Signals

HDB

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

Flow ranking

Rank#23198
Score / z-1.562 / -1.44
Consensus161.68 over 296 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-22% / 1.0d

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
FACTORIAL MANAGEMENT Ltd CIK 0001697137 0.979 3 1,399.7 36.6% 2 -5.9 pp +36.6 pp +36.6 pp +36.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,055.4 0.2% 4 -0.1 pp +0.0 pp -0.0 pp +0.2 pp
GQG Partners LLC CIK 0001697233 0.860 102 848.3 1.3% 4 -1.8 pp -1.4 pp -1.4 pp +1.3 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 766.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 560.1 0.5% 4 -0.3 pp -0.2 pp -0.2 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 447.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 415.9 0.3% 4 -0.3 pp -0.3 pp -0.6 pp +0.3 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 369.7 3.8% 4 -4.3 pp -3.0 pp -3.5 pp +3.8 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 312.5 1.1% 4 -0.2 pp -0.2 pp -1.6 pp +1.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 311.6 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 304.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 276.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 275.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 272.1 0.4% 4 -0.3 pp -0.1 pp -0.1 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 268.0 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 262.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 261.1 0.5% 4 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 238.0 0.4% 4 -0.2 pp -0.1 pp -0.2 pp +0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 219.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 194.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Trinity Street Asset Management LLP CIK 0001592579 0.799 23 192.2 13.2% 4 -0.8 pp -1.1 pp -4.0 pp +13.2 pp
C WorldWide Group Holding A/S CIK 0001625244 0.818 97 182.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Kontiki Capital Management (HK) Ltd. CIK 0001713390 0.957 7 174.9 12.3% 4 -3.4 pp -1.2 pp -4.2 pp +12.3 pp
M&G Plc CIK 0001802539 0.820 370 163.6 0.8% 4 -0.4 pp -0.4 pp -0.6 pp +0.8 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 162.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 156.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 151.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 150.5 0.3% 4 -0.0 pp +0.1 pp -0.0 pp +0.3 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 148.8 5.3% 4 -1.3 pp -1.4 pp -2.1 pp +5.3 pp
DODGE & COX CIK 0000200217 0.944 222 141.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 130.0 1.2% 4 -0.2 pp -1.0 pp -1.7 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 125.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 121.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 120.2 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 117.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 116.8 13.5% 3 -7.8 pp -11.4 pp +13.5 pp +13.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 109.4 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 107.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 103.3 0.1% 4 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
Aikya Investment Management Ltd CIK 0002005403 0.898 5 102.6 29.8% 4 -9.4 pp -11.6 pp -17.3 pp +29.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 98.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 95.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 94.1 0.7% 4 -1.2 pp -1.1 pp -1.4 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 90.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 89.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Eurizon Asset Management Slovakia, sprav. spol., a.s. CIK 0002109333 0.963 5 89.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 89.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 83.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 82.4 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 81.2 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 81.1 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 80.3 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 78.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 78.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Charles-Lim Capital Ltd CIK 0001634255 0.776 6 74.6 24.8% 4 +2.7 pp +7.3 pp -3.9 pp +24.8 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 74.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 72.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 71.8 0.2% 4 -0.7 pp -0.8 pp -1.0 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 68.0 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 67.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 66.8 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 66.2 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 64.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 63.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 60.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 58.2 0.9% 3 +0.0 pp +0.3 pp +0.9 pp +0.9 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 55.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 52.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 50.6 7.4% 4 -0.7 pp -0.9 pp -2.5 pp +7.4 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 48.1 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 47.3 6.6% 2 +4.7 pp +6.6 pp +0.3 pp +6.6 pp
NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 47.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 47.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 46.6 2.2% 4 -0.8 pp -0.6 pp -0.4 pp +2.2 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 44.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 44.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 43.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 39.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 38.7 0.6% 4 -0.6 pp -0.4 pp -0.4 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 38.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 37.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 37.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 37.3 0.5% 6 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 36.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 35.7 1.3% 4 -0.5 pp -0.2 pp -0.3 pp +1.3 pp
