Signals

EMBX

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

Flow ranking

Rank#16874
Score / z0.000 / -0.02
Consensus23.21 over 44 funds
Momentumnot computed

Price & positioning

191 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 57.1 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 16.6 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 10.9 2.6% 3 +0.3 pp +0.3 pp +2.6 pp +2.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 9.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 6.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 6.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 4.2 3.1% 3 -0.1 pp +0.2 pp +3.1 pp +3.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.3 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 3.1 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
Integras Partners LLC CIK 0002055384 0.140 100 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 1.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.0 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 2 +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 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 -0.0 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 EMBX). Qtrs Held counts distinct quarters this fund has actually held EMBX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMBX position size. Δ columns are the percentage-point change in EMBX'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