Signals

EWT

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

Flow ranking

Rank#15822
Score / z0.000 / -0.01
Consensus87.85 over 141 funds
Momentumnot computed

Price & positioning

227 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)
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 852.5 2.7% 3 -0.7 pp -0.6 pp +2.7 pp +2.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 277.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 175.6 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 44 118.3 6.2% 3 +0.4 pp +0.3 pp +6.2 pp +6.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 76.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 73.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 72.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 65.0 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 65.0 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 64.6 4.8% 3 -0.0 pp -0.2 pp +4.8 pp +4.8 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 60.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 57.0 0.7% 3 -0.0 pp +0.4 pp +0.7 pp +0.7 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 51.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 47.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 43.9 2.5% 3 +0.4 pp +0.4 pp +2.5 pp +2.5 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 42.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 40.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 39.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.3 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 33.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 33.2 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 31.1 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 25.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 17.9 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 16.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 14.3 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 13.1 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 12.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 12.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 11.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 10.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 9.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.8 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 9.4 4.5% 3 +0.1 pp +0.7 pp +4.5 pp +4.5 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 9.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.3 0.0% 2 -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 7.2 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 7.1 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.5 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 6.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 3.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 2.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 2.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 2.7 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 2.7 0.0% 3 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 2.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 1.7 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 1.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 1.3 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Boltwood Capital Management CIK 0001563690 0.369 192 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -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% 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
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 2 -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 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.2 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Optiver Holding B.V. CIK 0001859606 0.114 2337 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 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
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 0 -0.1 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
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
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ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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 EWT). Qtrs Held counts distinct quarters this fund has actually held EWT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWT position size. Δ columns are the percentage-point change in EWT'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