Signals

← Signals

☆ESGU

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

Flow ranking

Rank#22790
Score / z-0.177 / -0.18
Consensus269.60 over 476 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-38% / 1.2d

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 1,952.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 726.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 572.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 374.2 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 333.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 296.8 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 252.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 185.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 182.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 167.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 98.6 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 73.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 71.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 49.2 3.3% 4 -0.1 pp -0.2 pp -0.2 pp +3.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 48.7 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 48.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 47.8 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 46.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 44.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 42.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 39.0 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 38.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 37.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 37.0 15.7% 4 -2.4 pp -2.6 pp -2.1 pp +15.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 36.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 34.2 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 31.4 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.9 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 27.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 26.3 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 25.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 22.8 2.3% 4 -0.4 pp -0.2 pp -0.2 pp +2.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 22.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 21.1 3.0% 4 -0.1 pp -0.4 pp -0.6 pp +3.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 19.3 12.1% 4 -0.1 pp +0.0 pp +0.2 pp +12.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 18.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 17.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 17.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.4 1.9% 4 -0.1 pp -0.2 pp -0.1 pp +1.9 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.3 1.8% 4 -0.1 pp -0.3 pp -0.2 pp +1.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 12.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 12.7 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 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 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 12.0 1.6% 4 -0.2 pp -0.4 pp -0.3 pp +1.6 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 12.0 3.6% 4 -0.4 pp -0.9 pp -1.0 pp +3.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 11.3 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 11.1 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 10.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.4 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 9.9 5.2% 4 -0.7 pp -0.4 pp -0.6 pp +5.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 9.9 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 9.6 4.9% 4 -2.0 pp -2.1 pp -1.9 pp +4.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 9.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 9.2 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 9.2 2.7% 4 -1.1 pp -1.2 pp -0.4 pp +2.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.1 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 8.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.0 1.1% 4 -0.1 pp -0.3 pp -0.3 pp +1.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 7.7 1.3% 4 -0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 7.2 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 6.8 1.2% 4 +0.0 pp -0.0 pp -0.2 pp +1.2 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 6.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 6.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 6.0 3.6% 4 -0.1 pp +1.3 pp +1.2 pp +3.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 5.7 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 5.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 5.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 5.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 5.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 5.2 0.7% 4 -0.0 pp -0.0 pp +0.1 pp +0.7 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 5.1 3.6% 4 -0.2 pp -0.0 pp -0.0 pp +3.6 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.0 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 5.0 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.7 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 4.6 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 4.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 4.3 5.2% 4 +0.1 pp +0.1 pp -0.4 pp +5.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.3 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 4.2 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 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 3.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.7 1.1% 4 -0.1 pp +0.2 pp -0.7 pp +1.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 3.5 0.6% 4 -0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.5 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.4 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 3.3 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 3.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
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☆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
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -2.3 pp -1.7 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 ESGU). Qtrs Held counts distinct quarters this fund has actually held ESGU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESGU position size. Δ columns are the percentage-point change in ESGU'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