Signals

HWC

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

Flow ranking

Rank#18185
Score / z0.000 / -0.02
Consensus151.40 over 254 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 814.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 543.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 359.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 334.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 321.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 274.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 209.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 175.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 140.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 115.3 0.0% 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 114.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 102.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 94.3 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 91.9 0.1% 2 -0.0 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 91.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 83.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 75.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 68.9 1.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 58.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 57.9 0.0% 7 +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 55.6 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 53.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 49.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 45.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 40.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 40.1 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 39.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 38.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 37.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 34.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 33.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 31.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 28.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 28.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 28.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 27.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 24.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.6 0.0% 6 +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 22.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stieven Capital Advisors, L.P. CIK 0001388279 0.536 36 22.5 4.3% 5 +0.2 pp +0.6 pp +0.6 pp +0.8 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 21.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 20.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 19.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 19.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 18.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 17.5 0.8% 5 +0.4 pp +0.1 pp +0.1 pp +0.1 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 17.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 17.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 15.6 0.2% 1 +0.2 pp -0.3 pp -0.4 pp -0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 10.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 10.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 9.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.7 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.2 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 8.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 7.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 7.1 0.6% 5 +0.5 pp +0.5 pp +0.4 pp -0.1 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 6.5 0.8% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
Petiole USA ltd CIK 0001600202 0.292 31 6.4 4.6% 5 +0.8 pp +1.1 pp +0.9 pp +1.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 2.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.4 0.0% 5 -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 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.8 0.0% 5 -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 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALZHAUER MICHAEL CIK 0001059543 0.470 79 1.8 0.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 1.3 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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EASTERN BANK CIK 0001126395 0.668 1038 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
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 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 -0.1 pp -0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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 -0.1 pp +0.0 pp
QSV Equity Investors LLC CIK 0002011250 0.056 89 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -1.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 HWC). Qtrs Held counts distinct quarters this fund has actually held HWC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HWC position size. Δ columns are the percentage-point change in HWC'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