Signals

← Signals

☆ELWT

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-14 Insider Di Bartolo James P. II (Chief Financial Officer) acquired via purchase ($7)
2026-09-14 Insider Di Bartolo James P. II (Chief Financial Officer) acquired via purchase ($675)
2026-09-10 Insider Di Bartolo James P. II (Chief Financial Officer) acquired via purchase ($317)
2026-08-18 8-K Item(s) 2.02, 9.01
2026-06-18 8-K Item(s) 5.07
2026-06-17 8-K Item(s) 5.02, 9.01
2026-06-15 8-K Item(s) 5.02
2026-05-14 8-K Item(s) 2.02, 9.01
2026-04-01 8-K Item(s) 5.02, 9.01
2026-03-31 8-K Item(s) 2.02, 9.01
2026-02-27 8-K Item(s) 4.02, 7.01, 9.01 -- negative
2025-12-08 8-K Item(s) 2.02, 9.01
2025-11-24 8-K Item(s) 8.01, 9.01

Flow ranking

Rank#1438
Score / z0.000 / 0.02
Consensus6.69 over 10 funds
Momentumnot computed

Price & positioning

128 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.046
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-14 Di Bartolo James P. II P $7
2026-09-14 Di Bartolo James P. II P $675
2026-09-10 Di Bartolo James P. II P $317

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-18 8-K 2.02, 9.01
2026-06-18 8-K 5.07
2026-06-17 8-K 5.02, 9.01
2026-06-15 8-K 5.02
2026-05-14 8-K 2.02, 9.01
2026-04-01 8-K 5.02, 9.01
2026-03-31 8-K 2.02, 9.01
2026-02-27 8-K 4.02, 7.01, 9.01
2025-12-08 8-K 2.02, 9.01
2025-11-24 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 3.6 0.8% 3 +0.2 pp +0.5 pp +0.8 pp +0.8 pp
☆PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 0.164 79 0.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +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% 2 -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 0.0 0.0% 1 +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
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +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% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 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 ELWT). Qtrs Held counts distinct quarters this fund has actually held ELWT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ELWT position size. Δ columns are the percentage-point change in ELWT'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