Signals

EMGF

182 in-universe funds with a nonzero position in EMGF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#17592
Score / z0.000 / -0.00
Consensus61.15 over 107 funds
Momentumnot computed

Price & positioning

226 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 190.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 106.0 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 73.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 65.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 53.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 48.1 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 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 47.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 46.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 30.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 19.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 18.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 15.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 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 13.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Systelligence, LLC CIK 0001882691 0.094 62 11.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 9.8 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 9.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 7.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Weil Company, Inc. CIK 0001318011 0.359 133 6.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
RHS Financial, LLC CIK 0001766514 0.159 165 6.0 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 4.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 3.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
PFG Advisors CIK 0001694435 0.248 791 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 3.5 1.2% 1 +1.2 pp -0.2 pp +1.2 pp +1.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 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 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 2.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 2.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
5T Wealth, LLC CIK 0002039313 0.300 134 2.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 2.1 1.2% 4 -0.1 pp +0.0 pp +0.1 pp +1.2 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.9 0.2% 2 -0.7 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.4 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sheridan Capital Management, LLC CIK 0001926753 0.757 31 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 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 EMGF). Qtrs Held counts distinct quarters this fund has actually held EMGF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMGF position size. Δ columns are the percentage-point change in EMGF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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