Signals

← Signals

☆EMLP

353 in-universe funds with a nonzero position in EMLP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#17455
Score / z0.000 / -0.02
Consensus123.48 over 234 funds
Momentumnot computed

Price & positioning

227 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)
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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 ▾
☆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 650.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 110.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 97.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 88.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 87.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 84.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 78.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 71.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 71.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 39.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 34.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 33.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 27.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 23.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 19.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 18.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 15.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 12.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 11.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 10.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 1 +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 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 8.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 8.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 6.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 5.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MOTCO CIK 0001306333 0.349 840 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 1.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.9 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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +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
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 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 EMLP). Qtrs Held counts distinct quarters this fund has actually held EMLP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMLP position size. Δ columns are the percentage-point change in EMLP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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