Signals

EWC

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

Flow ranking

Rank#16959
Score / z0.000 / -0.02
Consensus161.11 over 280 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,113.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 385.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 344.8 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 179.9 0.0% 7 -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 125.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 111.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 111.4 0.3% 5 -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 97.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 95.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.9 0.0% 5 +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 70.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 49.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 47.3 2.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 47.0 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 45.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 43.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 33.0 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 32.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 32.0 0.7% 1 +0.7 pp +0.1 pp +0.7 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 29.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 25.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 24.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 24.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 22.8 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 20.9 0.0% 4 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 19.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 18.3 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.2 pp
VPR Management LLC CIK 0001894203 0.676 66 18.0 7.2% 5 +0.4 pp -0.3 pp -0.9 pp -0.4 pp
Polianta Ltd CIK 0001695214 0.724 86 17.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.5 0.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Walleye Trading LLC CIK 0001388391 0.179 946 12.1 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
BANK OF HAWAII CIK 0000315080 0.804 233 11.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 11.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 10.9 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 9.3 1.4% 4 -0.3 pp -1.2 pp -0.6 pp +1.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 8.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 8.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 8.5 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 7.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 7.7 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 7.5 1.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 6.4 3.5% 5 -1.0 pp +0.7 pp +0.9 pp +1.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 6.4 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 6.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.0 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 5.9 0.0% 5 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 5.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.6 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 4.7 1.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 4.7 1.8% 5 +1.1 pp +0.9 pp +0.9 pp +0.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Monument Capital Management CIK 0001729428 0.068 262 4.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.9 0.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 3.9 0.1% 5 -0.5 pp -0.6 pp -0.5 pp -0.5 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 3.6 0.4% 1 +0.4 pp -0.0 pp +0.4 pp -0.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 3.6 1.6% 5 +0.5 pp +0.5 pp +0.3 pp +0.3 pp
Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 3.4 2.8% 1 +2.8 pp +0.5 pp +0.2 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
State of Wyoming CIK 0001821626 0.105 1872 3.0 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Obsido Oy CIK 0002067281 0.833 20 3.0 1.6% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 2.9 1.0% 5 -0.1 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 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.5 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 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 2.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.4 0.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.3 pp
Trek Financial, LLC CIK 0001768195 0.100 501 2.4 0.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 2.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 1.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 1.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 1.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 1.7 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.7 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 1.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 1.5 1.1% 5 -0.0 pp -0.3 pp +0.0 pp -0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 1.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.1 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 5 -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 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 1.0 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.9 0.0% 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 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 5 -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
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 -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
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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
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
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -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
Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 5 -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
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 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
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 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
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 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
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -1.5 pp -0.2 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 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
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
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +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
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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.1 pp -0.0 pp -0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp -1.1 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 0 -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% 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 -0.1 pp -0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 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
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +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 -0.2 pp -0.1 pp
St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 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
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 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
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
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp -0.5 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
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
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 -0.1 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 -0.3 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 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
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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 -0.1 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
COMERICA BANK CIK 0000901541 0.812 3711 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 -0.1 pp -0.1 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 EWC). Qtrs Held counts distinct quarters this fund has actually held EWC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWC position size. Δ columns are the percentage-point change in EWC'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