Signals

← Signals

☆EMB

822 in-universe funds with a nonzero position in EMB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23591
Score / z-0.199 / -0.27
Consensus257.31 over 527 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-17% / 1.8d

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 1,671.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 787.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 717.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 400.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 363.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 346.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 319.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 291.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 262.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 245.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 245.6 0.0% 1 +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 223.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 216.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 209.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 180.6 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 156.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 130.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 124.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 123.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 82.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 79.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 76.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 68.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 68.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 67.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 60.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 57.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 56.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 56.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 53.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 49.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 46.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 44.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 43.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 41.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 37.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 37.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 33.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 31.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 30.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 30.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 29.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 29.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 25.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 23.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 21.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 21.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 20.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 20.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 19.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 18.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 17.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 16.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 15.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 14.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 12.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 12.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 11.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 10.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 10.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 10.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 9.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 8.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 8.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Busey Bank CIK 0001427202 0.741 388 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rinkey Investments CIK 0001730774 0.601 128 7.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 7.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 6.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 6.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 6.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 5.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 5.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 4.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 2.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 2.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trajan Wealth LLC CIK 0001934415 0.705 152 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Invst, LLC CIK 0001867587 0.314 343 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆EQ LLC CIK 0001757605 0.412 87 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +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
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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