HYBL

—

not in universe+ Compare Tear sheet →

$27.97

+0.06 (+0.22%)

USD · as of 2026-07-30 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding HYBL · 2026-Q1 methodology → sources →

91 holders

FUNDSSGA ACTIVE TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

14,864,955

Reporting holders

% of shares outstanding is not shown for HYBL: 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.

Active share of register100.0%91 active filers

Index / screened out0.0%0 filers

Reporting holders912026-Q1

Top-10 concentration69.4%

HHI0.0588

Effective holders17.0

Crowding percentile—

Crowding percentile withheld — no market cap for HYBL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 91 of 91 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ZEGA Investments, LLC	1,894,9811.9M	$53M	—	ADD 12%
2	RAYMOND JAMES FINANCIAL INC	1,305,3161.3M	$36M	—	ADD 39%
3	Concord Wealth Partners	1,214,2931.2M	$34M	—	ADD 6%
4	Concord Asset Management, LLC/VA	1,142,7301.1M	$32M	—	ADD 6%
5	MORGAN STANLEY	1,063,3851.1M	$30M	—	—
6	LPL Financial LLC	981,896981,896	$27M	—	ADD 24%
7	UBS Group AG	896,062896,062	$25M	—	TRIM -10%
8	WELLS FARGO & COMPANY/MN	718,719718,719	$20M	—	ADD 41%
9	BANK OF AMERICA CORP /DE/	666,803666,803	$19M	—	ADD 19%
10	Rathbones Group PLC	436,000436,000	$12M	—	—
11	Decker Wealth Management LLC	419,463419,463	$12M	—	—
12	Advance Capital Management, Inc.	372,995372,995	$10M	—	ADD 10%
13	Luken Investment Analytics, LLC	327,861327,861	$9M	—	TRIM -43%
14	OneAscent Financial Services LLC	266,091266,091	$7M	—	ADD 10%
15	Hedeker Wealth, LLC	238,334238,334	$7M	—	ADD 13%
16	Equitable Holdings, Inc.	226,926226,926	$6M	—	ADD 20%
17	OSAIC HOLDINGS, INC.	191,233191,233	$5M	—	ADD 14%
18	ROYAL BANK OF CANADA	187,902187,902	$5M	—	—
19	CWM, LLC	176,317176,317	$5M	—	ADD 53%
20	Cambridge Investment Research Advisors, Inc.	163,980163,980	$5M	—	TRIM -34%
21	Inspire Advisors, LLC	153,528153,528	$4M	—	TRIM -3%
22	OneAscent Wealth Management LLC	152,287152,287	$4M	—	TRIM -5%
23	SK Wealth Management, LLC	140,337140,337	$4M	—	ADD 3%
24	JANE STREET GROUP, LLC	120,399120,399	$3M	—	ADD 83%
25	Auour Investments LLC	105,845105,845	$3M	—	ADD 37%
26	Sharkey, Howes & Javer	92,40292,402	$3M	—	TRIM -29%
27	Wealth Watch Advisors, INC	62,50862,508	$2M	—	ADD 90%
28	ENVESTNET ASSET MANAGEMENT INC	62,18962,189	$2M	—	ADD 20%
29	OneAscent Family Office, LLC	55,73855,738	$2M	—	ADD 6%
30	ORBA Wealth Advisors, L.L.C.	54,70154,701	$2M	—	TRIM -26%
31	Independent Advisor Alliance	50,11250,112	$1M	—	NEW
32	NewEdge Wealth, LLC	46,64846,648	$1M	—	NEW
33	Savvy Advisors, Inc.	44,93844,938	$1M	—	ADD 110%
34	STIFEL FINANCIAL CORP	38,81438,814	$1M	—	ADD 3%
35	MML INVESTORS SERVICES, LLC	36,87436,874	$1M	—	NEW
36	Private Advisor Group, LLC	36,80336,803	$1M	—	ADD 47%
37	HighPoint Advisor Group LLC	35,78335,783	$996,196	—	ADD 21%
38	Atria Investments, Inc	35,38835,388	$985,202	—	ADD 7%
39	L & S Advisors Inc	34,60734,607	$963,463	—	ADD 77%
40	Gotham Asset Management, LLC	34,19234,192	$951,905	—	—
