Signals

← Signals

☆ESGD

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

Flow ranking

Rank#166
Score / z1.393 / 1.24
Consensus289.83 over 485 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 900.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 523.4 1.4% 4 -0.3 pp -0.1 pp -0.2 pp +1.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 450.5 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 414.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 379.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 173.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 147.9 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 145.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 141.8 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 137.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 115.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 106.2 1.6% 4 -0.2 pp -0.3 pp -0.3 pp +1.6 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 101.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 100.2 5.5% 4 +0.2 pp +0.1 pp -0.0 pp +5.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 95.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 90.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.6 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 79.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 78.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 61.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 59.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 59.2 0.3% 2 -0.0 pp +0.3 pp -0.0 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 57.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 42.0 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 40.5 12.8% 3 +0.8 pp +1.1 pp +12.8 pp +12.8 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 40.2 17.1% 4 +1.1 pp +1.7 pp +0.6 pp +17.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 35.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 33.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 32.1 9.0% 4 -0.2 pp -0.2 pp -0.1 pp +9.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 30.1 5.9% 5 +0.0 pp -0.0 pp -0.6 pp -0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 29.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 28.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 27.7 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 27.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 26.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 25.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 24.3 22.1% 2 +4.4 pp +22.1 pp +22.1 pp +22.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.9 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 23.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 21.9 11.2% 4 -0.1 pp -0.1 pp -1.0 pp +11.2 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 20.9 16.0% 4 +0.8 pp +4.5 pp +0.8 pp +16.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 20.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 20.6 2.9% 4 +0.2 pp +0.2 pp +0.2 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 19.5 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 16.8 4.7% 4 -0.0 pp +0.1 pp +0.2 pp +4.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 13.0 5.2% 4 -0.1 pp +0.0 pp -0.1 pp +5.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 12.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 12.5 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 11.3 7.8% 4 -0.1 pp +1.8 pp +2.5 pp +7.8 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 10.8 2.5% 4 +0.0 pp -0.1 pp -0.1 pp +2.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.7 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 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 8.9 4.7% 4 -0.2 pp +0.1 pp +0.0 pp +4.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 8.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 7.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 7.5 1.2% 6 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 7.1 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 7.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 6.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 6.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 6.2 2.2% 4 +1.3 pp +1.5 pp +1.5 pp +2.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 6.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 6.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.0 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 5.8 2.0% 4 +0.2 pp +0.0 pp -0.1 pp +2.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 5.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 4.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 4.4 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.3 3.0% 4 -0.0 pp +0.1 pp +0.1 pp +3.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 4.1 1.9% 4 +0.2 pp +0.3 pp +0.2 pp +1.9 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 4.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 4.0 0.4% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 4.0 1.5% 3 +0.2 pp +0.2 pp +1.5 pp -0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 3.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 3.9 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.8 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 3.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 3.7 1.6% 4 +0.4 pp +0.6 pp +0.7 pp +1.6 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 3.7 2.7% 4 +0.3 pp +0.4 pp +0.3 pp +2.7 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 3.6 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 3.6 0.8% 4 +0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 3.4 2.6% 4 +0.0 pp -0.0 pp -0.2 pp +2.6 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 3.4 2.0% 4 +0.3 pp +0.3 pp +0.3 pp +2.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 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
☆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
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -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
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆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 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 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 -0.9 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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 ESGD). Qtrs Held counts distinct quarters this fund has actually held ESGD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESGD position size. Δ columns are the percentage-point change in ESGD'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