Signals

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☆HFGM

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

Flow ranking

Rank#18148
Score / z0.000 / -0.02
Consensus10.77 over 24 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 13.0 3.2% 3 +1.6 pp +2.9 pp +3.2 pp +3.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 11.4 1.1% 4 +0.9 pp +1.0 pp +1.0 pp +1.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 10.0 1.8% 5 -0.4 pp +0.4 pp +0.6 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 6.2 0.7% 5 -0.2 pp +0.1 pp +0.2 pp +0.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 5.7 0.8% 5 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.3 0.7% 4 -0.1 pp -0.1 pp -0.4 pp +0.7 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 3.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 3.0 1.1% 4 -0.2 pp +0.0 pp -0.0 pp +1.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.5 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.9 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.4 0.7% 3 -0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.3 1.2% 4 -0.2 pp -0.1 pp -0.2 pp +1.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 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 HFGM). Qtrs Held counts distinct quarters this fund has actually held HFGM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HFGM position size. Δ columns are the percentage-point change in HFGM'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