Signals

← Signals

☆HEFA

572 in-universe funds with a nonzero position in HEFA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22522
Score / z-0.054 / -0.07
Consensus135.63 over 247 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-22% / 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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,043.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 252.0 3.1% 4 +0.1 pp +0.2 pp -0.2 pp +3.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 195.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 181.6 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 160.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 152.1 5.7% 4 +0.4 pp +0.5 pp +0.9 pp +5.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 150.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 147.6 1.3% 4 -0.2 pp -0.9 pp -1.1 pp +1.3 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 143.1 3.8% 4 -0.1 pp -0.6 pp -0.5 pp +3.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 142.3 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 130.7 2.1% 6 +0.2 pp +0.8 pp +2.1 pp +2.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 84.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 81.9 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 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 71.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 48.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 43.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 42.3 2.3% 4 -0.2 pp -0.1 pp +0.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verde Capital Management CIK 0001802891 0.578 80 35.3 7.6% 4 +0.7 pp +1.2 pp +1.4 pp +7.6 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 33.5 7.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 33.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 29.5 5.7% 4 +0.1 pp +0.4 pp +0.2 pp +5.7 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 26.2 5.5% 4 +1.6 pp +1.7 pp +1.6 pp +5.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 22.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 22.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 22.0 7.4% 4 +0.4 pp +0.1 pp -0.4 pp +7.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 20.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 18.8 5.1% 4 +0.3 pp +0.1 pp -0.0 pp +5.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 16.9 11.4% 4 -0.4 pp +0.5 pp +0.8 pp +11.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 15.0 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 14.9 2.9% 4 +0.1 pp +0.1 pp +0.0 pp +2.9 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 14.9 5.1% 4 -0.0 pp +0.3 pp +0.3 pp +5.1 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 14.6 9.9% 4 +0.6 pp -0.5 pp -1.0 pp +9.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 12.6 4.2% 4 +0.4 pp +0.8 pp +0.9 pp +4.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 11.6 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 11.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.9 2.1% 4 -0.3 pp +0.2 pp +0.2 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 10.6 6.2% 4 +0.3 pp +0.5 pp +0.3 pp +6.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 10.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 9.5 4.3% 4 +0.1 pp +0.0 pp +0.4 pp +4.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 9.3 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 9.0 2.0% 4 +0.0 pp +0.0 pp -1.8 pp +2.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 8.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.1 0.0% 4 -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 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 6.9 5.2% 6 +0.3 pp +1.4 pp +1.4 pp +1.2 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 6.5 2.5% 4 +1.0 pp +1.1 pp +1.4 pp +2.5 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 6.4 1.1% 3 -0.4 pp -0.2 pp +1.1 pp +1.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.4 0.4% 4 +0.4 pp -0.2 pp -0.2 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.2 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 6.0 1.6% 4 -0.1 pp -0.1 pp -4.1 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 6.0 2.4% 4 +0.5 pp +0.7 pp +1.0 pp +2.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 5.8 0.3% 4 -2.8 pp -2.8 pp -2.9 pp +0.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 5.8 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 5.6 4.4% 4 +4.3 pp +4.3 pp +2.5 pp +4.4 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 5.5 2.4% 4 +0.5 pp +0.5 pp +0.5 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 5.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.9 2.5% 4 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 4.9 1.6% 4 -0.1 pp -0.2 pp -0.2 pp +1.6 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.9 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 4.9 0.7% 4 -0.1 pp -0.0 pp -0.2 pp +0.7 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.7 3.0% 4 +0.1 pp +0.0 pp -0.0 pp +3.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.1 0.3% 2 +0.0 pp +0.3 pp -0.0 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 4.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 4.0 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 3.8 1.5% 4 -0.3 pp -0.4 pp -1.3 pp +1.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 2.8 1.8% 4 -1.4 pp -1.0 pp -1.1 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.6 0.0% 4 -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% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.4 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.2 0.7% 4 -0.0 pp -0.1 pp +0.1 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.7 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.7 1.1% 4 -0.7 pp -0.7 pp -0.7 pp +1.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.6 0.0% 4 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.5 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.5 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆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
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -2.8 pp -2.8 pp -2.9 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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
☆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
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 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
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp -0.1 pp -1.4 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 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
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 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 -0.3 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 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
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 0.0 0.0% 0 +0.0 pp -0.0 pp -6.5 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
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 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 +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -1.5 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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