Signals

← Signals

☆HELO

392 in-universe funds with a nonzero position in HELO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#269
Score / z0.727 / 1.02
Consensus116.81 over 225 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 211.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 175.2 3.3% 3 +0.2 pp +0.4 pp +3.3 pp +3.3 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 147.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 135.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 134.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 131.9 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 124.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 72.3 19.3% 3 -0.1 pp -3.3 pp +19.3 pp +19.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 64.1 7.9% 3 -0.3 pp -0.6 pp +7.9 pp +7.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 51.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 50.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 45.5 6.1% 3 -0.1 pp -0.0 pp +6.1 pp +6.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.7 0.0% 3 +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 28.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 23.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 22.4 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 17.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 17.1 5.3% 3 -0.2 pp -0.4 pp +5.3 pp +5.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 17.1 1.2% 1 +1.2 pp -0.1 pp +1.2 pp +1.2 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 16.9 13.6% 4 +0.2 pp +1.9 pp +5.9 pp +13.6 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 16.7 9.2% 4 +0.6 pp +1.0 pp +1.6 pp +9.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 16.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 16.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 16.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 15.5 0.2% 3 -0.6 pp -0.7 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 14.4 3.8% 3 +0.1 pp -0.9 pp +3.8 pp +3.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 14.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 14.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 13.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 12.9 3.0% 3 +0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 12.5 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 12.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 12.2 4.1% 3 -0.2 pp +0.3 pp +4.1 pp +4.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 11.6 2.1% 3 +2.0 pp +2.0 pp +2.1 pp +2.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 10.0 0.9% 3 +0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 9.8 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 9.7 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 9.5 2.5% 3 -0.4 pp -0.3 pp +2.5 pp +2.5 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 9.4 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.6 3.1% 3 -0.3 pp -0.7 pp +3.1 pp +3.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.0 0.4% 4 +0.0 pp -0.1 pp +0.2 pp +0.4 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 7.9 1.3% 3 +0.0 pp -0.2 pp +1.3 pp +1.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.7 1.4% 3 -0.0 pp +1.3 pp +1.4 pp +1.4 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 7.7 7.0% 3 +0.3 pp +0.1 pp +7.0 pp +7.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 7.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.6 2.5% 3 -1.1 pp -0.8 pp +2.5 pp +2.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.6 0.6% 4 +0.0 pp +0.0 pp +0.4 pp +0.6 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 7.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 7.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 7.3 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.1 0.2% 3 -0.1 pp -0.5 pp +0.2 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 7.1 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 6.7 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 5.7 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 5.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 5.6 1.4% 1 +1.4 pp -0.3 pp +1.4 pp +1.4 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 5.5 2.9% 3 +0.4 pp +1.0 pp +2.9 pp +2.9 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 5.2 0.8% 3 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 5.1 0.7% 3 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 4.9 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.8 2.4% 3 +0.4 pp +1.1 pp +2.4 pp +2.4 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 4.7 2.8% 3 -0.7 pp -0.5 pp +2.8 pp +2.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 4.6 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 4.2 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 4.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 4.1 2.7% 3 +2.1 pp +1.9 pp +2.7 pp +2.7 pp
☆Renasant Bank CIK 0001656167 0.136 141 4.0 2.7% 3 +0.2 pp +0.1 pp +2.7 pp +2.7 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 4.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 3.9 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.6 2.7% 3 -0.2 pp +0.8 pp +2.7 pp +2.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 3.6 1.0% 4 -3.3 pp -5.5 pp -6.7 pp +1.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.4 1.5% 3 +0.3 pp +0.4 pp +1.5 pp +1.5 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.2 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 3.2 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 3.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 2.9 0.6% 3 -0.4 pp -0.5 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.8 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 2.5 2.0% 3 +0.2 pp +0.3 pp +2.0 pp +2.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 2.5 1.1% 3 +0.6 pp +0.6 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 2.4 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 2.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 2.1 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.1 0.6% 3 +0.6 pp +0.5 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.0 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.8 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.7 0.4% 4 -0.3 pp -0.3 pp -0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.6 0.6% 3 -0.7 pp -0.8 pp +0.6 pp +0.6 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
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☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 -0.6 pp -1.0 pp +0.0 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
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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