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☆CUSIP:438516106

3186 in-universe funds with a nonzero position in CUSIP:438516106 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22159

Score / z-0.002 / -0.02

Consensus844.67 over 1720 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.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆Register Financial Advisors LLC CIK 0001962636	0.168	426	1.5%	4	+0.1 pp	+1.2 pp	+1.1 pp	+1.5 pp
☆SRN Advisors, LLC CIK 0001872370	0.066	98	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	+0.0 pp
☆Werlinich Asset Management, LLC CIK 0002000493	0.333	58	1.5%	4	+0.2 pp	+0.1 pp	-0.2 pp	+1.5 pp
☆Traveka Wealth, LLC CIK 0002009176	0.376	199	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆NORDEN GROUP LLC CIK 0001990699	0.246	701	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆EFG International AG CIK 0002109868	0.615	1088	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Colonial Trust Co / SC CIK 0001954093	0.347	1135	0.1%	4	+0.0 pp	-0.0 pp	+0.0 pp	+0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918	0.672	289	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆E Fund Management Co., Ltd. CIK 0001842296	0.366	488	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	+0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825	0.726	5946	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432	0.000	4	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050	0.302	134	0.2%	1	+0.2 pp	+0.2 pp	-0.0 pp	+0.2 pp
☆Arista Wealth Management, LLC CIK 0001964758	0.708	266	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
☆apricus wealth, LLC CIK 0001913842	0.132	129	0.4%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.4 pp
☆Torren Management, LLC CIK 0002096203	0.627	948	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SEARLE & CO. CIK 0000710127	0.281	194	1.6%	4	+0.2 pp	+0.4 pp	+0.1 pp	+1.6 pp
☆Northeast Financial Consultants Inc CIK 0001599863	0.818	299	0.0%	0	+0.0 pp	+0.0 pp	-0.2 pp	+0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387	0.594	1577	0.2%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.2 pp
☆CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947	0.946	235	0.1%	4	-0.0 pp	-0.1 pp	-0.1 pp	+0.1 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443	0.204	930	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	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Nemes Rush Group LLC CIK 0001982273	0.516	945	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076	0.917	2136	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627	0.821	297	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759	0.475	410	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆Advisory Resource Group CIK 0001764968	0.307	183	1.2%	2	+0.3 pp	+1.2 pp	+1.2 pp	+1.2 pp
☆Ignite Planners, LLC CIK 0001849348	0.326	422	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆DORVAL Corp CIK 0001999144	0.667	49	0.2%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.2 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615	0.520	493	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Next Capital Management LLC CIK 0001752762	0.504	138	0.2%	4	+0.1 pp	+0.0 pp	+0.1 pp	+0.2 pp
☆Numerai GP LLC CIK 0001668527	0.018	710	0.0%	0	-0.6 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068	0.412	65	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆PFS Partners, LLC CIK 0002002654	0.478	599	0.8%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.8 pp
☆Hickory Point Bank & Trust CIK 0002039144	0.327	442	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502	0.137	161	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆EASTERN BANK CIK 0001126395	0.668	1038	0.1%	4	+0.0 pp	-0.0 pp	-0.2 pp	+0.1 pp
☆Pegasus Asset Management, Inc. CIK 0001729049	0.456	75	0.3%	4	+0.0 pp	-0.2 pp	-0.2 pp	+0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816	0.822	2655	0.2%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646	0.331	214	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆Voleon Capital Management LP CIK 0001479847	0.337	761	0.0%	4	-0.5 pp	-0.2 pp	-0.3 pp	+0.0 pp
☆Woodline Partners LP CIK 0001784547	0.424	1011	0.0%	4	-0.0 pp	-0.0 pp	-0.3 pp	+0.0 pp
☆Covenant Asset Management, LLC CIK 0001697717	0.396	145	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051	0.763	112	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584	0.131	563	2.4%	4	-0.1 pp	+0.2 pp	+2.2 pp	+2.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611	0.592	142	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Beacon Bank & Trust CIK 0001831984	0.535	160	0.3%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.3 pp
☆Boltwood Capital Management CIK 0001563690	0.369	192	0.1%	4	+0.0 pp	-0.1 pp	-0.1 pp	+0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023	0.623	461	0.7%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.7 pp
