Signals

← Signals

☆USHY

649 in-universe funds with a nonzero position in USHY within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#60
Score / z2.498 / 3.74
Consensus229.30 over 428 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2,447.5 18.0% 2 +1.0 pp +18.0 pp +18.0 pp +18.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2,330.5 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,578.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,494.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,299.1 0.2% 2 -0.0 pp +0.2 pp +0.2 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 1,188.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 642.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 635.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 544.4 43.0% 2 -0.8 pp +43.0 pp +43.0 pp +43.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 544.0 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 484.3 8.6% 2 +3.4 pp +8.6 pp +8.6 pp +8.6 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 480.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 353.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 291.5 12.0% 2 -3.2 pp +12.0 pp +12.0 pp +12.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 288.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 285.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 238.0 34.0% 2 +0.4 pp +34.0 pp +34.0 pp +34.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 216.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 192.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 189.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 173.0 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 157.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 156.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 118.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 108.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 97.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 96.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 96.0 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 86.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 84.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 83.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 79.6 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 74.8 5.6% 2 -0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 70.1 55.1% 2 +52.5 pp +55.1 pp +55.1 pp +55.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 67.5 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 59.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 59.5 9.8% 2 -0.9 pp +9.8 pp +9.8 pp +9.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 52.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 51.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 49.2 1.1% 2 -2.3 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 48.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 46.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 45.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 45.3 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆BARINGS LLC CIK 0000009015 0.845 191 44.7 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 42.1 13.6% 2 -0.2 pp +13.6 pp +13.6 pp +13.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 37.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 37.5 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 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.9 0.0% 2 -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 34.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 34.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 34.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 34.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 33.2 15.1% 2 +9.7 pp +15.1 pp +15.1 pp +15.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 31.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 30.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 28.1 5.4% 4 -0.1 pp -0.5 pp -0.1 pp +5.4 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 28.0 35.9% 2 -0.5 pp +35.9 pp +35.9 pp +35.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 25.0 20.9% 2 -0.9 pp +20.9 pp +20.9 pp +20.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 24.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 22.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 22.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 21.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 20.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 20.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 19.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 17.6 7.8% 2 -13.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 17.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 17.1 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 16.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 16.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 15.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 14.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 13.4 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 13.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 12.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 12.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 11.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 10.5 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 10.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 9.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 9.3 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 9.2 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 8.9 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 8.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 7.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 6.8 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 6.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 6.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 6.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 6.0 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.8 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 5.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Monument Capital Management CIK 0001729428 0.068 262 4.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆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
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp +0.0 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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 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
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -0.0 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
☆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
☆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
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 USHY). Qtrs Held counts distinct quarters this fund has actually held USHY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USHY position size. Δ columns are the percentage-point change in USHY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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