Signals

← Signals

☆EMB

1126 in-universe funds with a nonzero position in EMB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22900
Score / z-0.269 / -0.27
Consensus248.84 over 493 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-12% / 1.2d

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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,865.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 956.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 602.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 595.2 20.8% 4 +2.8 pp +7.5 pp +6.9 pp +20.8 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 592.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 582.1 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 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 402.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 323.9 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 252.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 248.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 236.3 0.1% 4 -0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 234.8 4.9% 3 +0.5 pp +0.6 pp +4.9 pp +4.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 205.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 202.5 8.9% 4 +0.3 pp +7.8 pp +7.7 pp +8.9 pp
☆Polianta Ltd CIK 0001695214 0.724 86 202.0 26.8% 1 +26.8 pp +26.8 pp +26.8 pp +26.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 168.6 0.2% 4 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 165.6 0.0% 4 -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 164.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 145.9 7.6% 2 +0.5 pp +7.6 pp +0.4 pp +7.6 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 125.7 3.0% 3 -1.0 pp -0.9 pp +3.0 pp +3.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 120.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 101.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 86.2 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 85.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 85.2 2.5% 4 +0.2 pp +0.2 pp +0.2 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 80.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 79.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 78.7 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 72.8 0.4% 4 -0.1 pp -0.0 pp +0.3 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 55.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 54.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 49.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 48.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 48.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 45.8 10.0% 4 +9.5 pp +9.6 pp +9.5 pp +10.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 40.5 1.8% 4 +1.8 pp +1.8 pp -1.5 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 37.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 34.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 33.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 32.9 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 31.9 2.1% 4 -0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.9 0.1% 4 -0.2 pp -0.3 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 30.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 29.7 3.4% 4 +0.1 pp +0.1 pp +0.1 pp +3.4 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 28.1 2.3% 4 -0.0 pp +0.0 pp -0.0 pp +2.3 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 28.0 1.2% 4 +0.1 pp +0.1 pp +0.3 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.7 0.0% 4 -0.0 pp -0.0 pp -0.5 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 27.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 26.3 0.6% 4 -0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 25.6 0.2% 4 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 25.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 25.5 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 24.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 24.7 1.8% 4 +0.1 pp +0.1 pp -0.1 pp +1.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 23.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 22.7 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 21.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 21.4 1.5% 4 -0.0 pp -0.1 pp -0.0 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 21.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 21.0 0.0% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 20.8 3.2% 4 +0.0 pp +0.2 pp +0.1 pp +3.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 20.7 1.8% 3 +0.9 pp +0.9 pp +1.8 pp +1.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 18.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 18.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 18.0 2.0% 4 -0.1 pp -0.0 pp +1.8 pp +2.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 18.0 2.5% 4 +0.4 pp +0.4 pp +0.4 pp +2.5 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 17.7 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 16.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Trust Bank, Ltd. CIK 0001406026 0.000 8 14.8 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.5 0.2% 4 -0.2 pp -0.1 pp -0.3 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 13.7 0.7% 4 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 13.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 12.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 12.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 12.8 3.2% 4 +0.0 pp +0.1 pp -0.0 pp +3.2 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.7 4.6% 4 +0.0 pp -0.6 pp -0.3 pp +4.6 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 12.7 2.8% 4 +0.0 pp +0.2 pp +0.2 pp +2.8 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 12.6 0.2% 4 +0.0 pp -0.1 pp -0.4 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 12.4 1.5% 4 +0.2 pp +0.2 pp +0.1 pp +1.5 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 12.3 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 12.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 12.0 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.0 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 11.9 3.9% 4 -0.2 pp -1.2 pp +0.1 pp +3.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.5 0.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 11.0 4.9% 4 -0.3 pp +1.2 pp +1.1 pp +4.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 11.0 2.1% 4 +0.6 pp +0.4 pp +0.4 pp +2.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 10.6 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.2 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 10.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 10.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 9.9 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆III Capital Management CIK 0001783139 0.455 48 9.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 9.6 0.5% 4 +0.2 pp +0.2 pp -0.6 pp +0.5 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.3 1.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.3 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 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 9.1 0.0% 4 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.7 2.9% 4 -0.1 pp -0.0 pp -0.2 pp +2.9 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 8.6 1.1% 4 +0.4 pp +0.5 pp +0.5 pp +1.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.2 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 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 7.8 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 7.7 1.9% 4 +0.2 pp +0.1 pp +1.7 pp +1.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.6 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Busey Bank CIK 0001427202 0.741 388 7.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 7.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.4 1.4% 4 -0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 7.2 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Global Investments CIK 0001697953 0.729 523 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 6.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 6.3 0.7% 2 +0.0 pp +0.7 pp +0.0 pp +0.7 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 6.1 0.8% 4 +0.3 pp +0.3 pp -0.1 pp +0.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 6.0 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 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.6 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 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
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 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 -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 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 EMB). Qtrs Held counts distinct quarters this fund has actually held EMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMB position size. Δ columns are the percentage-point change in EMB'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