Signals

HMOP

99 in-universe funds with a nonzero position in HMOP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18710
Score / z0.000 / -0.00
Consensus35.13 over 61 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 58.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.9 0.0% 3 -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 36.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 31.6 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 29.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 21.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 19.1 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 16.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 9.6 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
ERn Financial, LLC CIK 0001768302 0.529 161 8.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 6.9 2.2% 2 +1.3 pp +2.2 pp +2.2 pp +2.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 4.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strid Group, LLC CIK 0001625800 0.894 93 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Montis Financial, LLC CIK 0001844314 0.565 152 3.2 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +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% 1 +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 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 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
Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 HMOP). Qtrs Held counts distinct quarters this fund has actually held HMOP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HMOP position size. Δ columns are the percentage-point change in HMOP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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