Signals

← Signals

☆ESGD

880 in-universe funds with a nonzero position in ESGD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#338
Score / z0.668 / 0.79
Consensus298.52 over 501 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-81% / 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 ▾
☆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 972.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 558.4 1.3% 5 -0.0 pp -0.4 pp -0.1 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 520.6 0.1% 5 +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 501.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 471.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 302.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 160.8 0.0% 5 -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 157.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 150.4 0.2% 5 -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 132.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 132.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 131.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 125.6 0.0% 5 -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 125.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 114.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 108.8 1.3% 5 -0.3 pp -0.5 pp -0.6 pp -0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 100.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 97.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 93.3 4.5% 5 -1.0 pp -0.8 pp -0.9 pp -1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 89.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 87.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 67.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp -0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 65.0 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 63.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 61.5 0.0% 5 -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 57.3 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 52.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 50.6 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 50.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 44.6 12.6% 4 -0.2 pp +0.7 pp +0.9 pp +12.6 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 44.2 16.7% 5 -0.4 pp +0.7 pp +1.3 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 38.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 35.7 8.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 32.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 32.2 5.5% 6 -0.4 pp -0.4 pp -0.4 pp -1.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 31.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 30.6 1.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 29.7 0.6% 5 +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 29.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 28.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 25.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 24.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 24.3 2.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 24.0 15.1% 5 -0.9 pp -0.1 pp +3.7 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 23.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 21.0 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FinArc Investments, Inc. CIK 0002133911 0.383 43 19.1 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 18.3 4.7% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.8 0.0% 3 +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 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 16.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 16.1 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 13.9 4.8% 5 -0.3 pp -0.4 pp -0.3 pp -0.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 13.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 13.6 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 12.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 12.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 11.6 2.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 11.4 8.3% 5 +0.5 pp +0.4 pp +2.2 pp +3.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.9 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 10.7 11.6% 3 -10.5 pp -6.1 pp +11.6 pp +11.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 9.2 4.1% 5 -0.6 pp -0.8 pp -0.5 pp -0.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 8.6 1.1% 7 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 8.1 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 7.7 7.4% 2 +0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 7.7 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 7.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 7.0 2.2% 5 +0.0 pp +1.3 pp +1.5 pp +1.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 6.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.5 0.1% 7 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 6.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 6.3 2.0% 5 -0.0 pp +0.2 pp +0.0 pp -0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 5.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 5.1 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 5.1 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 4.9 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.7 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 4.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 4.6 1.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 4.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 4.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 4.5 1.6% 4 +0.1 pp +0.3 pp +0.3 pp +1.6 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.5 2.8% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 4.4 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 4.1 2.8% 5 +0.1 pp +0.4 pp +0.5 pp +0.4 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 4.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 4.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 4.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 4.1 1.1% 5 -0.5 pp -0.1 pp +0.2 pp +0.2 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 4.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 4.1 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 4.1 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 4.0 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 3.8 0.3% 1 +0.3 pp -0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.8 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 3.8 2.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
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☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆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
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
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☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
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☆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
☆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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp +0.0 pp
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☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
☆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
☆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
☆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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.7 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 0.0 0.0% 0 -0.1 pp -0.1 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
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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 +0.0 pp -0.9 pp
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☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.4 pp
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☆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
☆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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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 -0.1 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
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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