Home › HYFI

Who holds HYFI

AB ACTIVE ETFS INC · 58 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC3.1M$115.5M0.0%
RAYMOND JAMES FINANCIAL INC601.7K$22.5M0.0%
ASSETMARK, INC455.5K$17.0M0.0%
ALLIANCEBERNSTEIN L.P.339.8K$12.6M0.0%
Bank of New York Mellon Corp310.3K$11.6M0.0%
ENVESTNET ASSET MANAGEMENT INC269.3K$10.1M0.0%
Anderson Financial Strategies, LLC262.2K$9.8M5.1%
SageGuard Financial Group, LLC176.7K$6.6M0.9%
JANE STREET GROUP, LLC164.5K$6.1M0.0%
IHT Wealth Management, LLC150.1K$5.6M0.1%
Stratos Wealth Partners, LTD.140.1K$5.2M0.1%
Advisory Resource Group136.4K$5.1M0.8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC131.0K$4.9M0.0%
UBS Group AG126.6K$4.7M0.0%
OSAIC HOLDINGS, INC.104.5K$3.9M0.0%
Western Wealth Management, LLC71.6K$2.7M0.1%
Fjell Capital, LLC49.1K$1.8M1.3%
TRUIST FINANCIAL CORP36.1K$1.3M0.0%
Kingsview Wealth Management, LLC33.3K$1.2M0.0%
Kestra Advisory Services, LLC31.5K$1.2M0.0%
Private Advisor Group, LLC30.9K$1.2M0.0%
VICTORY FINANCIAL GROUP, LLC29.5K$1.1M0.1%
Platform Technology Partners25.1K$937,1220.2%
BETO FINANCIAL GROUP, LLC23.0K$855,3620.4%
RHODES INVESTMENT ADVISORS INC /ADV17.3K$646,9160.5%
CITADEL ADVISORS LLC17.2K$641,6510.0%
Sanctuary Advisors, LLC14.8K$554,4880.0%
CAPTRUST FINANCIAL ADVISORS14.8K$552,9310.0%
CAP Partners, LLC12.4K$461,5970.2%
Redwood Financial Network Corp11.4K$427,1230.2%
Cambridge Investment Research Advisors, Inc.11.3K$421,0000.0%
MML INVESTORS SERVICES, LLC9.2K$343,7360.0%
M.E. ALLISON & CO., INC.8.0K$298,7200.2%
PRIVATE TRUST CO NA7.7K$286,6590.0%
Sage Advisory Services, Ltd.Co.7.4K$278,0000.1%
Perigon Wealth Management, LLC6.8K$253,2030.0%
NewEdge Advisors, LLC6.2K$229,9360.0%
FIFTH THIRD BANCORP5.7K$214,2200.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC5.4K$202,8900.0%
HighPoint Advisor Group LLC5.4K$201,6360.0%
Wagner Wealth Management, LLC4.2K$156,5290.0%
BITTERROOT CAPITAL ADVISORS LLC2.8K$103,8300.1%
Allworth Financial LP2.5K$94,7170.0%
Steward Partners Investment Advisory, LLC2.1K$80,0200.0%
MORGAN STANLEY2.0K$74,3810.0%
PNC FINANCIAL SERVICES GROUP, INC.1.6K$61,4240.0%
Global Retirement Partners, LLC1.3K$47,1600.0%
EverSource Wealth Advisors, LLC891$33,2510.0%
UMB Bank, n.a.803$29,9840.0%
IFG Advisory, LLC512$19,1340.0%
Rockefeller Capital Management L.P.486$18,1470.0%
Continuum Advisory, LLC484$18,0730.0%
Rossby Financial, LCC231$8,6260.0%
N.E.W. Advisory Services LLC192$7,1820.0%
Parallel Advisors, LLC142$5,3020.0%
Farther Finance Advisors, LLC100$3,7340.0%
Signature Equity Partners, LLC92$3,4530.0%
Pinnacle Wealth Planning Services, Inc.28$1,0580.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}