Signals

← Signals

☆ESML

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

Flow ranking

Rank#15684
Score / z0.000 / -0.02
Consensus170.64 over 284 funds
Momentumnot computed

Price & positioning

223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 152.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 97.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 73.7 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 54.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 40.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 37.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 35.0 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 33.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 22.2 0.7% 4 -0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.3 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 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 14.1 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 13.3 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 12.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 8.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.3 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.3 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 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 6.8 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.7 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 6.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.5 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 6.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 6.1 4.7% 4 +0.3 pp +1.3 pp +0.1 pp +4.7 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 5.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 4.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 4.7 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 4.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 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 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.8 1.3% 6 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 3.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 3.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 3.3 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 3.2 1.4% 4 -0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.2 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.9 0.0% 4 +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 2.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 2.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 2.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 2.7 1.4% 4 -0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 2.5 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 2.5 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 2.4 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 2.1 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.0 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.0 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.7 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 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 1.6 1.0% 4 -1.4 pp -1.3 pp -1.3 pp +1.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 1.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 1.4 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.4 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.4 0.6% 4 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.3 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 1.3 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.3 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 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 1.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 1.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.1 0.4% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 1.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.0 0.5% 3 -0.3 pp +0.1 pp +0.5 pp +0.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.0% 0 -0.1 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
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.6 pp -0.4 pp -0.4 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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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 ESML). Qtrs Held counts distinct quarters this fund has actually held ESML (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ESML position size. Δ columns are the percentage-point change in ESML'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