Signals

← Signals

☆HDB

605 in-universe funds with a nonzero position in HDB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23736
Score / z-0.402 / -0.53
Consensus219.66 over 386 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆GQG Partners LLC CIK 0001697233 0.860 102 1,913.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,095.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,087.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 1,085.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 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 927.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 813.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 726.3 0.0% 1 +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 720.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 682.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 564.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 519.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 516.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 477.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 414.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 413.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 366.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 355.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 347.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 312.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kontiki Capital Management (HK) Ltd. CIK 0001713390 0.957 7 288.1 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 264.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&G Plc CIK 0001802539 0.820 370 262.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Trinity Street Asset Management LLP CIK 0001592579 0.799 23 250.2 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 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 237.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DODGE & COX CIK 0000200217 0.944 222 228.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 222.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 221.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MARTIN CURRIE LTD CIK 0001094499 0.000 0 217.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 204.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 203.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 201.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 197.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 192.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 183.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 176.9 0.0% 1 +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 171.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 161.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aikya Investment Management Ltd CIK 0002005403 0.898 5 156.9 47.1% 1 +47.1 pp +47.1 pp +47.1 pp +47.1 pp
☆Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 148.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 140.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 139.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 133.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 132.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 132.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 121.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 119.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Charles-Lim Capital Ltd CIK 0001634255 0.776 6 115.0 28.7% 1 +28.7 pp +28.7 pp +28.7 pp +28.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 109.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 108.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 108.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 108.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 104.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 104.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 95.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 92.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 92.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 92.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 91.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formuepleje A/S CIK 1801212 0.374 96 91.3 5.2% 3 +0.0 pp +2.3 pp +5.2 pp +5.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 90.5 0.0% 1 +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 89.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 87.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 85.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 85.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 84.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Intermede Investment Partners Ltd CIK 0001664713 0.717 30 83.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 80.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 78.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 77.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 77.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 74.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 73.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 72.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 70.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 68.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 67.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 66.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 59.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 57.6 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆INDUS CAPITAL PARTNERS, LLC CIK 0001350879 0.000 2 57.0 71.3% 1 +71.3 pp +71.3 pp +71.3 pp +71.3 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 56.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 55.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valiant Capital Management, L.P. CIK 0001452689 0.804 25 54.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 53.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Resources Group Ltd CIK 0001708139 0.926 8 52.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Two Creeks Capital Management, LP CIK 0001606430 0.000 13 51.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 46.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 45.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 45.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 44.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 44.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 43.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashoka WhiteOak Capital Pte Ltd CIK 0002031708 0.385 17 43.4 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 39.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 39.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 34.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dundas Partners LLP CIK 0001742418 0.708 31 34.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 32.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 30.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 29.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 29.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 27.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NS Partners Ltd CIK 0001657111 0.507 77 27.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 26.8 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 25.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 22.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 22.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 22.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 20.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 19.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakout Capital Partners, LP CIK 0001935243 0.415 8 18.8 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Lancaster Investment Management CIK 0001630064 0.178 9 17.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 17.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 14.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MayTech Global Investments, LLC CIK 0001731134 0.806 22 14.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GCM Grosvenor Holdings, LLC CIK 0001939480 0.000 24 14.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 13.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Skerryvore Asset Management Ltd CIK 0002043964 0.765 7 13.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Theleme Partners LLP CIK 0001511881 0.903 9 13.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 13.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boit C F David CIK 0001308331 0.410 85 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 0.0 0.0% 0 -0.4 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
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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 HDB). Qtrs Held counts distinct quarters this fund has actually held HDB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HDB position size. Δ columns are the percentage-point change in HDB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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