Signals

← Signals

☆HDV

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

Flow ranking

Rank#595
Score / z0.232 / 0.35
Consensus274.51 over 518 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 ▾
☆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 544.5 0.0% 3 -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 406.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 345.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 171.2 0.0% 2 -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 168.1 0.0% 2 +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 156.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 141.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 110.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 95.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 90.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 86.6 0.0% 2 +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 86.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 83.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 72.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 62.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 55.7 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 39.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 36.9 3.5% 2 -0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 35.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 32.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 29.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 27.9 8.3% 2 -0.0 pp +8.3 pp +8.3 pp +8.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 25.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simmons Bank CIK 0001674486 0.467 369 24.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 23.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.9 0.0% 2 -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 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 21.3 11.3% 2 +0.1 pp +11.3 pp +11.3 pp +11.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 20.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 19.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 17.9 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 17.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.2 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 14.2 8.8% 2 -0.2 pp +8.8 pp +8.8 pp +8.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 12.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 12.3 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 12.1 3.5% 2 +3.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 11.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 11.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 10.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 9.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 9.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 9.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 8.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 8.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.8 1.9% 4 -0.1 pp -0.4 pp -0.2 pp +1.9 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 7.7 4.4% 2 -1.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 6.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 6.5 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.838 58 6.1 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 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 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 5.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 5.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 5.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 4.7 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 4.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.3 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 4.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 4.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 4.0 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.0 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 3.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 3.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 3.8 2.6% 4 -0.1 pp -0.4 pp +0.0 pp +2.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 3.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 3.6 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.5 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 3.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 3.3 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 -1.3 pp -1.4 pp -1.3 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 HDV). Qtrs Held counts distinct quarters this fund has actually held HDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HDV position size. Δ columns are the percentage-point change in HDV'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