XTRS LOW BETA HI YIELD ETF (HYDW) Institutional Shareholders
XTRS LOW BETA HI YIELD ETF (HYDW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $87.17M in HYDW holdings during the latest filing period.
Financial Gravity Asset Management, Inc. is currently the largest disclosed institutional shareholder of HYDW tracked by InsiderSet, reporting ownership valued at approximately $19.07M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.89M, representing an estimated loss of -0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed HYDW value among the investors covered in this analysis. Major shareholders include Financial Gravity Asset Management, Inc., Columbus Macro, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in XTRS LOW BETA HI YIELD ETF (HYDW).
This page ranks the largest institutional HYDW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$87.17M
Largest Holder
Financial Gravity Asset Management, Inc.
Largest Position
$19.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 3.39% | 409,131 | $19,071,645 | $18,888,433 | -$183,212 | -0.96% | |
| Columbus Macro, Llc | 1.85% | 406,373 | $19,036,247 | $18,761,104 | -$275,143 | -1.45% | |
| Envestnet Asset Management Inc | 0.00% | 389,685 | $18,254,516 | $17,990,665 | -$263,851 | -1.45% | |
| Cetera Investment Advisers | 0.02% | 372,504 | $17,449,674 | $17,197,467 | -$252,207 | -1.45% | |
| Morgan Stanley | 0.00% | 100,001 | $4,684,495 | $4,616,766 | -$67,729 | -1.45% | |
| Allworth Financial Lp | 0.01% | 55,095 | $2,580,907 | $2,543,582 | -$37,325 | -1.45% | |
| Mra Advisory Group | 0.63% | 36,978 | $1,732,215 | $1,707,171 | -$25,044 | -1.45% | |
| Jpmorgan Chase & Co | 0.00% | 35,977 | $1,685,176 | $1,660,957 | -$24,219 | -1.44% | |
| Lpl Financial Llc | 0.00% | 16,429 | $769,588 | $758,481 | -$11,107 | -1.44% | |
| Wealth Management Associates, Inc. | 0.19% | 14,930 | $699,385 | $689,276 | -$10,109 | -1.45% | |
| Mutual Advisors, Llc | 0.01% | 9,443 | $442,351 | $435,957 | -$6,394 | -1.45% | |
| Jane Street Group, Llc | 0.00% | 8,384 | $392,743 | $387,066 | -$5,677 | -1.45% | |
| Mercer Global Advisors Inc | 0.00% | 6,793 | $318,204 | $313,614 | -$4,590 | -1.44% | |
| Royal Bank Of Canada | 0.00% | 541 | $25,000 | $24,976 | -$24 | -0.09% | |
| Capital Analysts, Llc | 0.00% | 368 | $17,000 | $16,990 | -$10 | -0.06% | |
| Ifg Advisory, Llc | 0.00% | 200 | $9,369 | $9,233 | -$136 | -1.45% | |
| New England Asset Management Inc | 0.00% | 115 | $5,387 | $5,309 | -$78 | -1.44% |
Frequently asked questions about HYDW
Who owns the most HYDW stock?
The largest holders of HYDW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for XTRS LOW BETA HI YIELD ETF (HYDW).
Is HYDW widely held by superinvestors?
Many widely followed stocks like HYDW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYDW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.