Signals

EUFN

340 in-universe funds with a nonzero position in EUFN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23904
Score / z-0.006 / -0.02
Consensus102.52 over 171 funds
Momentumnot computed

Price & positioning

227 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 730.1 0.2% 5 -0.0 pp -0.3 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 232.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 193.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 89.0 7.7% 5 +0.0 pp -1.9 pp +0.3 pp +6.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 71.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 53.2 0.7% 5 +0.0 pp -0.0 pp -0.8 pp -0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 33.0 0.0% 5 +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 24.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 22.9 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unisphere Establishment CIK 0002012090 0.867 56 14.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 12.7 2.0% 2 -1.8 pp +2.0 pp +2.0 pp +2.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 11.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 9.8 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.5 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 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 5.9 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 5.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.4 0.7% 5 -0.0 pp -0.1 pp -0.4 pp -1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 4.1 1.2% 4 +0.0 pp +0.4 pp +0.5 pp +1.2 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 4.0 2.1% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.7 1.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.7 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spruce Point Capital Management, LLC CIK 0001731579 0.114 18 3.5 6.5% 2 +2.1 pp +6.5 pp +6.5 pp +6.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.0 0.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Banco de Sabadell, S.A CIK 0001730299 0.235 61 2.9 1.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 5 +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 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 1.6 0.2% 5 -0.1 pp -0.7 pp -0.6 pp -0.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 1.0 0.1% 5 -0.1 pp -0.4 pp -0.3 pp -1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.7 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
Hedges Asset Management LLC CIK 0001906202 0.125 108 0.7 0.5% 1 +0.5 pp -0.1 pp -0.1 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 0.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.6 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.5 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.3 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Forum Finance Group S.A. CIK 0002133354 0.102 344 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 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 EUFN). Qtrs Held counts distinct quarters this fund has actually held EUFN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EUFN position size. Δ columns are the percentage-point change in EUFN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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