☆CapWealth Advisors, LLC CIK 0001531809	0.480	118	1.2%	4	+0.3 pp	-0.0 pp	-0.3 pp	+1.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363	0.332	632	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Good Life Advisors, LLC CIK 0001696260	0.528	500	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆TI-TRUST, INC CIK 0001802284	0.225	132	1.0%	4	+0.1 pp	+0.0 pp	-0.2 pp	+1.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358	0.440	548	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292	0.718	81	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆Caldwell Trust Co CIK 0002080218	0.488	811	0.5%	6	+0.1 pp	-0.0 pp	-0.1 pp	-0.1 pp
☆Intellectus Partners, LLC CIK 0001677253	0.268	316	0.3%	4	-0.2 pp	-0.1 pp	-0.0 pp	+0.3 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668	0.267	209	0.8%	4	+0.1 pp	+0.0 pp	-0.2 pp	+0.8 pp
☆Community Financial Services Group, LLC CIK 0001537319	0.285	532	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283	0.265	308	0.4%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.4 pp
☆Sandhill Capital Partners LLC CIK 0001556245	0.418	98	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865	0.643	1690	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822	0.639	567	0.4%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.4 pp
☆AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908	0.117	28	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆NovaPoint Capital, LLC CIK 0001815025	0.222	161	1.4%	4	+0.3 pp	+0.3 pp	+0.0 pp	+1.4 pp
☆Harvest Investment Services, LLC CIK 0001591097	0.110	383	0.0%	0	+0.0 pp	-0.0 pp	-0.1 pp	+0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889	0.704	156	1.1%	4	+0.2 pp	+0.1 pp	-0.1 pp	+1.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645	0.108	945	0.4%	3	-0.4 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Talbot Financial, LLC CIK 0001966180	0.685	71	1.8%	4	+0.3 pp	+0.2 pp	-0.1 pp	+1.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396	0.520	555	0.1%	4	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Palouse Capital Management, Inc. CIK 0001056516	0.080	124	1.4%	2	+0.2 pp	+1.4 pp	+1.4 pp	+1.4 pp
☆CORNERCAP INVESTMENT COUNSEL INC CIK 0001062938	0.134	151	0.0%	0	-1.0 pp	-1.1 pp	-0.4 pp	+0.0 pp
☆Thoma Capital Management LLC CIK 0002060298	0.724	53	0.5%	5	+0.1 pp	+0.1 pp	+0.0 pp	+0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813	0.006	213	0.0%	0	+0.0 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆Callan Family Office, LLC CIK 0001938970	0.625	1226	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆Defiance ETFs, LLC CIK 0001732541	0.057	384	0.7%	1	+0.7 pp	+0.7 pp	+0.7 pp	+0.7 pp
☆HighTower Advisors, LLC CIK 0001462245	0.000	1	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆Members Trust Co CIK 0001677560	0.939	170	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793	0.402	589	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403	0.378	383	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Kenora Financial, LLC CIK 0001990080	0.370	133	0.8%	4	+0.1 pp	+0.1 pp	-0.0 pp	+0.8 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644	0.562	505	0.2%	5	+0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336	0.987	1247	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759	0.396	346	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604	0.412	2359	0.1%	4	-0.0 pp	-0.1 pp	-0.1 pp	+0.1 pp
☆Highlander Partners, L.P. CIK 0001903866	0.582	44	0.0%	0	-3.2 pp	-3.3 pp	-4.1 pp	+0.0 pp
☆VestGen Investment Management CIK 0001511739	0.060	218	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Osprey Private Wealth LLC CIK 0002041805	0.410	88	0.6%	2	+0.3 pp	+0.6 pp	+0.6 pp	+0.6 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961	0.501	173	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆W1M Investment Management Ltd CIK 0001344114	0.000	0	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222	0.484	140	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157	0.874	2527	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
☆SFMG, LLC CIK 0001512026	0.796	334	0.5%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.5 pp
☆ANCHYRA PARTNERS LLC CIK 0002107106	0.266	350	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765	0.612	514	1.8%	4	+0.5 pp	+0.2 pp	-0.1 pp	+1.8 pp
☆Exchange Capital Management, Inc. CIK 0001317733	0.371	206	0.0%	0	+0.0 pp	+0.0 pp	-0.9 pp	+0.0 pp
☆SIG BROKERAGE, LP CIK 1094429	0.013	305	0.0%	0	+0.0 pp	-0.9 pp	+0.0 pp	+0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476	0.214	389	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929	0.598	495	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Greenland Capital Management LP CIK 0001896430	0.029	237	0.0%	0	+0.0 pp	-0.1 pp	-0.1 pp	+0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171	0.398	514	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
