Signals

← Signals

☆ESGE

623 in-universe funds with a nonzero position in ESGE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#839
Score / z0.113 / 0.15
Consensus209.18 over 364 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-88% / 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 619.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 281.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 229.4 0.0% 3 +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 215.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 203.2 4.1% 3 -0.4 pp -0.4 pp +4.1 pp +4.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 186.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 156.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 129.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 113.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 105.9 0.0% 3 +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 103.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 86.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 59.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 53.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.8 0.1% 3 -0.0 pp -0.0 pp +0.1 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 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.9 0.0% 3 +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 28.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 27.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 26.5 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 19.8 8.3% 3 -0.8 pp +0.6 pp +8.3 pp +8.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 18.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 16.1 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 15.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.1 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 12.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 11.4 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 8.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 7.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 7.3 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 7.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 6.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 6.1 3.4% 3 +0.1 pp +0.2 pp +3.4 pp +3.4 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 6.0 4.6% 3 +1.1 pp +0.0 pp +4.6 pp +4.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 5.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 4.2 0.8% 4 -0.0 pp -0.1 pp -1.2 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.8 0.0% 3 +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 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 3.0 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.7 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 2.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 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 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 2.4 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 2.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 2.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 2.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 2.0 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 2.0 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.9 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.8 1.5% 4 +0.2 pp +0.3 pp +0.2 pp +1.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.0% 0 +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% 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 ESGE). Qtrs Held counts distinct quarters this fund has actually held ESGE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESGE position size. Δ columns are the percentage-point change in ESGE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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