Signals

EVSM

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

Flow ranking

Rank#16950
Score / z0.000 / -0.02
Consensus46.49 over 78 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
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 178.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 37.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 14.1 2.2% 4 -0.1 pp -0.2 pp +0.0 pp +2.2 pp
&PARTNERS CIK 0000107136 0.806 2509 13.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 9.9 2.4% 3 -0.2 pp -0.1 pp +2.4 pp +2.4 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 9.1 2.5% 4 -0.2 pp -0.2 pp -0.3 pp +2.5 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.6 0.5% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 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 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 2.7 0.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 2.0 0.2% 4 -0.0 pp +0.0 pp +0.1 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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBA Advisors LLC CIK 0001848704 0.403 164 1.0 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.9 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.8 0.4% 5 -0.3 pp -0.2 pp +0.0 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.8 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.6 0.2% 4 -0.0 pp -0.1 pp -0.4 pp +0.2 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 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 0.4 0.0% 2 -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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Coign Capital Advisors LLC CIK 0002056441 0.342 88 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.2 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 5 -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
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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 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 0.0 0.0% 5 -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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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 +0.0 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 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
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
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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 EVSM). Qtrs Held counts distinct quarters this fund has actually held EVSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVSM position size. Δ columns are the percentage-point change in EVSM'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