Signals

← Signals

☆NEA

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

Flow ranking

Rank#18585
Score / z0.000 / -0.02
Consensus117.40 over 223 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆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 111.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 35.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.8 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 31.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 19.8 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.5 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 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 16.0 2.0% 4 +0.0 pp +0.1 pp +0.3 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.9 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 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 9.5 2.9% 4 -0.4 pp -1.1 pp -1.7 pp +2.9 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 8.0 3.3% 4 +0.0 pp +1.0 pp +1.4 pp +3.3 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 7.7 3.0% 4 -0.1 pp +0.5 pp +0.6 pp +3.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 7.2 3.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 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
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 4.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 4.3 1.8% 4 +0.5 pp +0.5 pp +0.4 pp +1.8 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
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 4.2 1.9% 4 +0.0 pp +0.2 pp +0.4 pp +1.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.6 0.1% 4 -0.0 pp -0.0 pp -0.4 pp +0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 3.4 1.5% 4 +0.2 pp +0.2 pp -0.0 pp +1.5 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.2 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KIM, LLC CIK 0001888968 0.145 67 2.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.7 0.8% 4 -0.1 pp -1.3 pp -1.5 pp +0.8 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 4 +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 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 2.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 2.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 2.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 1.6 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gridiron Partners, LLC CIK 0001910867 0.664 51 1.6 1.0% 4 -0.2 pp -0.1 pp -0.2 pp +1.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 1.5 0.9% 1 +0.9 pp +0.0 pp -0.0 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.3 0.3% 4 -0.0 pp -0.3 pp +0.0 pp +0.3 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 1.1 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 1.0 0.6% 4 +0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.0 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 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.8 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.8 0.2% 1 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.8 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 4 -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
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.462 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 4 -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
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.3 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.3 0.1% 4 -0.2 pp -0.4 pp -0.4 pp +0.1 pp
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☆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
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
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☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -1.8 pp -2.3 pp -3.8 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 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
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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
☆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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
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☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp +0.0 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +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 NEA). Qtrs Held counts distinct quarters this fund has actually held NEA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NEA position size. Δ columns are the percentage-point change in NEA'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