Signals

← Signals

☆USHY

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

Flow ranking

Rank#23160
Score / z-1.073 / -0.99
Consensus236.69 over 442 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,474.9 1.7% 4 -0.3 pp +0.1 pp +1.0 pp +1.7 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2,264.1 13.3% 4 -5.5 pp -4.7 pp -3.8 pp +13.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,700.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,241.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 929.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 844.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 833.7 4.9% 4 +1.6 pp +1.8 pp +1.8 pp +4.9 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 784.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 770.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 716.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 527.5 11.0% 4 +1.1 pp +2.3 pp +5.7 pp +11.0 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 463.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 370.5 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 296.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 208.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 198.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NEPC LLC CIK 0001424799 0.960 53 192.7 3.8% 4 +0.5 pp +1.3 pp +1.4 pp +3.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 192.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 179.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polianta Ltd CIK 0001695214 0.724 86 178.1 23.6% 1 +23.6 pp +23.6 pp +23.6 pp +23.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 170.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 158.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 143.3 7.4% 3 +0.0 pp +0.3 pp +7.4 pp +7.4 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 138.0 2.3% 2 +1.9 pp +2.3 pp +2.3 pp +2.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 113.8 3.3% 4 +0.3 pp +0.4 pp +0.5 pp +3.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 112.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 96.2 2.6% 4 -0.0 pp +0.1 pp +0.3 pp +2.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 87.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 84.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 79.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 74.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 72.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 67.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 66.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 64.2 7.7% 4 +2.6 pp +6.5 pp +6.4 pp +7.7 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 64.0 3.7% 4 +0.0 pp -0.4 pp -0.6 pp +3.7 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 57.1 11.2% 4 +1.1 pp +1.4 pp +0.5 pp +11.2 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 54.7 4.4% 2 +2.0 pp +4.4 pp +4.4 pp +4.4 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 52.6 3.8% 4 -0.1 pp -1.8 pp -2.4 pp +3.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 51.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 49.9 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 48.5 2.2% 4 +2.1 pp +2.1 pp -0.3 pp +2.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 46.3 3.9% 4 -0.4 pp +0.1 pp +0.1 pp +3.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 46.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 45.6 0.7% 4 -0.1 pp -0.1 pp +0.3 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 43.7 0.1% 5 -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 43.1 0.5% 4 -0.1 pp -0.7 pp -3.0 pp +0.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 43.1 1.4% 4 +1.1 pp +1.2 pp +1.2 pp +1.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 40.0 16.9% 4 +3.7 pp +9.1 pp -3.9 pp +16.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 39.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 38.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 38.2 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 37.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 37.1 0.0% 5 -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 37.0 0.0% 4 +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 36.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 35.9 11.4% 4 -2.1 pp -2.2 pp -2.3 pp +11.4 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 35.1 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 30.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 29.5 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 29.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 28.8 0.4% 4 -2.8 pp +0.1 pp +0.1 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.7 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 25.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 24.3 20.2% 4 -0.5 pp -0.7 pp -1.6 pp +20.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 24.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 23.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.2 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 22.5 0.5% 4 -0.2 pp -0.2 pp -0.0 pp +0.5 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 22.0 9.3% 4 +5.8 pp +6.5 pp +6.5 pp +9.3 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.879 14 21.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 18.9 3.8% 4 +0.0 pp -0.1 pp -0.2 pp +3.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 18.2 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 17.9 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 17.7 0.2% 4 +0.1 pp +0.1 pp -0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.5 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 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 15.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 14.6 3.4% 4 +0.1 pp +0.1 pp +0.1 pp +3.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 13.7 3.7% 4 -0.4 pp -0.0 pp -0.2 pp +3.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 12.8 6.0% 2 -1.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 12.8 1.4% 4 +0.1 pp +0.0 pp +0.1 pp +1.4 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 12.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 12.2 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 11.8 6.8% 2 -0.0 pp +6.8 pp +6.8 pp +6.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 11.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 11.4 1.0% 4 +0.2 pp -0.1 pp -0.2 pp +1.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 10.9 3.2% 4 +0.1 pp +0.1 pp -0.0 pp +3.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 10.0 0.5% 4 +0.3 pp +0.3 pp -0.3 pp +0.5 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 9.7 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 9.7 1.9% 4 +0.4 pp +0.5 pp +0.4 pp +1.9 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 9.6 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 8.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 8.7 1.0% 2 -0.1 pp +1.0 pp -0.2 pp +1.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 8.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 8.5 0.5% 4 -0.4 pp -0.3 pp -0.3 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 7.4 0.3% 4 -0.1 pp -0.5 pp -0.5 pp +0.3 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 6.8 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 6.5 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.5 0.0% 4 -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 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 6.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 6.3 0.8% 4 -0.1 pp -0.5 pp +0.0 pp +0.8 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 6.2 2.7% 4 -1.3 pp -1.4 pp -1.9 pp +2.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 5.9 6.5% 4 -13.2 pp -48.6 pp +3.9 pp +6.5 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 5.7 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.4 3.0% 4 -1.7 pp -1.9 pp -1.9 pp +3.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.4 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 5.3 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
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☆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
☆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
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 0.0 0.0% 0 -31.1 pp -34.0 pp -33.6 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 +0.0 pp -15.1 pp -5.4 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +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% 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
☆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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 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 (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