Signals

← Signals

☆IDHQ

142 in-universe funds with a nonzero position in IDHQ within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1321
Score / z0.032 / 0.01
Consensus52.33 over 90 funds
Momentumnot computed

Price & positioning

226 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 64.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 30.5 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 29.1 8.5% 4 -0.2 pp +0.1 pp -0.3 pp +8.5 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 23.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 23.3 7.8% 5 +0.9 pp +2.7 pp +2.4 pp +3.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 13.9 4.9% 4 +0.5 pp +0.7 pp +0.7 pp +4.9 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 13.1 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.2 0.8% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 8.5 2.2% 4 -0.1 pp -0.1 pp -0.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 7.6 1.1% 4 +0.2 pp +0.1 pp +0.4 pp +1.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 4.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.1 0.0% 4 +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 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 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 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.2 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 1.0 0.7% 4 +0.0 pp -0.0 pp +0.1 pp +0.7 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.8 0.4% 4 -0.4 pp -0.0 pp -0.1 pp +0.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.7 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.6 0.1% 4 +0.0 pp -1.2 pp -1.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +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 0.0 0.0% 4 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.0 0.0% 0 -0.2 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 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 IDHQ). Qtrs Held counts distinct quarters this fund has actually held IDHQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDHQ position size. Δ columns are the percentage-point change in IDHQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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