Signals

← Signals

☆EFIV

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

Flow ranking

Rank#1024
Score / z0.066 / 0.08
Consensus52.44 over 83 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 Italy CIK 0001426449 0.962 8 51.0 2.2% 3 -0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 32.3 9.9% 2 +0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 27.0 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 26.1 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 19.1 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 13.3 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 10.6 5.9% 3 +0.2 pp -0.0 pp +5.9 pp +5.9 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 10.5 3.9% 3 -0.2 pp -0.2 pp +3.9 pp +3.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAM Holding AG CIK 0001438848 0.338 273 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 6.7 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 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 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 4 +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 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 2.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.1 0.4% 3 +0.0 pp -0.9 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 1.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.9 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 1.4 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.7 0.0% 3 -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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 0.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.4 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 1 +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 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 2 +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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 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
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 0 +0.0 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 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 EFIV). Qtrs Held counts distinct quarters this fund has actually held EFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFIV position size. Δ columns are the percentage-point change in EFIV'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