Signals

← Signals

☆HESM

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

Flow ranking

Rank#18013
Score / z0.000 / -0.02
Consensus111.96 over 193 funds
Momentumnot computed

Price & positioning

226 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 1,100.0 5.2% 5 -0.5 pp -0.9 pp -0.5 pp -1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 315.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 283.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 265.3 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 217.6 0.7% 5 -0.5 pp +0.2 pp +0.2 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 177.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 159.3 1.6% 5 -0.2 pp -0.3 pp -0.5 pp -2.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 100.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 74.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 74.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 73.1 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 63.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 60.5 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 58.6 1.6% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 48.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 45.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 44.0 0.3% 5 -0.0 pp -0.2 pp -0.2 pp +0.3 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 43.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 43.6 5.0% 5 -0.4 pp -0.7 pp -0.9 pp +3.4 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 41.8 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 37.5 0.9% 5 +0.6 pp +0.6 pp +0.4 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 36.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 36.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 32.3 1.1% 5 -0.1 pp -1.1 pp -1.4 pp -2.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 32.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 29.9 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 29.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 24.6 0.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 22.7 1.8% 5 -0.7 pp -3.5 pp -4.1 pp -3.5 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 21.4 4.4% 5 -0.2 pp +0.3 pp +1.6 pp +1.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.7 0.0% 5 +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 16.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 15.5 0.3% 5 -0.8 pp -1.0 pp -0.7 pp -2.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 13.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 10.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 9.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.9 0.0% 5 -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 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.0 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 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.1 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 7.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 6.7 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.0 0.1% 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 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 5.5 1.1% 5 -0.1 pp +0.6 pp -0.5 pp -1.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 5.0 1.6% 5 -0.2 pp +0.1 pp +0.1 pp -0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.8 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castellan Group CIK 0001832521 0.901 39 4.2 0.5% 4 -0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.8 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 3.6 0.6% 5 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 3.5 3.2% 5 -0.1 pp +1.3 pp +1.2 pp +1.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.4 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 3.3 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abacus FCF Advisors LLC CIK 0001604903 0.160 58 3.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 3.0 0.1% 3 -0.1 pp -0.1 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 3.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.9 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 2.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.5 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paralel Advisors LLC CIK 0001895911 0.889 126 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.1 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 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.9 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 1.9 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.6 0.0% 1 +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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.3 0.0% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.2 0.0% 3 -0.2 pp -0.0 pp +0.0 pp -0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.2 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 1.1 0.7% 5 -0.2 pp +0.0 pp +0.2 pp -0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 1.1 0.0% 3 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 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 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 -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 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 0.7% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.9 0.6% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 0.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.0 0.0% 0 -0.1 pp -1.0 pp -1.1 pp -1.5 pp
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☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 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
☆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
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -2.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.3 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
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆Curat Global, LLC CIK 0002063003 0.123 251 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
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 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
☆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
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☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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☆Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 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
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☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 0.0 0.0% 0 +0.0 pp -2.7 pp -4.5 pp -5.4 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.1 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 (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