Signals

← Signals

☆HYMB

499 in-universe funds with a nonzero position in HYMB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#16944
Score / z0.000 / -0.02
Consensus140.69 over 263 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 170.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 169.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 146.0 0.0% 4 +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 136.2 0.0% 4 -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 126.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 110.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.3 0.0% 4 +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 67.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 41.7 1.1% 4 -0.0 pp -0.1 pp -1.0 pp +1.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 41.5 0.6% 4 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 40.8 1.1% 4 +0.1 pp +0.5 pp +0.3 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 35.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 34.4 1.5% 4 +0.2 pp +0.2 pp +0.5 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 27.0 3.5% 5 +0.4 pp +0.2 pp -0.3 pp -1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 13.9 0.7% 4 -0.2 pp -0.2 pp +0.2 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 13.1 1.6% 4 -0.1 pp -0.3 pp -0.4 pp +1.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 10.1 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 9.2 0.4% 4 -0.3 pp -0.3 pp -0.2 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 8.9 0.8% 4 +0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 8.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 8.0 0.7% 4 -0.2 pp -0.2 pp +0.6 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.8 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 7.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.2 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.5 0.0% 4 -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 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 6.3 1.4% 4 +0.5 pp +0.8 pp +1.0 pp +1.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.8 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 5.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 4.8 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.6 1.1% 4 +0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 4.4 2.7% 4 +0.4 pp +0.3 pp +0.2 pp +2.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 3.3 1.3% 4 +0.4 pp +0.5 pp +0.5 pp +1.3 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.1 0.7% 4 -0.0 pp -0.6 pp -0.8 pp +0.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 2.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 2.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 2.2 0.8% 4 +0.0 pp +0.0 pp +0.3 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.2 1.0% 4 -1.8 pp -2.3 pp -2.6 pp +1.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 2.0 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.9 0.8% 6 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.9 0.2% 4 +0.0 pp -0.0 pp -0.3 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 1.8 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.8 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.7 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.7 0.8% 4 -0.0 pp +0.4 pp +0.3 pp +0.8 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.7 0.6% 4 -0.0 pp -0.1 pp -0.3 pp +0.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 1.6 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 1.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.5 1.1% 4 -0.1 pp -0.5 pp -0.6 pp +1.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.4 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 1.3 0.5% 4 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 1.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.1 0.3% 4 -0.2 pp -0.3 pp -0.5 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 1.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆K2 Financial Inc. CIK 0002044711 0.455 60 0.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.8 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.8 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
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☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.7 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.7 0.0% 4 -1.3 pp -1.3 pp -1.5 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.7 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 0.7 0.5% 4 +0.0 pp +0.0 pp +0.2 pp +0.5 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -1.3 pp -1.1 pp -1.2 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.9 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆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
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 HYMB). Qtrs Held counts distinct quarters this fund has actually held HYMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYMB position size. Δ columns are the percentage-point change in HYMB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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