Signals

EEM

1571 in-universe funds with a nonzero position in EEM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#931
Score / z0.088 / 0.11
Consensus486.56 over 934 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
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 1,701.4 0.1% 5 -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 1,663.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 892.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 788.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 761.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 682.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 499.6 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 381.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 360.6 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 315.4 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 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 304.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 241.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 231.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 218.4 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 204.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 186.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 177.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 138.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 109.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 109.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 105.3 3.6% 3 -0.0 pp +0.1 pp +3.6 pp +3.6 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 103.8 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 97.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 91.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 87.9 0.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 85.7 11.0% 3 +0.2 pp -0.1 pp +11.0 pp +11.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 83.4 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Man Group plc CIK 0001637460 0.631 2032 82.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 81.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 79.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 67.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 65.4 11.9% 3 -0.0 pp +0.3 pp +11.9 pp +11.9 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 64.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 62.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 60.8 2.9% 4 -0.1 pp -0.1 pp -0.1 pp +2.9 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 59.6 5.5% 3 -0.1 pp -0.0 pp +5.5 pp +5.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 58.9 0.1% 4 +0.1 pp -0.1 pp +0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 53.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 52.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.2 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 49.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Duquesne Family Office LLC CIK 0001536411 0.000 86 49.4 1.2% 2 -1.4 pp +1.2 pp +1.2 pp +1.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 46.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 46.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 44.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 44.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 43.7 1.0% 3 +0.3 pp +0.4 pp +1.0 pp +1.0 pp
Greenfield FTC, Inc. CIK 0001842727 0.862 4 43.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 42.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 42.2 1.0% 3 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 41.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 39.1 2.7% 3 +1.3 pp -0.7 pp +2.7 pp +2.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 38.6 4.9% 3 -17.5 pp -27.0 pp +4.9 pp +4.9 pp
Creative Planning CIK 0001540235 0.979 4196 37.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 36.3 0.7% 4 -0.2 pp -0.9 pp +0.6 pp +0.7 pp
Jain Global LLC CIK 0002024579 0.024 1417 35.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 34.6 3.8% 5 -0.9 pp -0.7 pp +0.2 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 33.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 32.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 32.2 3.1% 3 +0.1 pp +2.6 pp +3.1 pp +3.1 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 30.1 5.5% 3 -0.4 pp -0.4 pp +5.5 pp +5.5 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 30.0 5.3% 3 -0.1 pp +0.0 pp +5.3 pp +5.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 29.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 28.7 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 28.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.4 0.0% 3 +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 27.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 27.0 0.4% 3 -0.3 pp -3.4 pp +0.4 pp +0.4 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 24.4 2.5% 3 -0.2 pp -0.8 pp +2.5 pp +2.5 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 23.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 23.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIT, LLC CIK 0001840025 0.965 24 22.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 22.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 22.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 21.9 1.8% 3 -0.3 pp -0.3 pp +1.8 pp +1.8 pp
First Western Trust Bank CIK 0001513189 0.923 215 21.8 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 21.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 21.7 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 21.7 5.3% 3 -0.2 pp -0.6 pp +5.3 pp +5.3 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 21.4 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 20.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 20.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.5 0.0% 3 -0.1 pp -0.8 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 18.7 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 18.6 3.6% 3 +0.0 pp -0.3 pp +3.6 pp +3.6 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 18.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 18.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 18.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 18.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 17.2 1.4% 3 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 17.1 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 17.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 16.8 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 16.1 4.6% 3 +0.1 pp +0.5 pp +4.6 pp +4.6 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 15.6 4.6% 2 -0.8 pp +4.6 pp +4.6 pp +4.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 15.5 5.9% 4 +0.1 pp +0.5 pp +0.4 pp +5.9 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 15.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 15.3 7.9% 3 +0.1 pp +0.6 pp +7.9 pp +7.9 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 15.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 14.8 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 14.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 14.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 13.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 13.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 13.9 4.1% 3 -0.1 pp -0.5 pp +4.1 pp +4.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 13.8 0.1% 3 -0.6 pp -1.9 pp +0.1 pp +0.1 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 13.6 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 13.5 0.3% 3 +0.0 pp -1.8 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 13.3 10.5% 3 +5.6 pp +7.6 pp +10.5 pp +10.5 pp
DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 13.1 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 13.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 12.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HT Partners LLC CIK 0001552999 0.865 53 12.6 3.7% 3 -0.0 pp -0.0 pp +3.7 pp +3.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 12.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 12.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 12.0 5.5% 3 +0.2 pp +0.7 pp +5.5 pp +5.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 11.5 1.9% 1 +1.9 pp -0.0 pp +1.9 pp +1.9 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 11.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.3 0.8% 3 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 11.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 11.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 11.1 3.4% 3 +0.2 pp +0.8 pp +3.4 pp +3.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 11.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
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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
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Ashford Advisors, LLC CIK 0001861158 0.926 23 0.0 0.0% 0 +0.0 pp -0.1 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 +0.0 pp -7.1 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -1.3 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 0.0 0.0% 0 -3.7 pp -3.5 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 0 -3.0 pp -0.3 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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 -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -1.7 pp -1.2 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
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.0 0.0% 0 -0.7 pp -0.8 pp -0.7 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cercano Management LLC CIK 0001936416 0.054 133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.3 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 -6.6 pp -0.5 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Board of Trustees of The Leland Stanford Junior University CIK 0001315828 0.736 19 0.0 0.0% 0 -22.2 pp -18.5 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.1 pp -0.1 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 EEM). Qtrs Held counts distinct quarters this fund has actually held EEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EEM position size. Δ columns are the percentage-point change in EEM'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