Signals

← Signals

☆HEIA

796 in-universe funds with a nonzero position in HEIA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#898
Score / z0.113 / 0.12
Consensus248.62 over 419 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-3% / 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)
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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 1,987.9 1.0% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,558.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,236.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,058.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,021.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 546.3 1.1% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 479.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 367.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 355.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.885 32 320.4 6.7% 6 +1.1 pp +1.1 pp +1.2 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 288.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 271.8 0.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Maren Capital LLC CIK 0001961415 0.939 17 218.1 10.1% 5 +1.7 pp +1.7 pp +1.6 pp +1.2 pp
☆Port Capital LLC CIK 0001729212 0.798 108 207.5 8.5% 5 +0.7 pp -0.9 pp -0.6 pp -0.9 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 202.1 3.2% 5 +0.4 pp -3.2 pp -1.6 pp -1.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 201.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 197.2 0.6% 5 +0.1 pp +0.0 pp -0.2 pp -0.2 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 194.2 0.1% 5 -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 190.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 189.6 6.4% 6 +0.7 pp +0.0 pp +0.5 pp -0.3 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 180.3 3.4% 5 +0.3 pp -0.2 pp -0.3 pp -0.6 pp
☆GOBI CAPITAL LLC CIK 0001698060 0.952 10 158.7 8.1% 5 +0.5 pp -0.1 pp +0.0 pp -0.3 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 145.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 134.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 131.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 124.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XN LP CIK 0001756558 0.535 27 122.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 121.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 120.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 114.4 3.8% 5 +0.5 pp -0.2 pp -0.1 pp -0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 113.1 1.5% 5 +0.4 pp +0.7 pp +0.7 pp +0.0 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 111.8 2.3% 5 +0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 107.0 1.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 101.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 98.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 97.9 0.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 92.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 89.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 84.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 75.2 0.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 72.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 71.5 15.1% 2 +9.3 pp +15.1 pp +15.1 pp +15.1 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 70.6 8.9% 5 +2.5 pp +0.3 pp +0.5 pp -0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 66.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 66.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆EFG International AG CIK 0002109868 0.615 1088 66.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 65.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 65.0 0.8% 5 +0.1 pp -0.1 pp -0.5 pp -0.4 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 64.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 63.4 5.9% 5 +0.5 pp -0.0 pp -0.0 pp -0.4 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 62.0 0.0% 5 +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 61.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 58.5 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 56.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 55.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NZS Capital, LLC CIK 0001816616 0.629 61 53.1 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 52.7 3.7% 5 +0.9 pp +1.2 pp +1.4 pp +1.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 52.4 0.0% 5 +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 51.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Silver Heights Capital Management Inc CIK 0001705712 0.925 4 50.8 15.7% 5 -0.5 pp -15.0 pp -19.6 pp -15.4 pp
☆Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 49.1 8.0% 2 +2.6 pp +8.0 pp +8.0 pp +8.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 48.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 46.5 1.1% 5 +0.4 pp +0.3 pp +0.4 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 46.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 45.7 2.0% 5 +0.7 pp +0.6 pp +0.7 pp +0.7 pp
☆Life Cycle Investment Partners Ltd CIK 0002072459 0.834 158 45.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 45.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 44.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 44.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 43.9 0.1% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 40.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 40.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vulcan Value Partners, LLC CIK 0001556785 0.887 36 39.6 1.2% 2 +0.2 pp +1.2 pp -0.0 pp -0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 39.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 39.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 38.8 0.7% 5 +0.0 pp -0.3 pp -0.7 pp -0.9 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 37.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 37.1 2.8% 5 +0.6 pp +0.9 pp +0.9 pp +0.6 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 34.8 0.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 34.1 0.5% 5 +0.2 pp +0.0 pp -0.1 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 32.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Telemark Asset Management, LLC CIK 0001420816 0.498 57 32.2 2.3% 5 -0.1 pp -0.8 pp -0.7 pp -1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 31.1 2.0% 5 +0.5 pp +0.0 pp +0.3 pp -0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 30.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 30.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 29.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 28.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 25.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advaya LLP CIK 0002056686 0.564 6 24.4 16.1% 2 +2.2 pp +16.1 pp +16.1 pp +16.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 23.0 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 23.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Zeno Equity Partners LLP CIK 0002013334 0.715 16 22.7 8.4% 5 +0.1 pp -0.6 pp -1.9 pp +1.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 22.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crown Oak Advisors, LLC CIK 0002009273 0.614 23 22.6 10.5% 5 +3.6 pp +2.7 pp +2.5 pp +2.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 20.8 2.5% 5 +0.4 pp -0.3 pp -0.5 pp -1.0 pp
☆Lansing Management LP CIK 0001691908 0.736 13 20.7 12.5% 5 +1.3 pp -1.0 pp -2.3 pp -2.1 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 20.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIHO Partners, LLC CIK 0002112884 0.680 14 19.7 11.1% 2 +3.7 pp +11.1 pp +11.1 pp +11.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 19.2 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 18.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 18.0 4.3% 5 +0.6 pp +0.1 pp -0.0 pp -0.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 17.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 17.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 16.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 16.1 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 15.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 13.9 1.0% 1 +1.0 pp +0.5 pp +0.2 pp -0.0 pp
☆Catawba River Capital CIK 0001843303 0.467 24 13.8 6.2% 5 +0.7 pp +0.2 pp -0.0 pp -0.9 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 13.7 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 13.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 13.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Applied Fundamental Research, LLC CIK 0001849776 0.494 10 12.9 15.2% 3 +4.1 pp +8.2 pp +15.2 pp +15.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 12.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.171 151 12.2 2.2% 5 +0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 11.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 10.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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
☆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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Broadcrest Asset Management, LLC CIK 0001749585 0.000 7 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -18.9 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
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oak Thistle LLC CIK 0001755987 0.000 466 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skye Global Management LP CIK 0001675884 0.960 30 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 0.0 0.0% 0 -0.7 pp +0.0 pp -1.1 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 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 +0.0 pp -0.1 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
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 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
☆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
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -1.1 pp -1.1 pp -1.1 pp -1.2 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
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 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
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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