Signals

← Signals

☆SHYG

511 in-universe funds with a nonzero position in SHYG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#658
Score / z0.222 / 0.27
Consensus176.12 over 338 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+2% / 1.0d

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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 589.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 448.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 417.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 260.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 192.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 172.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 129.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 111.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 103.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 101.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 100.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 94.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 77.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 76.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 69.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 66.1 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 62.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 61.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 52.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 44.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 38.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 37.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 35.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 29.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 24.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 21.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.1 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 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 18.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 17.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.2 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 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 16.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 15.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 14.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 13.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 12.5 2.4% 3 -0.3 pp -0.4 pp +2.4 pp +2.4 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 12.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 10.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 10.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 10.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 10.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 10.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 9.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 9.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 9.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whitford Management LLC CIK 0001957726 0.301 22 8.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 8.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 7.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Graypoint LLC CIK 0001794198 0.550 526 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 7.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Asset Management Company, LLC CIK 0001138897 0.000 10 7.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 6.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 5.6 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Essex LLC CIK 0001889147 0.576 180 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 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% 1 +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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 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
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 SHYG). Qtrs Held counts distinct quarters this fund has actually held SHYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHYG position size. Δ columns are the percentage-point change in SHYG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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