Signals

← Signals

☆EVTR

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

Flow ranking

Rank#24838
Score / z-0.830 / -1.02
Consensus79.35 over 142 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,989.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 315.4 0.1% 5 -0.0 pp +0.0 pp +0.0 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 215.5 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 192.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 191.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 153.6 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 127.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.864 29 115.4 34.8% 4 -4.0 pp -5.1 pp +0.0 pp +34.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 112.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 107.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 80.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 71.4 6.8% 2 -0.7 pp +6.8 pp +6.8 pp +6.8 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 70.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 58.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 27.3 13.5% 5 -0.8 pp -0.9 pp +9.4 pp +9.4 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 27.1 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 24.2 2.4% 5 -0.3 pp -0.1 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 24.0 0.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 18.0 8.1% 5 -1.0 pp -0.9 pp -0.4 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 16.2 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 15.5 0.3% 2 -0.1 pp +0.3 pp -0.8 pp -0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 14.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 14.2 3.2% 5 -0.6 pp -0.7 pp -0.6 pp -1.1 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 14.1 9.2% 2 -0.3 pp +9.2 pp +9.2 pp +9.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 13.5 2.6% 5 -0.3 pp -1.4 pp -1.1 pp +1.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 12.4 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 12.3 6.6% 3 -0.4 pp +1.3 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.3 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.6 1.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 10.5 2.1% 5 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.7 1.6% 5 -0.4 pp -1.4 pp -1.8 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.1 1.4% 5 +0.0 pp +0.4 pp +0.6 pp +1.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 8.7 1.7% 5 -0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 8.6 5.4% 5 -0.1 pp -0.0 pp +0.2 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.5 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.9 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 6.6 1.9% 4 -0.1 pp +0.8 pp +0.8 pp +1.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 6.5 0.7% 5 -1.4 pp -1.7 pp -1.9 pp -2.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 6.4 3.4% 5 -0.7 pp -1.0 pp -0.1 pp -0.7 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 6.4 1.1% 3 -0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.3 3.6% 5 +0.3 pp +1.2 pp +1.8 pp +2.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 5.5 0.6% 2 -0.3 pp +0.6 pp +0.4 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.5 0.5% 2 -0.1 pp +0.5 pp +0.3 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 5.0 1.2% 4 -0.0 pp +0.2 pp +0.3 pp +1.2 pp
☆Layline Advisors, LLC CIK 1724910 0.450 76 4.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 4.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 4.2 1.1% 5 -0.2 pp -0.1 pp -0.3 pp -0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 4.1 1.0% 4 -0.8 pp +0.1 pp +0.9 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 3.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 3.7 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 3.2 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.0 0.2% 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 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.7 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 2.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 2.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.1 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.7 0.7% 5 -1.0 pp -2.0 pp -1.5 pp -1.3 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.5 0.8% 3 -0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.3 1.0% 3 +0.5 pp +0.4 pp +1.0 pp +1.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 6 -0.4 pp -0.5 pp -0.6 pp -0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.8 0.1% 4 -1.7 pp -4.7 pp -4.2 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.8 0.7% 5 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.8 0.5% 4 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.5 0.2% 5 -2.5 pp -2.5 pp -2.6 pp -2.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.4 0.0% 5 -0.0 pp -2.8 pp -2.7 pp -3.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 0.4 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.3 0.2% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.3 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 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 0.2 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 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 4 -0.0 pp -0.5 pp -0.1 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 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 0.1 0.0% 3 -0.4 pp -0.3 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +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% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -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% 3 -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% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 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
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆Widmann Financial Services, Inc. CIK 0001906640 0.280 123 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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 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
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.9 pp -1.0 pp -1.0 pp -1.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 0.0% 0 -0.1 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
☆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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 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
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 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
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 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 (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