Signals

← Signals

☆HYDB

310 in-universe funds with a nonzero position in HYDB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24740
Score / z-0.487 / -0.60
Consensus68.63 over 121 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) CIK 0000913144 0.928 5 236.5 56.1% 5 -1.8 pp +23.9 pp +23.5 pp +18.6 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 99.0 0.9% 4 -0.2 pp -0.1 pp +0.4 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 72.0 0.4% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 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 68.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 32.3 0.4% 5 +0.0 pp +0.1 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 31.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 23.1 1.6% 2 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 21.7 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 20.8 2.6% 5 -0.2 pp -0.2 pp -0.0 pp +0.2 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 20.5 4.9% 5 -0.2 pp +0.4 pp +1.8 pp +3.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 18.7 2.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.9 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 16.0 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 15.1 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 14.9 0.4% 4 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.9 0.9% 5 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 11.3 2.4% 5 -0.3 pp -0.5 pp -0.9 pp -1.1 pp
☆TL Private Wealth CIK 0001802868 0.876 54 11.2 4.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 7.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 6.5 3.9% 5 -0.5 pp -0.3 pp -0.3 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 5.5 1.9% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.7 0.2% 5 -0.0 pp -0.0 pp -0.4 pp -0.3 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 4.5 2.8% 6 -0.7 pp -0.8 pp -0.8 pp -1.0 pp
☆Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 4.5 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 2.9 0.4% 5 -0.8 pp -1.2 pp -1.0 pp -0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.5 0.4% 7 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.5 1.4% 5 -0.3 pp -0.4 pp -0.6 pp -1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 2.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 2.2 1.0% 5 -0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 1.5 0.8% 5 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 1.5 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 5 -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 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.9 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.8 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.7 0.2% 5 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.6 0.1% 5 -0.0 pp -3.4 pp -3.4 pp -3.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 5 -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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.3 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.2 0.1% 5 -0.4 pp -0.5 pp -1.0 pp -6.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 5 -0.0 pp -0.6 pp -0.1 pp -0.1 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.2 0.0% 4 -0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 5 -0.2 pp -2.2 pp -2.4 pp -0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 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 HYDB). Qtrs Held counts distinct quarters this fund has actually held HYDB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYDB position size. Δ columns are the percentage-point change in HYDB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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