Signals

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☆EVSD

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

Flow ranking

Rank#17078
Score / z0.000 / -0.02
Consensus37.17 over 59 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 451.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 85.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 27.6 2.6% 5 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 17.7 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 17.2 4.7% 5 -0.3 pp -0.4 pp -0.1 pp +4.7 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 15.9 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 14.7 2.4% 5 -0.1 pp -0.3 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 11.5 1.0% 4 -0.1 pp +0.0 pp -0.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 7.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 6.6 2.1% 5 -0.2 pp -0.1 pp -0.3 pp -0.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 6.2 0.9% 5 +0.5 pp +0.4 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 3.8 0.6% 5 -0.3 pp -1.0 pp -0.6 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.8 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 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 3.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 3.3 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 3.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 2.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.0 0.4% 4 -0.0 pp +0.2 pp +0.1 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First American Bank CIK 0001291422 0.676 205 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 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 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.5 pp -0.6 pp -0.3 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 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
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 EVSD). Qtrs Held counts distinct quarters this fund has actually held EVSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVSD position size. Δ columns are the percentage-point change in EVSD'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