Signals

HYG

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

Flow ranking

Rank#23381
Score / z-0.079 / -0.12
Consensus267.78 over 532 funds
Momentumno 12m return

Price & positioning

250 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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,832.6 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 1,509.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1,382.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 1,010.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 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 981.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 838.0 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 825.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 811.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 513.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 487.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 485.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 433.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 421.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 394.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS CIK 872786 0.647 329 365.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 359.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 324.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elliott Investment Management L.P. CIK 0001791786 0.977 17 306.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 298.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 274.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 269.3 23.8% 1 +23.8 pp +23.8 pp +23.8 pp +23.8 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 237.4 51.5% 1 +51.5 pp +51.5 pp +51.5 pp +51.5 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 222.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 207.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 185.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 183.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 174.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 173.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 172.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Endurance Services Ltd CIK 0002011025 0.942 8 159.6 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 157.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 141.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 123.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 117.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 103.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 80.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 78.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 74.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 73.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 71.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 68.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 66.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 65.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 54.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 54.4 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 53.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 52.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 41.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 40.7 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 40.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 39.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 37.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 35.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 32.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 31.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 30.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 28.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 28.0 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 27.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 27.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 26.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 26.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
Towercrest Capital Management CIK 0001633288 0.713 110 26.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 25.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 24.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 24.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 23.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 22.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 21.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 21.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Trust Co CIK 0001632554 0.769 908 20.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 19.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 18.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 18.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 16.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 16.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 16.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 16.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 15.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 15.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 15.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 13.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 13.4 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 13.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 13.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 12.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 12.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 11.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 11.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EHP Funds Inc. CIK 0001927881 0.000 25 8.9 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 8.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 8.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ripple Effect Asset Management LP CIK 0002031590 0.274 18 8.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 8.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 7.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 7.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 7.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REBALANCE, LLC CIK 0001811052 0.941 103 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CV Advisors LLC CIK 0001872254 0.581 133 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -1.4 pp -1.2 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CROBAN CIK 0001694663 0.128 81 0.0 0.0% 0 +0.0 pp -5.5 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.2 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 -0.2 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.4 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 HYG). Qtrs Held counts distinct quarters this fund has actually held HYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYG position size. Δ columns are the percentage-point change in HYG'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