Signals

← Signals

☆SHYG

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

Flow ranking

Rank#22787
Score / z-0.173 / -0.18
Consensus179.11 over 354 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-36% / 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 622.4 0.1% 4 +0.0 pp +0.0 pp +0.0 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 542.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 532.4 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 511.7 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 188.3 3.9% 4 +0.4 pp +0.5 pp +0.9 pp +3.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 178.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 129.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 111.4 2.2% 4 -0.2 pp -0.3 pp -0.2 pp +2.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 110.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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 108.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 88.5 7.6% 4 -21.4 pp -18.1 pp -0.3 pp +7.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 81.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 75.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 71.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 66.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 64.8 22.3% 4 -0.2 pp -0.3 pp -0.2 pp +22.3 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 49.2 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 48.6 0.0% 4 +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 47.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 45.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 42.8 2.1% 4 -0.0 pp -0.3 pp -0.5 pp +2.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.0 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 34.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 24.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 24.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.1 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 22.9 4.1% 3 -0.3 pp -0.1 pp +4.1 pp +4.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.6 2.9% 4 +0.2 pp +0.2 pp +0.2 pp +2.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 22.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 21.9 2.9% 6 -0.0 pp -0.0 pp +0.5 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 19.4 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.5 2.2% 4 +0.0 pp +0.8 pp +0.7 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.3 0.2% 4 -0.0 pp +0.0 pp -0.3 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 15.2 7.7% 4 +2.0 pp -0.2 pp -0.5 pp +7.7 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 15.0 6.6% 4 -0.3 pp -0.3 pp +0.4 pp +6.6 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 14.2 4.2% 4 +0.1 pp +0.0 pp -0.2 pp +4.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 13.0 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 12.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 12.2 5.1% 3 +0.1 pp +0.1 pp +5.1 pp +5.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 12.1 2.2% 4 +0.6 pp +0.6 pp +0.6 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 11.1 8.8% 4 -0.2 pp -0.2 pp -0.4 pp +8.8 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.0 2.8% 4 +0.1 pp +0.0 pp -0.0 pp +2.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 10.9 2.4% 4 +1.1 pp +2.1 pp +2.2 pp +2.4 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 10.6 0.0% 4 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 10.2 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 10.0 3.5% 4 -0.0 pp -0.1 pp -0.6 pp +3.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 9.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 9.5 8.8% 4 -0.7 pp -0.7 pp -1.1 pp +8.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 8.8 0.9% 4 +0.2 pp +0.6 pp +0.6 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Whitford Management LLC CIK 0001957726 0.301 22 8.5 8.7% 4 -0.1 pp -0.1 pp -0.5 pp +8.7 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 8.0 1.1% 5 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 7.6 0.9% 4 +0.1 pp +0.1 pp -0.6 pp +0.9 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 7.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 7.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 7.4 1.6% 4 -0.2 pp -0.3 pp -0.3 pp +1.6 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 6.9 4.8% 1 +4.8 pp +4.8 pp +3.5 pp +4.8 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 6.7 0.1% 4 +0.0 pp -0.9 pp -0.9 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 6.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 6.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 6.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 6.3 0.9% 4 +0.2 pp +0.4 pp +0.4 pp +0.9 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 6.1 1.7% 3 -0.2 pp +0.0 pp +1.7 pp +1.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 6.0 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.9 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.2 1.7% 5 +0.2 pp +0.3 pp +1.4 pp +1.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.1 2.0% 4 -0.0 pp +0.1 pp +0.1 pp +2.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 5.1 1.3% 4 -0.0 pp -0.1 pp -0.2 pp +1.3 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 5.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.9 1.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 4.9 1.3% 4 +1.0 pp +1.1 pp +1.2 pp +1.3 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 4.9 1.7% 4 -0.1 pp -0.0 pp -0.0 pp +1.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.6 2.3% 4 +0.0 pp -1.9 pp +0.3 pp +2.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.5 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 4.2 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 4.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 3.8 0.7% 4 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 5 -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 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 3.6 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 3.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 3.2 0.6% 4 -0.0 pp -0.0 pp +0.4 pp +0.6 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 3.2 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 3.2 1.0% 6 +0.1 pp -0.1 pp -0.9 pp -0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.2 0.6% 4 -0.4 pp -0.5 pp -0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 3.2 2.0% 4 -0.2 pp +0.1 pp +0.2 pp +2.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 3.0 1.6% 4 +0.3 pp +0.4 pp +0.5 pp +1.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.9 1.3% 4 +0.2 pp +0.2 pp +0.4 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 2.9 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -0.8 pp -0.7 pp -0.8 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -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% 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
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -3.4 pp -2.9 pp -3.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 +0.0 pp -3.7 pp -3.9 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -2.0 pp -2.2 pp -2.5 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 +0.0 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 0.0 0.0% 0 -4.7 pp -5.1 pp -5.2 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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 +0.0 pp -0.3 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆Western Asset Management Company, LLC CIK 0001138897 0.000 10 0.0 0.0% 0 +0.0 pp +0.0 pp -9.3 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +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% 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 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 (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