Milestone Resources Group Ltd CIK 0001708139 0.926 8 34.1 2.1% 4 -0.4 pp -0.3 pp -0.7 pp +2.1 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 33.8 1.1% 4 +0.1 pp +0.2 pp -1.0 pp +1.1 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 31.7 0.2% 4 -0.2 pp -0.1 pp -0.2 pp +0.2 pp
L1 Capital Pty Ltd CIK 0001817646 0.463 24 31.6 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 30.8 7.1% 2 +1.1 pp +7.1 pp +7.1 pp +7.1 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 29.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 28.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 28.6 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
Westwood Global Investments, LLC CIK 0001356513 0.915 11 28.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 25.5 2.0% 4 -1.4 pp -1.3 pp -2.2 pp +2.0 pp
NS Partners Ltd CIK 0001657111 0.507 77 24.1 1.1% 4 -0.3 pp +0.1 pp -0.0 pp +1.1 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 23.5 0.9% 4 -0.5 pp -0.2 pp -0.4 pp +0.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 23.3 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 22.6 0.1% 4 -0.6 pp -0.5 pp -0.5 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dundas Partners LLP CIK 0001742418 0.708 31 21.5 1.7% 4 -0.6 pp -0.4 pp -0.6 pp +1.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 20.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elliott Investment Management L.P. CIK 0001791786 0.977 17 19.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp -0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 16.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 16.5 1.1% 4 -1.8 pp +0.3 pp +0.1 pp +1.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 16.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BARINGS LLC CIK 0000009015 0.845 191 15.3 0.2% 4 -0.2 pp -0.1 pp -0.3 pp +0.2 pp
Ashoka WhiteOak Capital Pte Ltd CIK 0002031708 0.385 17 15.2 5.8% 4 -4.7 pp -2.3 pp -9.0 pp +5.8 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 14.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 14.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Two Creeks Capital Management, LP CIK 0001606430 0.000 13 14.2 1.5% 4 -0.7 pp -0.3 pp -1.9 pp +1.5 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 14.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 14.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 13.8 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 13.8 0.6% 4 -0.2 pp +0.5 pp +0.5 pp +0.6 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 13.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 13.4 1.6% 4 +0.3 pp +0.7 pp +0.8 pp +1.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 13.1 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 13.1 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 12.8 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 12.3 7.0% 4 -5.8 pp -5.3 pp -11.3 pp +7.0 pp
COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 12.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.6 1.3% 4 -1.0 pp -0.8 pp -1.3 pp +1.3 pp
Lancaster Investment Management CIK 0001630064 0.177 9 11.3 6.3% 4 -2.5 pp -0.5 pp +0.6 pp +6.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 10.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 10.6 1.9% 4 -0.5 pp -0.3 pp -0.7 pp +1.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 9.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 9.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 9.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 8.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.715 110 8.5 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Foresight Global Investors, Inc. CIK 0001973323 0.201 32 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DNCA FINANCE CIK 0001752759 0.468 116 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 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
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.733 524 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Theleme Partners LLP CIK 0001511881 0.903 9 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 0.0 0.0% 0 +0.0 pp -0.3 pp -1.7 pp -1.5 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 0.0 0.0% 0 -0.6 pp -0.6 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
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 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
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 -0.9 pp -0.8 pp -0.9 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 0.0 0.0% 0 -7.7 pp -7.2 pp -6.6 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freemont Capital Pte Ltd CIK 0001796107 0.979 4 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 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
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
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
MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -8.3 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Dalton Investments, Inc. CIK 0001388838 0.703 16 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp +0.0 pp
Immersion Capital LLP CIK 0001636441 0.734 10 0.0 0.0% 0 +0.0 pp -5.8 pp -6.4 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.1 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
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 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
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
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +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% 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
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +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% 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
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 0.0 0.0% 0 -12.1 pp -11.0 pp -12.8 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp -1.6 pp -1.3 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
Explore Capital Management, LLC CIK 0002026286 0.656 11 0.0 0.0% 0 -2.9 pp -6.3 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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 (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