Signals

← Signals

☆EMB

1173 in-universe funds with a nonzero position in EMB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24745
Score / z-0.506 / -0.63
Consensus269.11 over 532 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 2,019.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,039.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 704.8 0.4% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 633.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 611.1 19.6% 5 -1.2 pp +1.5 pp +6.3 pp +5.7 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 464.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 450.7 0.2% 5 +0.1 pp +0.0 pp +0.2 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 327.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 279.3 11.5% 5 +2.7 pp +3.0 pp +10.4 pp +10.4 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 274.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 268.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 241.1 4.6% 4 -0.3 pp +0.1 pp +0.3 pp +4.6 pp
☆Polianta Ltd CIK 0001695214 0.724 86 207.4 25.6% 2 -1.2 pp +25.6 pp +25.6 pp +25.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 207.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 177.2 5.8% 2 -7.4 pp +5.8 pp +5.8 pp +5.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 175.2 0.0% 5 -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 174.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 172.8 0.6% 3 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 167.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 154.2 7.6% 3 +0.1 pp +0.6 pp +7.6 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 102.6 0.1% 5 +0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 90.8 2.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 85.9 1.4% 4 -1.5 pp -2.6 pp -2.4 pp +1.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 84.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 81.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 81.8 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 75.2 0.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 66.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 57.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 56.8 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 53.7 10.4% 5 +0.4 pp +10.0 pp +10.0 pp +9.9 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 51.7 1.9% 1 +1.9 pp +1.9 pp -3.6 pp +1.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 50.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 50.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 45.4 0.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 42.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 40.8 0.2% 5 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 37.7 0.0% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 35.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 34.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 34.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.5 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 33.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 32.8 1.9% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 32.7 6.4% 2 +1.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 31.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 30.3 1.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 29.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 29.4 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 26.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 26.3 1.8% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 25.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 25.5 1.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 24.7 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 23.9 0.5% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 23.1 3.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 23.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 22.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 22.0 1.9% 4 +0.1 pp +1.0 pp +1.0 pp +1.9 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 21.5 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 21.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 20.6 0.2% 5 +0.1 pp -0.2 pp -0.0 pp -0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 20.6 0.0% 6 -0.0 pp -0.0 pp -0.4 pp -0.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 20.5 2.0% 5 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 20.4 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 20.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 19.1 2.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 18.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 17.8 2.2% 5 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 17.4 7.7% 2 +3.0 pp +7.7 pp +7.7 pp +7.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 16.4 0.7% 5 +0.0 pp +0.3 pp +0.3 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 16.2 2.4% 5 +0.4 pp +1.0 pp +0.8 pp +0.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 15.9 0.7% 5 +0.5 pp +0.3 pp +0.3 pp +0.4 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 15.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 15.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 15.1 0.5% 2 -1.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 14.4 2.8% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 14.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 14.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 13.9 4.6% 5 -0.0 pp -0.0 pp -0.6 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.1 1.3% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 13.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 12.8 2.9% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 12.7 3.7% 5 -0.2 pp -0.3 pp -1.3 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 12.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.3 0.0% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 12.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 12.3 5.1% 1 +5.1 pp +5.1 pp -2.8 pp +5.1 pp
☆Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 11.9 8.0% 2 +5.1 pp +8.0 pp +8.0 pp +8.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.4 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.3 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 11.4 4.7% 5 -0.2 pp -0.4 pp +1.1 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 11.1 2.4% 2 +2.0 pp +2.4 pp +2.4 pp +2.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 10.0 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.9 1.4% 6 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.6 0.2% 6 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 9.2 2.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.0 1.0% 5 -0.1 pp +0.3 pp +0.5 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 8.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 8.4 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gridiron Partners, LLC CIK 0001910867 0.663 51 8.2 4.3% 5 +1.9 pp +3.7 pp +3.8 pp +3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 8.0 1.7% 5 -0.1 pp +0.1 pp -0.1 pp +1.6 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 7.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Summit Global Investments CIK 0001697953 0.729 523 7.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.6 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 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 7.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.4 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.2 0.0% 5 +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 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 7.1 2.3% 1 +2.3 pp +0.3 pp +1.1 pp +1.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.8 1.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 6.5 1.6% 1 +1.6 pp +0.4 pp +0.4 pp +1.6 pp
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☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 +0.0 pp -0.1 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
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp -1.4 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -0.7 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
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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 -0.0 pp -0.1 pp -0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 -1.9 pp -1.8 pp -2.1 pp -2.4 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
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☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
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☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆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
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆III Capital Management CIK 0001783139 0.455 48 0.0 0.0% 0 -4.0 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 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 (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