Signals

← Signals

☆EWG

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

Flow ranking

Rank#17343
Score / z0.000 / -0.02
Consensus67.25 over 114 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 182.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 173.0 0.0% 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 126.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 70.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 23.5 2.8% 5 -0.5 pp -1.3 pp -1.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 23.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 18.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.8 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 14.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 14.1 0.2% 1 +0.2 pp +0.1 pp +0.2 pp -0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 10.9 0.4% 5 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.9 0.4% 5 +0.3 pp -0.5 pp -0.3 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 7.1 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 5.1 1.2% 5 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 5.1 1.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.4 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 3.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 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 2.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.3 0.7% 5 +0.0 pp -0.3 pp -0.0 pp -0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.2 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 1.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.3 0.2% 5 -0.0 pp -0.1 pp -7.0 pp -7.6 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.2 0.6% 4 -0.0 pp -0.1 pp +0.2 pp +0.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.2 0.1% 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
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.0 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 1.0 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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.8 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.7 0.5% 5 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.4 0.0% 1 +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
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.4 0.1% 1 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 5 -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
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Renaissance Investment Group LLC CIK 0001509508 0.431 84 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 4 +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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.2 0.0% 5 -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
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.1 0.0% 5 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 1 +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 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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 0.0 0.0% 5 +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% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 2 -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
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 -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% 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
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 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
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp -0.5 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 +0.0 pp -1.2 pp -1.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.1 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 +0.0 pp -0.5 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 -0.1 pp -0.3 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
☆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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 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 (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