Signals

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☆HTGC

307 in-universe funds with a nonzero position in HTGC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18547
Score / z0.000 / -0.02
Consensus112.05 over 219 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.036
F-score—
M-score—
Net issuance-79.6%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Fichera Alfred A $61,858

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
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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 ▾
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 93.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 53.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 53.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 14.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 13.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 10.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.4 0.0% 1 +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 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 5.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.9 0.0% 1 +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 +0.1 pp +0.1 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graypoint LLC CIK 0001794198 0.550 526 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FJ Capital Management LLC CIK 0001599170 0.114 120 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.1 0.0% 1 +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 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 1 +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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 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 HTGC). Qtrs Held counts distinct quarters this fund has actually held HTGC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HTGC position size. Δ columns are the percentage-point change in HTGC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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