Signals

EBC

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

Flow ranking

Rank#1319
Score / z0.032 / 0.01
Consensus112.82 over 184 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 327.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 289.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 168.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 166.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HoldCo Asset Management, LP CIK 0001724246 0.947 29 144.4 10.7% 3 +0.5 pp -1.5 pp +10.7 pp +10.7 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 133.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 117.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 108.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 58.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 55.6 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 42.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 40.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 38.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 38.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 37.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 36.1 0.8% 4 +0.0 pp -0.0 pp +0.1 pp +0.8 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 34.1 3.8% 3 +2.0 pp +1.9 pp +3.8 pp +3.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 28.1 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.2 0.0% 4 +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 25.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 25.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 24.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 23.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 18.4 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 17.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 16.6 0.0% 3 +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 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 8.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.3 0.0% 4 +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 8.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFLES ASSOCIATES LP CIK 0001169581 0.214 47 7.7 6.7% 4 +1.7 pp +0.6 pp +1.0 pp +6.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 7.5 0.5% 3 -0.4 pp -0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENDEAVOUR CAPITAL ADVISORS INC CIK 0001218749 0.533 35 5.7 1.3% 4 -0.7 pp -1.0 pp -0.4 pp +1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.2 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 5.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 5.1 1.6% 6 -0.0 pp -0.4 pp -0.2 pp -0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 3.2 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
TOWLE & CO CIK 0001224014 0.032 59 3.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.9 0.4% 4 -0.0 pp -0.1 pp +0.2 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.4 0.0% 4 +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% 4 -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% 4 +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 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 2.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 4 -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 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 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 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.7 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 1.6 0.9% 4 +0.0 pp -0.1 pp +0.3 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 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 1.4 0.0% 5 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minerva Advisors LLC CIK 0001541536 0.339 46 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.2 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PVG ASSET MANAGEMENT CORP CIK 0000820434 0.274 129 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.0 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.9 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.8 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sippican Capital Advisors CIK 0001557406 0.154 111 0.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 4 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.6 0.0% 4 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Index Technologies Group LLC CIK 0002095322 0.040 275 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MENDON CAPITAL ADVISORS CORP CIK 0001177043 0.249 46 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 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% 4 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.5 0.0% 1 +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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 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 0.4 0.0% 4 -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% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.4 0.0% 5 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PCM Encore, LLC CIK 0002109846 0.244 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 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
CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Knott David M Jr CIK 0001892770 0.419 84 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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
SHP Wealth Management CIK 0001807060 0.763 1981 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +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
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 2 +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
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 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
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 0.0 0.0% 1 +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% 2 +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
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 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
Headlands Technologies LLC CIK 0001570271 0.000 695 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
North Reef Capital Management LP CIK 0001867831 0.725 43 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 0.0 0.0% 0 +0.0 pp -2.2 pp -1.2 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 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
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M3F, Inc. CIK 0001511291 0.710 22 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 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
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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 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
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 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
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
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
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 +0.0 pp -1.2 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 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
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
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 0.0 0.0% 0 -0.1 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
COMERICA BANK CIK 0000901541 0.812 3711 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
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 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 -0.1 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.0% 0 -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% 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 +0.0 pp -0.3 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 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
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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.1 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 (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