Signals

IEF

1185 in-universe funds with a nonzero position in IEF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#135
Score / z1.403 / 1.98
Consensus331.84 over 669 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-19% / 3.6d

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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 12,965.5 4.4% 3 +1.4 pp +2.2 pp +4.4 pp +4.4 pp
FMR LLC CIK 0000315066 0.989 5571 3,344.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,287.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 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 1,638.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,446.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 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 1,296.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,222.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 816.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 596.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 588.6 6.7% 3 +0.2 pp +0.3 pp +6.7 pp +6.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 555.9 1.1% 3 +0.1 pp -1.1 pp +1.1 pp +1.1 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 545.6 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 497.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 401.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 325.2 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 321.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 259.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 221.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 209.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 202.8 4.3% 3 -0.1 pp -0.2 pp +4.3 pp +4.3 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 198.2 11.0% 3 -2.7 pp -2.7 pp +11.0 pp +11.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 190.8 2.5% 3 -0.2 pp -0.6 pp +2.5 pp +2.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 189.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 187.0 18.6% 3 +0.3 pp +0.6 pp +18.6 pp +18.6 pp
PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 173.7 36.7% 3 -0.6 pp -1.0 pp +36.7 pp +36.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 166.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 165.1 2.9% 3 +0.2 pp -0.6 pp +2.9 pp +2.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 162.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 136.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 130.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Members Trust Co CIK 0001677560 0.939 170 118.6 3.9% 3 -0.1 pp -0.3 pp +3.9 pp +3.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 109.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AlphaQuest LLC CIK 0001883897 0.000 0 97.0 5.4% 3 +2.9 pp +2.7 pp +5.4 pp +5.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 96.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 96.0 6.6% 3 +0.1 pp -0.1 pp +6.6 pp +6.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 94.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 93.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Advisory Group CIK 0001802119 0.899 14 85.4 34.8% 3 +2.2 pp +1.0 pp +34.8 pp +34.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 83.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 80.1 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 80.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 78.4 4.1% 3 +0.0 pp -0.2 pp +4.1 pp +4.1 pp
Raub Brock Capital Management LP CIK 0001554656 0.394 45 75.6 16.8% 3 +0.3 pp +0.4 pp +16.8 pp +16.8 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 74.0 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 73.8 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 72.8 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
Juniper Hill Capital Management LP CIK 0001803460 0.000 0 71.6 17.1% 3 +0.1 pp -0.3 pp +17.1 pp +17.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 70.1 3.9% 3 +0.3 pp +1.3 pp +3.9 pp +3.9 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 68.0 4.6% 3 +4.4 pp +3.2 pp +4.6 pp +4.6 pp
MATAURO, LLC CIK 0002052964 0.684 158 66.5 10.0% 3 +0.6 pp -0.6 pp +10.0 pp +10.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 65.6 0.0% 3 -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 64.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 63.8 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
BARINGS LLC CIK 0000009015 0.845 191 63.5 1.2% 3 +0.0 pp -0.3 pp +1.2 pp +1.2 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 62.7 3.4% 3 +1.4 pp -0.7 pp +3.4 pp +3.4 pp
AIA Group Ltd CIK 0001522877 0.800 324 60.6 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
Arkos Global Advisors CIK 0001769089 0.805 124 57.5 7.4% 3 +0.4 pp +0.1 pp +7.4 pp +7.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 56.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 53.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 48.9 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 48.1 1.8% 3 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 47.3 8.5% 3 +0.0 pp +0.2 pp +8.5 pp +8.5 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 46.3 6.2% 3 -1.9 pp -3.1 pp +6.2 pp +6.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 45.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GenWealth Group, Inc. CIK 0001713678 0.306 89 44.0 7.5% 3 +0.1 pp +0.0 pp +7.5 pp +7.5 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 43.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 42.2 14.0% 3 -0.1 pp -0.2 pp +14.0 pp +14.0 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 41.4 12.2% 3 -1.1 pp -1.6 pp +12.2 pp +12.2 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 40.5 7.0% 3 +0.4 pp +0.4 pp +7.0 pp +7.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 40.3 7.4% 3 +0.6 pp +0.8 pp +7.4 pp +7.4 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 40.2 9.2% 3 +0.8 pp +0.8 pp +9.2 pp +9.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 40.2 2.9% 3 +0.9 pp +0.1 pp +2.9 pp +2.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 39.3 0.7% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 39.0 13.4% 3 +0.1 pp -0.5 pp +13.4 pp +13.