Signals

← Signals

☆ESGD

680 in-universe funds with a nonzero position in ESGD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23903
Score / z-0.086 / -0.13
Consensus271.53 over 459 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 995.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 729.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 522.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 435.8 0.1% 2 -0.0 pp +0.1 pp +0.1 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 396.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 379.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 301.5 0.0% 2 +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 156.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 145.6 0.0% 2 -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 139.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 124.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 123.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 112.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 108.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 107.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 97.6 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 76.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.1 0.0% 2 +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 72.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 69.0 0.0% 2 -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 61.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 56.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 51.5 0.0% 2 -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 51.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 39.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 38.1 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 35.7 15.4% 2 -1.1 pp +15.4 pp +15.4 pp +15.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 34.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 30.5 9.2% 2 +0.1 pp +9.2 pp +9.2 pp +9.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 29.5 5.9% 3 -0.6 pp -0.3 pp +5.9 pp +5.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 26.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 26.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 26.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 25.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 25.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 25.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 22.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 21.3 11.3% 2 -0.9 pp +11.3 pp +11.3 pp +11.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 19.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 18.8 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 18.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 18.7 11.4% 2 -3.8 pp +11.4 pp +11.4 pp +11.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 16.9 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 14.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 13.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 12.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 12.1 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 12.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 11.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 10.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 10.8 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 9.2 6.1% 2 +0.7 pp +6.1 pp +6.1 pp +6.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 8.6 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 6.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 6.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 6.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 6.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 5.7 1.0% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 5.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 4.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 4.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 4.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 3.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 3.7 1.3% 1 +1.3 pp -0.3 pp +1.3 pp +1.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 3.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 3.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 3.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.3 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 3.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 3.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 3.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 3.0 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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