Signals

← Signals

☆HIMU

351 in-universe funds with a nonzero position in HIMU within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18038
Score / z0.000 / -0.02
Consensus84.03 over 154 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 158.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 122.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 95.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.3 0.0% 5 -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 72.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 66.5 0.0% 5 +0.0 pp -0.1 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 39.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 31.2 4.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 16.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.6 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 14.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.7 0.0% 6 +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 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 9.7 2.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 8.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 7.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.4 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 7.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 4.9 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.0% 5 -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 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.1 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 3.0 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.2 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 2.8 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.8 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.5 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 2.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 2.0 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.0 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 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.9 0.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 1.8 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.8 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.5 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 1.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 0.6 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.6 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.6 0.1% 3 -0.8 pp -0.6 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.5 0.0% 2 +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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.5 0.0% 5 -0.3 pp -0.5 pp -0.5 pp -0.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.4 0.1% 5 -0.1 pp -0.4 pp -0.6 pp -0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 5 -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% 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% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 2 -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% 2 -0.1 pp +0.2 pp -2.6 pp -1.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 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
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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