Signals

← Signals

☆EZU

487 in-universe funds with a nonzero position in EZU within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1192
Score / z0.044 / 0.04
Consensus136.92 over 246 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)
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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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 992.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 968.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 655.6 0.0% 5 -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 603.3 0.0% 6 -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 575.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 432.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 280.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.1 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 257.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 231.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 221.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 97.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 69.5 0.7% 6 +0.0 pp -0.1 pp -0.5 pp -0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 64.1 8.5% 5 +0.3 pp +0.1 pp +0.1 pp -0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 60.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 50.1 1.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 49.9 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Naman Capital Ltda CIK 0001946136 0.407 11 31.4 9.7% 5 +1.8 pp +1.6 pp +1.9 pp +1.0 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 30.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 28.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 27.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 21.7 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 20.1 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 19.4 0.6% 1 +0.6 pp +0.6 pp +0.2 pp +0.3 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 19.1 1.0% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 17.3 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 16.1 1.1% 2 -1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 15.9 2.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 15.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 15.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 14.8 1.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 14.6 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 14.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 13.6 2.8% 5 -0.6 pp +0.1 pp -0.1 pp -0.3 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 13.4 1.6% 5 -0.3 pp -0.3 pp -0.8 pp -0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.5 0.3% 6 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 10.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 9.7 2.8% 5 +0.1 pp +0.0 pp +0.8 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 8.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 8.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.2 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.1 0.0% 5 -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 6.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 6.7 3.2% 3 -0.0 pp -0.4 pp +3.2 pp +0.2 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 6.4 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.0 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 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 5.7 2.3% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 5.4 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Climber Capital SA CIK 0002011229 0.279 64 5.1 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +0.3 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 5.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 4.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 4.8 4.6% 5 -0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 3 +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 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 4.1 0.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 4.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.9 1.5% 5 +0.1 pp +0.0 pp +0.6 pp +0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.7 0.0% 4 +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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 3.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.1 0.1% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 2.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 2.8 1.5% 5 +0.7 pp +0.3 pp -0.0 pp -0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 2.5 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 2.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.0 0.4% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.9 1.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.9 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.7 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.6 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.4 0.1% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 1.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 1.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 1.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.0 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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.9 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 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 +0.0 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
☆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
☆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
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -2.9 pp -2.7 pp -2.7 pp -2.8 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -1.0 pp -2.1 pp -3.1 pp -3.7 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -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% 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 -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Polianta Ltd CIK 0001695214 0.724 86 0.0 0.0% 0 -2.0 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
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 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 EZU). Qtrs Held counts distinct quarters this fund has actually held EZU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EZU position size. Δ columns are the percentage-point change in EZU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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