Signals

← Signals

☆HYS

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

Flow ranking

Rank#23964
Score / z-0.011 / -0.03
Consensus103.71 over 194 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 67.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 49.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.7 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 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 32.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 29.4 10.6% 5 -2.6 pp -2.6 pp -3.3 pp -3.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 22.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 21.3 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 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 20.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 17.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 16.7 1.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 16.5 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.4 0.0% 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 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 14.7 2.9% 5 -0.5 pp -0.1 pp -0.7 pp -1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 6.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.1 0.0% 1 +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 5.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 4.5 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 4.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 4.5 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 4.1 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 4.1 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 3.6 0.8% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 3.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 3.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.0 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 3.0 1.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.6 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.2 0.6% 4 -0.2 pp -0.2 pp -0.1 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.7 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.6 0.9% 4 -0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.5 1.0% 5 -0.1 pp -0.2 pp -0.5 pp -0.7 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 1.4 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 1.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.9 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.9 0.0% 5 +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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.9 0.5% 5 -0.2 pp -0.2 pp -0.5 pp -0.6 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.9 0.4% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 0.8 0.3% 5 -0.7 pp -0.8 pp -0.8 pp -0.9 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 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 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.7 0.6% 4 -0.0 pp +0.2 pp +0.1 pp +0.6 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.6 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 0.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.6 0.3% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Valor Advisors LLC CIK 2108599 0.702 32 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Investment Counsel Inc. CIK 0002022154 0.516 50 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Navalign, LLC CIK 0001820593 0.504 132 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 HYS). Qtrs Held counts distinct quarters this fund has actually held HYS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYS position size. Δ columns are the percentage-point change in HYS'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