Signals

← Signals

☆EMXC

1095 in-universe funds with a nonzero position in EMXC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#494
Score / z0.399 / 0.34
Consensus321.82 over 596 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+9% / 1.3d

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,334.6 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 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 1,075.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 579.9 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 429.3 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 341.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 310.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 261.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 251.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 236.3 1.0% 4 +0.2 pp +0.1 pp -0.6 pp +1.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 201.6 2.3% 4 +0.2 pp +0.2 pp +0.3 pp +2.3 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 171.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 165.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 163.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 161.8 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 152.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 148.7 2.9% 4 +0.3 pp +0.5 pp +0.6 pp +2.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 141.2 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 120.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 118.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 118.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 112.0 8.1% 4 +0.6 pp +2.8 pp +3.4 pp +8.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 100.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 100.1 1.7% 4 -0.0 pp +0.1 pp +0.4 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 84.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 83.3 2.6% 4 +0.1 pp +0.2 pp +0.2 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.7 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 80.4 3.0% 4 -0.1 pp +0.1 pp -0.6 pp +3.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 75.2 1.0% 4 -0.0 pp -0.1 pp -0.6 pp +1.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 73.6 1.1% 4 +0.2 pp +0.1 pp +0.2 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 68.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 63.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 62.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 62.0 3.2% 4 +0.4 pp +0.6 pp +0.7 pp +3.2 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 61.6 9.3% 4 +4.3 pp +4.8 pp +5.1 pp +9.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 59.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 58.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Myriad Asset Management Advisors LLC CIK 0002069031 0.244 49 58.6 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 58.4 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 57.2 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 56.7 8.7% 4 +0.6 pp +0.2 pp +0.8 pp +8.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 51.1 4.4% 4 +0.5 pp +0.7 pp +1.0 pp +4.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 50.7 2.8% 4 -0.0 pp -1.5 pp -1.6 pp +2.8 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 49.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 47.6 0.4% 4 +0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 46.8 4.5% 4 +0.2 pp +0.5 pp +0.6 pp +4.5 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 45.1 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 44.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 43.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 41.1 3.3% 4 +0.4 pp +0.5 pp +0.5 pp +3.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 40.6 1.8% 4 +0.1 pp +0.2 pp -0.3 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 40.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 39.1 4.1% 6 +0.4 pp +0.7 pp +0.8 pp +1.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 38.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 37.2 0.2% 4 -0.5 pp -0.3 pp -0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 36.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 35.9 3.6% 4 +0.3 pp +0.4 pp +0.4 pp +3.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 32.0 4.4% 4 +0.4 pp +0.6 pp +1.4 pp +4.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.3 0.2% 4 +0.0 pp -0.2 pp +0.0 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 29.7 2.1% 4 +0.5 pp +0.6 pp +0.7 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 28.9 3.6% 4 -0.5 pp +0.6 pp +0.8 pp +3.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 28.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 28.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 28.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 27.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 27.6 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 27.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 26.7 7.0% 4 +0.6 pp +2.0 pp +2.0 pp +7.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 26.5 0.6% 6 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.5 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 26.2 7.5% 4 +0.9 pp +1.7 pp +1.6 pp +7.5 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 25.9 6.8% 4 +0.5 pp +1.3 pp +2.4 pp +6.8 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 25.8 5.3% 4 +1.1 pp +1.7 pp +1.4 pp +5.3 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 25.6 2.8% 4 +0.2 pp +0.2 pp +0.2 pp +2.8 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 25.1 13.1% 4 -0.6 pp +1.3 pp +6.7 pp +13.1 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 23.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 22.8 5.7% 4 -0.6 pp -0.0 pp +0.2 pp +5.7 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 22.7 1.6% 2 +1.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 21.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 21.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 20.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 19.7 8.5% 4 +1.0 pp +1.7 pp +1.7 pp +8.5 pp
☆ES4, LLC CIK 0002095578 0.524 32 19.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 19.3 3.4% 2 +3.2 pp +3.4 pp +3.4 pp +3.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 18.9 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 18.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 18.5 0.7% 4 +0.1 pp +0.1 pp +0.6 pp +0.7 pp
☆Columbia Bank CIK 0002017259 0.353 165 17.9 5.1% 4 +0.4 pp +0.6 pp +0.9 pp +5.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 17.1 5.6% 4 +3.8 pp +3.9 pp +4.0 pp +5.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 16.8 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 16.7 2.3% 4 +0.1 pp +0.2 pp +0.2 pp +2.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 16.4 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 16.1 6.3% 4 +0.4 pp +0.6 pp +0.6 pp +6.3 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 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 16.1 5.2% 4 +1.5 pp +2.0 pp +2.3 pp +5.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 15.1 1.7% 4 +0.1 pp +0.2 pp +0.3 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 14.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 14.6 1.4% 4 +0.6 pp +0.7 pp +0.7 pp +1.4 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 14.2 2.1% 4 +0.6 pp +0.7 pp +0.8 pp +2.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 14.2 1.6% 2 +0.5 pp +1.6 pp +1.2 pp +1.6 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 13.7 2.5% 4 +0.2 pp +0.4 pp +0.3 pp +2.5 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 13.7 3.4% 4 +1.1 pp +1.2 pp +1.2 pp +3.4 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 13.1 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 12.8 1.6% 4 -0.5 pp -0.3 pp -0.3 pp +1.6 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 12.5 1.5% 2 -1.8 pp +1.5 pp -1.7 pp +1.5 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 12.4 1.6% 4 +0.4 pp +0.5 pp +0.5 pp +1.6 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 12.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 12.1 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 11.7 3.1% 4 +0.1 pp +0.1 pp +0.0 pp +3.1 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 11.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 11.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 11.4 1.8% 4 +0.1 pp +0.2 pp +0.0 pp +1.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 10.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 10.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 10.4 2.8% 4 +0.2 pp +0.2 pp -0.0 pp +2.8 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 10.3 1.8% 4 +0.3 pp +0.2 pp +0.3 pp +1.8 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 10.3 4.4% 4 +0.3 pp +0.4 pp +0.5 pp +4.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 10.3 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 10.2 1.7% 4 +0.1 pp +0.2 pp +0.1 pp +1.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 9.9 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 9.9 14.8% 2 +6.1 pp +14.8 pp +14.8 pp +14.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 9.8 1.2% 4 +0.1 pp +0.6 pp +0.8 pp +1.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.8 0.6% 4 -0.7 pp -0.8 pp -0.8 pp +0.6 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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 -0.0 pp -0.0 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
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -2.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 0.0 0.0% 0 +0.0 pp +0.0 pp -7.9 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.1 pp -1.1 pp -1.1 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.5 pp -0.5 pp -1.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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 +0.0 pp -0.1 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp -0.0 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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 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
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 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
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.0 pp -0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.5 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 +0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -5.8 pp -5.6 pp -4.5 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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 -0.2 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -3.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 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
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 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 (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