41	SHEETS SMITH WEALTH MANAGEMENT	30,68430,684	$854,243	—	ADD 5%
42	Creative Planning	28,01528,015	$779,938	—	TRIM -4%
43	Collaborative Wealth Managment Inc.	27,19527,195	$757,098	—	TRIM -75%
44	Saxony Capital Management, LLC	23,79523,795	$662,453	—	TRIM -24%
45	Portfolio Strategies, Inc.	20,72920,729	$577,095	—	ADD 4%
46	HANOVER ADVISORS INC	20,23420,234	$563,315	—	TRIM -6%
47	Triad Wealth Partners, LLC	19,93719,937	$555,046	—	NEW
48	PARK AVENUE SECURITIES LLC	19,36419,364	$539,000	—	TRIM -8%
49	Gateway Wealth Partners, LLC	18,86018,860	$525,064	—	ADD 115%
50	Moors & Cabot, Inc.	18,69618,696	$520,497	—	—
51	Authentikos Wealth Advisory, LLC	17,79317,793	$495,348	—	ADD 19%
52	NewEdge Advisors, LLC	10,00010,000	$489,496	—	TRIM -63%
53	HighTower Advisors, LLC	16,97716,977	$472,617	—	—
54	Marshall Financial Group, LLC	16,39316,393	$456,384	—	ADD 2%
55	World Investment Advisors	15,62615,626	$435,029	—	TRIM -58%
56	BayBridge Capital Group, LLC	15,28515,285	$434,706	—	—
57	WOODMONT INVESTMENT COUNSEL LLC	15,55615,556	$433,079	—	—
58	NFSG Corp	15,24715,247	$424,476	—	ADD 1966%
59	Eldridge Investment Advisors, Inc.	15,05315,053	$419,076	—	TRIM -77%
60	FIFTH THIRD BANCORP	14,99814,998	$417,545	—	NEW
61	MERCER GLOBAL ADVISORS INC /ADV	14,97014,970	$416,775	—	NEW
62	Glass Jacobson Investment Advisors llc	14,88314,883	$414,353	—	ADD 62%
63	Tempo Wealth, LLC	14,47114,471	$402,866	—	TRIM -8%
64	Virtue Capital Management, LLC	14,45814,458	$399,764	—	NEW
65	M.E. ALLISON & CO., INC.	14,00014,000	$389,760	—	—
66	TRUIST FINANCIAL CORP	12,10212,102	$336,921	—	TRIM -14%
67	PURSUE WEALTH PARTNERS LLC	11,34911,349	$316,000	—	NEW
68	Allen Capital Group, LLC	11,25711,257	$313,395	—	ADD 54%
69	VestGen Advisors, LLC	9,8099,809	$275,731	—	ADD 26%
70	Rockefeller Capital Management L.P.	8,7578,757	$243,795	—	TRIM -96%
71	CITADEL ADVISORS LLC	8,5268,526	$237,364	—	NEW
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,2208,220	$228,146	—	NEW
73	Advisory Services Network, LLC	7,9087,908	$220,158	—	—
74	Breakwater Investment Management	7,7907,790	$216,874	—	ADD 1021%
75	NWAM LLC	7,5487,548	$210,123	—	NEW
76	Tactive Advisors, LLC	7,1937,193	$200,267	—	NEW
77	JONES FINANCIAL COMPANIES LLLP	5,8405,840	$161,242	—	ADD 10%
78	Fairman Group, LLC	4,9404,940	$137,530	—	TRIM -6%
79	PRIVATE TRUST CO NA	4,5004,500	$125,280	—	NEW
80	Waverly Advisors, LLC	2,3612,361	$65,730	—	NEW
81	Sound Income Strategies, LLC	1,6501,650	$45,713	—	ADD 371%
82	Clearstead Trust, LLC	1,3731,373	$38,224	—	—
83	AE Wealth Management LLC	1,2691,269	$35,347	—	—
84	Western Wealth Management, LLC	1,1771,177	$32,772	—	NEW
85	Steward Partners Investment Advisory, LLC	1,1181,118	$31,125	—	NEW
86	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	651651	$18,124	—	—
87	Larson Financial Group LLC	500500	$13,920	—	—
88	Farther Finance Advisors, LLC	353353	$9,780	—	TRIM -71%
89	SBI Securities Co., Ltd.	159159	$4,427	—	TRIM -18%
90	Spurstone Advisory Services, LLC	44	$111	—	—
91	MCGUIRE CAPITAL ADVISORS INC	22	$56	—	NEW

