Signals

EWA

163 in-universe funds with a nonzero position in EWA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#17608
Score / z0.000 / -0.02
Consensus66.56 over 115 funds
Momentumnot computed

Price & positioning

226 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
FMR LLC CIK 0000315066 0.989 5571 263.3 0.0% 1 +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 91.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 51.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 23.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.7 0.0% 1 +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 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 20.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 20.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 6.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.1 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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.6 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 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 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% 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
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +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
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 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 EWA). Qtrs Held counts distinct quarters this fund has actually held EWA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWA position size. Δ columns are the percentage-point change in EWA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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