Signals

← Signals

☆ET

1189 in-universe funds with a nonzero position in ET within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-10 8-K Item(s) 3.01, 7.01, 9.01 -- negative
2026-08-19 Insider WARREN KELCY L acquired via purchase ($13,775,800)
2026-08-18 Insider WARREN KELCY L acquired via purchase ($7,487,721)
2026-08-07 Insider Perry James Richard acquired via purchase ($249,993) -- opportunistic
2026-08-04 8-K Item(s) 2.02, 9.01
2026-07-21 8-K Item(s) 1.01, 2.03, 9.01
2026-07-08 8-K Item(s) 1.01, 8.01, 9.01
2026-07-06 Ownership Dilution filing by Energy Transfer LP (424B5)
2026-06-03 8-K Item(s) 5.02
2026-05-08 Insider WARREN KELCY L acquired via award ($21,999,998)
2026-05-05 8-K Item(s) 2.02, 9.01
2026-02-17 8-K Item(s) 2.02, 9.01
2026-01-27 8-K Item(s) 1.01, 2.03, 9.01
2026-01-13 8-K Item(s) 1.01, 8.01, 9.01
2026-01-12 Ownership Dilution filing by Energy Transfer LP (424B5)
2026-01-06 8-K Item(s) 7.01, 9.01
2026-01-02 Insider Ramsey Matthew S. acquired via award
2026-01-02 Insider MCREYNOLDS JOHN W acquired via award
2026-01-02 Insider Grimm Michael K acquired via award
2026-01-02 Insider Perry James Richard acquired via award
2026-01-02 Insider Anderson Steven R. acquired via award
2025-12-29 Insider Grimm Michael K acquired via G
2025-08-11 Ownership Dilution filing by Energy Transfer LP (424B5)
2025-02-18 Ownership Dilution filing by Energy Transfer LP (424B5)
2024-07-26 Ownership Dilution filing by Energy Transfer LP (S-3/A)
2024-07-17 Ownership Dilution filing by Energy Transfer LP (S-3)
2024-06-06 Ownership Dilution filing by Energy Transfer LP (424B5)
2024-06-06 Ownership Dilution filing by Energy Transfer LP (424B5)
2024-01-10 Ownership Dilution filing by Energy Transfer LP (424B5)
2024-01-10 Ownership Dilution filing by Energy Transfer LP (424B5)

Flow ranking

Rank#85
Score / z2.249 / 2.86
Consensus437.61 over 894 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-6% / 1.9d

Forensics

Clean as of 2026Q2
Accrual ratio-0.015
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+12.43
Buys / cluster sells1 / 0
DateInsiderCodeValue
2026-08-19 WARREN KELCY L P $13,775,800
2026-08-18 WARREN KELCY L P $7,487,721
2026-08-07 Perry James Richard P $249,993
2026-05-08 WARREN KELCY L A $21,999,998
2026-01-02 Ramsey Matthew S. A —
2026-01-02 MCREYNOLDS JOHN W A —
2026-01-02 Grimm Michael K A —
2026-01-02 Perry James Richard A —
2026-01-02 Anderson Steven R. A —
2025-12-29 Grimm Michael K G —
Showing the 10 most recent.

8-K events

Negative / total1 / 4
FiledFormItems
2026-09-10 8-K 3.01, 7.01, 9.01
2026-08-04 8-K 2.02, 9.01
2026-07-21 8-K 1.01, 2.03, 9.01
2026-07-08 8-K 1.01, 8.01, 9.01
2026-06-03 8-K 5.02
2026-05-05 8-K 2.02, 9.01
2026-02-17 8-K 2.02, 9.01
2026-01-27 8-K 1.01, 2.03, 9.01
2026-01-13 8-K 1.01, 8.01, 9.01
2026-01-06 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-07-06 424B5 Energy Transfer LP
2026-01-12 424B5 Energy Transfer LP
2025-08-11 424B5 Energy Transfer LP
2025-02-18 424B5 Energy Transfer LP
2024-07-26 S-3/A Energy Transfer LP
2024-07-17 S-3 Energy Transfer LP
2024-06-06 424B5 Energy Transfer LP
2024-06-06 424B5 Energy Transfer LP
2024-01-10 424B5 Energy Transfer LP
2024-01-10 424B5 Energy Transfer LP
Showing the 10 most recent.

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)
–
Fund Positions
–
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 ▾
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,346.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,287.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1,254.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,016.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 855.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 845.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 687.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 675.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 608.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 546.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 436.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆First Reserve GP XIII Ltd CIK 0001706604 0.000 1 423.2 86.8% 1 +86.8 pp +86.8 pp +86.8 pp +86.8 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 417.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 387.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NATIXIS CIK 0001274981 0.561 1107 316.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 293.0 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 291.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 277.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COOPERMAN LEON G CIK 0000898382 0.812 39 237.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 227.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 209.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 177.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 130.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 121.5 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 119.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 114.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 114.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABRAMS CAPITAL MANAGEMENT, L.P. CIK 0001358706 0.977 11 112.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 111.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 110.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Stephens Group, LLC CIK 0001427999 0.750 4 101.1 55.6% 1 +55.6 pp +55.6 pp +55.6 pp +55.6 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 99.3 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 94.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 91.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 91.0 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 90.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Appaloosa LP CIK 0001656456 0.883 25 89.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 86.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 85.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 81.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 80.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 73.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 70.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 67.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 66.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 66.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Long Focus Capital Management, LLC CIK 0001602716 0.525 76 60.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 57.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 57.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 51.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 50.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 49.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 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 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 48.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philosophy Capital Management LLC CIK 0001869199 0.250 35 46.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 43.3 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 39.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 36.9 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
☆Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 36.7 30.0% 1 +30.0 pp +30.0 pp +30.0 pp +30.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 35.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 34.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 32.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 30.1 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 27.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 26.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 25.8 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 23.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 23.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 23.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 22.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 21.8 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 21.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 19.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 18.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 18.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 18.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 18.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 18.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 18.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 16.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 15.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 15.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 15.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 15.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 15.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 14.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 14.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 14.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 14.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alden Global Capital LLC CIK 0001616882 0.460 19 13.5 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
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☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 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
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 ET). Qtrs Held counts distinct quarters this fund has actually held ET (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ET position size. Δ columns are the percentage-point change in ET's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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