Signals

← Signals

☆EPI

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

Flow ranking

Rank#1756
Score / z0.001 / -0.02
Consensus98.10 over 171 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 142.0 1.6% 4 -0.1 pp -0.3 pp -0.6 pp +1.6 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 117.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 55.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 40.3 2.6% 4 -0.3 pp -0.3 pp -0.8 pp +2.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 24.3 0.3% 4 -0.1 pp -0.2 pp -0.5 pp +0.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 24.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 24.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 22.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.6 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 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 15.3 0.6% 4 -0.1 pp -0.0 pp -0.2 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 14.0 2.8% 4 -0.3 pp -0.3 pp -0.8 pp +2.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 11.8 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 9.7 0.4% 4 -0.0 pp +0.0 pp -0.7 pp +0.4 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 8.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.8 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.5 1.2% 4 -0.2 pp -0.2 pp -0.3 pp +1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 7.2 5.3% 4 -1.3 pp -0.8 pp -1.6 pp +5.3 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 6.5 1.4% 4 -0.1 pp -0.2 pp -0.4 pp +1.4 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 6.3 10.0% 4 +2.5 pp +3.2 pp +2.6 pp +10.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 6.2 3.3% 4 -0.4 pp -0.0 pp -0.6 pp +3.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 5.6 4.1% 2 -0.3 pp +4.1 pp -0.5 pp +4.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 4.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.4 1.0% 4 -0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 4.1 1.9% 4 -1.3 pp -0.2 pp -0.5 pp +1.9 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 4.0 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 2.1 0.6% 4 -1.3 pp -1.1 pp -1.5 pp +0.6 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 2.1 0.7% 4 -0.0 pp -0.1 pp +0.3 pp +0.7 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.0 0.5% 4 -0.1 pp -0.3 pp -0.2 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. CIK 0001894044 0.000 40 1.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.2 0.2% 4 -0.1 pp -0.2 pp -3.3 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 1.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.1 0.4% 4 -0.7 pp -0.9 pp -0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.9 0.7% 4 -0.6 pp -0.6 pp -0.8 pp +0.7 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.9 0.4% 4 -0.0 pp +0.1 pp -0.1 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.8 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.7 0.2% 6 -0.0 pp -0.0 pp -1.1 pp -1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 0.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.4 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Dala Group, LLC CIK 2129058 0.300 68 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.4 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 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
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -0.1 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
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 +0.0 pp -2.0 pp -2.5 pp +0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 -0.9 pp -0.9 pp -1.1 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
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.6 pp +0.0 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
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☆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
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 EPI). Qtrs Held counts distinct quarters this fund has actually held EPI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EPI position size. Δ columns are the percentage-point change in EPI'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