Signals

HEIA

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

Flow ranking

Rank#22826
Score / z-0.204 / -0.21
Consensus244.65 over 408 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-14% / 1.5d

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)
Fund Positions
Quarters Held

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 1,871.8 1.0% 4 -0.2 pp -0.3 pp -0.4 pp +1.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,302.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,126.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 380.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 302.8 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 302.6 0.0% 4 -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 262.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 258.9 5.6% 5 -0.0 pp +0.0 pp -0.6 pp -0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 202.9 0.9% 4 +0.0 pp -0.0 pp -0.3 pp +0.9 pp
Port Capital LLC CIK 0001729212 0.798 108 174.4 7.8% 4 -1.6 pp -1.3 pp -1.6 pp +7.8 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 171.7 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
DF DENT & CO INC CIK 0000934999 0.597 271 164.0 3.1% 4 -0.4 pp -0.5 pp -0.9 pp +3.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 160.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Maren Capital LLC CIK 0001961415 0.939 17 159.9 8.4% 4 -0.1 pp -0.1 pp -0.5 pp +8.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 159.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 155.9 5.7% 5 -0.6 pp -0.1 pp -0.9 pp -0.1 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 143.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOBI CAPITAL LLC CIK 0001698060 0.952 10 129.1 7.5% 4 -0.7 pp -0.5 pp -0.8 pp +7.5 pp
ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 122.5 2.8% 4 -3.6 pp -2.0 pp -1.5 pp +2.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 110.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 106.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 106.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 105.3 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 103.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 94.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 93.6 3.3% 4 -0.7 pp -0.6 pp -0.6 pp +3.3 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 90.5 2.0% 4 -0.3 pp -0.2 pp -0.2 pp +2.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 88.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 82.8 1.1% 4 -0.2 pp -0.3 pp -0.4 pp +1.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 81.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 80.1 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 77.3 0.0% 4 +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 75.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 74.7 1.1% 4 +0.3 pp +0.3 pp -0.4 pp +1.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 72.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 69.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 65.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 63.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 60.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 59.6 0.8% 4 -0.2 pp -0.5 pp -0.5 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 56.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 55.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
EFG International AG CIK 0002109868 0.615 1088 55.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 52.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 50.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 49.5 6.3% 4 -2.2 pp -2.0 pp -3.0 pp +6.3 pp
Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 49.5 5.4% 4 -0.5 pp -0.5 pp -0.9 pp +5.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 47.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 47.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 46.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 44.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 43.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NZS Capital, LLC CIK 0001816616 0.629 61 43.1 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 42.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Heights Capital Management Inc CIK 0001705712 0.925 4 42.1 16.2% 4 -14.5 pp -19.1 pp -14.9 pp +16.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 41.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 39.9 2.8% 4 +0.3 pp +0.5 pp +0.5 pp +2.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 39.2 0.8% 4 -0.0 pp -0.2 pp -0.1 pp +0.8 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 37.7 1.0% 1 +1.0 pp -0.2 pp -0.3 pp +1.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 37.2 1.2% 4 -0.1 pp -0.0 pp -0.1 pp +1.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 36.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 34.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 33.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 32.7 0.6% 4 -0.3 pp -0.7 pp -0.9 pp +0.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 32.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 31.4 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 31.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 31.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.0 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 30.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 29.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 28.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 26.7 2.2% 4 +0.3 pp +0.3 pp +0.1 pp +2.2 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 26.4 2.4% 4 -0.7 pp -0.6 pp -1.0 pp +2.4 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 26.3 0.4% 4 -0.2 pp -0.2 pp -0.5 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 25.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 24.7 1.6% 4 -0.4 pp -0.2 pp -0.6 pp +1.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 24.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 21.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 20.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Zeno Equity Partners LLP CIK 0002013334 0.715 16 20.5 8.3% 4 -0.7 pp -2.1 pp +1.3 pp +8.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advaya LLP CIK 0002056686 0.564 6 20.0 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.7 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 19.0 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 18.7 0.8% 4 -0.2 pp -0.2 pp -0.3 pp +0.8 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 18.6 0.1% 4 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 18.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 17.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 17.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 17.5 2.1% 4 -0.7 pp -0.9 pp -1.4 pp +2.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lansing Management LP CIK 0001691908 0.736 13 16.9 11.2% 4 -2.3 pp -3.7 pp -3.4 pp +11.2 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 16.3 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 15.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crown Oak Advisors, LLC CIK 0002009273 0.614 23 13.8 6.9% 4 -0.9 pp -1.1 pp -1.1 pp +6.9 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 13.7 0.7% 1 +0.7 pp -0.4 pp +0.7 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 13.2 3.7% 4 -0.5 pp -0.6 pp -1.1 pp +3.7 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 13.2 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RIHO Partners, LLC CIK 0002112884 0.679 14 11.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Catawba River Capital CIK 0001843303 0.467 24 11.3 5.4% 4 -0.5 pp -0.7 pp -1.7 pp +5.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Immersion Capital LLP CIK 0001636441 0.734 10 10.3 16.3% 4 -1.4 pp -1.3 pp -1.2 pp +16.3 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.171 151 10.2 1.9% 4 -0.4 pp -0.4 pp -0.5 pp +1.9 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 9.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 9.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 8.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triad Investment Management CIK 0001615717 0.117 34 8.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Applied Fundamental Research, LLC CIK 0001849776 0.494 10 8.4 11.1% 2 +4.1 pp +11.1 pp +11.1 pp +11.1 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 8.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 7.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 7.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alpine Peaks Capital, LP CIK 0001906602 0.373 20 7.1 7.2% 4 -0.4 pp -0.3 pp -2.2 pp +7.2 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 7.1 1.2% 3 -0.2 pp +0.2 pp +1.2 pp +1.2 pp
Man Group plc CIK 0001637460 0.631 2032 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.5 pp -0.8 pp -1.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trustees of Columbia University in the City of New York CIK 0001420995 0.938 3 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Makaira Partners LLC CIK 0001540866 0.000 0 0.0 0.0% 0 -0.4 pp -0.3 pp -0.2 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Bares Capital Management, Inc. CIK 0001340807 0.923 24 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp -0.2 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
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 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
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 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
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 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
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 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 -0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -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% 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
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Visualize Group LP CIK 0001994625 0.616 11 0.0 0.0% 0 -13.3 pp -11.9 pp -11.3 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 0.0 0.0% 0 -2.3 pp -1.4 pp -2.6 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOBAM CIK 0001527488 0.112 258 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.2 pp -0.1 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 (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