Signals

HSBC

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

Flow ranking

Rank#24418
Score / z-0.074 / -0.11
Consensus264.05 over 504 funds
Momentum0.15 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-14% / 4.2d

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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,766.1 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 933.1 0.2% 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 768.1 0.0% 7 +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 538.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 412.4 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 286.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 250.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 235.8 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 228.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 158.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 100.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 68.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 63.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 57.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 56.5 1.9% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.1 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 42.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 42.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.7 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 41.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 41.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 41.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 39.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 39.3 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 38.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 37.3 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 35.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.5 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 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 29.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 27.0 2.9% 5 -0.2 pp +0.3 pp +1.2 pp +1.7 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 25.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 22.4 6.1% 5 +1.7 pp +1.8 pp +2.2 pp +2.1 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 20.3 12.3% 4 +1.0 pp +1.0 pp +4.7 pp +12.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 19.8 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 18.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 16.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 16.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 15.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.1 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 15.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 13.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 12.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 10.2 3.4% 5 +0.5 pp +0.4 pp +0.8 pp +0.9 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 9.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 9.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 9.0 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.8 0.0% 5 +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 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.3 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 7.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 7.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 7.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 7.4 0.3% 1 +0.3 pp +0.1 pp +0.2 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 7.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 6.7 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.2 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 6.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 6.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 6.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 5.6 1.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.9 0.0% 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 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPAL CAPITAL LLC CIK 0002100122 0.079 136 4.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 4.6 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 4.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.5 0.5% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 3.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 3.2 0.8% 5 +0.0 pp +0.1 pp -1.3 pp -0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 3.1 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 3.0 1.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 2.7 0.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 2.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.5 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 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 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 0.0 0.0% 0 -0.1 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
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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
WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BankPlus Trust Department CIK 0002047270 0.431 470 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
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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
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
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
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 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
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 -0.2 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 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
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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 HSBC). Qtrs Held counts distinct quarters this fund has actually held HSBC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HSBC position size. Δ columns are the percentage-point change in HSBC'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