Signals

← Signals

☆HDV

1045 in-universe funds with a nonzero position in HDV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#472
Score / z0.419 / 0.49
Consensus442.26 over 846 funds
Momentum-0.16 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-2%
Short interest-21% / 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)
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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 564.1 0.0% 6 -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 476.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 462.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 199.5 0.1% 5 +0.1 pp +0.1 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 192.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 174.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 173.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 168.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 124.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 100.8 3.6% 5 -0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 97.1 0.1% 5 -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 91.6 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 87.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 86.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.1 0.0% 5 -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 79.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 69.5 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 63.2 3.4% 5 -0.4 pp +0.0 pp -0.1 pp -0.4 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 62.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 58.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 56.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 47.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 40.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 37.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 37.0 3.1% 5 +0.1 pp -0.3 pp -0.4 pp -1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 33.4 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 33.0 8.9% 5 -0.4 pp +0.8 pp +0.6 pp +0.6 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 32.4 0.7% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 27.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 24.9 11.6% 5 -1.2 pp -0.1 pp +0.3 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 24.1 6.3% 5 +0.1 pp +0.0 pp +0.3 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 23.9 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 23.6 5.1% 5 -0.0 pp +1.1 pp +1.6 pp +4.8 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 23.2 2.0% 5 +0.1 pp +0.2 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 22.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 22.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 21.9 0.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 17.3 9.3% 5 -0.7 pp +0.1 pp +0.6 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 17.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 16.0 2.9% 5 -0.3 pp +0.1 pp +0.1 pp -0.1 pp
☆Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 15.6 8.4% 2 -1.2 pp +8.4 pp +8.4 pp +8.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 14.6 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 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 13.7 5.7% 5 -0.9 pp -0.3 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 13.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.2 0.1% 7 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 13.2 1.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 13.1 0.7% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.6 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 12.6 1.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 12.0 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 11.0 0.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 10.4 4.8% 5 -0.5 pp +0.3 pp +0.5 pp -0.7 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 10.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 10.3 0.7% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 10.3 2.5% 5 -0.3 pp +0.1 pp +0.0 pp -0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 9.6 3.2% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 9.4 10.2% 3 +1.8 pp +2.8 pp +10.2 pp +10.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 8.9 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 8.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 8.3 6.4% 2 -0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 7.9 2.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.838 58 7.6 3.3% 5 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.4 0.0% 5 -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 7.3 0.0% 5 -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 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 7.0 3.0% 5 -0.3 pp +0.1 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 6.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 6.8 5.9% 1 +5.9 pp +5.9 pp +2.0 pp +5.9 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 6.6 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 6.5 0.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 6.3 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aureum Wealth Management, LLC CIK 0002093444 0.383 62 6.1 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 6.0 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 5.9 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 5.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 5.5 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.4 2.9% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 5.4 3.7% 4 -0.2 pp +0.3 pp -0.5 pp +3.7 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 5.3 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 5.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.2 1.8% 5 -0.2 pp +0.0 pp -0.1 pp -0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 5.1 1.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 5.1 2.5% 7 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 5.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.0 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 4.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.6 2.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 4.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 4.4 0.5% 5 -0.0 pp +0.1 pp +0.1 pp -1.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.4 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 4.4 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 4.4 2.9% 5 -0.1 pp -1.2 pp -0.1 pp -0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 4.0 2.3% 2 +1.7 pp +2.3 pp +0.2 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 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
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.5 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 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
☆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
☆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
☆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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 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 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆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
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 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 -0.3 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 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
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -1.4 pp +0.0 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 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
☆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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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
☆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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 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
☆Quintet Private Bank (Europe) S.A. CIK 0001977290 0.764 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 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
☆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
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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