Signals

HMY

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

Flow ranking

Rank#18208
Score / z0.000 / -0.02
Consensus84.20 over 146 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
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 453.4 0.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 76.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 70.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 66.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 39.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 28.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 22.5 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 17.1 0.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.4 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 16.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.2 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 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 10.3 0.0% 3 +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 10.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mountaineer Partners Management, LLC CIK 0001730532 0.000 1 9.3 7.1% 2 +2.0 pp +7.1 pp +7.1 pp +7.1 pp
Man Group plc CIK 0001637460 0.631 2032 8.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 7.7 0.8% 4 -0.7 pp -3.8 pp -1.0 pp +0.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 7.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 6.5 0.6% 5 -0.1 pp +0.1 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intesa Sanpaolo S.p.A. CIK 0001374384 0.296 233 5.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.4 0.0% 5 -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 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.3 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 4.1 0.7% 5 -0.1 pp -0.4 pp -0.2 pp -0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 3.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 3.1 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2.9 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lingotto Investment Management LLP CIK 0001732768 0.824 31 2.5 0.1% 5 +0.0 pp -1.7 pp -3.8 pp -5.4 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.4 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 2.4 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 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 2.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North of South Capital LLP CIK 0002033334 0.894 28 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 1.9 0.5% 1 +0.5 pp +0.5 pp +0.0 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.6 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 1.3 1.0% 5 -0.1 pp -0.5 pp -0.4 pp -0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.6 0.1% 5 -1.2 pp -0.2 pp -0.3 pp -0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.6 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 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.4 0.1% 7 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakmont Investment Advisors, Inc. CIK 2150170 0.072 115 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 0.3 0.0% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 2 -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 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.3 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 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.0% 4 -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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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 HMY). Qtrs Held counts distinct quarters this fund has actually held HMY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HMY position size. Δ columns are the percentage-point change in HMY'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