Signals

FHI

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

Flow ranking

Rank#490
Score / z0.404 / 0.35
Consensus154.79 over 253 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-21% / 3.2d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-04-30 8-K 2.02, 9.01
2026-04-09 8-K 8.01, 9.01
2026-01-30 8-K 8.01, 9.01
2026-01-29 8-K 2.02, 9.01
2025-12-02 8-K 5.02, 9.01
2025-10-30 8-K 2.02, 9.01
2025-10-23 8-K 1.01, 7.01, 9.01
2025-07-31 8-K 2.02, 9.01
2025-04-24 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 336.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 260.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 154.7 17.1% 4 +1.4 pp +0.7 pp +16.5 pp +17.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 150.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 146.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 142.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 127.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 126.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 102.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 92.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 84.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 73.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 46.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 43.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 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 42.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 37.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 35.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 33.3 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 29.1 0.9% 4 -0.1 pp -0.1 pp -0.3 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 28.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 25.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.2 0.0% 4 -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 24.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 23.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 21.9 2.5% 4 -0.3 pp -0.5 pp -0.3 pp +2.5 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 17.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 15.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 13.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 8.9 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Factorial Partners, LLC CIK 0001732687 0.000 1 8.7 6.3% 4 +1.0 pp +0.6 pp +1.2 pp +6.3 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 8.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 8.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 7.2 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 6.6 4.1% 4 -0.2 pp -0.3 pp -1.6 pp +4.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kendall Capital Management CIK 0001731372 0.288 236 5.5 1.1% 4 +0.2 pp +0.2 pp +0.3 pp +1.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.2 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 5.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 4.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 4.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 4.7 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 4.1 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 3.8 1.4% 4 +0.0 pp -0.0 pp +0.1 pp +1.4 pp
Interval Partners, LP CIK 0001590228 0.034 216 3.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.8 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 2.8 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 2.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 2.1 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.1 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 2.1 0.4% 4 -0.3 pp -0.3 pp -1.1 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Vest Financial, LLC CIK 0001709632 0.555 420 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 1.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 1.5 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.4 0.0% 6 +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 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.0% 0 +0.0 pp -0.9 pp -0.5 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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
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 FHI). Qtrs Held counts distinct quarters this fund has actually held FHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FHI position size. Δ columns are the percentage-point change in FHI'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