Signals

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☆IHD

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

Flow ranking

Rank#18520
Score / z0.000 / -0.02
Consensus18.05 over 32 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 ▾
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 10.2 0.3% 5 +0.0 pp -0.1 pp -0.1 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 8.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 6.9 1.5% 5 +0.0 pp +0.3 pp +0.7 pp +1.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.2 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 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 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 1.4 0.0% 6 +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
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avory & Company, LLC CIK 0001842766 0.543 32 0.7 0.9% 5 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 0.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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 IHD). Qtrs Held counts distinct quarters this fund has actually held IHD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IHD position size. Δ columns are the percentage-point change in IHD'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