Signals

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☆HTGC

384 in-universe funds with a nonzero position in HTGC within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-17 Insider Fichera Alfred acquired via award ($61,858)

Flow ranking

Rank#1184
Score / z0.014 / 0.05
Consensus116.18 over 227 funds
Momentumnot computed

Price & positioning

223 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
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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 ▾
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 81.2 1.0% 3 -0.5 pp -0.4 pp +1.0 pp +1.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 51.1 2.4% 3 -0.1 pp -0.7 pp +2.4 pp +2.4 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 36.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 28.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 26.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 26.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 25.1 7.9% 3 +0.6 pp +1.7 pp +7.9 pp +7.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.1 0.0% 3 -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 21.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 15.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 15.1 7.0% 3 +0.2 pp +0.0 pp +7.0 pp +7.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.3 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.1 0.0% 3 -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 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 10.9 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 6.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.8 0.0% 3 +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 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 5.6 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 5.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.5 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 4.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.9 0.0% 3 +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 3.9 0.0% 4 +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 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 3.7 1.2% 3 -0.1 pp -0.4 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.4 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FJ Capital Management LLC CIK 0001599170 0.114 120 3.2 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 3.1 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 2.3 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆NATIXIS CIK 0001274981 0.561 1107 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 2.2 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.9 1.1% 3 -0.4 pp -0.5 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.8 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.5 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.5 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1.5 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 1.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.7 0.0% 3 -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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
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☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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