Signals

← Signals

☆HESM

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

Flow ranking

Rank#16775
Score / z0.000 / -0.01
Consensus93.41 over 159 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,045.5 6.1% 3 +0.5 pp -0.3 pp +6.1 pp +6.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 313.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 228.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 221.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 152.6 1.9% 3 -0.2 pp -1.7 pp +1.9 pp +1.9 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 125.8 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 92.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 90.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 86.3 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 78.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 77.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 62.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 61.7 0.5% 3 -0.0 pp +0.5 pp +0.5 pp +0.5 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 61.4 0.0% 5 -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 60.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 57.7 2.1% 3 -0.3 pp -1.7 pp +2.1 pp +2.1 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 56.8 1.3% 3 +0.3 pp -1.2 pp +1.3 pp +1.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 56.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 54.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 49.9 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 47.6 5.2% 3 -0.7 pp -0.0 pp +5.2 pp +5.2 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 46.8 2.7% 3 -1.9 pp -2.7 pp +2.7 pp +2.7 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 46.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 40.9 5.7% 3 -0.2 pp +4.1 pp +5.7 pp +5.7 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 38.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 33.6 0.0% 2 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 33.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 31.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 28.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 26.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 25.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 24.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 23.6 0.0% 3 -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 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 18.1 4.1% 3 +1.3 pp +0.8 pp +4.1 pp +4.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 12.1 0.3% 3 -0.2 pp -0.5 pp +0.3 pp +0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burkehill Global Management, LP CIK 0001904549 0.000 173 10.3 0.7% 3 +0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 8.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.9 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 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 6.8 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 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 6.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 4.6 1.5% 3 +0.0 pp -0.3 pp +1.5 pp +1.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 4.5 1.0% 3 -0.0 pp -0.5 pp +1.0 pp +1.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 4.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 3.9 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 3.3 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 3.2 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Castellan Group CIK 0001832521 0.901 39 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.1 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 2.8 0.5% 3 -1.0 pp -2.5 pp +0.5 pp +0.5 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 2.5 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 2.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 1.4 0.5% 5 +0.1 pp -1.8 pp -1.8 pp -1.7 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 1.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 1.0 0.7% 3 +0.2 pp -0.0 pp +0.7 pp +0.7 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.7 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.7 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆South Street Advisors LLC CIK 0001399706 0.498 84 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
☆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
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 0.0 0.0% 0 +0.0 pp -0.8 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 HESM). Qtrs Held counts distinct quarters this fund has actually held HESM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HESM position size. Δ columns are the percentage-point change in HESM'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