Signals

HII

646 in-universe funds with a nonzero position in HII within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1063
Score / z0.067 / 0.07
Consensus249.17 over 467 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,181.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 929.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 753.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 696.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 274.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 252.4 0.0% 1 +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 225.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 220.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 216.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 197.6 0.0% 1 +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 160.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 143.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 114.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 112.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 110.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 93.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 92.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 90.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 87.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 85.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 84.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 80.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 79.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 75.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 69.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 67.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 59.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 58.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 56.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 49.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 45.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 44.7 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 42.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 38.1 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 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 35.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 32.3 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 32.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunriver Management LLC CIK 0001663900 0.082 21 31.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 28.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 25.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.1 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 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 21.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 18.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 13.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 13.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 10.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 10.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KETTLE HILL CAPITAL MANAGEMENT, LLC CIK 0001387369 0.018 35 7.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 6.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.0 0.0% 1 +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 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 3.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.3 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 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Investment Co CIK 0002033920 0.419 73 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.6 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 2.6 0.0% 1 +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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennondale Capital Management LLC CIK 0002055199 0.141 80 2.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.4 0.0% 1 +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% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 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 HII). Qtrs Held counts distinct quarters this fund has actually held HII (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HII position size. Δ columns are the percentage-point change in HII's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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