Signals

← Signals

☆FEZ

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

Flow ranking

Rank#24481
Score / z-0.089 / -0.12
Consensus112.83 over 211 funds
Momentum-0.19 =

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-24% / 1.0d

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 ▾
☆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 252.9 0.0% 7 -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 192.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 126.6 11.0% 5 +0.5 pp -0.8 pp +7.0 pp +10.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 110.3 0.0% 5 -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 110.3 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 74.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 61.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 55.2 5.3% 5 +0.1 pp -0.1 pp -0.6 pp -0.8 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 42.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 38.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 31.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 25.9 0.1% 5 -0.1 pp -0.5 pp -0.2 pp -0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 25.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 25.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 21.5 2.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 20.4 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 20.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 17.1 8.6% 5 -3.6 pp -3.6 pp -3.6 pp -3.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 16.9 0.8% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 16.6 0.3% 5 -0.2 pp -0.4 pp -0.6 pp -0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 15.2 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.1 0.0% 5 +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 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 11.7 0.6% 2 -1.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 9.6 2.9% 5 +1.0 pp +0.4 pp +0.5 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.5 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 9.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 8.9 3.3% 5 -0.3 pp +0.3 pp -0.3 pp +0.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.9 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 8.9 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 8.6 0.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 7.9 3.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 7.2 2.7% 5 -0.3 pp -0.2 pp -0.1 pp -1.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 6.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 6.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 5.1 1.4% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.9 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 5 -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 4.6 0.0% 5 -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 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 4.1 2.3% 5 -0.1 pp -0.1 pp +0.4 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.0 0.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.9 0.6% 5 -0.3 pp -0.3 pp -0.1 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 3.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 3.6 2.2% 3 +0.1 pp -0.0 pp +2.2 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 3.4 1.9% 5 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.2 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 3.1 0.7% 4 -0.2 pp -0.2 pp +0.3 pp +0.7 pp
☆Karnit Road Accident Victims Compensation Fund CIK 0002110887 0.885 17 3.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 3.0 1.7% 5 +0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.8 1.7% 5 -0.6 pp +0.4 pp -0.1 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 2.5 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 2.2 1.5% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.1 0.5% 1 +0.5 pp -0.1 pp -0.0 pp -0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 2.0 0.3% 4 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.8 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 1.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.7 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.6 0.2% 5 -0.0 pp -0.6 pp -0.6 pp -0.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 1.5 0.9% 5 -1.2 pp -1.4 pp -1.4 pp -1.3 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.4 0.5% 1 +0.5 pp +0.1 pp -1.0 pp -1.4 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 1.3 0.1% 5 -0.2 pp -0.3 pp -0.4 pp -12.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.2 0.1% 5 -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 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 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 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.9 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -1.7 pp -1.8 pp -1.7 pp -1.7 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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 FEZ). Qtrs Held counts distinct quarters this fund has actually held FEZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FEZ position size. Δ columns are the percentage-point change in FEZ'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