Signals

HARD

28 in-universe funds with a nonzero position in HARD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18598
Score / z0.000 / -0.00
Consensus8.00 over 16 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
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.
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
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 6.4 4.5% 2 +4.2 pp +4.5 pp +4.5 pp +4.5 pp
Encompass More Asset Management CIK 0002011218 0.126 270 2.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 1.0 0.5% 2 -1.5 pp +0.5 pp +0.5 pp +0.5 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +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 0.0 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 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 HARD). Qtrs Held counts distinct quarters this fund has actually held HARD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HARD position size. Δ columns are the percentage-point change in HARD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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