HYDW Institutional Ownership & Shareholders
XTRS LOW BETA HI YIELD ETF (HYDW) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $18.90M, representing an estimated loss of -0.88% 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., Envestnet Asset Management Inc, Cetera Investment Advisers, 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
18
Total Reported Value
$83.96M
Largest Holder
Financial Gravity Asset Management, Inc.
Largest Position
$19.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
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 | $18,903,325 | -$168,320 | -0.88% | |
| Envestnet Asset Management Inc | 0.00% | 389,685 | $18,254,516 | $18,004,850 | -$249,666 | -1.37% | |
| Cetera Investment Advisers | 0.02% | 372,504 | $17,449,674 | $17,211,026 | -$238,648 | -1.37% | |
| Columbus Macro, Llc | 1.54% | 347,897 | $15,871,073 | $16,074,094 | +$203,021 | +1.28% | |
| Morgan Stanley | 0.00% | 100,001 | $4,684,495 | $4,620,406 | -$64,089 | -1.37% | |
| Allworth Financial Lp | 0.01% | 55,095 | $2,580,907 | $2,545,587 | -$35,320 | -1.37% | |
| Jpmorgan Chase & Co | 0.00% | 35,977 | $1,685,176 | $1,662,267 | -$22,909 | -1.36% | |
| Mra Advisory Group | 0.62% | 36,288 | $1,655,462 | $1,676,636 | +$21,174 | +1.28% | |
| Lpl Financial Llc | 0.00% | 16,429 | $769,588 | $759,079 | -$10,509 | -1.37% | |
| Wealth Management Associates, Inc. | 0.19% | 14,930 | $699,385 | $689,820 | -$9,565 | -1.37% | |
| Mutual Advisors, Llc | 0.01% | 9,443 | $442,351 | $436,301 | -$6,050 | -1.37% | |
| Jane Street Group, Llc | 0.00% | 8,384 | $392,743 | $387,371 | -$5,372 | -1.37% | |
| Mercer Global Advisors Inc | 0.00% | 6,793 | $318,204 | $313,861 | -$4,343 | -1.36% | |
| Royal Bank Of Canada | 0.00% | 541 | $25,000 | $24,996 | -$4 | -0.02% | |
| Meriwether Wealth & Planning, Llc | 0.01% | 541 | $24,680 | $24,996 | +$316 | +1.28% | |
| Capital Analysts, Llc | 0.00% | 368 | $17,000 | $17,003 | +$3 | +0.02% | |
| Ifg Advisory, Llc | 0.00% | 200 | $9,369 | $9,241 | -$128 | -1.37% | |
| New England Asset Management Inc | 0.00% | 115 | $5,387 | $5,313 | -$74 | -1.37% |
Frequently asked questions about HYDW
Who are the largest institutional holders of HYDW?
The largest institutional holders of HYDW reported in the latest SEC Form 13F filings include Financial Gravity Asset Management, Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, Columbus Macro, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported HYDW position.
What is HYDW institutional ownership?
This page tracks HYDW positions reported by institutional investment managers through SEC Form 13F. XTRS LOW BETA HI YIELD ETF (HYDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYDW?
InsiderSet currently tracks 18 institutional managers reporting HYDW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYDW shareholders.
How much HYDW stock do institutions own?
Institutional investment managers disclosed approximately $83.96M in HYDW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYDW institutional ownership last updated?
The latest HYDW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYDW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYDW position after the reporting date.
Are institutions buying or selling HYDW?
Institutional buying and selling can be analyzed by comparing HYDW positions across consecutive 13F reporting periods. InsiderSet's HYDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYDW ownership changes.
How has HYDW institutional ownership changed over time?
InsiderSet tracks HYDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.