Signals

← Signals

☆IHF

185 in-universe funds with a nonzero position in IHF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18740
Score / z0.000 / -0.02
Consensus71.75 over 129 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)
–
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 ▾
☆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 41.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 21.6 0.0% 1 +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 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 16.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.7 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 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.0 0.0% 1 +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 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 1 +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 1.9 0.0% 1 +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 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.411 221 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.6 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +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
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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 IHF). Qtrs Held counts distinct quarters this fund has actually held IHF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IHF position size. Δ columns are the percentage-point change in IHF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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