Signals

HALO

834 in-universe funds with a nonzero position in HALO within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-16 Insider Posard Matthew L. disposed via sale ($329,009)
2026-09-16 Insider Posard Matthew L. disposed via sale ($320,484)
2026-09-16 Insider Posard Matthew L. disposed via sale ($961,124)
2026-09-16 Insider Posard Matthew L. disposed via sale ($435,964)

Flow ranking

Rank#1499
Score / z0.000 / 0.01
Consensus233.07 over 427 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.004
F-score5
M-score-1.97
Net issuance-34.3%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Posard Matthew L. 10b5-1 S $329,009
2026-09-16 Posard Matthew L. 10b5-1 S $320,484
2026-09-16 Posard Matthew L. 10b5-1 S $961,124
2026-09-16 Posard Matthew L. 10b5-1 S $435,964

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,038.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 418.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 414.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 405.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 248.7 0.0% 5 -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 221.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 216.8 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 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 214.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 197.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 196.5 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 187.5 3.2% 5 +0.3 pp +0.2 pp -0.6 pp -0.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 163.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 157.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 151.7 0.6% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 141.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 133.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 129.4 0.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 116.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 116.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 116.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 110.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 109.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 109.0 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 108.8 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 103.5 0.0% 5 +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 99.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 97.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 96.2 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 92.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 87.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 86.0 0.5% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 85.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 84.8 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 83.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 78.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 75.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 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 73.8 0.0% 5 -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 62.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 61.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 59.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 57.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 54.4 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 43.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 42.7 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 41.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 40.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 37.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 36.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 35.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 33.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 32.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 31.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 31.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 30.8 0.6% 5 -1.8 pp -1.3 pp +0.0 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.4 0.0% 6 +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 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 27.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 26.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 26.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 25.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 25.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 25.1 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 24.9 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 23.9 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 22.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 21.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
South Street Advisors LLC CIK 0001399706 0.498 84 18.7 2.4% 5 +0.2 pp +0.2 pp +0.0 pp +0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 18.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 16.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 14.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 14.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 13.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 12.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 12.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 11.4 2.4% 5 +1.0 pp +1.5 pp +1.4 pp +1.5 pp
Future Fund LLC CIK 0001911970 0.079 118 11.1 3.2% 5 +1.0 pp +1.4 pp +1.6 pp +1.9 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 10.3 0.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 10.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 9.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 9.1 3.9% 5 -1.4 pp -0.8 pp -0.2 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 8.5 1.8% 5 +0.1 pp -0.8 pp -0.9 pp -0.7 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 7.7 0.0% 5 -0.5 pp -0.8 pp -0.5 pp -0.3 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 7.6 0.3% 5 -0.7 pp -0.6 pp -0.9 pp -0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 7.4 5.0% 5 +0.6 pp +0.7 pp +0.3 pp +1.3 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 6.9 0.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
2Xideas AG CIK 0001843587 0.401 48 6.9 3.0% 5 +0.6 pp +1.0 pp +0.5 pp +1.3 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 6.6 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 6.0 2.4% 5 +0.3 pp +0.2 pp -0.0 pp +0.5 pp
SEB Asset Management AB CIK 0002127509 0.832 700 5.9 0.0% 1 +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 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 5.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 5.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 5.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
FMR LLC CIK 0000315066 0.989 5571 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 4.7 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 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 +0.0 pp -0.0 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.4 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 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
Catalio Capital Management, LP CIK 0001958125 0.061 39 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 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
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 HALO). Qtrs Held counts distinct quarters this fund has actually held HALO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HALO position size. Δ columns are the percentage-point change in HALO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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