Signals

EBI

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

Flow ranking

Rank#24974
Score / z-0.857 / -1.05
Consensus8.61 over 11 funds
Momentum-0.10 =

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+100% / 1.0d

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
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 407.7 41.6% 5 +1.1 pp -0.3 pp +0.8 pp +1.7 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 72.0 15.4% 5 -0.9 pp -0.5 pp -1.4 pp -2.5 pp
BetterWealth, LLC CIK 0001911702 0.869 86 37.8 6.7% 5 +0.1 pp -0.8 pp -1.0 pp -0.9 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 21.9 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 21.6 3.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
New Capital Management LP CIK 0001696731 0.833 60 13.9 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 12.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 10.9 3.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.7 0.0% 5 -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 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +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 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
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 EBI). Qtrs Held counts distinct quarters this fund has actually held EBI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EBI position size. Δ columns are the percentage-point change in EBI'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