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 55 bought / 39 sold · net +15,258 shares · 0.2d of ADV

Bought55 filers

Shares: 1,919,825
Value: $53M
Opened: 17 · 249,991 sh
Days of ADV: 23.3d

Sold39 filers

Shares: 1,904,567
Value: $53M
Closed: 14 · 955,453 sh
Days of ADV: 23.1d

Net (all filers) +15,258 sh · $424,783 · 0.1% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ZEGA Investments, LLC

326K

346K

1.2M

1.3M

1.7M

1.9M

$53M

RAYMOND JAMES FINANCIAL INC

668K

896K

929K

949K

941K

1.3M

$36M

Concord Wealth Partners

542K

804K

1.0M

1.1M

1.2M

$34M

Concord Asset Management, LLC/VA

535K

843K

1.0M

1.1M

$32M

MORGAN STANLEY

206K

604K

1.1M

$30M

LPL Financial LLC

337K

495K

577K

796K

792K

982K

$27M

UBS Group AG

572K

878K

918K

946K

998K

896K

$25M

WELLS FARGO & COMPANY/MN

49K

161K

203K

380K

509K

719K

$20M

BANK OF AMERICA CORP /DE/

111K

177K

299K

389K

559K

667K

$19M

Rathbones Group PLC

305K

436K

$12M

Decker Wealth Management LLC

—

426K

419K

$12M

Advance Capital Management, Inc.

—

343K

500K

503K

340K

373K

$10M

Luken Investment Analytics, LLC

472K

342K

263K

557K

578K

328K

$9M

OneAscent Financial Services LLC

—

130K

241K

266K

$7M

Hedeker Wealth, LLC

206K

240K

236K

242K

210K

238K

$7M

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.

Institutional footprint by quarter

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	91	14,864,955	—	$414M
2025-Q4	88	14,849,697

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.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding HYBL · 2026-Q1 methodology → sources →

91 holders

% of shares outstanding held

—

Shares held (13F)

