Signals

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☆HYBL

100 in-universe funds with a nonzero position in HYBL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1197
Score / z0.032 / 0.03
Consensus27.87 over 54 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 47.9 9.3% 3 +0.9 pp +0.8 pp +9.3 pp +9.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 32.4 4.2% 3 -0.1 pp -0.0 pp +4.2 pp +4.2 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 30.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.6 5.3% 3 -0.1 pp +1.0 pp +5.3 pp +5.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 16.4 6.5% 3 +0.3 pp +3.2 pp +6.5 pp +6.5 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 15.9 0.0% 4 +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 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 13.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 9.7 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 6.0 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.4 0.0% 3 -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 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 4.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.5 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 3.9 1.1% 4 -0.8 pp -1.0 pp -0.4 pp +1.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.7 0.5% 3 -0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 3.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 2.2 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.1 1.8% 3 +0.3 pp +0.5 pp +1.8 pp +1.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.9 0.4% 3 -0.3 pp -0.2 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 1.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 1.3 0.7% 3 -0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.9 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 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
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 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 HYBL). Qtrs Held counts distinct quarters this fund has actually held HYBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYBL position size. Δ columns are the percentage-point change in HYBL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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