Signals

← Signals

☆EUSA

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

Flow ranking

Rank#23817
Score / z-0.001 / -0.02
Consensus70.22 over 112 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)
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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 ▾
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 253.8 0.2% 5 +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 122.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 88.2 2.9% 7 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 44.6 2.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 41.1 1.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.8 0.0% 5 +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 36.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 32.5 4.8% 5 +0.0 pp -0.2 pp +1.4 pp +1.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 32.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 30.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 28.7 1.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.5 0.0% 5 -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 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 19.2 1.1% 5 -0.4 pp -0.7 pp -0.8 pp -0.8 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 16.3 2.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 13.2 2.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 11.4 0.4% 5 +0.0 pp +0.1 pp -0.1 pp -0.4 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 9.5 6.0% 5 +1.2 pp +1.0 pp +1.0 pp +1.6 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 9.4 4.5% 5 +0.1 pp +0.2 pp +0.3 pp -0.1 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 9.0 5.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 8.0 0.1% 4 +0.0 pp +0.0 pp -0.6 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 5.2 1.3% 5 +0.0 pp +0.5 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 4.4 0.5% 5 +0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 2.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.8 0.0% 5 +0.0 pp +0.0 pp -0.9 pp -0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 2.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 2.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 2.1 0.2% 5 +0.1 pp +0.2 pp -0.6 pp -0.5 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 2.1 0.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 5 -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 2.0 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 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 1.4 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.3 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.2 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 1.1 0.5% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.1 0.0% 1 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.9 0.6% 7 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.7 0.4% 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.5 0.0% 6 -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% 1 +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 0.4 0.0% 4 +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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.2 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +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
☆PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 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
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +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% 5 -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
☆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
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -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 EUSA). Qtrs Held counts distinct quarters this fund has actually held EUSA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EUSA position size. Δ columns are the percentage-point change in EUSA'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