% of shares outstanding is not shown for HYBI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for HYBI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | 869,196869,196 | $43M | — | ADD 3% |
| 2 | IEQ CAPITAL, LLC | 44,22444,224 | $2M | — | — |
| 3 | RFG Advisory, LLC | 35,36535,365 | $2M | — | ADD 9% |
| 4 | Brookwood Investment Group LLC | 34,44934,449 | $2M | — | ADD 53% |
| 5 | MML INVESTORS SERVICES, LLC | 26,47726,477 | $1M | — | TRIM -65% |
| 6 | Janney Montgomery Scott LLC | 16,04016,040 | $794,000 | — | ADD 10% |
| 7 | CITADEL ADVISORS LLC | 15,69415,694 | $776,461 | — | TRIM -25% |
| 8 | Cambridge Investment Research Advisors, Inc. | 15,09815,098 | $747,000 | — | — |
| 9 | Kestra Advisory Services, LLC | 12,43712,437 | $615,316 | — | ADD 5% |
| 10 | Cerity Partners LLC | 11,03411,034 | $545,917 | — | — |
| 11 | JANE STREET GROUP, LLC | 9,9529,952 | $492,375 | — | TRIM -57% |
| 12 | HighTower Advisors, LLC | 9,7659,765 | $483,172 | — | TRIM -7% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 7,7217,721 | $382,010 | — | ADD 35% |
| 14 | CWM, LLC | 5,1335,133 | $253,954 | — | — |
| 15 | WORLD EQUITY GROUP, INC. | 4,3774,377 | $216,576 | — | NEW |
| 16 | Capital Analysts, LLC | 1,2301,230 | $61,000 | — | — |
| 17 | IFP Advisors, Inc | 425425 | $21,027 | — | NEW |
| 18 | Steward Partners Investment Advisory, LLC | 318318 | $15,733 | — | NEW |
| 19 | AE Wealth Management LLC | 88 | $396 | — | TRIM -99% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 715K | 781K | 744K | 793K | 846K | 869K | $43M |
| IEQ CAPITAL, LLC | — | — | — | 44K | 44K | 44K | $2M |
| RFG Advisory, LLC | — | — | — | — | 32K | 35K | $2M |
| Brookwood Investment Group LLC | — | 5K | 13K | 17K | 22K | 34K | $2M |
| MML INVESTORS SERVICES, LLC | — | — | — | 98K | 75K | 26K | $1M |
| Janney Montgomery Scott LLC | — | — | — | — | 15K | 16K | $794,000 |
| CITADEL ADVISORS LLC | — | — | 5K | 27K | 21K | 16K | $776,461 |
| Cambridge Investment Research Advisors, Inc. | 15K | 15K | 15K | 15K | 15K | 15K | $747,000 |
| Kestra Advisory Services, LLC | — | 5K | 5K | 12K | 12K | 12K | $615,316 |
| Cerity Partners LLC | 10K | 10K | 10K | 10K | 11K | 11K | $545,917 |
| JANE STREET GROUP, LLC | 47K | 58K | 13K | 14K | 23K | 10K | $492,375 |
| HighTower Advisors, LLC | 31K | 33K | 21K | 11K | 10K | 10K | $483,172 |
| ENVESTNET ASSET MANAGEMENT INC | 8K | 6K | — | — | 6K | 8K | $382,010 |
| CWM, LLC | — | — | 1K | 1K | 5K | 5K | $253,954 |
| WORLD EQUITY GROUP, INC. | — | — | 4K | 5K | — | 4K | $216,576 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 19 | 1,118,943 | — | $55M |
| 2025-Q4 | 21 | 1,158,105 | — | $58M |
| 2025-Q3 | 20 | 1,072,916 | — | $54M |
| 2025-Q2 | 19 | 975,497 | — | $49M |
| 2025-Q1 | 12 | 989,824 | — | $49M |
| 2024-Q4 | 11 | 916,051 | — | $47M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Clearstead Advisors, LLC | +23,416 | $1M | ADD |
| Brookwood Investment Group LLC | +11,963 | $591,869 | ADD |
| WORLD EQUITY GROUP, INC. | +4,377 | $216,552 | OPEN |
| RFG Advisory, LLC | +2,948 | $145,852 | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +1,987 | $98,307 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | −48,458 | $2M | TRIM |
| JANE STREET GROUP, LLC | −12,997 | $643,027 | TRIM |
| Orion Porfolio Solutions, LLC | −6,975 | $345,088 | CLOSE |
| CITADEL ADVISORS LLC | −5,134 | $254,005 | TRIM |
| Focus Partners Wealth | −4,776 | $236,293 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
