Signals

HYXF

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

Flow ranking

Rank#16957
Score / z0.000 / -0.02
Consensus36.40 over 62 funds
Momentumnot computed

Price & positioning

164 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
LPL Financial LLC CIK 0001403438 0.957 5996 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 4.5 1.7% 4 +0.0 pp +0.1 pp -0.1 pp +1.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.8 0.0% 4 -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 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.4 2.4% 4 -0.0 pp +0.1 pp +0.1 pp +2.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Investors, Inc CIK 0001824539 0.278 88 2.5 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 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 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 3 +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 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.9 0.6% 2 -0.2 pp +0.6 pp +0.0 pp +0.6 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.8 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.7 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.6 0.0% 4 +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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 4 -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 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
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
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
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 HYXF). Qtrs Held counts distinct quarters this fund has actually held HYXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HYXF position size. Δ columns are the percentage-point change in HYXF'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