Signals

← Signals

☆EQWL

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

Flow ranking

Rank#266
Score / z0.918 / 0.81
Consensus84.06 over 145 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+16% / 1.0d ⚡

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 232.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 121.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 79.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 78.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 40.0 30.7% 1 +30.7 pp +30.7 pp +30.7 pp +30.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 35.9 10.0% 4 -0.4 pp -0.3 pp -0.3 pp +10.0 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 35.6 15.8% 4 +0.4 pp +0.6 pp +0.3 pp +15.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.0 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 28.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 21.2 11.5% 4 -14.4 pp -4.7 pp -9.9 pp +11.5 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 17.4 3.7% 4 +0.6 pp +0.2 pp +0.3 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 16.0 3.6% 4 -0.3 pp -0.3 pp -0.3 pp +3.6 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 15.6 4.7% 4 -0.2 pp -0.1 pp -0.4 pp +4.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 11.8 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 10.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 9.1 3.2% 4 +0.3 pp +1.7 pp +3.0 pp +3.2 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 9.0 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 7.1 1.9% 4 -2.3 pp -2.5 pp -2.1 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 5.9 2.1% 4 +0.8 pp +0.7 pp -0.5 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.4 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 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
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 4.5 2.6% 4 -0.1 pp -0.1 pp -0.2 pp +2.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 4.3 1.0% 4 +0.1 pp -0.3 pp -0.3 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.7 1.0% 4 -0.0 pp -0.1 pp -0.6 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 2.6 1.0% 3 +0.6 pp +0.9 pp +1.0 pp +1.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 2.1 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.3 0.1% 3 -0.0 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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 1.1 1.3% 4 +0.1 pp +0.1 pp -0.3 pp +1.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.6 0.4% 5 -0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.4 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 4 +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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
☆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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -1.8 pp -3.2 pp -2.2 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -3.2 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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp -1.2 pp -0.9 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 EQWL). Qtrs Held counts distinct quarters this fund has actually held EQWL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EQWL position size. Δ columns are the percentage-point change in EQWL'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