Signals

EBC

328 in-universe funds with a nonzero position in EBC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#906
Score / z0.096 / 0.12
Consensus134.69 over 208 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 403.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 327.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 324.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 176.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 164.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 137.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HoldCo Asset Management, LP CIK 0001724246 0.946 29 136.1 10.2% 2 -2.0 pp +10.2 pp +10.2 pp +10.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 100.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 97.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 54.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 47.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 44.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 38.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 37.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 35.1 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 34.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 34.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 33.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.4 0.0% 3 +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 33.0 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 27.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 26.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 24.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 23.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 22.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 21.3 0.0% 3 +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 20.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 17.1 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 15.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
North Reef Capital Management LP CIK 0001867831 0.724 43 14.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 12.9 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 11.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 11.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.1 0.0% 2 +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 8.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENDEAVOUR CAPITAL ADVISORS INC CIK 0001218749 0.533 35 7.0 1.9% 3 -0.4 pp +0.2 pp +1.9 pp +1.9 pp
RAFFLES ASSOCIATES LP CIK 0001169581 0.214 47 6.6 5.0% 3 -1.1 pp -0.7 pp +5.0 pp +5.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 6.1 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 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 6.1 1.6% 5 -0.4 pp -0.2 pp -0.4 pp -0.3 pp
Man Group plc CIK 0001637460 0.631 2032 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 3 -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 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWLE & CO CIK 0001224014 0.032 59 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 3.1 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.3 0.0% 3 -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 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.2 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 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.9 0.0% 3 +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 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 1.5 0.9% 3 -0.1 pp +0.3 pp +0.9 pp +0.9 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.3 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 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minerva Advisors LLC CIK 0001541536 0.339 46 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 3 -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 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 1.0 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 3 -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 0.8 0.0% 3 +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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sippican Capital Advisors CIK 0001557406 0.154 111 0.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.5 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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stieven Capital Advisors, L.P. CIK 0001388279 0.536 36 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fourthstone LLC CIK 0001767803 0.000 25 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 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 EBC). Qtrs Held counts distinct quarters this fund has actually held EBC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EBC position size. Δ columns are the percentage-point change in EBC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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