Signals

H

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

Flow ranking

Rank#22263
Score / z-0.009 / -0.03
Consensus181.55 over 298 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio0.004
F-score
M-score
Net issuance-54.2%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Travis Tracey Thomas A
2026-09-15 O'NEILL HEIDI A

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)
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
BAMCO INC /NY/ CIK 0001017918 0.724 345 911.9 2.8% 4 +0.1 pp +0.5 pp +0.5 pp +2.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 678.9 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 630.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 575.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 410.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 201.2 0.0% 4 -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 194.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 192.1 3.3% 3 +0.1 pp +2.9 pp +3.3 pp +3.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 124.6 0.2% 4 +0.1 pp -0.2 pp -0.1 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 113.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 109.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 103.7 0.1% 4 +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 102.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 100.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 85.3 0.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 75.5 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 67.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 65.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 64.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 54.3 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 54.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 48.7 1.4% 4 -0.0 pp -0.1 pp -0.3 pp +1.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 47.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 46.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 42.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 36.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Benchstone Capital Management LP CIK 0002016777 0.022 36 35.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 34.9 3.5% 1 +3.5 pp -2.4 pp -3.7 pp +3.5 pp
Long Pond Capital, LP CIK 0001499066 0.162 30 32.2 3.3% 4 -0.5 pp +0.0 pp -5.2 pp +3.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 27.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 22.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 18.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 17.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 17.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 16.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 15.2 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 12.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Archon Partners LLC CIK 0001454424 0.629 37 11.8 1.4% 4 +0.0 pp +0.2 pp +0.1 pp +1.4 pp
FMR LLC CIK 0000315066 0.989 5571 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 11.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 10.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tao Capital Management LP CIK 0001802967 0.000 6 10.1 8.5% 4 -1.2 pp +1.0 pp +1.3 pp +8.5 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conversant Capital LLC CIK 0001850901 0.686 17 8.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 8.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.5 0.2% 4 +0.2 pp -0.1 pp -0.2 pp +0.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 5.5 0.7% 4 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 5.4 0.0% 4 -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 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 5.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 4.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 4.8 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 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covea Finance CIK 0001636948 0.445 153 4.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Orvieto Partners, L.P. CIK 0002052484 0.193 42 4.3 3.7% 4 +1.7 pp -0.5 pp +1.2 pp +3.7 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
III Capital Management CIK 0001783139 0.455 48 3.8 1.5% 3 +0.3 pp +0.3 pp +1.5 pp +1.5 pp
AVIVA PLC CIK 0001140022 0.925 854 3.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 2.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 2.5 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 2.2 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Thistle LLC CIK 0001755987 0.000 466 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 1.9 0.0% 3 +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 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Spruce Capital, LLC CIK 0001795356 0.206 94 1.9 0.8% 4 -0.1 pp +0.1 pp +0.1 pp +0.8 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.352 22 0.0 0.0% 0 +0.0 pp -5.9 pp -4.5 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Candlestick Capital Management LP CIK 0001789779 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 -1.6 pp +0.0 pp -2.1 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 -0.9 pp -1.5 pp -1.5 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDMARK INVESTMENT PARTNERS, L.P. CIK 0002023551 0.025 21 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp +0.0 pp
Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 0.0 0.0% 0 -1.0 pp -0.9 pp -1.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.7 pp
Night Squared LP CIK 0002058786 0.000 69 0.0 0.0% 0 -2.2 pp +0.0 pp -0.6 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.0 0.0% 0 -1.8 pp -0.4 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Luxor Capital Group, LP CIK 0001316580 0.115 42 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bain Capital Public Equity, LP CIK 0001962552 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lingotto Investment Management LLP CIK 0001732768 0.824 31 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
2Xideas AG CIK 0001843587 0.401 48 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 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
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.4 pp -0.6 pp -0.4 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 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
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -1.4 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 H). Qtrs Held counts distinct quarters this fund has actually held H (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its H position size. Δ columns are the percentage-point change in H'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