14,864,955

Reporting holders

Active share of register100.0%91 active filers

Index / screened out0.0%0 filers

Reporting holders912026-Q1

Top-10 concentration69.4%

HHI0.0588

Effective holders17.0

Crowding percentile—

Crowding percentile withheld — no market cap for HYBL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 91 of 91 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ZEGA Investments, LLC	1,894,9811.9M	$53M	—	ADD 12%
2	RAYMOND JAMES FINANCIAL INC	1,305,3161.3M	$36M	—	ADD 39%
3	Concord Wealth Partners	1,214,2931.2M	$34M	—	ADD 6%
4	Concord Asset Management, LLC/VA	1,142,7301.1M	$32M	—	ADD 6%
5	MORGAN STANLEY	1,063,3851.1M	$30M	—	—
6	LPL Financial LLC	981,896981,896	$27M	—	ADD 24%
7	UBS Group AG	896,062896,062	$25M	—	TRIM -10%
8	WELLS FARGO & COMPANY/MN	718,719718,719	$20M	—	ADD 41%
9	BANK OF AMERICA CORP /DE/	666,803666,803	$19M	—	ADD 19%
10	Rathbones Group PLC	436,000436,000	$12M	—	—
11	Decker Wealth Management LLC	419,463419,463	$12M	—	—
12	Advance Capital Management, Inc.	372,995372,995	$10M	—	ADD 10%
13	Luken Investment Analytics, LLC	327,861327,861	$9M	—	TRIM -43%
14	OneAscent Financial Services LLC	266,091266,091	$7M	—	ADD 10%
15	Hedeker Wealth, LLC	238,334238,334	$7M	—	ADD 13%
16	Equitable Holdings, Inc.	226,926226,926	$6M	—	ADD 20%
17	OSAIC HOLDINGS, INC.	191,233191,233	$5M	—	ADD 14%
18	ROYAL BANK OF CANADA	187,902187,902	$5M	—	—
19	CWM, LLC	176,317176,317	$5M	—	ADD 53%
20	Cambridge Investment Research Advisors, Inc.	163,980163,980	$5M	—	TRIM -34%
21	Inspire Advisors, LLC	153,528153,528	$4M	—	TRIM -3%
22	OneAscent Wealth Management LLC	152,287152,287	$4M	—	TRIM -5%
23	SK Wealth Management, LLC	140,337140,337	$4M	—	ADD 3%
24	JANE STREET GROUP, LLC	120,399120,399	$3M	—	ADD 83%
25	Auour Investments LLC	105,845105,845	$3M	—	ADD 37%
26	Sharkey, Howes & Javer	92,40292,402	$3M	—	TRIM -29%
27	Wealth Watch Advisors, INC	62,50862,508	$2M	—	ADD 90%
28	ENVESTNET ASSET MANAGEMENT INC	62,18962,189	$2M	—	ADD 20%
29	OneAscent Family Office, LLC	55,73855,738	$2M	—	ADD 6%
30	ORBA Wealth Advisors, L.L.C.	54,70154,701	$2M	—	TRIM -26%
31	Independent Advisor Alliance	50,11250,112	$1M	—	NEW
32	NewEdge Wealth, LLC	46,64846,648	$1M	—	NEW
33	Savvy Advisors, Inc.	44,93844,938	$1M	—	ADD 110%
34	STIFEL FINANCIAL CORP	38,81438,814	$1M	—	ADD 3%
35	MML INVESTORS SERVICES, LLC	36,87436,874	$1M	—	NEW
36	Private Advisor Group, LLC	36,80336,803	$1M	—	ADD 47%
37	HighPoint Advisor Group LLC	35,78335,783	$996,196	—	ADD 21%
38	Atria Investments, Inc	35,38835,388	$985,202	—	ADD 7%
39	L & S Advisors Inc	34,60734,607	$963,463	—	ADD 77%
40	Gotham Asset Management, LLC	34,19234,192	$951,905	—	—
41	SHEETS SMITH WEALTH MANAGEMENT	30,68430,684	$854,243	—	ADD 5%
42	Creative Planning	28,01528,015	$779,938	—	TRIM -4%
43	Collaborative Wealth Managment Inc.	27,19527,195	$757,098	—	TRIM -75%
44	Saxony Capital Management, LLC	23,79523,795	$662,453	—	TRIM -24%
45	Portfolio Strategies, Inc.	20,72920,729	$577,095	—	ADD 4%
46	HANOVER ADVISORS INC	20,23420,234	$563,315	—	TRIM -6%
47	Triad Wealth Partners, LLC	19,93719,937	$555,046	—	NEW
48	PARK AVENUE SECURITIES LLC	19,36419,364	$539,000	—	TRIM -8%
49	Gateway Wealth Partners, LLC	18,86018,860	$525,064	—	ADD 115%
50	Moors & Cabot, Inc.	18,69618,696	$520,497	—	—
51	Authentikos Wealth Advisory, LLC	17,79317,793	$495,348	—	ADD 19%
52	NewEdge Advisors, LLC	10,00010,000	$489,496	—	TRIM -63%
53	HighTower Advisors, LLC	16,97716,977	$472,617	—	—
54	Marshall Financial Group, LLC	16,39316,393	$456,384	—	ADD 2%
55	World Investment Advisors	15,62615,626	$435,029	—	TRIM -58%
56	BayBridge Capital Group, LLC	15,28515,285	$434,706	—	—
57	WOODMONT INVESTMENT COUNSEL LLC	15,55615,556	$433,079	—	—
58	NFSG Corp	15,24715,247	$424,476	—	ADD 1966%
59	Eldridge Investment Advisors, Inc.	15,05315,053	$419,076	—	TRIM -77%
60	FIFTH THIRD BANCORP	14,99814,998	$417,545	—	NEW
61	MERCER GLOBAL ADVISORS INC /ADV	14,97014,970	$416,775	—	NEW
62	Glass Jacobson Investment Advisors llc	14,88314,883	$414,353	—	ADD 62%
63	Tempo Wealth, LLC	14,47114,471	$402,866	—	TRIM -8%
64	Virtue Capital Management, LLC	14,45814,458	$399,764	—	NEW
65	M.E. ALLISON & CO., INC.	14,00014,000	$389,760	—	—
66	TRUIST FINANCIAL CORP	12,10212,102	$336,921	—	TRIM -14%
67	PURSUE WEALTH PARTNERS LLC	11,34911,349	$316,000	—	NEW
68	Allen Capital Group, LLC	11,25711,257	$313,395	—	ADD 54%
69	VestGen Advisors, LLC	9,8099,809	$275,731	—	ADD 26%
70	Rockefeller Capital Management L.P.	8,7578,757	$243,795	—	TRIM -96%
71	CITADEL ADVISORS LLC	8,5268,526	$237,364	—	NEW
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,2208,220	$228,146	—	NEW
73	Advisory Services Network, LLC	7,9087,908	$220,158	—	—
74	Breakwater Investment Management	7,7907,790	$216,874	—	ADD 1021%
75	NWAM LLC	7,5487,548	$210,123	—	NEW
76	Tactive Advisors, LLC	7,1937,193	$200,267	—	NEW
77	JONES FINANCIAL COMPANIES LLLP	5,8405,840	$161,242	—	ADD 10%
78	Fairman Group, LLC	4,9404,940	$137,530	—	TRIM -6%
79	PRIVATE TRUST CO NA	4,5004,500	$125,280	—	NEW
80	Waverly Advisors, LLC	2,3612,361	$65,730	—	NEW
81	Sound Income Strategies, LLC	1,6501,650	$45,713	—	ADD 371%
82	Clearstead Trust, LLC	1,3731,373	$38,224	—	—
83	AE Wealth Management LLC	1,2691,269	$35,347	—	—
84	Western Wealth Management, LLC	1,1771,177	$32,772	—	NEW
85	Steward Partners Investment Advisory, LLC	1,1181,118	$31,125	—	NEW
86	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	651651	$18,124	—	—
87	Larson Financial Group LLC	500500	$13,920	—	—
88	Farther Finance Advisors, LLC	353353	$9,780	—	TRIM -71%
89	SBI Securities Co., Ltd.	159159	$4,427	—	TRIM -18%
90	Spurstone Advisory Services, LLC	44	$111	—	—
91	MCGUIRE CAPITAL ADVISORS INC	22	$56	—	NEW

