Signals

← Signals

☆USHY

866 in-universe funds with a nonzero position in USHY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#181
Score / z1.276 / 1.52
Consensus263.16 over 481 funds
Momentum-0.26 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest-9% / 3.0d

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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,785.5 1.5% 5 -0.2 pp -0.5 pp -0.1 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,652.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2,399.4 13.1% 5 -0.2 pp -5.7 pp -4.9 pp -4.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,557.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,176.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 963.5 0.2% 5 -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 873.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 804.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 758.2 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 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 604.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 530.1 10.0% 5 -0.9 pp +0.2 pp +1.4 pp +4.8 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 488.8 3.1% 5 -1.9 pp -0.3 pp -0.1 pp -0.1 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 420.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 372.3 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 358.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 320.1 3.8% 5 +3.3 pp +0.5 pp +3.5 pp +3.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 269.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 239.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 222.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 204.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 197.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 195.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NEPC LLC CIK 0001424799 0.960 53 193.6 3.6% 5 -0.2 pp +0.3 pp +1.1 pp +1.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 192.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 191.2 27.9% 1 +27.9 pp -3.2 pp -6.1 pp -5.7 pp
☆Polianta Ltd CIK 0001695214 0.724 86 179.0 22.1% 2 -1.5 pp +22.1 pp +22.1 pp +22.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 118.6 3.1% 5 -0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 111.4 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 105.3 1.1% 5 +0.6 pp +0.5 pp -0.1 pp -2.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 101.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 96.2 2.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 93.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 81.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 81.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 79.3 4.3% 4 -3.1 pp -3.1 pp -2.8 pp +4.3 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 77.6 1.0% 3 -1.3 pp +0.6 pp +1.0 pp +1.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 71.4 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 70.6 3.7% 5 -0.0 pp +0.0 pp -0.4 pp -0.7 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 69.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 60.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 59.4 10.7% 5 -0.5 pp +0.6 pp +0.9 pp +0.0 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 55.0 4.8% 3 +0.4 pp +2.4 pp +4.8 pp +4.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 54.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 51.5 7.2% 5 -0.6 pp +2.1 pp +6.0 pp +5.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 51.0 1.4% 5 -0.0 pp +1.1 pp +1.1 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 50.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 50.2 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 50.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 48.1 0.8% 5 +0.3 pp +0.0 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.5 0.1% 6 -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 45.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 43.8 3.4% 5 -0.5 pp -0.9 pp -0.4 pp -0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 43.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 43.7 10.2% 5 -6.7 pp -2.9 pp +2.4 pp -10.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 42.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 41.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 41.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 40.9 0.7% 1 +0.7 pp +0.5 pp -0.1 pp -0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 38.9 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KING STREET CAPITAL MANAGEMENT, L.P. CIK 0001218199 0.090 6 37.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 36.9 10.8% 5 -0.6 pp -2.8 pp -2.8 pp -2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 36.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 34.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 32.8 0.6% 5 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 31.3 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 30.3 5.5% 7 +5.4 pp +0.1 pp +0.1 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 29.6 0.1% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 26.1 2.5% 5 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 25.9 20.0% 5 -0.2 pp -0.7 pp -0.9 pp -1.8 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 25.7 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 25.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 24.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp -0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 24.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 23.3 0.2% 5 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.0 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 22.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 22.5 8.0% 5 -1.3 pp +4.5 pp +5.2 pp +5.1 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.880 14 21.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 21.1 3.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 19.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 18.5 1.6% 5 -2.2 pp -2.3 pp -4.0 pp -4.5 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.190 21 17.7 7.9% 3 +1.8 pp +0.5 pp +7.9 pp +7.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 17.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 16.8 1.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 16.6 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.1 3.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 14.5 5.0% 2 +1.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 14.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Point Capital L.P. CIK 0001332784 0.853 14 14.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp -6.5 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.6 1.9% 5 +0.5 pp +0.6 pp +0.5 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 13.3 0.8% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 12.6 1.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 12.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 12.3 1.4% 3 +0.3 pp +0.2 pp +1.4 pp +0.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 11.8 6.8% 3 +0.0 pp +0.0 pp +6.8 pp +6.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 11.5 0.9% 5 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 11.1 2.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 10.6 0.9% 5 -0.0 pp +0.6 pp +0.6 pp +0.5 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 10.5 1.6% 5 -0.2 pp +0.2 pp +0.3 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 10.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 9.7 0.6% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 9.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 9.6 0.3% 5 +0.1 pp -0.0 pp -0.4 pp -0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 8.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 7.4 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 7.2 0.7% 5 -0.0 pp -0.1 pp -0.5 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.1 0.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 6.9 1.1% 5 +0.2 pp +0.4 pp +0.5 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.6 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 6.1 0.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 5.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.7 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆ASL Financial, LLC CIK 0002105933 0.440 99 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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 -0.2 pp -0.2 pp -0.3 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.1 pp -0.1 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp -35.0 pp -35.9 pp -36.4 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 -0.3 pp -0.4 pp -1.0 pp -0.6 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 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
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -2.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 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
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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 +0.0 pp -0.1 pp +0.0 pp -0.2 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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.1 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -13.5 pp -12.0 pp -15.2 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 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
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 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
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆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
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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