Signals

← Signals

☆EMR

2492 in-universe funds with a nonzero position in EMR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22939
Score / z-0.313 / -0.31
Consensus639.87 over 1249 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-11% / 4.0d

Forensics

Clean as of 2026Q3
Accrual ratio-0.017
F-score—
M-score—
Net issuance-27.3%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 2.02, 9.01
2026-05-05 8-K 2.02, 5.02, 7.01, 9.01
2026-02-13 8-K 1.01, 2.03, 9.01
2026-02-06 8-K 5.07
2026-02-03 8-K 2.02, 9.01
2025-11-20 8-K 2.02, 9.01
2025-11-14 8-K 5.02
2025-11-05 8-K 2.02, 8.01, 9.01
2025-08-06 8-K 2.02, 9.01
2025-05-07 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-27 424B5 EMERSON ELECTRIC CO
2025-02-27 424B5 EMERSON ELECTRIC CO
2025-02-25 424B5 EMERSON ELECTRIC CO
2025-02-25 424B5 EMERSON ELECTRIC CO
2021-12-09 424B5 EMERSON ELECTRIC CO
2021-12-07 424B5 EMERSON ELECTRIC CO
2020-09-21 424B5 EMERSON ELECTRIC CO
2020-09-17 424B5 EMERSON ELECTRIC CO
2020-04-28 424B5 EMERSON ELECTRIC CO
2020-04-27 424B5 EMERSON ELECTRIC CO
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,478.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3,573.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 2,612.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,636.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 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 1,526.4 0.1% 6 -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 1,305.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,260.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,111.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,093.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 842.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 827.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 821.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 765.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 758.4 0.7% 4 -0.0 pp -0.1 pp -0.4 pp +0.7 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 755.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 652.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 591.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 579.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 571.3 1.4% 4 -0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 545.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 541.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 525.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 488.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 464.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 436.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 426.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 414.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 354.2 0.5% 4 -0.1 pp -0.2 pp +0.2 pp +0.5 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 339.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Amundi CIK 0001330387 0.000 1 331.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 303.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 297.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 289.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 266.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 261.2 1.1% 4 +0.1 pp +0.0 pp -0.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 254.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 233.6 0.7% 4 +0.1 pp +0.4 pp +0.4 pp +0.7 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 226.7 3.9% 4 -0.1 pp -0.0 pp -0.6 pp +3.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 222.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 221.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 216.4 2.6% 4 -0.5 pp -0.1 pp -0.6 pp +2.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 216.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 214.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 209.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 203.7 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 191.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 181.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 178.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 173.2 1.6% 4 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 170.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 167.6 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 161.1 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 161.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clean Energy Transition LLP CIK 0001911523 0.831 14 160.2 13.1% 4 -1.8 pp +5.8 pp -3.0 pp +13.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 159.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 157.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 155.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 145.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 140.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 138.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 131.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 129.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 128.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 124.9 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 121.5 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 121.3 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 117.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 114.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 112.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 110.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quilter Plc CIK 0001770632 0.827 131 107.8 1.9% 4 +0.1 pp +0.1 pp -0.0 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 105.0 0.1% 4 -0.0 pp -0.0 pp -0.5 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 103.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 103.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 101.6 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 100.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 97.2 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 96.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 95.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 94.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 92.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 92.3 1.4% 4 -0.2 pp -0.3 pp -0.8 pp +1.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 92.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 89.6 1.5% 4 -0.0 pp +0.1 pp -0.2 pp +1.5 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 88.1 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 87.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 82.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 81.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 76.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 74.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 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 73.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 71.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 70.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 68.4 0.4% 4 +0.0 pp +0.0 pp -0.3 pp +0.4 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 65.4 2.6% 4 -0.1 pp +0.1 pp -0.1 pp +2.6 pp
☆AVIVA PLC CIK 0001140022 0.925 854 64.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 63.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆James Hambro & Partners LLP CIK 0001731152 0.827 68 63.4 2.5% 3 +1.5 pp +1.6 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 62.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 62.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 61.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 61.1 2.3% 4 -0.2 pp -0.2 pp -0.4 pp +2.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 59.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 59.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 57.9 2.5% 4 -0.3 pp -0.2 pp -0.5 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 55.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 54.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 53.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 53.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 51.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 50.0 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 47.7 0.6% 4 -0.1 pp -0.1 pp -0.4 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 47.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 46.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 46.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 46.0 0.1% 4 +0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 45.5 0.0% 1 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 45.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 44.9 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 43.5 0.1% 6 -0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 43.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 42.8 5.0% 4 +1.1 pp +1.1 pp +0.3 pp +5.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 42.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 42.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 42.1 0.3% 4 +0.0 pp -0.1 pp +0.0 pp +0.3 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 41.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 41.4 1.8% 4 -0.1 pp -0.2 pp -0.4 pp +1.8 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 40.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Covea Finance CIK 0001636948 0.445 153 39.6 1.4% 4 -0.1 pp -0.0 pp -0.3 pp +1.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 39.1 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 39.0 0.6% 4 -0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 38.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 38.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp +0.0 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆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
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆VANTAGE WEALTH CIK 0001569174 0.613 30 0.0 0.0% 0 -4.4 pp -4.5 pp -5.1 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kidder Stephen W CIK 0001314377 0.476 75 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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 -0.8 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 0.0 0.0% 0 -1.1 pp -1.1 pp -1.2 pp +0.0 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 0.0 0.0% 0 -0.4 pp -0.1 pp -0.5 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 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 EMR). Qtrs Held counts distinct quarters this fund has actually held EMR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMR position size. Δ columns are the percentage-point change in EMR'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