HYMB Institutional Ownership & Shareholders
SPDR NUVEEN BLOOMBERG HIGH Y (HYMB) is currently held by 418 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HYMB tracked by InsiderSet, reporting ownership valued at approximately $187.81M in its June 30, 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 $177.55M, representing an estimated loss of -5.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed HYMB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Fmr Llc, Sei Investments Co, and several other long-term asset managers with concentrated positions in SPDR NUVEEN BLOOMBERG HIGH Y (HYMB).
This page ranks the largest institutional HYMB 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
418
Total Reported Value
$2.18B
Largest Holder
Raymond James Financial Inc
Largest Position
$187.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.05% | 7,382,633 | $187,814,189 | $177,552,324 | -$10,261,865 | -5.46% | |
| Fmr Llc | 0.01% | 6,665,742 | $169,576,474 | $160,311,095 | -$9,265,379 | -5.46% | |
| Sei Investments Co | 0.15% | 6,651,840 | $169,222,960 | $159,976,752 | -$9,246,208 | -5.46% | |
| Wells Fargo & Company/Mn | 0.03% | 6,207,536 | $157,919,713 | $149,291,241 | -$8,628,472 | -5.46% | |
| Bank Of America Corp | 0.01% | 5,132,087 | $130,560,304 | $123,426,692 | -$7,133,612 | -5.46% | |
| Goldman Sachs Group Inc | 0.01% | 4,987,711 | $126,887,365 | $119,954,450 | -$6,932,915 | -5.46% | |
| Morgan Stanley | 0.01% | 4,643,495 | $118,130,545 | $111,676,055 | -$6,454,490 | -5.46% | |
| Lpl Financial Llc | 0.02% | 3,522,574 | $89,614,291 | $84,717,905 | -$4,896,386 | -5.46% | |
| Wcg Wealth Advisors Llc | 1.11% | 1,833,609 | $46,646,992 | $44,098,296 | -$2,548,696 | -5.46% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.56% | 1,821,246 | $42,744,644 | $43,800,966 | +$1,056,322 | +2.47% | |
| Avantax Planning Partners, Inc. | 1.04% | 1,646,129 | $41,877,527 | $39,589,402 | -$2,288,125 | -5.46% | |
| Mercer Global Advisors Inc | 0.05% | 1,624,232 | $41,320,466 | $39,062,780 | -$2,257,686 | -5.46% | |
| Bank Of New York Mellon Corp | 0.01% | 1,603,453 | $40,791,837 | $38,563,045 | -$2,228,792 | -5.46% | |
| Ameriprise Financial Inc | 0.01% | 1,489,159 | $37,945,979 | $35,814,274 | -$2,131,705 | -5.62% | |
| Ubs Group Ag | 0.00% | 1,217,294 | $30,967,959 | $29,275,921 | -$1,692,038 | -5.46% | |
| Cetera Investment Advisers | 0.03% | 1,175,515 | $29,905,130 | $28,271,136 | -$1,633,994 | -5.46% | |
| Envestnet Asset Management Inc | 0.01% | 1,140,316 | $29,009,638 | $27,424,600 | -$1,585,038 | -5.46% | |
| Trust Point Inc. | 1.65% | 936,908 | $21,989,235 | $22,532,637 | +$543,402 | +2.47% | |
| Jpmorgan Chase & Co | 0.00% | 812,251 | $20,679,913 | $19,534,637 | -$1,145,276 | -5.54% | |
| Revolve Wealth Partners, Llc | 2.08% | 845,796 | $19,850,838 | $20,341,394 | +$490,556 | +2.47% | |
| Farther Finance Advisors, Llc | 0.13% | 778,257 | $18,265,696 | $18,717,081 | +$451,385 | +2.47% | |
| Sanctuary Advisors, Llc | 0.07% | 566,641 | $14,415,339 | $13,627,716 | -$787,623 | -5.46% | |
| Jordan Park Group Llc | 0.73% | 563,102 | $14,325,315 | $13,542,603 | -$782,712 | -5.46% | |
| Tradewinds Capital Management, Llc | 2.30% | 567,241 | $13,313,147 | $13,642,146 | +$328,999 | +2.47% | |
| Capital Analysts, Llc | 0.30% | 517,732 | $13,171,000 | $12,451,455 | -$719,545 | -5.46% | |
| Mariner, Llc | 0.01% | 517,017 | $13,152,905 | $12,434,259 | -$718,646 | -5.46% | |
| Focus Partners Advisor Solutions, Llc | 0.11% | 492,206 | $12,521,739 | $11,837,554 | -$684,185 | -5.46% | |
| Osaic Holdings, Inc. | 0.01% | 446,136 | $11,349,871 | $10,729,571 | -$620,300 | -5.47% | |
