Signals

← Signals

☆EMXC

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

Flow ranking

Rank#1279
Score / z0.032 / 0.02
Consensus205.79 over 404 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 747.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 612.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 424.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 398.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 385.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 300.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 288.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 243.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 216.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 204.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 182.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 179.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 163.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 159.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 148.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.8 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 112.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 108.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 103.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 101.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 98.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 91.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 89.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 85.9 0.1% 1 +0.1 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 85.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 75.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 68.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 59.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 58.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 56.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 52.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 51.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 50.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 47.2 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 47.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 46.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 46.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 45.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 44.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 44.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 40.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 39.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 35.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 34.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 34.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 31.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 30.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 28.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 28.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 28.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 28.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 28.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 27.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 26.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 25.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 25.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 24.8 3.3% 3 +0.5 pp +0.6 pp +3.3 pp +3.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 24.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 24.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 22.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 22.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 20.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 20.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 19.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 18.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 18.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 17.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 17.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 15.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 14.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbia Bank CIK 0002017259 0.353 165 13.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 13.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 13.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 12.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 12.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 11.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 11.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.4 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 11.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 11.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 11.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 10.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆State of Wyoming CIK 0001821626 0.105 1872 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.7 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 10.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 10.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 10.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 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 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 9.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 9.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 9.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 8.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 8.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 8.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 8.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.3 2.9% 2 +0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 8.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 7.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 7.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 7.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 7.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -1.6 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 EMXC). Qtrs Held counts distinct quarters this fund has actually held EMXC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMXC position size. Δ columns are the percentage-point change in EMXC'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