Signals

← Signals

☆IEF

973 in-universe funds with a nonzero position in IEF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#222
Score / z0.988 / 1.25
Consensus273.26 over 571 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+1% / 1.5d

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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5,521.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,738.4 0.2% 1 +0.2 pp +0.2 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 2,612.5 0.2% 1 +0.2 pp +0.2 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 1,199.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,191.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,094.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 956.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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 864.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 823.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 702.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 563.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 535.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 430.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 406.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 403.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 297.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 296.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 252.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 246.9 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 205.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 203.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 188.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 185.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 183.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 169.8 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 168.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 160.8 37.7% 1 +37.7 pp +37.7 pp +37.7 pp +37.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 159.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 153.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 149.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 123.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Members Trust Co CIK 0001677560 0.939 170 119.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 105.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 92.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 92.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 91.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 89.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 87.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 86.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 81.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avalon Advisory Group CIK 0001802119 0.899 14 78.8 33.8% 1 +33.8 pp +33.8 pp +33.8 pp +33.8 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 78.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Raub Brock Capital Management LP CIK 0001554656 0.394 45 75.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Juniper Hill Capital Management LP CIK 0001803460 0.000 0 71.3 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 69.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 69.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 69.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 65.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 63.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BARINGS LLC CIK 0000009015 0.845 191 61.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 60.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 60.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 57.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 56.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 54.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 52.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 49.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 49.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 47.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 45.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 45.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 44.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 44.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 42.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 42.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 41.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 41.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 40.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 39.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 38.5 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 38.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 37.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 37.7 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 37.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 37.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 36.8 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 36.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 35.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 33.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 32.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 32.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 31.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 31.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 31.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 30.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 30.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 30.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 29.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 28.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 28.0 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 27.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 27.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 27.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 25.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 24.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 23.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 23.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 22.7 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 22.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 21.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 21.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 21.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 19.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 19.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 19.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 18.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 18.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 18.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 17.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 16.9 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 16.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 16.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 16.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 16.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 15.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 15.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 15.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 14.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 14.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 14.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 13.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 13.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 13.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 13.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 13.2 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 12.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 12.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 12.4 1.1% 3 -0.3 pp -0.0 pp +1.1 pp +1.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 11.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 11.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 11.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
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☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 11.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 10.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 10.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 9.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.1 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 -0.1 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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