| Brady Martz Wealth Solutions, Llc | 1.54% | 400,105 | $10,178,664 | $9,622,525 | -$556,139 | -5.46% | |
| Capital Asset Advisory Services Llc | 0.32% | 398,582 | $9,494,232 | $9,585,897 | +$91,665 | +0.97% | |
| Truist Financial Corp | 0.01% | 398,723 | $9,358,040 | $9,589,288 | +$231,248 | +2.47% | |
| Old National Bancorp | 0.17% | 375,292 | $8,808,103 | $9,025,773 | +$217,670 | +2.47% | |
| Syntegra Private Wealth Group, Llc | 0.67% | 372,035 | $8,731,666 | $8,947,442 | +$215,776 | +2.47% | |
| Parkside Investments, Llc | 0.99% | 369,000 | $8,660,430 | $8,874,450 | +$214,020 | +2.47% | |
| Wealthspire Advisors, Llc | 0.05% | 338,318 | $8,606,810 | $8,136,548 | -$470,262 | -5.46% | |
| Heartwood Wealth Advisors Llc | 0.67% | 360,314 | $8,456,570 | $8,665,552 | +$208,982 | +2.47% | |
| Commonwealth Equity Services, Llc | 0.01% | 357,208 | $8,383,680 | $8,590,852 | +$207,172 | +2.47% | |
| Modera Wealth Management, Llc | 0.09% | 350,197 | $8,219,132 | $8,422,238 | +$203,106 | +2.47% | |
| Savvy Advisors, Inc. | 0.17% | 313,162 | $7,966,835 | $7,531,546 | -$435,289 | -5.46% | |
| Integrated Wealth Concepts Llc | 0.05% | 310,809 | $7,906,986 | $7,474,956 | -$432,030 | -5.46% | |
| Onedigital Investment Advisors Llc | 0.06% | 297,113 | $7,558,552 | $7,145,568 | -$412,984 | -5.46% | |
| Jones Financial Companies Lllp | 0.00% | 290,252 | $7,369,494 | $6,980,561 | -$388,933 | -5.28% | |
| United Capital Financial Advisors, Llc | 0.04% | 287,712 | $7,291,240 | $6,919,474 | -$371,766 | -5.10% | |
| Merit Financial Group, Llc | 0.04% | 278,045 | $7,073,453 | $6,686,982 | -$386,471 | -5.46% | |
| Perigon Wealth Management, Llc | 0.10% | 288,053 | $6,760,605 | $6,927,675 | +$167,070 | +2.47% | |
| Thrivent Financial For Lutherans | 0.01% | 262,914 | $6,689,000 | $6,323,082 | -$365,918 | -5.47% | |
| Keystone Financial Group | 0.39% | 256,304 | $6,520,362 | $6,164,111 | -$356,251 | -5.46% | |
| Royal Bank Of Canada | 0.00% | 253,585 | $6,451,000 | $6,098,719 | -$352,281 | -5.46% | |
| Ep Wealth Advisors, Llc | 0.02% | 249,161 | $6,338,659 | $5,992,322 | -$346,337 | -5.46% | |
| Austin Wealth Management, Llc | 1.32% | 247,742 | $6,235,666 | $5,958,195 | -$277,471 | -4.45% |
Frequently asked questions about HYMB
Who are the largest institutional holders of HYMB?
The largest institutional holders of HYMB reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Fmr Llc, Sei Investments Co, Wells Fargo & Company/Mn, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported HYMB position.
What is HYMB institutional ownership?
This page tracks HYMB positions reported by institutional investment managers through SEC Form 13F. SPDR NUVEEN BLOOMBERG HIGH Y (HYMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYMB?
InsiderSet currently tracks 418 institutional managers reporting HYMB 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 HYMB shareholders.
How much HYMB stock do institutions own?
Institutional investment managers disclosed approximately $2.18B in HYMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYMB institutional ownership last updated?
The latest HYMB 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 HYMB 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 HYMB position after the reporting date.
Are institutions buying or selling HYMB?
Institutional buying and selling can be analyzed by comparing HYMB positions across consecutive 13F reporting periods. InsiderSet's HYMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYMB ownership changes.
How has HYMB institutional ownership changed over time?
InsiderSet tracks HYMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.