Signals

← Signals

☆SHYG

634 in-universe funds with a nonzero position in SHYG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#236
Score / z0.842 / 1.19
Consensus187.15 over 365 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 612.1 0.1% 3 -0.0 pp -0.0 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 547.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 513.6 29.0% 3 +3.3 pp +21.1 pp +29.0 pp +29.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 502.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 477.6 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 190.8 3.5% 3 +0.1 pp +0.5 pp +3.5 pp +3.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 163.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 126.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 121.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 120.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 112.8 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 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 103.8 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 82.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 65.6 22.5% 3 -0.1 pp -0.1 pp +22.5 pp +22.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 65.5 0.2% 3 -0.0 pp -0.0 pp +0.2 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 64.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 44.6 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 43.2 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 42.9 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 37.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 37.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 36.3 4.7% 3 -0.3 pp -0.5 pp +4.7 pp +4.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 24.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 23.3 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 22.8 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 22.6 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 22.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 20.3 2.7% 3 +0.0 pp +0.0 pp +2.7 pp +2.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 19.3 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 19.1 3.4% 3 +0.5 pp +0.3 pp +3.4 pp +3.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.8 2.2% 3 +0.8 pp +0.7 pp +2.2 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.5 0.0% 3 -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 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 16.8 1.3% 3 -0.1 pp -1.1 pp +1.3 pp +1.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.1 0.2% 3 +0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 15.3 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 14.9 6.9% 3 +0.0 pp +0.8 pp +6.9 pp +6.9 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 14.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.5 0.0% 3 -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 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 13.8 4.1% 3 -0.1 pp -0.3 pp +4.1 pp +4.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 13.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 13.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 12.1 2.9% 5 +0.0 pp +0.5 pp +0.2 pp +0.1 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 12.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 11.7 2.2% 3 +0.0 pp +0.6 pp +2.2 pp +2.2 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 11.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 11.2 5.7% 3 -2.2 pp -2.5 pp +5.7 pp +5.7 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 11.2 9.1% 3 -0.0 pp -0.2 pp +9.1 pp +9.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 10.6 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 10.4 9.5% 3 +0.0 pp -0.4 pp +9.5 pp +9.5 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 10.3 0.8% 3 -0.0 pp -0.7 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 9.4 3.5% 3 -0.1 pp -0.6 pp +3.5 pp +3.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitford Management LLC CIK 0001957726 0.301 22 8.7 8.8% 3 +0.0 pp -0.4 pp +8.8 pp +8.8 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 8.6 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 7.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 7.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 7.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 7.1 1.0% 4 +0.1 pp +0.4 pp +0.4 pp +1.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 7.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 7.0 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 7.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.6 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 6.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 6.0 0.1% 3 -0.9 pp -0.9 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 5.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 5.6 1.3% 3 +0.9 pp +1.1 pp +1.3 pp +1.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 5.6 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.5 2.8% 3 +0.4 pp +0.8 pp +2.8 pp +2.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.4 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.2 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.2 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 5.1 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 5.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 4.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.6 0.7% 1 +0.7 pp -0.3 pp +0.7 pp +0.7 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 4.5 1.5% 4 +0.1 pp +1.2 pp +1.4 pp +1.5 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.4 2.3% 3 -1.9 pp +0.3 pp +2.3 pp +2.3 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 4.4 1.3% 1 +1.3 pp -4.0 pp +1.3 pp +1.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 4.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.2 1.2% 4 -0.0 pp +0.1 pp -0.0 pp +1.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.9 0.5% 2 +0.0 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 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆David Kennon Inc CIK 0001954126 0.575 45 3.8 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 3.8 1.0% 4 +0.0 pp +0.6 pp +0.5 pp +1.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 3.6 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 3.6 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.657 42 3.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 3.3 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 3.3 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 3.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 3.0 0.9% 5 -0.2 pp -1.0 pp -0.9 pp -0.8 pp
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☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -3.7 pp -3.9 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
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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