Signals

← Signals

☆USHY

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

Flow ranking

Rank#23311
Score / z-0.057 / -0.09
Consensus194.27 over 370 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 2,824.2 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,724.5 0.0% 1 +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 1,492.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,314.5 0.2% 1 +0.2 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 1,101.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 948.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 834.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 618.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 616.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 540.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 494.7 43.8% 1 +43.8 pp +43.8 pp +43.8 pp +43.8 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 471.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 428.1 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 332.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 330.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 262.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 230.6 33.6% 1 +33.6 pp +33.6 pp +33.6 pp +33.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 205.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 166.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 164.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 158.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 134.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 131.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Point Capital L.P. CIK 0001332784 0.853 14 110.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 109.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 100.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 96.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 85.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 82.0 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 79.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 75.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 66.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 64.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 59.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 50.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 50.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 47.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 46.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 45.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 44.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 39.8 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 39.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 38.0 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 37.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 37.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 37.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 32.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 32.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 31.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 31.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 30.2 36.4% 1 +36.4 pp +36.4 pp +36.4 pp +36.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 27.2 5.6% 3 -0.4 pp +0.0 pp +5.6 pp +5.6 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 23.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 23.0 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 22.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 21.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 19.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 18.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 16.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 15.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 15.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.6 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 14.5 0.0% 1 +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 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 12.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 12.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 12.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 12.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 11.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 11.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 11.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 10.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 9.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 8.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Grove Bank & Trust CIK 0001662212 0.546 886 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 6.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 6.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Monument Capital Management CIK 0001729428 0.068 262 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 1 +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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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 -0.1 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.2 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 (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