Signals

← Signals

☆MEAR

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

Flow ranking

Rank#1347
Score / z0.029 / 0.01
Consensus79.77 over 139 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 ▾
☆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 164.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 114.6 8.2% 4 -0.0 pp +0.0 pp -0.2 pp +8.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 83.9 4.4% 4 +0.6 pp +0.4 pp +0.4 pp +4.4 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 71.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 54.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 33.1 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 29.7 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 21.9 2.3% 4 -0.1 pp -0.2 pp -0.3 pp +2.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.6 0.0% 3 +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 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 15.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 11.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 10.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 8.8 2.6% 4 -0.1 pp -0.4 pp -0.8 pp +2.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 8.0 2.3% 4 +0.3 pp +0.3 pp +0.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 6.6 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 6.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 5.6 1.0% 4 +0.1 pp -0.0 pp -0.2 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 4.8 1.0% 4 -0.1 pp -0.0 pp +0.2 pp +1.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 4.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.4 1.2% 4 -0.2 pp -0.2 pp -0.3 pp +1.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 4.4 0.9% 4 +0.1 pp +0.3 pp +0.1 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 4.0 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 3.7 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 3.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 3.0 1.5% 4 -0.3 pp -0.3 pp -0.3 pp +1.5 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 2.9 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.5 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 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 2.5 1.0% 4 +0.2 pp +0.1 pp -0.1 pp +1.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.2 1.1% 4 -1.0 pp -1.2 pp -1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.1 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.1 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 2.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.9 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.7 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 1.6 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.5 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 1.3 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 1.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 1.0 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 1.0 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.9 0.9% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.9 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.7 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 0.5 0.2% 4 -0.2 pp +0.0 pp -0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.4 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.3 0.1% 4 +0.0 pp +0.0 pp -1.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 4 -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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 0.2 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 4 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.0 0.0% 0 +0.0 pp -0.2 pp -0.7 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
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 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
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 -0.0 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 MEAR). Qtrs Held counts distinct quarters this fund has actually held MEAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MEAR position size. Δ columns are the percentage-point change in MEAR'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