Signals

EMGF

245 in-universe funds with a nonzero position in EMGF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15576
Score / z0.000 / -0.02
Consensus84.51 over 143 funds
Momentumnot computed

Price & positioning

224 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
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 182.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 114.0 5.4% 4 -0.1 pp +0.1 pp +0.2 pp +5.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 96.0 0.8% 4 +0.1 pp -0.1 pp -0.0 pp +0.8 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 83.5 1.5% 4 +0.3 pp +0.2 pp +0.3 pp +1.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 76.8 0.0% 4 +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 50.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 44.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 43.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 43.4 1.5% 4 -0.6 pp -0.2 pp +0.0 pp +1.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 35.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 35.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 35.3 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
CWM, LLC CIK 0001535847 0.788 5645 33.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 28.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 23.9 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 22.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 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 17.9 0.0% 5 +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 16.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 12.6 1.3% 4 -0.4 pp -0.2 pp -0.0 pp +1.3 pp
JT Stratford LLC CIK 0001689013 0.376 321 11.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 9.8 0.2% 4 +0.1 pp -0.0 pp +0.0 pp +0.2 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 9.7 2.0% 4 -0.1 pp -0.4 pp -0.9 pp +2.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 8.9 2.8% 4 -0.1 pp -0.0 pp -0.0 pp +2.8 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.1 0.1% 4 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 7.9 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
Weil Company, Inc. CIK 0001318011 0.359 133 7.9 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.7 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Systelligence, LLC CIK 0001882691 0.094 62 6.4 1.3% 3 -0.9 pp -1.0 pp +1.3 pp +1.3 pp
RHS Financial, LLC CIK 0001766514 0.159 165 6.3 3.0% 4 -0.0 pp -0.2 pp +0.1 pp +3.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.3 1.0% 4 -0.4 pp -0.4 pp -0.6 pp +1.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 4.2 1.2% 4 +0.5 pp +0.6 pp +0.5 pp +1.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 3.9 2.2% 4 +0.0 pp +0.0 pp -0.0 pp +2.2 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 3.9 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 3.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 3.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 2.6 1.4% 6 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 2.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.3 0.2% 4 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.2 0.9% 4 +0.4 pp +0.5 pp +0.5 pp +0.9 pp
5T Wealth, LLC CIK 0002039313 0.300 134 2.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 1.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.4 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 1.4 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.9 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.9 0.2% 4 +0.0 pp -0.0 pp -0.7 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.5 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 4 +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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 5 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.3 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +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
Mosley Wealth Management CIK 0002011849 0.000 781 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 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 0.0 0.0% 1 +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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +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% 4 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +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% 4 +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% 1 +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% 4 -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% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.138 352 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -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% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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
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
Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp -0.1 pp -0.1 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
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -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% 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
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.3 pp -0.2 pp -0.7 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 0.778 1214 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 -0.0 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
COMERICA BANK CIK 0000901541 0.812 3711 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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