Signals

← Signals

☆EWX

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

Flow ranking

Rank#17775
Score / z0.000 / -0.00
Consensus68.08 over 112 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 129.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 50.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 43.5 3.7% 3 -0.4 pp -0.5 pp +3.7 pp +3.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.4 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 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.1 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 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 13.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 6.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 6.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 5.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 5.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 4.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 1 +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 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 2.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.4 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 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 1.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 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 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.4 0.0% 1 +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
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 2 +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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 EWX). Qtrs Held counts distinct quarters this fund has actually held EWX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EWX position size. Δ columns are the percentage-point change in EWX'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