Signals

← Signals

☆HYMB

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

Flow ranking

Rank#18337
Score / z0.000 / -0.02
Consensus153.39 over 284 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)
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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 187.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 169.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 169.2 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 157.9 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 130.6 0.0% 6 -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 126.9 0.0% 5 -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 118.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 46.6 1.1% 5 -0.0 pp +0.1 pp +0.5 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 42.7 0.6% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 41.9 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 40.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 28.9 3.0% 6 -0.5 pp -0.1 pp -0.3 pp -0.8 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 25.2 4.5% 5 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 14.3 0.7% 5 -0.0 pp -0.3 pp -0.2 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 11.6 1.3% 5 -0.3 pp -0.4 pp -0.6 pp -0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 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 10.2 1.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 9.5 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 9.4 0.3% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 9.1 0.7% 5 +0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 9.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.6 0.1% 1 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 8.4 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.2 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 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 8.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.3 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.5 0.4% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 6.2 1.3% 5 -0.1 pp +0.4 pp +0.6 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 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 6.0 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 5.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 4.9 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.7 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 4.4 2.4% 5 -0.4 pp +0.1 pp -0.1 pp -0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 3.2 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 3.1 1.2% 5 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 3.0 0.9% 1 +0.9 pp +0.9 pp -0.1 pp -0.3 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 2.8 0.8% 5 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 2.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 2.7 0.6% 5 -0.1 pp -0.2 pp -0.8 pp -1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 2.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.1 0.9% 5 -0.1 pp -1.9 pp -2.4 pp -2.7 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 2.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.1 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 2.0 0.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.0 0.7% 5 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 -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% 7 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.9 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 1.8 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.7 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.7 0.4% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 1.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 1.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.5 0.7% 5 -0.4 pp -0.4 pp -0.8 pp -0.9 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.2 0.6% 3 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 1.2 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.2 0.1% 5 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 +0.0 pp -0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 0.0 0.0% 0 -1.5 pp -1.3 pp -1.3 pp -1.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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 +0.0 pp -3.2 pp +0.0 pp +0.0 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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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 (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