Signals

← Signals

☆HODL

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

Flow ranking

Rank#18084
Score / z0.000 / -0.02
Consensus46.76 over 89 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 245.8 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 87.7 0.3% 5 -0.2 pp -0.5 pp -1.1 pp -0.8 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 36.4 0.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 16.3 1.1% 3 -0.4 pp -0.2 pp +1.1 pp +1.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 15.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 13.8 0.7% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 4.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp -0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.4 0.5% 6 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 1.9 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.6 0.0% 5 -0.0 pp -0.0 pp -0.6 pp -0.6 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.6 0.1% 5 -0.1 pp -0.9 pp -1.8 pp -1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 0.3 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.328 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 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 +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.5 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp -6.6 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 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
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 HODL). Qtrs Held counts distinct quarters this fund has actually held HODL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HODL position size. Δ columns are the percentage-point change in HODL'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