Signals

← Signals

☆HELO

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

Flow ranking

Rank#397
Score / z0.509 / 0.63
Consensus109.39 over 214 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+2360% / 2.6d ⚡

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 160.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 157.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 149.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 135.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 113.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 111.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 105.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 99.6 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 93.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 76.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 67.0 22.6% 1 +22.6 pp +22.6 pp +22.6 pp +22.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 61.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 54.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 49.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 43.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 37.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 36.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.3 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 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 20.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 19.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 18.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 16.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 16.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 16.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 16.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 15.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 15.1 6.5% 2 -1.2 pp +6.5 pp +6.5 pp +6.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 14.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 13.1 8.2% 2 +0.6 pp +8.2 pp +8.2 pp +8.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 13.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 12.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 11.9 11.8% 2 +4.1 pp +11.8 pp +11.8 pp +11.8 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 11.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 10.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 10.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 9.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 8.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 8.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 8.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 8.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 7.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 7.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 6.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 6.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 5.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Renasant Bank CIK 0001656167 0.136 141 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 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
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.8 pp -1.2 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 HELO). Qtrs Held counts distinct quarters this fund has actually held HELO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HELO position size. Δ columns are the percentage-point change in HELO'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