Signals

HALO

671 in-universe funds with a nonzero position in HALO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#16702
Score / z0.000 / -0.01
Consensus187.99 over 343 funds
Momentumnot computed

Price & positioning

226 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 885.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 778.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 344.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 245.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 216.9 0.1% 3 -0.0 pp +0.0 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 184.0 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 178.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 163.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 161.5 3.0% 3 -0.8 pp -0.8 pp +3.0 pp +3.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 141.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 128.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 124.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 123.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 111.0 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 106.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 105.6 0.8% 3 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 98.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 94.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 92.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 92.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 91.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 87.6 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 85.4 1.8% 3 +1.3 pp +1.2 pp +1.8 pp +1.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 83.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 82.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 82.4 1.1% 3 -0.1 pp +0.2 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 81.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 78.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 73.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 70.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 68.1 0.0% 3 +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 64.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 62.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 60.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 59.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 59.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 58.1 0.0% 3 -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 52.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 52.6 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 50.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 49.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 48.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 42.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 42.1 0.9% 3 -0.3 pp +0.1 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 40.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 37.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 37.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 35.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 34.4 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 33.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 33.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 32.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 31.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 31.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 29.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 29.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 29.2 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 27.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 27.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 27.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 25.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 21.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 20.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 20.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.1 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 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 16.3 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
South Street Advisors LLC CIK 0001399706 0.498 84 15.6 2.2% 3 -0.2 pp +0.3 pp +2.2 pp +2.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 14.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 13.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 9.7 2.7% 3 -0.1 pp +0.1 pp +2.7 pp +2.7 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 9.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 8.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Panoramic Capital, LLC CIK 0001950490 0.035 43 8.2 4.7% 3 +0.6 pp +1.1 pp +4.7 pp +4.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 7.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 7.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hodges Capital Management Inc. CIK 0001337263 0.208 223 7.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 7.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 7.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
2Xideas AG CIK 0001843587 0.401 48 7.1 2.0% 3 -0.5 pp +0.3 pp +2.0 pp +2.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 6.3 4.3% 3 -0.4 pp +0.6 pp +4.3 pp +4.3 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.522 235 6.0 0.5% 1 +0.5 pp +0.3 pp +0.5 pp +0.5 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.8 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
Future Fund LLC CIK 0001911970 0.079 118 5.6 1.8% 3 +0.2 pp +0.5 pp +1.8 pp +1.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 5.5 0.0% 3 +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 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 4.6 2.2% 3 -0.2 pp +0.3 pp +2.2 pp +2.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.2 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 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HARVEY CAPITAL MANAGEMENT INC CIK 0001119032 0.491 91 3.8 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 3.8 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 3.6 1.5% 3 +0.4 pp +0.4 pp +1.5 pp +1.5 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 3.5 0.9% 3 +0.4 pp -0.1 pp +0.9 pp +0.9 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Catalio Capital Management, LP CIK 0001958125 0.061 39 0.0 0.0% 0 +0.0 pp -2.1 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
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
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 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 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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