Signals

← Signals

☆HEFA

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

Flow ranking

Rank#1206
Score / z0.029 / 0.04
Consensus140.68 over 245 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,952.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 227.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 218.2 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 207.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 200.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 166.2 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 160.2 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 151.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 141.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 135.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 132.1 5.2% 2 +0.4 pp +5.2 pp +5.2 pp +5.2 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 127.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 94.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 88.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 78.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 71.1 1.3% 4 +1.3 pp +1.3 pp +1.3 pp +1.3 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 70.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 56.8 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 41.4 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 34.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 34.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 32.7 7.1% 3 +0.0 pp -0.2 pp +7.1 pp +7.1 pp
☆Verde Capital Management CIK 0001802891 0.578 80 28.5 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 26.7 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 20.7 7.2% 2 -0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 17.9 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 17.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 17.4 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 17.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 17.1 11.0% 2 +0.3 pp +11.0 pp +11.0 pp +11.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 17.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 16.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 15.3 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 13.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 12.9 10.4% 2 -0.5 pp +10.4 pp +10.4 pp +10.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 11.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 9.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 9.1 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 9.1 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 8.8 1.9% 2 -1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 8.4 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 6.2 1.7% 2 -4.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MA Private Wealth CIK 0001767474 0.750 88 6.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 5.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 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 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 5.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 4.8 3.8% 4 -0.1 pp -0.2 pp -0.2 pp +3.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.7 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 4.5 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.5 2.3% 2 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.2 1.9% 2 -0.9 pp +1.9 pp +1.9 pp +1.9 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 4.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 3.8 1.4% 2 -1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 3.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 3.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 2.9 1.8% 3 -3.1 pp -7.2 pp +1.8 pp +1.8 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 2.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 2.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 2.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 2 -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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.1 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
☆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
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 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
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.3 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 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 -0.1 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.2 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 HEFA). Qtrs Held counts distinct quarters this fund has actually held HEFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HEFA position size. Δ columns are the percentage-point change in HEFA'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