Signals

← Signals

☆HEIA

528 in-universe funds with a nonzero position in HEIA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#190
Score / z1.094 / 1.38
Consensus219.56 over 358 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interest+7% / 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 ▾
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 2,637.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,164.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,540.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,465.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,345.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 433.5 0.0% 1 +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 426.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 356.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 338.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 338.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 335.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 333.5 6.2% 2 +0.5 pp +6.2 pp +6.2 pp +6.2 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 333.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 316.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 256.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 222.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Port Capital LLC CIK 0001729212 0.798 108 220.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 193.9 6.7% 2 +0.9 pp +6.7 pp +6.7 pp +6.7 pp
☆GOBI CAPITAL LLC CIK 0001698060 0.952 10 168.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 152.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 147.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maren Capital LLC CIK 0001961415 0.939 17 147.5 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 141.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 139.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 124.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 121.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 121.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 120.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 118.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 117.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 114.9 0.0% 1 +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 114.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 110.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 102.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 101.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 98.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 93.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 92.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 90.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 86.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 86.2 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Silver Heights Capital Management Inc CIK 0001705712 0.925 4 81.5 31.1% 1 +31.1 pp +31.1 pp +31.1 pp +31.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 80.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 78.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 75.8 0.1% 1 +0.1 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 74.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 74.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Vulcan Value Partners, LLC CIK 0001556785 0.887 36 73.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 71.3 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 64.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 60.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 59.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 59.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 57.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 53.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 52.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 51.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 49.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NZS Capital, LLC CIK 0001816616 0.629 61 47.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 47.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 46.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 46.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 45.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 45.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 44.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 43.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 43.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 42.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 42.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 37.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 34.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visualize Group LP CIK 0001994625 0.616 11 33.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 33.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telemark Asset Management, LLC CIK 0001420816 0.498 57 32.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 30.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 28.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Amundi CIK 0001330387 0.000 1 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 27.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 24.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 23.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 23.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 23.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lansing Management LP CIK 0001691908 0.736 13 21.4 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Immersion Capital LLP CIK 0001636441 0.734 10 17.4 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Crown Oak Advisors, LLC CIK 0002009273 0.614 23 17.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 16.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 16.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Zeno Equity Partners LLP CIK 0002013334 0.714 16 16.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catawba River Capital CIK 0001843303 0.467 24 14.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 13.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 13.0 0.0% 1 +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 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpine Peaks Capital, LP CIK 0001906602 0.373 20 10.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Broadcrest Asset Management, LLC CIK 0001749585 0.000 7 10.3 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 7.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 HEIA). Qtrs Held counts distinct quarters this fund has actually held HEIA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HEIA position size. Δ columns are the percentage-point change in HEIA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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