Signals

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☆HTGC

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

Flow ranking

Rank#18278
Score / z0.000 / -0.02
Consensus112.48 over 216 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 ▾
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 61.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 57.8 2.6% 5 +0.2 pp +0.2 pp +0.0 pp -0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 46.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 35.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 29.3 0.0% 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 28.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 26.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 21.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 21.4 7.3% 5 +0.3 pp -0.6 pp +0.0 pp +1.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 16.3 0.2% 5 +0.2 pp -0.8 pp -1.3 pp -1.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 15.9 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 14.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 12.2 0.5% 5 -0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 10.2 1.4% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Melia Wealth LLC CIK 0001964047 0.479 23 8.7 5.0% 5 -0.7 pp -1.9 pp -1.7 pp -1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 6 +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 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.4 0.1% 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 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 4.1 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 4.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FJ Capital Management LLC CIK 0001599170 0.114 120 3.9 0.5% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.4 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 3.3 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.3 0.1% 2 -0.0 pp +0.1 pp -0.2 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.5 1.2% 5 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 2.3 1.2% 5 -0.1 pp +0.0 pp -0.3 pp -0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 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 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 2.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 2.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Investment Management CIK 0001615717 0.117 34 2.0 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 2.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elemental Capital Partners LLC CIK 0001860672 0.910 12 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.7 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 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 1.5 0.5% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 1.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.5 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.4 0.2% 5 -0.0 pp -0.4 pp -0.4 pp -0.6 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.3 0.9% 4 +0.4 pp +0.5 pp +0.7 pp +0.9 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 1.3 0.4% 5 -0.2 pp -0.8 pp -0.9 pp -1.2 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.3 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.1 1.1% 5 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.0 0.0% 5 -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% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 +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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.8 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.8 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.7 0.1% 2 +0.0 pp +0.1 pp -0.5 pp -0.6 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.6 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 4 +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 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penbrook Management LLC CIK 0001381055 0.184 101 0.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 5 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 5 -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
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 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 (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