Signals

← Signals

☆EWG

302 in-universe funds with a nonzero position in EWG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#15808
Score / z0.000 / -0.01
Consensus61.40 over 127 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 ▾
☆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 82.5 0.0% 4 -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 81.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 54.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 30.5 4.1% 3 +0.3 pp +1.2 pp +4.1 pp +4.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.4 0.0% 1 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 16.8 0.9% 3 +0.2 pp +0.6 pp +0.9 pp +0.9 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 14.3 4.2% 3 -3.5 pp -4.2 pp +4.2 pp +4.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.9 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 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.4 0.0% 3 -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 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.5 0.0% 3 -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 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 6.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 5.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 4.6 1.4% 3 +0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 4.4 0.1% 1 +0.1 pp -0.6 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 3.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.5 1.2% 3 +0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 3.2 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.9 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 2.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 2.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.8 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 1.8 1.4% 3 +0.4 pp +0.1 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.4 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.3 0.3% 3 -6.9 pp -7.6 pp +0.3 pp +0.3 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.8 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 3 +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% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.6 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.6 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.4 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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% 3 +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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 3 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.2 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 0.2 0.0% 3 +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% 3 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 +0.0 pp -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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