Signals

← Signals

☆EEMV

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

Flow ranking

Rank#15484
Score / z0.000 / -0.02
Consensus108.18 over 197 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 223.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 190.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 181.0 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 168.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 151.9 5.7% 4 +0.2 pp -0.6 pp -0.3 pp +5.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.4 0.0% 4 -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 41.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 18.7 6.4% 4 +0.1 pp +0.3 pp +0.2 pp +6.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 14.4 3.7% 4 -0.1 pp -0.3 pp -0.8 pp +3.7 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 13.9 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 11.7 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 8.7 0.5% 4 +0.0 pp -0.3 pp -0.3 pp +0.5 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 8.2 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 8.1 2.6% 4 +0.5 pp +1.1 pp +1.1 pp +2.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 5.1 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 4.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 4.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 4.1 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.9 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 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 3.7 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 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 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 2.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 2.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.1 0.2% 4 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 2.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 2.0 0.7% 4 +0.0 pp -1.9 pp -2.1 pp +0.7 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.9 1.0% 4 -0.0 pp -0.2 pp -2.5 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1.7 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 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.4 0.7% 4 -0.2 pp -0.2 pp +0.0 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.3 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.2 0.2% 3 +0.0 pp -1.6 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.1 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 1.1 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 1.1 0.0% 4 -0.3 pp -0.1 pp -0.6 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -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
☆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
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 -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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -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% 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆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
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 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
☆Rock Creek Group LLC CIK 0001484067 0.845 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 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 -0.6 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 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
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
☆Grove Bank & Trust CIK 0001662212 0.546 886 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 +0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +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% 0 +0.0 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
☆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
☆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
☆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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 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
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 EEMV). Qtrs Held counts distinct quarters this fund has actually held EEMV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EEMV position size. Δ columns are the percentage-point change in EEMV'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