☆Renasant Bank CIK 0001656167	0.136	141	0.7%	4	+0.1 pp	+0.1 pp	+0.5 pp	+0.7 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478	0.000	4076	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆KRS Capital Management, LLC CIK 0001910876	0.366	124	0.8%	4	+0.1 pp	-0.1 pp	-0.4 pp	+0.8 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456	0.411	132	0.7%	4	+0.1 pp	+0.1 pp	-0.1 pp	+0.7 pp
☆Central Pacific Bank - Trust Division CIK 0002020066	0.241	889	0.2%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.2 pp
☆TopTier Wealth Management, LLC CIK 0002109367	0.278	133	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467	0.316	193	0.3%	4	+0.1 pp	+0.1 pp	+0.1 pp	+0.3 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935	0.455	128	1.2%	4	+0.2 pp	+0.0 pp	-0.2 pp	+1.2 pp
☆RFG Advisory, LLC CIK 0001633387	0.783	1103	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733	0.677	222	0.0%	0	+0.0 pp	-0.3 pp	-0.3 pp	+0.0 pp
☆Cladis Investment Advisory, LLC CIK 0001911520	0.181	173	0.4%	4	+0.1 pp	-0.1 pp	-0.3 pp	+0.4 pp
☆National Pension Service CIK 0001608046	0.956	552	0.3%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.3 pp
☆Arax Advisory Partners CIK 0001586767	0.170	5155	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546	0.283	170	0.5%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.5 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186	0.825	1334	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Essential Partners LLC CIK 0002136442	0.019	2853	0.1%	3	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270	0.199	365	0.0%	4	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Wedbush Fund Advisers, LLC CIK 2070852	0.562	103	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715	0.514	935	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆2UniFi Bank CIK 0002040900	0.000	0	0.5%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.5 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933	0.410	245	0.4%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.4 pp
☆SageGuard Financial Group, LLC CIK 0001861378	0.268	211	0.3%	1	+0.3 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Fragasso Financial Advisors Inc CIK 0001613331	0.862	360	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433	0.167	87	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782	0.650	290	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Sageworth Trust Co CIK 0001482688	0.943	127	0.0%	1	+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	-0.2 pp	-0.2 pp	-0.3 pp	+0.0 pp
☆GWN SECURITIES INC. CIK 0001265905	0.178	486	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Themes Management Co LLC CIK 0002107564	0.055	120	3.4%	1	+3.4 pp	+3.4 pp	+3.4 pp	+3.4 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649	0.890	880	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆Fiduciary Group, LLC CIK 0001645890	0.530	305	0.6%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.6 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341	0.549	89	0.1%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897	0.635	1040	0.2%	4	+0.1 pp	+0.0 pp	+0.0 pp	+0.2 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589	0.304	543	0.0%	0	+0.0 pp	-0.1 pp	-0.1 pp	+0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574	0.485	103	0.2%	4	+0.0 pp	+0.0 pp	-0.1 pp	+0.2 pp
☆West Financial Advisors, LLC CIK 0001843684	0.831	224	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927	0.988	39	0.0%	0	-0.1 pp	-0.1 pp	-0.1 pp	+0.0 pp
☆DOHENY ASSET MANAGEMENT /CA CIK 0000936936	0.350	61	0.3%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.3 pp
☆CREDIT AGRICOLE S A CIK 0001191672	0.867	1114	0.2%	3	+0.1 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903	0.436	496	0.2%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.2 pp
☆Center for Financial Planning, Inc. CIK 0001803557	0.897	666	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
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☆Ariston Services Group CIK 0001743859	0.678	70	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆Tevis Investment Management CIK 0001940416	0.217	104	1.6%	4	+0.6 pp	+0.6 pp	+0.5 pp	+1.6 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160	0.230	254	1.1%	3	+0.9 pp	+0.8 pp	+1.1 pp	+1.1 pp
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☆MACKENZIE FINANCIAL CORP CIK 0000919859	0.842	1534	0.2%	5	+0.2 pp	+0.2 pp	+0.1 pp	+0.1 pp
☆Quintet Private Bank (Europe) S.A. CIK 0001977290	0.764	196	0.5%	4	+0.1 pp	+0.2 pp	+0.2 pp	+0.5 pp
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☆CreativeOne Wealth, LLC CIK 0001739728	0.470	1189	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
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☆Aberdeen Group plc CIK 0001716774	0.934	934	0.3%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432	0.493	322	0.0%	0	-0.2 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779	0.940	15	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
