Signals

EMB

1022 in-universe funds with a nonzero position in EMB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#329
Score / z0.596 / 0.84
Consensus323.02 over 650 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+14% / 3.2d ⚡

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)
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
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,836.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 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 759.4 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 16 606.6 18.1% 3 +4.8 pp +4.2 pp +18.1 pp +18.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 558.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 492.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 399.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 361.6 0.2% 3 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 342.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 295.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 276.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 258.8 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 248.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 240.7 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 220.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 218.5 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 200.1 8.6% 3 +7.5 pp +7.4 pp +8.6 pp +8.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 160.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 146.2 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 141.5 7.1% 1 +7.1 pp -0.1 pp +7.1 pp +7.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 127.9 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 115.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 106.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 97.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 96.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Man Group plc CIK 0001637460 0.631 2032 91.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 79.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 77.4 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 77.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 77.2 0.4% 3 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 71.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 62.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 61.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 59.9 2.8% 3 +1.8 pp +2.8 pp +2.8 pp +2.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 59.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 58.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 55.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 54.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 49.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 48.8 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.9 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 43.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 37.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 35.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 33.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 33.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 32.7 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 32.6 3.4% 3 +0.0 pp +0.0 pp +3.4 pp +3.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 31.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 31.7 0.0% 3 -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 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 30.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 30.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 30.4 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 29.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 29.3 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 28.1 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 26.6 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 26.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 25.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.6 0.0% 3 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 24.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 24.1 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 23.2 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 22.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 22.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 22.2 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
Apella Capital, LLC CIK 0001801507 0.827 695 21.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 21.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 21.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 21.1 0.0% 4 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 20.5 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
Invst, LLC CIK 0001867587 0.314 343 19.2 2.1% 3 +0.0 pp +1.9 pp +2.1 pp +2.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 17.6 2.4% 3 +0.0 pp -0.1 pp +2.4 pp +2.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 16.0 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 15.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.1 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 15.0 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 14.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 13.0 4.6% 3 -0.6 pp -0.3 pp +4.6 pp +4.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 13.0 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 12.9 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 12.7 3.2% 3 +0.1 pp -0.1 pp +3.2 pp +3.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 12.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 12.6 2.8% 3 +0.2 pp +0.1 pp +2.8 pp +2.8 pp
Idaho Trust Co CIK 0001568069 0.536 98 12.1 4.0% 3 -1.0 pp +0.3 pp +4.0 pp +4.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 12.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 11.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 11.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 11.4 5.1% 3 +1.5 pp +1.4 pp +5.1 pp +5.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 11.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 10.9 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 10.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 10.7 2.1% 3 +0.1 pp -0.0 pp +2.1 pp +2.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 10.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 9.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 9.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 9.2 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 9.2 0.8% 3 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 8.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 8.8 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 8.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 8.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 8.1 6.2% 3 +2.8 pp +0.7 pp +6.2 pp +6.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 7.8 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Rinkey Investments CIK 0001730774 0.601 128 7.7 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
Busey Bank CIK 0001427202 0.741 388 7.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.5 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.4 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 7.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 7.2 1.6% 3 -0.2 pp +1.5 pp +1.6 pp +1.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 7.0 1.9% 3 +0.9 pp +0.9 pp +1.9 pp +1.9 pp
JB Capital LLC CIK 0001879371 0.629 280 6.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 6.9 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 6.8 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 6.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 6.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 5.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 5.5 2.4% 4 -0.0 pp -0.1 pp -0.1 pp +2.4 pp
Financial Alternatives, Inc CIK 0001967227 0.645 84 5.5 3.2% 3 -0.1 pp -0.3 pp +3.2 pp +3.2 pp
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Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 5.4 2.0% 3 +0.8 pp +0.8 pp +2.0 pp +2.0 pp
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Monument Capital Management CIK 0001729428 0.068 262 5.3 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.3 4.4% 3 +0.1 pp +1.0 pp +4.4 pp +4.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
EQ LLC CIK 0001757605 0.412 87 5.2 1.5% 3 +0.5 pp +0.9 pp +1.5 pp +1.5 pp
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LMR Partners LLP CIK 0001578621 0.225 1167 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kelly Financial Services LLC CIK 0002023336 0.366 141 4.3 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.9 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
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Inscription Capital, LLC CIK 0001767868 0.329 789 3.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
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Austin Private Wealth, LLC CIK 0001800328 0.622 265 3.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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CROBAN CIK 0001694663 0.128 81 3.0 1.4% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
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WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -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
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
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 -0.3 pp +0.0 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp -0.6 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
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 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
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +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% 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 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 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 (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