Signals

EWA

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

Flow ranking

Rank#1278
Score / z0.031 / 0.02
Consensus78.40 over 132 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 145.5 0.0% 5 -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 71.7 0.0% 7 -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 68.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 51.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 47.3 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 46.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 29.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 25.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 25.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polianta Ltd CIK 0001695214 0.724 86 16.7 2.1% 1 +2.1 pp +2.1 pp -3.4 pp +2.1 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 14.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DV EQUITIES, LLC CIK 0001841659 0.000 100 11.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BOCHK Asset Management Ltd CIK 0002010854 0.068 144 9.3 1.5% 1 +1.5 pp +1.4 pp +1.4 pp +1.5 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 8.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 5.7 2.0% 5 -0.2 pp -0.0 pp +0.1 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 4.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 4.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 4.1 1.5% 5 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.1 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 3.3 2.2% 5 -0.2 pp -0.2 pp -0.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sankala Group LLC CIK 0002113426 0.123 631 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 1.2 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 1.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 1 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Spruce Point Capital Management, LLC CIK 0001731579 0.114 18 1.1 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.6 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 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
J. Team Financial, Inc. CIK 0002107629 0.119 102 0.5 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WJ Financial Advisors LLC CIK 0002095682 0.187 136 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 0.5 0.4% 1 +0.4 pp -0.4 pp -0.5 pp -0.5 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.3% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MYECFO, LLC CIK 0001986457 0.711 73 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.3 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.3 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 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 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 2 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 0.2 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
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 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% 5 -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
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 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
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -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% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 5 -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
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +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% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 2 +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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -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% 7 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 -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
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 +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% 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
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp -0.1 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 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
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
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 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
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +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% 0 +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% 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
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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 (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