Signals

HYLS

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

Flow ranking

Rank#18336
Score / z0.000 / -0.02
Consensus54.59 over 119 funds
Momentumnot computed

Price & positioning

226 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)
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
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 203.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 130.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 112.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 16.8 1.6% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 15.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.5 0.0% 5 -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 13.4 0.0% 6 -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 12.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 9.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 8.7 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.9 0.1% 4 -0.1 pp -0.4 pp -0.6 pp +0.1 pp
One Capital Management, LLC CIK 0001606588 0.779 522 7.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 7.0 2.3% 1 +2.3 pp +0.1 pp +0.3 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 5.8 3.1% 6 -1.0 pp -1.8 pp -2.5 pp -3.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CIK 0002131510 0.077 124 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 3.8 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.7 1.0% 6 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 3.6 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.0 0.7% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 2.7 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 2.6 1.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.4 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.3 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.3 0.0% 5 -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
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.8 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.5 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sun Financial Inc CIK 0002067342 0.166 161 1.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.2 0.7% 5 -0.2 pp +0.3 pp -0.3 pp -0.4 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.2 0.6% 6 -0.1 pp -0.8 pp -4.0 pp -4.0 pp
QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.1 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.1 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 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 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.0 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 0.9 0.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.9 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.8 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 0.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.6 0.5% 7 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.6 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.2 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.5 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.4 0.3% 5 +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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 7 -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
Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.2 0.0% 7 -0.0 pp -0.1 pp -1.1 pp -1.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 -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 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp -1.6 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.1 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 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 -0.0 pp -0.0 pp -0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -1.9 pp -1.1 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 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 HYLS). Qtrs Held counts distinct quarters this fund has actually held HYLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYLS position size. Δ columns are the percentage-point change in HYLS'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