Signals

← Signals

☆ET

1506 in-universe funds with a nonzero position in ET within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23228
Score / z-2.153 / -1.97
Consensus451.24 over 916 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 2.0d

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

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)
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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 ▾
☆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 1,683.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,659.0 7.8% 4 -0.2 pp +0.4 pp +0.0 pp +7.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,166.1 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,082.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 761.6 7.9% 4 -0.2 pp -0.6 pp -0.9 pp +7.9 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 600.6 2.5% 4 +0.6 pp -0.4 pp -1.3 pp +2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 597.8 0.1% 4 +0.0 pp -0.0 pp -0.0 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 597.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 486.5 7.8% 4 +0.3 pp +0.1 pp -0.4 pp +7.8 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 474.4 9.1% 4 +0.1 pp +0.0 pp -1.1 pp +9.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 461.2 0.6% 4 +0.1 pp +0.0 pp -0.1 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 458.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 412.6 1.7% 4 +0.3 pp +0.0 pp +0.1 pp +1.7 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 327.8 2.4% 4 +2.3 pp +0.3 pp +2.4 pp +2.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 305.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 299.0 10.6% 4 +0.0 pp -0.5 pp -1.1 pp +10.6 pp
☆COOPERMAN LEON G CIK 0000898382 0.812 39 257.1 8.4% 4 +1.1 pp +1.4 pp +0.1 pp +8.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 253.0 0.2% 4 +0.0 pp +0.1 pp +0.0 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 241.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 212.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 190.7 0.1% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 159.2 8.6% 4 +0.9 pp +0.5 pp +1.4 pp +8.6 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 154.4 7.7% 4 +0.1 pp -0.3 pp -0.2 pp +7.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 151.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 137.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 129.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 124.7 4.5% 4 +0.5 pp +0.2 pp +0.0 pp +4.5 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 124.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp -1.4 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 117.5 4.4% 4 +1.0 pp +1.0 pp +1.0 pp +4.4 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 107.4 6.5% 4 -0.1 pp -0.1 pp -0.6 pp +6.5 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 105.8 18.8% 4 +1.7 pp +0.5 pp -2.2 pp +18.8 pp
☆Stephens Group, LLC CIK 0001427999 0.750 4 105.1 61.3% 4 +11.7 pp +9.7 pp +5.6 pp +61.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 103.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 100.7 2.8% 4 +0.1 pp -0.0 pp -0.2 pp +2.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 99.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 97.1 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 93.0 11.0% 4 -0.0 pp -0.9 pp -2.0 pp +11.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 83.9 0.9% 4 +0.2 pp +0.1 pp -0.2 pp +0.9 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 81.9 7.7% 4 +2.2 pp +1.2 pp -0.3 pp +7.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 77.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 76.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 65.5 1.5% 4 -0.0 pp -0.0 pp -0.2 pp +1.5 pp
☆Long Focus Capital Management, LLC CIK 0001602716 0.525 76 64.5 2.8% 4 +0.1 pp -0.4 pp -1.1 pp +2.8 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 62.4 1.6% 4 +0.2 pp +0.2 pp -0.1 pp +1.6 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 61.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 59.3 6.1% 4 -0.5 pp -1.6 pp -3.1 pp +6.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 55.0 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 53.0 2.8% 4 +0.3 pp +0.4 pp +0.0 pp +2.8 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 51.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Philosophy Capital Management LLC CIK 0001869199 0.250 35 43.8 5.1% 4 -0.1 pp +0.1 pp -0.8 pp +5.1 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 42.2 8.8% 4 -2.5 pp +0.9 pp +0.1 pp +8.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 41.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 39.5 21.8% 4 +2.2 pp +2.0 pp +0.2 pp +21.8 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 38.8 3.4% 4 +0.4 pp +0.2 pp +0.8 pp +3.4 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 38.4 0.3% 4 +0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 38.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 37.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 37.1 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.7 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 36.2 2.6% 4 +0.5 pp +0.5 pp +0.6 pp +2.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 36.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 33.3 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 31.2 17.0% 4 -9.0 pp -13.3 pp -13.0 pp +17.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 30.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Appaloosa LP CIK 0001656456 0.883 25 30.4 0.5% 4 -0.0 pp -0.6 pp -0.9 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 29.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 28.7 3.3% 4 +1.9 pp +1.7 pp +1.4 pp +3.3 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 27.8 3.1% 4 +0.0 pp -0.0 pp -0.5 pp +3.1 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 27.4 12.4% 4 +0.7 pp -1.3 pp -5.8 pp +12.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.4 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 27.1 1.3% 4 +0.7 pp +0.8 pp +0.9 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 27.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Alden Global Capital LLC CIK 0001616882 0.461 19 26.5 14.9% 4 +3.2 pp +1.2 pp +6.6 pp +14.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 26.1 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 25.3 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 24.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 23.8 6.6% 4 +0.5 pp -3.6 pp -3.8 pp +6.6 pp
☆BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 23.2 1.2% 3 +0.2 pp +0.6 pp +1.2 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 21.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 20.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 20.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 19.7 1.3% 4 +0.3 pp +0.2 pp +0.1 pp +1.3 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 19.5 1.5% 4 +0.8 pp +0.4 pp +0.0 pp +1.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 19.3 1.0% 4 +0.3 pp +0.2 pp +0.1 pp +1.0 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 18.8 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 18.5 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 18.3 7.8% 4 +0.2 pp -0.3 pp +0.4 pp +7.8 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 18.3 0.6% 5 -0.1 pp +0.2 pp -0.4 pp -0.0 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 17.9 1.2% 4 +0.4 pp +1.0 pp +0.6 pp +1.2 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 17.7 2.3% 4 +0.4 pp +0.4 pp +0.3 pp +2.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 17.6 0.0% 4 +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 17.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 17.4 9.3% 4 +1.1 pp -3.8 pp -9.6 pp +9.3 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 17.2 2.5% 4 +0.5 pp +0.3 pp -0.0 pp +2.5 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 17.2 6.8% 4 +2.7 pp +1.0 pp -1.1 pp +6.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 16.6 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 16.2 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆KCM Capital Inc CIK 0002026745 0.736 30 16.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 15.6 4.7% 4 +1.0 pp +0.7 pp +0.3 pp +4.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 15.4 14.1% 4 +6.4 pp +5.8 pp +5.1 pp +14.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 15.2 0.9% 4 +0.2 pp -0.1 pp +0.3 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 14.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 14.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 14.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 14.1 1.1% 4 +0.1 pp -0.0 pp -0.4 pp +1.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 13.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 13.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 13.3 0.9% 3 +0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 13.2 2.6% 4 +0.3 pp +0.2 pp -0.1 pp +2.6 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 11.5 2.1% 4 +0.5 pp +0.2 pp -0.6 pp +2.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 11.3 1.0% 4 +0.2 pp +0.2 pp -0.0 pp +1.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 11.0 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CenterStar Asset Management, LLC CIK 0001722053 0.000 50 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 0.0 0.0% 0 +0.0 pp -3.6 pp -4.0 pp +0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp -1.8 pp -2.1 pp +0.0 pp
☆FAIRHOLME CAPITAL MANAGEMENT LLC CIK 0001056831 0.964 13 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 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
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.3 pp -0.1 pp -0.5 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 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 (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