Signals

← Signals

☆EVTR

169 in-universe funds with a nonzero position in EVTR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#244
Score / z0.824 / 1.16
Consensus67.61 over 129 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+120% / 1.0d ⚡

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

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 1,453.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 257.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 220.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 205.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 135.0 0.0% 3 +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 114.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 113.7 39.9% 2 +5.2 pp +39.9 pp +39.9 pp +39.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 101.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 49.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 30.9 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 25.6 14.4% 3 +10.3 pp +10.3 pp +14.4 pp +14.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 21.8 2.8% 3 +0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 21.3 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 19.0 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 18.8 2.4% 3 -0.3 pp -0.3 pp +2.4 pp +2.4 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 17.3 9.1% 3 +0.6 pp +1.9 pp +9.1 pp +9.1 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 15.9 3.0% 3 -0.4 pp +1.5 pp +3.0 pp +3.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 15.3 4.0% 3 +0.3 pp +3.3 pp +4.0 pp +4.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 14.9 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 13.7 4.0% 3 +0.2 pp -0.4 pp +4.0 pp +4.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 11.6 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 11.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 8.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 7.6 5.4% 3 +0.2 pp +0.5 pp +5.4 pp +5.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 7.1 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 6.9 2.7% 3 -0.0 pp -0.3 pp +2.7 pp +2.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 6.1 4.4% 3 +0.9 pp +0.2 pp +4.4 pp +4.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.8 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.6 1.0% 3 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 4.9 2.7% 3 +0.4 pp +0.7 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 3.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 3.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 3.6 2.4% 3 +0.6 pp +0.8 pp +2.4 pp +2.4 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.5 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 3.5 1.3% 3 -0.2 pp -0.4 pp +1.3 pp +1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 3.2 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 3.0 0.9% 1 +0.9 pp +0.9 pp -0.2 pp -0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.6 0.0% 1 +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 2.6 0.0% 3 +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 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.7 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 1 +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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -1.1 pp -1.0 pp -1.2 pp -0.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.0 0.0% 0 +0.0 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
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 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 EVTR). Qtrs Held counts distinct quarters this fund has actually held EVTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EVTR position size. Δ columns are the percentage-point change in EVTR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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