Signals

HYG

990 in-universe funds with a nonzero position in HYG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#813
Score / z0.117 / 0.17
Consensus300.26 over 594 funds
Momentumno 12m return

Price & positioning

249 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 1,667.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 1,504.2 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 1,405.4 8.8% 2 -0.8 pp +8.8 pp +8.8 pp +8.8 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 1,364.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 998.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 911.0 5.2% 2 -0.7 pp +5.2 pp +5.2 pp +5.2 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 843.6 15.0% 2 +1.7 pp +15.0 pp +15.0 pp +15.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 842.8 0.3% 4 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 612.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 593.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 558.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 506.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 489.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 436.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 415.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 414.1 8.8% 2 +2.9 pp +8.8 pp +8.8 pp +8.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 397.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS CIK 872786 0.647 329 383.2 11.6% 2 -0.3 pp +11.6 pp +11.6 pp +11.6 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 375.2 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 326.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Elliott Investment Management L.P. CIK 0001791786 0.977 17 308.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 281.4 22.2% 2 -1.6 pp +22.2 pp +22.2 pp +22.2 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 274.5 11.3% 2 +4.8 pp +11.3 pp +11.3 pp +11.3 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 250.3 5.7% 2 +3.8 pp +5.7 pp +5.7 pp +5.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 211.8 0.3% 3 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 204.7 0.1% 2 +0.0 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 187.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 186.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 185.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 164.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Endurance Services Ltd CIK 0002011025 0.942 8 160.7 26.9% 2 -0.9 pp +26.9 pp +26.9 pp +26.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 147.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 145.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 128.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 113.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 109.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 105.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 104.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 103.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 82.6 26.3% 2 -25.3 pp +26.3 pp +26.3 pp +26.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 82.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 75.1 0.1% 2 +0.0 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 72.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 65.9 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 62.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 55.6 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 55.4 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 53.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 52.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 49.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 42.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 38.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 38.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 37.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 36.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 33.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 31.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 31.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 31.2 13.1% 2 +4.4 pp +13.1 pp +13.1 pp +13.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 30.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 30.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 29.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 28.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 28.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 28.7 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 28.0 15.3% 2 -0.0 pp +15.3 pp +15.3 pp +15.3 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 27.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 27.4 13.3% 2 -6.2 pp +13.3 pp +13.3 pp +13.3 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 26.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 25.3 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 24.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 23.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 23.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 23.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 22.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KWMG, LLC CIK 0001633024 0.515 153 22.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 22.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Bain Capital Credit, LP CIK 0001317947 0.847 6 20.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 19.8 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 18.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 17.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 17.6 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 16.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Invst, LLC CIK 0001867587 0.314 343 16.5 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 16.4 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 15.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 14.1 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 14.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 13.9 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 13.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 13.6 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 13.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 12.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 12.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 11.9 1.7% 2 -4.3 pp +1.7 pp +1.7 pp +1.7 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 11.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 11.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 11.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 11.2 10.0% 2 -0.1 pp +10.0 pp +10.0 pp +10.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 10.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 10.5 3.9% 2 -1.3 pp +3.9 pp +3.9 pp +3.9 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 10.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 9.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 9.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.3 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 9.2 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 9.0 1.1% 2 -1.2 pp +1.1 pp +1.1 pp +1.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 8.3 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 8.3 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ripple Effect Asset Management LP CIK 0002031590 0.274 18 8.1 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 8.1 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 7.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 7.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 7.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 0.0 0.0% 0 -9.7 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 -0.3 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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