Signals

HQY

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

Flow ranking

Rank#18251
Score / z0.000 / -0.02
Consensus192.09 over 321 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2027Q2
Accrual ratio-0.022
F-score7
M-score
Net issuance63.4%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Neeleman Stephen G

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 1,018.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 719.0 4.7% 5 +0.7 pp +1.1 pp +1.5 pp +1.4 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 410.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 366.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 328.8 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 292.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 214.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 176.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 168.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 160.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 138.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 124.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 117.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 107.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenhouse Funds LLLP CIK 0001626220 0.437 29 106.9 5.6% 5 +0.6 pp +1.8 pp +1.7 pp +1.6 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 103.8 2.4% 5 +0.3 pp +0.5 pp +0.6 pp +0.4 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 103.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 98.2 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 96.8 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 91.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 87.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atalan Capital Partners, LP CIK 0001662906 0.822 9 82.7 5.1% 5 -1.7 pp -0.9 pp -1.0 pp -0.6 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 82.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swedbank AB CIK 0000946431 0.941 696 76.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Park West Asset Management LLC CIK 0001386928 0.189 46 70.1 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 68.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 67.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 66.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 65.9 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.7 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 63.5 0.2% 5 -0.0 pp -0.5 pp -0.5 pp -0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 61.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 61.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 61.3 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 60.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CADIAN CAPITAL MANAGEMENT, LP CIK 0001423686 0.331 28 56.6 4.3% 3 -4.2 pp +0.5 pp +4.3 pp +4.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 54.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 48.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. CIK 0002011081 0.204 43 41.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 36.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 35.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 34.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 31.2 4.4% 5 +1.0 pp +0.5 pp +0.1 pp +2.2 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 30.1 2.0% 5 -0.0 pp -0.2 pp -0.1 pp -0.3 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 28.8 1.8% 5 +0.2 pp +0.1 pp +0.0 pp -0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 24.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 22.9 2.5% 5 -0.3 pp -0.3 pp -0.4 pp -1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DF DENT & CO INC CIK 0000934999 0.597 271 22.3 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 21.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 21.1 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 20.6 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.2 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 18.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 17.7 0.1% 5 -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 17.5 0.0% 5 -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 17.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 16.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 15.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 12.8 1.2% 5 -0.5 pp -0.5 pp -1.2 pp -1.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 12.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 12.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.0 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 12.0 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 11.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 10.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 10.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 10.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 10.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 9.1 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.0 0.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 8.8 0.3% 3 -0.2 pp -0.0 pp +0.3 pp -0.1 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 8.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 8.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 8.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 8.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 8.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 7.6 2.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 6.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 6.5 2.0% 4 +0.5 pp +0.9 pp +1.0 pp +2.0 pp
Man Group plc CIK 0001637460 0.631 2032 6.1 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 6.0 0.7% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 5.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 5.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 5.4 1.6% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 5.2 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pier Capital, LLC CIK 0001310051 0.081 129 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BRIDGER MANAGEMENT, LLC CIK 0001166309 0.258 24 4.7 3.1% 1 +3.1 pp -0.5 pp +3.1 pp +3.1 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 4.7 1.4% 5 -0.4 pp -0.6 pp -0.7 pp -1.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Montanaro Asset Management Ltd CIK 0001831133 0.168 42 4.3 1.3% 5 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 4.2 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 3.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covea Finance CIK 0001636948 0.445 153 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 3.3 0.4% 1 +0.4 pp -0.1 pp -0.2 pp +0.4 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 3.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.4 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 -0.2 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eversept Partners, LP CIK 0001697013 0.242 115 0.0 0.0% 0 -0.3 pp -1.0 pp -0.4 pp -1.6 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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 -0.2 pp -0.2 pp -0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 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
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.9 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Thematics Asset Management CIK 0001956031 0.494 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Avidity Partners Management LP CIK 0001791827 0.661 45 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -1.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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 HQY). Qtrs Held counts distinct quarters this fund has actually held HQY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HQY position size. Δ columns are the percentage-point change in HQY'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