Signals

EFSC

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

Flow ranking

Rank#1023
Score / z0.080 / 0.08
Consensus115.93 over 182 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-20 8-K 5.02, 9.01
2026-07-27 8-K 7.01, 9.01
2026-07-22 8-K 2.02, 8.01, 9.01
2026-06-17 8-K 1.01, 2.03, 9.01
2026-06-09 8-K 8.01, 9.01
2026-05-15 8-K 5.07
2026-04-28 8-K 7.01, 9.01
2026-04-22 8-K 2.02, 9.01
2026-03-09 8-K 8.01, 9.01
2026-01-29 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-06-16 424B5 ENTERPRISE FINANCIAL SERVICES
2026-06-12 424B5 ENTERPRISE FINANCIAL SERVICES
2021-11-12 424B5 ENTERPRISE FINANCIAL SERVICES
2021-11-09 424B5 ENTERPRISE FINANCIAL SERVICES
2020-05-19 424B5 ENTERPRISE FINANCIAL SERVICES
2020-05-15 424B5 ENTERPRISE FINANCIAL SERVICES
2017-04-10 S-3/A ENTERPRISE FINANCIAL SERVICES
2017-01-30 S-3/A ENTERPRISE FINANCIAL SERVICES

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 235.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 191.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 147.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 105.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 103.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 91.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 64.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 61.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 60.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PL Capital Advisors, LLC CIK 0001569147 0.803 31 48.3 13.4% 5 +1.5 pp +0.9 pp -0.0 pp +0.5 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 46.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 37.9 11.1% 5 -1.1 pp -1.3 pp -3.6 pp -4.7 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 37.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 33.7 13.8% 5 +4.7 pp +4.7 pp +3.0 pp +3.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 25.6 0.0% 5 +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 23.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 22.8 0.0% 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 22.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 19.3 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ENDEAVOUR CAPITAL ADVISORS INC CIK 0001218749 0.533 35 18.6 3.8% 5 +0.4 pp +1.0 pp +2.3 pp +2.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 15.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 13.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.8 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 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 10.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.3 0.0% 5 +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 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 8.9 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.9 0.0% 5 +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 8.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 8.5 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 6.5 0.9% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 6.0 0.2% 5 -0.2 pp -0.1 pp -0.2 pp +0.1 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.5 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 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 5.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 3.0 0.5% 5 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.8 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 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 1.3 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 5 +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 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Hamilton Capital Partners Inc. CIK 2141005 0.591 214 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 -0.2 pp -0.1 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
Elizabeth Park Capital Advisors, Ltd. CIK 0001600583 0.196 44 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.1 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 EFSC). Qtrs Held counts distinct quarters this fund has actually held EFSC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFSC position size. Δ columns are the percentage-point change in EFSC'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