Signals

EMLC

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

Flow ranking

Rank#1673
Score / z0.001 / -0.02
Consensus146.23 over 266 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 479.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 339.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 270.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 142.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 127.9 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 108.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 103.8 3.3% 5 +0.1 pp -1.7 pp -3.3 pp +0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 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 82.4 0.0% 6 -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 82.2 0.0% 7 -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 82.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 79.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 66.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 52.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 52.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 50.5 0.0% 5 -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 49.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 47.8 0.0% 5 +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 45.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 40.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 39.6 3.0% 3 -1.4 pp -1.3 pp +3.0 pp +3.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 33.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 29.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 28.0 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 26.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 26.2 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 24.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 24.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 21.9 7.6% 5 -1.7 pp -9.1 pp -11.9 pp -12.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 21.6 1.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 19.2 3.2% 5 +0.6 pp +0.5 pp +0.5 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 17.8 0.0% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 17.5 2.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 17.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 16.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 16.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.7 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 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 11.6 4.5% 2 +1.3 pp +4.5 pp +4.5 pp +4.5 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 11.4 1.0% 5 -0.2 pp +0.1 pp +0.2 pp +0.1 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 11.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 10.9 2.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 10.2 4.0% 5 -0.3 pp -4.2 pp +2.0 pp +1.7 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 10.1 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 8.7 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 8.4 2.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 8.1 3.2% 5 +0.1 pp -0.4 pp -0.4 pp -0.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.8 0.5% 4 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Summit Global Investments CIK 0001697953 0.729 523 7.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 6.7 2.8% 5 +0.4 pp +0.3 pp +0.2 pp +0.1 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 6.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.2 4.3% 5 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 5.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.8 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 5.4 0.9% 4 +0.0 pp +0.5 pp +0.5 pp +0.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.2 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 4.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.2 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 5 -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 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.2 2.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 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 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NKCFO LLC CIK 0001757282 0.145 92 4.0 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 4.0 2.0% 4 +1.2 pp +1.6 pp +1.8 pp +2.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 3.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 3.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 3.4 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 2.8 1.3% 5 -1.5 pp -1.1 pp +0.2 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.8 0.2% 4 -0.0 pp -0.3 pp -0.0 pp +0.2 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 2.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 2.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.2 1.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
JB Capital LLC CIK 0001879371 0.629 280 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 2.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 2.0 0.4% 1 +0.4 pp +0.4 pp +0.1 pp +0.4 pp
K2 Financial Inc. CIK 0002044711 0.455 60 1.9 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.8 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 1.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 1.7 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 1.5 0.6% 5 -0.4 pp -0.6 pp -0.6 pp -0.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.2 0.6% 3 +0.2 pp -0.1 pp +0.6 pp +0.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 1.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.9 0.5% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.3 0.0% 3 -0.9 pp -1.9 pp +0.0 pp +0.0 pp
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PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Stillwater Private Wealth, LLC CIK 2137933 0.065 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 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 EMLC). Qtrs Held counts distinct quarters this fund has actually held EMLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMLC position size. Δ columns are the percentage-point change in EMLC'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