Signals

← Signals

☆HEFA

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

Flow ranking

Rank#699
Score / z0.181 / 0.25
Consensus135.55 over 240 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,037.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 234.0 3.0% 3 +0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 202.7 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 180.3 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 150.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 149.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 147.0 1.4% 3 -0.8 pp -0.9 pp +1.4 pp +1.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 145.8 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 143.5 3.8% 3 -0.6 pp -0.5 pp +3.8 pp +3.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 142.4 5.3% 3 +0.1 pp +0.5 pp +5.3 pp +5.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 112.2 1.9% 5 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 103.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 87.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 82.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 75.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 59.0 3.2% 3 +0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 52.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 41.6 2.4% 3 +0.1 pp +0.5 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 40.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.1 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 36.2 0.0% 4 -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 34.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 33.5 7.2% 4 +0.1 pp +0.1 pp -0.1 pp +7.2 pp
☆Verde Capital Management CIK 0001802891 0.578 80 32.0 6.8% 3 +0.5 pp +0.7 pp +6.8 pp +6.8 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 28.8 5.6% 3 +0.3 pp +0.1 pp +5.6 pp +5.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 21.5 7.0% 3 -0.2 pp -0.8 pp +7.0 pp +7.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 18.8 3.9% 3 +0.1 pp -0.0 pp +3.9 pp +3.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 18.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 18.0 4.8% 3 -0.2 pp -0.3 pp +4.8 pp +4.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 18.0 11.8% 3 +0.8 pp +1.1 pp +11.8 pp +11.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 17.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 15.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 15.3 5.1% 3 +0.3 pp +0.3 pp +5.1 pp +5.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 14.2 2.9% 3 +0.1 pp -0.0 pp +2.9 pp +2.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 13.8 9.4% 3 -1.0 pp -1.6 pp +9.4 pp +9.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 12.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 12.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 10.8 3.8% 3 +0.4 pp +0.5 pp +3.8 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.4 2.4% 3 +0.5 pp +0.5 pp +2.4 pp +2.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 10.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 9.5 6.0% 3 +0.2 pp +0.0 pp +6.0 pp +6.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.4 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 9.2 4.1% 3 -0.1 pp +0.2 pp +4.1 pp +4.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 9.1 1.9% 3 -0.0 pp -1.9 pp +1.9 pp +1.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 6.1 1.7% 3 -0.0 pp -4.0 pp +1.7 pp +1.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.1 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.9 5.0% 5 +1.2 pp +1.1 pp +1.0 pp +1.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.8 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 5.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 5.4 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.9 1.9% 3 +0.3 pp +0.5 pp +1.9 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 4.8 3.2% 3 +0.4 pp +0.3 pp +3.2 pp +3.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.7 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.7 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.6 2.4% 3 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 4.4 1.9% 3 +0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 4.2 1.7% 3 -0.2 pp -1.1 pp +1.7 pp +1.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.2 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 4.0 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 3.9 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 3.8 1.5% 3 +0.0 pp +0.4 pp +1.5 pp +1.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.6 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 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 3.0 1.9% 3 +0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 2.9 1.8% 4 +0.0 pp -3.1 pp -7.2 pp +1.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.3 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.1 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.1 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 2.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.8 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 1.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.5 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp -0.4 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 -0.1 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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
☆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
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.1 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 +0.0 pp -0.7 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.1 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
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 +0.0 pp -0.1 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.4 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
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 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 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 (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