Signals

← Signals

☆HYD

321 in-universe funds with a nonzero position in HYD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18581
Score / z0.000 / -0.02
Consensus102.12 over 185 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 ▾
☆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 773.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 233.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 145.0 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 94.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 89.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 84.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 70.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 61.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 43.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 41.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 40.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 28.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 26.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 11.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.8 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 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 5.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.7 0.0% 1 +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
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 HYD). Qtrs Held counts distinct quarters this fund has actually held HYD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYD position size. Δ columns are the percentage-point change in HYD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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