Signals

← Signals

☆EWG

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

Flow ranking

Rank#22932
Score / z-0.003 / -0.02
Consensus98.56 over 192 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)
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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 ▾
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 328.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 164.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 116.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 85.3 0.0% 1 +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 81.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 54.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 54.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 53.9 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 41.9 0.0% 1 +0.0 pp +0.0 pp +0.0 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 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 31.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 26.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 24.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 21.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 17.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 12.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 9.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.7 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 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.3 0.1% 1 +0.1 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 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.0 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 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 4.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.4 0.0% 1 +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 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summa Corp. CIK 0001954929 0.569 83 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renaissance Investment Group LLC CIK 0001509508 0.431 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 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
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 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 0.1 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 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
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 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
☆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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 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
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +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
☆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
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 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
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 1 +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
☆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
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.5 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 EWG). Qtrs Held counts distinct quarters this fund has actually held EWG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWG position size. Δ columns are the percentage-point change in EWG'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