Signals

HL

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

Flow ranking

Rank#16800
Score / z0.000 / -0.02
Consensus204.37 over 357 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,681.8 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 622.0 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 384.0 0.5% 4 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 366.2 1.1% 4 -0.8 pp -0.3 pp +0.4 pp +1.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 350.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 238.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 234.8 0.0% 4 -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 187.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 155.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 155.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 126.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 118.4 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 108.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.4 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 85.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 82.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 81.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 76.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 74.0 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 72.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 69.0 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 59.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 59.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 52.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 46.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 41.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 39.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 38.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 35.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 34.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 32.0 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 30.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 29.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.5 0.0% 4 +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 28.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.9 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 24.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 24.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 24.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 23.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 20.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 18.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 17.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 15.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 14.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 13.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 12.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 11.9 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 10.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 10.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HATCH COVE CAPITAL, LLC CIK 0002049307 0.000 24 9.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.8 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 9.3 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 8.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 7.6 4.3% 3 -1.2 pp -0.0 pp +4.3 pp +4.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 7.0 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 6.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Electrum Group LLC CIK 0001565641 0.000 10 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 6.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 5.3 0.8% 3 -0.8 pp -0.1 pp +0.8 pp +0.8 pp
Oppenheimer & Close, LLC CIK 0001591377 0.233 57 5.3 3.3% 4 -1.3 pp -2.0 pp -1.1 pp +3.3 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 5.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 4.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 4.9 0.4% 4 -0.3 pp -0.1 pp +0.4 pp +0.4 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 4.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 4.6 3.2% 4 -3.6 pp -1.5 pp +0.6 pp +3.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 4.0 0.1% 4 -0.0 pp -0.2 pp -0.4 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 3.9 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 3.8 0.3% 6 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Vest Financial, LLC CIK 0001709632 0.555 420 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 3.6 2.7% 4 -0.4 pp +0.1 pp +1.2 pp +2.7 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 3.6 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.5 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.2 0.0% 4 +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 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 3.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 2.8 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 2.8 0.0% 2 +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 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 2.4 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old West Investment Management, LLC CIK 0001549358 0.124 124 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pale Fire Capital SE CIK 0001922318 0.724 71 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 HL). Qtrs Held counts distinct quarters this fund has actually held HL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HL position size. Δ columns are the percentage-point change in HL'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