Signals

HMOP

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

Flow ranking

Rank#22332
Score / z-0.018 / -0.04
Consensus50.23 over 84 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+11% / 1.0d

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
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.5 0.0% 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 42.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 41.0 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 31.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 23.4 1.4% 4 +0.0 pp +0.1 pp +0.2 pp +1.4 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 20.3 2.3% 4 -0.0 pp -0.1 pp -0.3 pp +2.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 18.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 12.0 5.1% 4 +0.7 pp +0.7 pp +0.9 pp +5.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 10.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 10.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 10.3 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.732 29 9.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 9.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Blue Water Asset Management CIK 0002033384 0.650 108 8.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 8.3 3.8% 2 +0.5 pp +3.8 pp +3.8 pp +3.8 pp
ERn Financial, LLC CIK 0001768302 0.529 161 8.1 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.5 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
CWM, LLC CIK 0001535847 0.788 5645 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.2 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 5.1 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 4.7 1.0% 1 +1.0 pp +0.0 pp +1.0 pp +1.0 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 4.6 1.3% 4 -0.0 pp -0.2 pp -0.2 pp +1.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strid Group, LLC CIK 0001625800 0.894 93 4.1 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 2.7 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.5 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.4 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Montis Financial, LLC CIK 0001844314 0.565 152 2.0 0.4% 4 -0.0 pp -0.3 pp -0.8 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.8 2.1% 3 +0.0 pp -0.2 pp +2.1 pp +2.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.9 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.4 0.3% 3 -1.1 pp -1.3 pp +0.3 pp +0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 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 0.1 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -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% 4 -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
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
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
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 +0.0 pp -2.2 pp -0.9 pp +0.0 pp
Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.2 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 (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