Signals

EWU

254 in-universe funds with a nonzero position in EWU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#17770
Score / z0.000 / -0.00
Consensus87.23 over 160 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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 207.9 0.0% 2 +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 188.7 0.0% 2 -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 172.1 0.0% 3 +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 121.7 0.0% 2 +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 95.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 62.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 57.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 57.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 55.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 50.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 19.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 15.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Polianta Ltd CIK 0001695214 0.724 86 13.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 10.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 7.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 7.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 5.8 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 5.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 5.3 2.4% 2 +2.2 pp +2.4 pp +2.4 pp +2.4 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 5.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Valence8 US LP CIK 0001943819 0.533 15 5.0 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 4.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.9% 2 +0.0 pp +0.9 pp +0.7 pp +0.9 pp
Idaho Trust Co CIK 0001568069 0.536 98 3.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 2.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 2.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 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 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 2.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mittelman Wealth Management CIK 0002021464 0.532 53 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Robinson Value Management, Ltd. CIK 0001694283 0.090 75 1.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allie Family Office LLC CIK 0001908612 0.456 107 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Capital Management, LLC CIK 0002030667 0.242 167 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekside Partners CIK 0002035951 0.343 193 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 0.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 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 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 2 -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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.1 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
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 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 +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 +0.0 pp -0.2 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 EWU). Qtrs Held counts distinct quarters this fund has actually held EWU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWU position size. Δ columns are the percentage-point change in EWU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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