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 36.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 36.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TTP Investments, Inc. CIK 0001682576 0.000 30 36.1 11.8% 3 +11.6 pp +11.6 pp +11.8 pp +11.8 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 35.6 1.2% 3 +0.1 pp -0.0 pp +1.2 pp +1.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 35.4 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 33.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 33.1 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 32.2 4.3% 3 -0.1 pp -0.3 pp +4.3 pp +4.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.3 0.3% 3 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 28.9 5.6% 3 -0.1 pp -0.2 pp +5.6 pp +5.6 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 28.1 5.4% 3 -0.1 pp +0.0 pp +5.4 pp +5.4 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 28.1 9.9% 3 +0.6 pp +0.3 pp +9.9 pp +9.9 pp
Joule Financial, LLC CIK 0001929070 0.731 116 27.3 8.2% 3 +0.1 pp +2.9 pp +8.2 pp +8.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 26.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 25.9 7.5% 3 +0.0 pp +3.0 pp +7.5 pp +7.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 25.7 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 25.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 25.1 8.4% 3 +0.4 pp +3.0 pp +8.4 pp +8.4 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 25.0 3.8% 4 +1.8 pp +1.8 pp +1.6 pp +3.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 25.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 24.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 24.8 1.5% 3 -0.6 pp -0.6 pp +1.5 pp +1.5 pp
Keel Point, LLC CIK 0001386935 0.645 514 24.7 1.5% 3 +0.3 pp +0.2 pp +1.5 pp +1.5 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 24.2 1.0% 3 -4.0 pp -4.1 pp +1.0 pp +1.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 23.9 3.3% 3 +0.2 pp -0.0 pp +3.3 pp +3.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 23.7 8.4% 2 +7.0 pp +8.4 pp +8.4 pp +8.4 pp
Creative Planning CIK 0001540235 0.979 4196 23.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Act Two Investors LLC CIK 0001766907 0.650 37 23.1 4.1% 3 +0.0 pp -0.6 pp +4.1 pp +4.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 22.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 22.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 22.3 9.4% 3 +0.3 pp +8.5 pp +9.4 pp +9.4 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 22.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 21.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 21.4 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 21.4 2.5% 1 +2.5 pp -0.1 pp +2.5 pp +2.5 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 21.0 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 19.9 3.3% 3 -0.6 pp +2.9 pp +3.3 pp +3.3 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 19.2 5.3% 3 -0.4 pp +0.8 pp +5.3 pp +5.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 19.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 18.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 18.9 4.2% 3 -0.2 pp -0.5 pp +4.2 pp +4.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.8 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 18.7 14.6% 3 +0.4 pp +0.1 pp +14.6 pp +14.6 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.7 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 18.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 18.2 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 18.2 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 18.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 18.1 3.1% 1 +3.1 pp +3.0 pp +3.1 pp +3.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 17.5 5.5% 3 -0.1 pp +0.1 pp +5.5 pp +5.5 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 17.4 5.1% 1 +5.1 pp -3.2 pp +5.1 pp +5.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 17.1 4.0% 3 +0.1 pp +2.1 pp +4.0 pp +4.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 16.9 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 16.8 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 16.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 16.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 16.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 16.2 1.1% 3 -1.0 pp -1.5 pp +1.1 pp +1.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.2 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
AmeriServ Wealth Advisors CIK 0001102062 0.598 54 16.0 9.3% 3 -2.4 pp -1.9 pp +9.3 pp +9.3 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 15.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 15.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 15.4 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 15.3 3.3% 3 +0.3 pp -1.7 pp +3.3 pp +3.3 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 15.3 2.1% 3 +0.5 pp +1.7 pp +2.1 pp +2.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 15.1 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 14.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pacific Wealth Management CIK 0001852338 0.868 19 13.9 6.5% 3 -0.1 pp +0.1 pp +6.5 pp +6.5 pp
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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
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 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
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 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 -5.8 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -1.4 pp -1.0 pp +0.0 pp +0.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 -5.1 pp -5.3 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.1 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 IEF). Qtrs Held counts distinct quarters this fund has actually held IEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEF position size. Δ columns are the percentage-point change in IEF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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