial Services Co /Ma/ | 0.01% | 857,768 | $17.4M |
| 22 | Woodline Partners LP | 0.01% | 85,125 | $1.7M |
| 23 | Two Sigma Investments, LP | 0.00% | 332,099 | $6.7M |
| 24 | Millennium Management LLC | 0.00% | 482,586 | $9.8M |
| 25 | Wellington Management Group LLP | 0.00% | 923,515 | $18.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|