Signals

← Signals

☆EWG

329 in-universe funds with a nonzero position in EWG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15763
Score / z0.000 / -0.02
Consensus71.68 over 128 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 ▾
☆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 93.8 0.0% 6 +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 76.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 65.4 0.0% 4 +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 25.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 24.5 3.4% 4 -0.8 pp -0.5 pp +0.4 pp +3.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 19.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.4 0.0% 4 -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 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 10.5 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.2 0.0% 2 -0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 9.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.7 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 6.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 4.9 1.6% 4 +0.2 pp +0.2 pp +0.4 pp +1.6 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.3 1.2% 4 -0.1 pp +0.0 pp -0.4 pp +1.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.6 0.1% 4 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.1 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 2.1 0.7% 4 -0.3 pp -0.0 pp -0.1 pp +0.7 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.0 0.1% 4 -0.8 pp -0.5 pp -0.2 pp +0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.9 0.0% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 1.7 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.6 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.5 0.6% 3 -0.3 pp -0.2 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 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 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.2 0.2% 4 -0.0 pp -6.9 pp -7.6 pp +0.2 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.2 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 1.1 0.5% 4 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.8 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.8 0.0% 4 +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% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 4 -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% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.5 0.5% 4 -0.1 pp +0.0 pp -0.2 pp +0.5 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.5 0.3% 2 -0.1 pp +0.3 pp -0.2 pp +0.3 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.5 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 -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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 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 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.3 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 4 -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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.2 0.0% 4 -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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +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% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FFG Partners, LLC CIK 0002045972 0.070 41 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -1.2 pp -1.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 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 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +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% 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆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
☆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
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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