Signals

← Signals

☆EXG

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

Flow ranking

Rank#15785
Score / z0.000 / -0.02
Consensus118.96 over 216 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

Negative / total0 / 0
FiledFormItems
2025-08-28 8-K 8.01
2025-08-14 8-K 8.01
2024-10-10 8-K 5.03
2023-02-01 8-K 8.01, 9.01
2020-08-13 8-K 5.03

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2022-06-08 424B5 Eaton Vance Tax-Managed Global

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 203.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 32.3 0.0% 4 -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 23.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.2 0.0% 5 -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 12.2 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 12.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 11.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 10.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 8.0 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 5.2 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 4.5 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.2 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fund Advisors of America Inc/FL CIK 0002116327 0.135 120 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 1.8 0.6% 4 -0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.5 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 4 +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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 1.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 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 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.0 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆David J Yvars Group CIK 0001836266 0.505 105 0.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.5 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 4 +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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 2 +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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -0.1 pp -0.2 pp -1.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Warther Private Wealth, LLC CIK 0001954551 0.242 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avory & Company, LLC CIK 0001842766 0.543 32 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆AQR Arbitrage LLC CIK 0001167456 0.150 634 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 EXG). Qtrs Held counts distinct quarters this fund has actually held EXG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EXG position size. Δ columns are the percentage-point change in EXG'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