Signals

← Signals

☆HLIO

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-18 Insider Sacchi Diana acquired via option exercise ($54,531)
2026-09-18 Insider Chenanda Cary acquired via option exercise ($51,413)
2026-09-18 Insider Britt Douglas acquired via option exercise ($54,531)
2026-09-18 Insider Walsh Ian K. acquired via option exercise ($48,295)
2026-09-18 Insider Brown Laura D acquired via option exercise ($81,346)
2026-09-18 Insider Schuetz Alexander acquired via option exercise ($51,413)
2026-09-18 Insider Schuetz Alexander disposed via tax withholding ($15,452)

Flow ranking

Rank#24925
Score / z-0.653 / -0.81
Consensus102.88 over 180 funds
Momentum0.79 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-4%
Short interest+6% / 2.0d

Forensics

Clean as of 2026Q2
Accrual ratio-0.013
F-score9
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 Sacchi Diana M $54,531
2026-09-18 Chenanda Cary M $51,413
2026-09-18 Britt Douglas M $54,531
2026-09-18 Walsh Ian K. M $48,295
2026-09-18 Brown Laura D M $81,346
2026-09-18 Schuetz Alexander M $51,413
2026-09-18 Schuetz Alexander F $15,452

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
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 231.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 146.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 138.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 130.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sara-Bay Financial CIK 0001816444 0.680 87 102.3 27.3% 5 +4.8 pp +7.7 pp +9.7 pp +12.8 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 96.8 2.1% 5 +0.4 pp +0.7 pp +0.7 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 96.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 87.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 87.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 79.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 75.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 74.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 68.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 66.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 64.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACK Asset Management LLC CIK 0001510940 0.196 21 60.8 7.1% 4 +0.8 pp +1.9 pp +2.1 pp +7.1 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 58.9 0.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 45.3 0.0% 5 +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 40.1 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 36.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 36.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 35.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 35.3 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 29.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 26.7 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 25.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aperture Investors, LLC CIK 0001787596 0.152 82 24.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 22.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 19.9 0.4% 4 +0.0 pp -0.2 pp -0.5 pp +0.4 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 19.8 0.0% 2 +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 19.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 18.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 15.0 0.0% 5 +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 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 14.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAT REINSURANCE CO LTD. CIK 0001633625 0.039 77 13.4 8.0% 5 +1.8 pp +3.3 pp +4.7 pp +5.8 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 11.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 11.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 11.2 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 10.7 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 9.8 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 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 7.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 6.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.4 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 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 5.0 0.3% 2 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telemark Asset Management, LLC CIK 0001420816 0.498 57 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.4 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 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 4.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.1 0.0% 6 +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 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 4.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 3.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 3.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 1.6 0.4% 6 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.4 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.5 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.4 0.0% 5 +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 1.4 0.0% 5 +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 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 1.3 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 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 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 0.0 0.0% 0 +0.0 pp -0.2 pp -0.9 pp -0.7 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.2 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
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.6 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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 -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 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 HLIO). Qtrs Held counts distinct quarters this fund has actually held HLIO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HLIO position size. Δ columns are the percentage-point change in HLIO'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