Signals

← Signals

☆HESM

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

Flow ranking

Rank#16757
Score / z0.000 / -0.02
Consensus102.02 over 176 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 1,200.3 5.6% 4 -0.4 pp +0.0 pp -0.8 pp +5.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 309.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 302.0 1.2% 4 +0.7 pp +0.7 pp +0.4 pp +1.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 279.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 274.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 173.6 1.8% 4 -0.1 pp -0.3 pp -1.8 pp +1.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 145.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 85.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 80.9 0.5% 4 -0.0 pp +0.1 pp -0.1 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 76.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 67.2 0.0% 4 +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 66.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 66.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 60.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 58.7 1.1% 4 -0.2 pp +0.1 pp -1.4 pp +1.1 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 58.0 1.6% 4 +0.1 pp -0.0 pp +0.0 pp +1.6 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 51.0 0.4% 4 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 46.1 5.5% 4 -0.3 pp -0.5 pp +3.9 pp +5.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 41.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 41.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 34.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 33.3 1.2% 4 -0.9 pp -1.3 pp -2.6 pp +1.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 31.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 29.7 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 28.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 27.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 26.0 2.4% 4 -2.8 pp -3.5 pp -2.8 pp +2.4 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 22.2 4.6% 4 +0.5 pp +1.8 pp +1.3 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 16.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 14.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.8 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 12.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Burkehill Global Management, LP CIK 0001904549 0.000 173 11.7 0.6% 4 -0.1 pp -0.0 pp -0.3 pp +0.6 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 11.7 0.3% 4 -0.0 pp -0.2 pp -0.5 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 10.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 9.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 9.2 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 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 8.9 0.0% 2 +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 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 6.9 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.8 0.0% 1 +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 6.7 0.0% 4 -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 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 5.7 0.2% 2 +0.1 pp +0.2 pp -0.0 pp +0.2 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 5.6 1.1% 4 +0.6 pp -0.4 pp -1.8 pp +1.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 5.2 1.8% 4 +0.3 pp +0.3 pp +0.0 pp +1.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 4.9 0.5% 1 +0.5 pp +0.3 pp -0.2 pp +0.5 pp
☆Man Group plc CIK 0001637460 0.631 2032 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.9 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 4.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.2 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 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 3.9 0.8% 4 -0.1 pp -0.2 pp -0.4 pp +0.8 pp
☆Castellan Group CIK 0001832521 0.901 39 3.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 3.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 3.7 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 3.6 3.3% 4 +1.4 pp +1.3 pp +1.1 pp +3.3 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.5 1.1% 4 +0.1 pp +0.1 pp -0.1 pp +1.1 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 3.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus FCF Advisors LLC CIK 0001604903 0.160 58 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.3 0.0% 2 +0.0 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 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 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 1.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.4 0.1% 4 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 1.2 0.9% 4 +0.2 pp +0.3 pp +0.1 pp +0.9 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 1.2 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.1 0.7% 4 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 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 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 1.1 0.4% 6 -0.0 pp +0.0 pp -1.8 pp -1.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.9 0.8% 4 +0.2 pp -0.1 pp -0.2 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 0.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Game Creek Capital, LP CIK 0001731132 0.153 66 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.8 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 0.0 0.0% 0 +0.0 pp -1.7 pp -1.8 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 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
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 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
☆Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 0.0 0.0% 0 +0.0 pp -1.1 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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
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☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.0 0.0% 0 +0.0 pp -1.6 pp -2.6 pp +0.0 pp
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☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 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 +0.0 pp -0.8 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 (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