Signals

← Signals

☆CUSIP:438516106

145 in-universe funds with a nonzero position in CUSIP:438516106 within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#2848
Score / z0.000 / -0.03
Consensus43.61 over 94 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 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 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 4.5% 2 +0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 1.5% 2 -0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Altrafin AG CIK 0002110313 0.476 44 0.0 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 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 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 CUSIP:438516106). Qtrs Held counts distinct quarters this fund has actually held CUSIP:438516106 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:438516106 position size. Δ columns are the percentage-point change in CUSIP:438516106's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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