Signals

← Signals

☆HYD

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

Flow ranking

Rank#17215
Score / z0.000 / -0.01
Consensus112.90 over 206 funds
Momentumnot computed

Price & positioning

223 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 893.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 319.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 165.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 148.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 127.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.2 0.0% 3 -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 77.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 67.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 66.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 64.0 0.8% 3 -0.1 pp +0.7 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 63.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 45.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 43.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 41.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 33.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 29.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 26.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 24.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 22.6 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 15.4 1.8% 4 -0.1 pp +0.3 pp +0.4 pp +1.8 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.6 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 12.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 10.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 8.6 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 7.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 5.5 0.3% 3 +0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 5.4 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.7 0.0% 3 +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 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 3.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 3.4 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.9 0.0% 3 -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 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 2.3 1.8% 3 +1.4 pp +1.3 pp +1.8 pp +1.8 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 2.1 0.1% 3 +0.0 pp -1.4 pp +0.1 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.0 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 1.6 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.5 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 1.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.5 0.4% 1 +0.4 pp +0.1 pp +0.4 pp +0.4 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.5 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.5 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 1.3 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Friday Financial CIK 0002048792 0.653 108 1.3 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 1.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.2 1.2% 3 -0.2 pp -0.5 pp +1.2 pp +1.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.1 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.1 0.8% 3 -0.2 pp -0.8 pp +0.8 pp +0.8 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 1.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 1.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 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
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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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 (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