Signals

← Signals

☆HIMU

327 in-universe funds with a nonzero position in HIMU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#16782
Score / z0.000 / -0.02
Consensus62.58 over 124 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 108.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 99.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 89.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 61.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.6 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 37.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 29.4 4.3% 4 +0.1 pp +0.1 pp +0.4 pp +4.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 8.5 2.2% 4 +0.2 pp +0.1 pp +0.3 pp +2.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 7.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 7.1 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 3.6 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 3.3 0.3% 4 -0.3 pp -0.2 pp +0.1 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 3.2 0.2% 4 -0.3 pp -0.3 pp -0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.1 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 2.8 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 2.1 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.0 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 2.0 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.9 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.0 0.6% 4 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.7 0.1% 4 -0.4 pp -0.5 pp -0.5 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.6 0.2% 4 -0.3 pp +0.0 pp +0.0 pp +0.2 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.4 0.1% 4 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 1 +0.2 pp -2.6 pp -1.4 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Marion Wealth Management CIK 0001911097 0.503 156 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just HIMU). Qtrs Held counts distinct quarters this fund has actually held HIMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HIMU position size. Δ columns are the percentage-point change in HIMU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status