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☆UYLD

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

Flow ranking

Rank#22812
Score / z0.000 / -0.00
Consensus31.16 over 57 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 500.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 72.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 57.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 33.2 7.2% 2 -0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.5 0.0% 3 +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 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 16.0 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 14.3 2.6% 2 +1.2 pp +2.6 pp +2.6 pp +2.6 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 11.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 11.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 11.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 9.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 8.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 7.4 2.8% 2 +1.7 pp +2.8 pp +2.8 pp +2.8 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 7.4 4.2% 2 +1.7 pp +4.2 pp +4.2 pp +4.2 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 5.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 5.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 5.5 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 5.3 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 2.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 2.5 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.5 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.9 0.2% 2 -3.9 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.2 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +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 0.1 0.0% 4 -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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 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 UYLD). Qtrs Held counts distinct quarters this fund has actually held UYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UYLD position size. Δ columns are the percentage-point change in UYLD'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