Signals

← Signals

☆HDV

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

Flow ranking

Rank#581
Score / z0.264 / 0.36
Consensus284.67 over 531 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 549.3 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 411.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 356.6 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 188.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 177.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 152.2 0.0% 3 +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 148.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 118.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 109.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 106.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 91.8 3.5% 3 +1.0 pp +0.9 pp +3.5 pp +3.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 82.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 78.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 73.0 0.0% 3 +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 72.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 65.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 60.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 55.5 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 38.7 3.5% 3 -0.1 pp -0.8 pp +3.5 pp +3.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 36.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 33.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 28.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 28.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 27.8 8.1% 3 -0.1 pp -0.2 pp +8.1 pp +8.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 27.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 23.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.5 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 23.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 22.6 11.7% 3 +0.4 pp +0.4 pp +11.7 pp +11.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 22.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 21.3 6.3% 3 +0.3 pp -0.0 pp +6.3 pp +6.3 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 20.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 19.5 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.7 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 15.0 9.2% 3 +0.5 pp +0.3 pp +9.2 pp +9.2 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 14.8 4.1% 3 +0.6 pp +3.7 pp +4.1 pp +4.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 13.3 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 12.1 6.0% 3 +0.2 pp +0.2 pp +6.0 pp +6.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 12.1 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 11.6 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 11.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 10.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 10.6 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.3 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 9.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 9.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 9.0 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 8.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 8.4 4.5% 3 +0.1 pp -1.0 pp +4.5 pp +4.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.9 1.9% 5 +0.0 pp -0.0 pp -0.4 pp -0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 7.0 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.8 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 6.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 6.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 6.4 3.1% 3 +0.0 pp +0.0 pp +3.1 pp +3.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.2 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 6.1 0.0% 3 -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 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 5.9 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 5.7 4.1% 3 +1.1 pp +1.1 pp +4.1 pp +4.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.3 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 5.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 4.8 2.8% 3 +0.0 pp +0.0 pp +2.8 pp +2.8 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 4.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 4.8 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 4.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.4 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.3 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 4.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 4.1 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 4.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 3.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 3.8 2.5% 5 -0.1 pp -0.2 pp -0.5 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 3.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 3.5 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.4 1.7% 3 -0.4 pp -0.4 pp +1.7 pp +1.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 3.4 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 3.3 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 3.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 3.3 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 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
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 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
☆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
☆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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 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
☆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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -2.1 pp -1.8 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.3 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
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.3 pp -0.3 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
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 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 +0.0 pp -0.1 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -1.4 pp -1.5 pp +0.0 pp +0.0 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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 -0.1 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 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
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 (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