Signals

← Signals

☆EWM

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

Flow ranking

Rank#724
Score / z0.166 / 0.22
Consensus37.27 over 58 funds
Momentumno 12m return

Price & positioning

130 cached closes, trailing year
Drawdownno history
Short interest+9% / 5.6d

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 ▾
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 64.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 32.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Breakout Capital Partners, LP CIK 0001935243 0.415 8 21.6 15.4% 3 +0.3 pp +3.1 pp +15.4 pp +15.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.1 0.0% 3 -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 15.4 0.0% 3 +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 10.4 0.0% 3 +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 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 10.2 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 8.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cairn Investment Group, Inc. CIK 0001800358 0.361 65 7.3 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 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 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 4.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 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 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 1.8 0.7% 4 +0.1 pp +0.1 pp +0.5 pp +0.7 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 1.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.9 0.0% 3 +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 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 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
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.4 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 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.2 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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOCHK Asset Management Ltd CIK 0002010854 0.068 144 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -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% 3 +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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 3 -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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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 EWM). Qtrs Held counts distinct quarters this fund has actually held EWM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWM position size. Δ columns are the percentage-point change in EWM'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