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 55 bought / 39 sold · net +15,258 shares · 0.2d of ADV

Bought55 filers

Shares: 1,919,825
Value: $53M
Opened: 17 · 249,991 sh
Days of ADV: 23.3d

Sold39 filers

Shares: 1,904,567
Value: $53M
Closed: 14 · 955,453 sh
Days of ADV: 23.1d

Net (all filers) +15,258 sh · $424,783 · 0.1% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ZEGA Investments, LLC

326K

346K

1.2M

1.3M

1.7M

1.9M

$53M

RAYMOND JAMES FINANCIAL INC

668K

896K

929K

949K

941K

1.3M

$36M

Concord Wealth Partners

542K

804K

1.0M

1.1M

1.2M

$34M

Concord Asset Management, LLC/VA

535K

843K

1.0M

1.1M

$32M

MORGAN STANLEY

206K

604K

1.1M

$30M

LPL Financial LLC

337K

495K

577K

796K

792K

982K

$27M

UBS Group AG

572K

878K

918K

946K

998K

896K

$25M

WELLS FARGO & COMPANY/MN

49K

161K

203K

380K

509K

719K

$20M

BANK OF AMERICA CORP /DE/

111K

177K

299K

389K

559K

667K

$19M

Rathbones Group PLC

305K

436K

$12M

Decker Wealth Management LLC

—

426K

419K

$12M

Advance Capital Management, Inc.

—

343K

500K

503K

340K

373K

$10M

Luken Investment Analytics, LLC

472K

342K

263K

557K

578K

328K

$9M

OneAscent Financial Services LLC

—

130K

241K

266K

$7M

Hedeker Wealth, LLC

206K

240K

236K

242K

210K

238K

$7M

Institutional footprint by quarter

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	91	14,864,955	—	$414M
2025-Q4	88	14,849,697

Short interest has its own tab now — open SI →

▸Register gapwho owns your peers and not you

13F

HYBL☆

Institutional ownership· 13F filers holding HYBL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding HYBL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

HYBL