Signals

HRB

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

Flow ranking

Rank#539
Score / z0.335 / 0.28
Consensus186.05 over 325 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q4
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-14 8-K 5.02
2026-08-11 8-K 2.02, 7.01, 9.01
2026-05-06 8-K 2.02, 9.01
2026-02-03 8-K 2.02, 9.01
2026-01-22 8-K 5.02, 9.01
2025-11-10 8-K 5.07
2025-11-06 8-K 2.02, 9.01
2025-09-19 8-K/A 5.02
2025-08-26 8-K 1.01, 2.03, 9.01
2025-08-25 8-K 1.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-08-18 424B5 H&R BLOCK INC
2021-06-22 424B5 H&R BLOCK INC
2020-08-04 424B5 H&R BLOCK INC
2015-09-25 424B5 H&R BLOCK INC
2012-10-22 424B5 H&R BLOCK INC

LLM reads

Ticker EvalImproving
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 493.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 485.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 135.9 0.5% 4 -0.2 pp -0.2 pp -0.4 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 128.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 119.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 101.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 99.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 99.6 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 95.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 73.2 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 63.1 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 56.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Himalaya Capital Management LLC CIK 0001709323 0.955 8 51.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 50.6 0.0% 4 -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 48.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 46.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ranmore Fund Management Ltd CIK 0002055400 0.170 23 44.4 5.9% 2 -1.2 pp +5.9 pp +5.9 pp +5.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.1 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 35.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 35.2 0.0% 6 -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 34.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lodge Hill Capital, LLC CIK 0001598245 0.198 27 33.3 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 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 32.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 28.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 28.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 27.1 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 25.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 25.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 24.7 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 22.5 6.1% 4 +1.7 pp +0.1 pp -2.7 pp +6.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 16.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Framtiden Holdings Management Co LLC CIK 0002112734 0.724 6 15.6 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 15.0 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.6 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 12.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 11.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
RWWM, Inc. CIK 0001507683 0.886 40 11.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.4 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 9.4 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 8.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 8.3 0.4% 4 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 8.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.9 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 5.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 4.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 4.5 0.3% 4 -0.3 pp -0.2 pp -0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kennondale Capital Management LLC CIK 0002055199 0.141 80 3.3 2.4% 4 +1.4 pp +1.3 pp +0.7 pp +2.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.9 0.1% 4 +0.0 pp +0.0 pp -0.7 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 2.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 2.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 2.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 2.3 0.3% 4 -0.3 pp -0.4 pp -0.4 pp +0.3 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 2.2 0.0% 6 -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 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Hill Asset Management CIK 0001696438 0.339 62 2.1 1.4% 4 -0.1 pp -0.5 pp -0.7 pp +1.4 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 2.1 1.0% 4 +0.3 pp +0.0 pp -0.2 pp +1.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 2.1 0.4% 4 -0.2 pp -0.3 pp -0.5 pp +0.4 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 1.8 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.8 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 1.7 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 1.7 0.0% 4 -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 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rings Capital Management LLC CIK 0001771122 0.867 7 1.7 0.9% 4 -0.2 pp -0.4 pp -0.5 pp +0.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.6 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 1.4 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 1.3 0.6% 4 +0.4 pp +0.3 pp +0.2 pp +0.6 pp
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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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.4 pp -0.5 pp -1.2 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Operose Advisors LLC CIK 0001909750 0.647 522 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 HRB). Qtrs Held counts distinct quarters this fund has actually held HRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HRB position size. Δ columns are the percentage-point change in HRB'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