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☆Ironwood Financial, llc CIK 0001630360	0.525	179	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆Olstein Capital Management, L.P. CIK 0000947996	0.000	0	1.3%	4	+0.2 pp	+0.4 pp	+0.3 pp	+1.3 pp
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☆Sonora Investment Management Group, LLC CIK 0001907552	0.533	301	0.0%	0	+0.0 pp	-0.4 pp	-0.6 pp	+0.0 pp
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☆AMG National Trust Bank CIK 0001388829	0.744	439	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
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☆BURNEY CO/ CIK 0000940445	0.713	605	0.0%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
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☆JMAC ENTERPRISES LLC CIK 0001907294	0.497	122	0.2%	4	+0.1 pp	-0.0 pp	+0.0 pp	+0.2 pp
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☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944	0.331	828	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
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☆KKM Financial LLC CIK 0002001943	0.086	169	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
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☆Greykasell Wealth Strategies, Inc. CIK 0002041220	0.272	483	0.2%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828	0.643	374	1.2%	4	+0.2 pp	+0.2 pp	-0.0 pp	+1.2 pp
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☆Louisiana State Employees Retirement System CIK 0001537191	0.641	1523	0.3%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.3 pp
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☆Curated Wealth Partners LLC CIK 0001781284	0.789	241	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆LMR Partners LLP CIK 0001578621	0.225	1167	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Shay Capital LLC CIK 0001723643	0.044	394	0.2%	4	-0.1 pp	-0.1 pp	-0.1 pp	+0.2 pp
☆Engineers Gate Manager LP CIK 0001620220	0.031	2192	0.0%	0	-0.0 pp	-0.3 pp	-0.3 pp	+0.0 pp
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☆Meadow Creek Wealth Advisors LLC CIK 0001801107	0.256	139	0.4%	4	+0.1 pp	+0.0 pp	-0.1 pp	+0.4 pp
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☆MYDA Advisors LLC CIK 0001589689	0.023	143	0.0%	0	+0.0 pp	-4.7 pp	+0.0 pp	+0.0 pp
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☆CULLINAN ASSOCIATES INC CIK 0001161670	0.511	204	0.2%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.2 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223	0.818	967	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822	0.371	284	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	+0.0 pp
☆Sterling Capital Management LLC CIK 0001329883	0.433	3289	0.9%	4	+0.2 pp	-0.1 pp	+0.8 pp	+0.9 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150	0.402	252	0.0%	0	-0.4 pp	-0.2 pp	+0.0 pp	+0.0 pp
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☆TD ASSET MANAGEMENT INC CIK 0001056053	0.915	1216	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
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☆Laurel Wealth Advisors LLC CIK 0001757128	0.723	200	0.3%	3	-0.1 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046	0.960	3659	0.1%	6	-0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
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☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862	0.853	296	0.0%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615	0.813	229	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831	0.459	211	0.2%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.2 pp
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☆Boston Partners CIK 0001386060	0.833	802	0.8%	4	+0.1 pp	-0.0 pp	-0.0 pp	+0.8 pp
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☆BURLING WEALTH PARTNERS, LLC CIK 0002054946	0.383	180	1.2%	4	+0.2 pp	+0.0 pp	-0.1 pp	+1.2 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260	0.310	189	0.3%	4	+0.1 pp	+0.0 pp	-0.0 pp	+0.3 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528	0.471	139	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804	0.810	89	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414	0.520	224	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆IMS Capital Management CIK 0001343916	0.313	147	0.0%	0	+0.0 pp	-0.1 pp	-0.2 pp	+0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961	0.653	550	0.6%	4	+0.1 pp	-0.0 pp	-0.2 pp	+0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811	0.085	408	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663	0.506	1586	0.1%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051	0.882	614	0.7%	4	+0.1 pp	-0.1 pp	-0.4 pp	+0.7 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 (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