Signals

IEFA

2341 in-universe funds with a nonzero position in IEFA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#12
Score / z8.488 / 12.06
Consensus776.64 over 1483 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
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 20,375.6 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 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 9,382.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9,002.7 5.5% 3 -0.2 pp -0.2 pp +5.5 pp +5.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7,078.0 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4,182.4 10.0% 3 -0.0 pp -0.1 pp +10.0 pp +10.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3,859.7 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,649.0 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,145.5 0.6% 3 +0.0 pp +0.0 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 3,141.8 3.7% 3 +0.0 pp +0.1 pp +3.7 pp +3.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,120.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,819.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2,343.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,922.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,884.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,626.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,570.7 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,497.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,203.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 1,117.9 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,003.4 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 994.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 962.5 1.1% 3 -0.0 pp +0.5 pp +1.1 pp +1.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 870.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 837.8 3.0% 3 +0.3 pp +0.4 pp +3.0 pp +3.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 796.6 2.8% 3 -0.0 pp +0.1 pp +2.8 pp +2.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 789.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 748.3 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 576.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 572.1 8.0% 3 +0.2 pp +0.0 pp +8.0 pp +8.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 525.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 488.8 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 484.9 2.1% 3 +0.3 pp +0.2 pp +2.1 pp +2.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 469.4 6.8% 3 +0.5 pp +1.0 pp +6.8 pp +6.8 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 463.6 4.6% 3 +0.4 pp +0.3 pp +4.6 pp +4.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 444.5 2.7% 3 -0.4 pp -0.6 pp +2.7 pp +2.7 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 411.2 6.6% 3 +0.5 pp +0.5 pp +6.6 pp +6.6 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 407.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 405.6 4.6% 3 +0.1 pp -0.0 pp +4.6 pp +4.6 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 399.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 394.0 8.0% 3 +0.1 pp +0.4 pp +8.0 pp +8.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 385.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 367.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 356.2 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 338.8 11.5% 3 +0.1 pp +0.1 pp +11.5 pp +11.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 326.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 319.9 7.6% 3 +0.0 pp -0.4 pp +7.6 pp +7.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 318.4 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 315.9 4.8% 3 +0.1 pp +0.1 pp +4.8 pp +4.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 313.5 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
Bell Bank CIK 0001002672 0.895 195 309.3 13.2% 3 +0.2 pp +0.1 pp +13.2 pp +13.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 293.2 6.0% 3 -2.1 pp -2.1 pp +6.0 pp +6.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 284.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 283.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 282.2 4.7% 3 +0.5 pp +0.4 pp +4.7 pp +4.7 pp
&PARTNERS CIK 0000107136 0.806 2509 280.3 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 280.2 6.0% 3 +0.4 pp +0.5 pp +6.0 pp +6.0 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 277.1 14.3% 3 -0.3 pp -0.4 pp +14.3 pp +14.3 pp
Members Trust Co CIK 0001677560 0.939 170 272.5 8.9% 3 +0.1 pp +0.1 pp +8.9 pp +8.9 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 264.9 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 260.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 258.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 255.7 9.8% 3 -0.0 pp -0.0 pp +9.8 pp +9.8 pp
Haverford Trust Co CIK 0000842941 0.805 424 255.2 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 253.6 1.4% 3 -0.0 pp +0.9 pp +1.4 pp +1.4 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 248.3 8.2% 3 -0.6 pp +1.8 pp +8.2 pp +8.2 pp
Creative Planning CIK 0001540235 0.979 4196 240.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 235.5 10.1% 3 -2.2 pp -2.0 pp +10.1 pp +10.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 234.5 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 233.8 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 230.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 227.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 225.9 1.7% 3 +0.1 pp -0.4 pp +1.7 pp +1.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 216.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 211.8 5.6% 3 +0.5 pp +0.5 pp +5.6 pp +5.6 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 209.0 9.1% 3 +0.7 pp +1.5 pp +9.1 pp +9.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 207.7 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 202.0 1.9% 3 -0.3 pp -0.2 pp +1.9 pp +1.9 pp
Passaic Partners LLC CIK 0001905809 0.898 16 201.8 20.9% 3 -1.0 pp +0.5 pp +20.9 pp +20.9 pp
Matson Money. Inc. CIK 0001672512 0.979 9 201.0 6.4% 3 -0.0 pp +0.1 pp +6.4 pp +6.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 199.3 2.7% 3 -0.1 pp -0.3 pp +2.7 pp +2.7 pp
Balentine LLC CIK 0001586678 0.932 243 197.1 7.5% 3 +1.0 pp +0.9 pp +7.5 pp +7.5 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 193.1 20.9% 3 +0.2 pp +0.2 pp +20.9 pp +20.9 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 187.4 9.8% 3 +0.2 pp +0.3 pp +9.8 pp +9.8 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 186.4 15.0% 3 +0.1 pp -0.2 pp +15.0 pp +15.0 pp
Investure, LLC CIK 0001476993 0.837 17 185.0 10.3% 3 -0.5 pp -1.8 pp +10.3 pp +10.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 183.1 2.3% 3 +0.2 pp +0.3 pp +2.3 pp +2.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 182.3 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 170.7 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 169.3 3.5% 3 +0.1 pp +0.7 pp +3.5 pp +3.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 169.0 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 167.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 165.8 7.9% 4 +0.1 pp +0.0 pp +0.1 pp +7.9 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 162.0 6.1% 3 +0.8 pp +0.5 pp +6.1 pp +6.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 161.1 5.9% 3 -0.5 pp -0.6 pp +5.9 pp +5.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 157.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 156.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 154.5 1.5% 5 +0.1 pp -0.2 pp -0.3 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 151.9 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 146.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 146.1 11.9% 3 +0.4 pp +0.7 pp +11.9 pp +11.9 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 140.4 1.8% 3 +0.2 pp +0.2 pp +1.8 pp +1.8 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 136.1 3.5% 3 -0.2 pp -0.3 pp +3.5 pp +3.5 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 135.4 12.4% 3 +0.3 pp -0.4 pp +12.4 pp +12.4 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 130.9 9.9% 3 +0.2 pp +1.3 pp +9.9 pp +9.9 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 130.0 5.6% 3 +0.2 pp +0.4 pp +5.6 pp +5.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 129.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Wealthquest Corp CIK 0001632968 0.872 177 125.8 9.5% 2 +0.1 pp +9.5 pp +9.5 pp +9.5 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 125.2 14.7% 1 +14.7 pp +0.0 pp +14.7 pp +14.7 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 124.8 2.3% 3 -0.3 pp -0.3 pp +2.3 pp +2.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 123.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 122.7 0.7% 3 -0.3 pp -0.4 pp +0.7 pp +0.7 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 120.5 2.1% 3 -0.4 pp -0.5 pp +2.1 pp +2.1 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 118.4 9.7% 3 -0.0 pp -0.7 pp +9.7 pp +9.7 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 116.1 6.5% 3 +0.2 pp -2.2 pp +6.5 pp +6.5 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 115.2 1.5% 3 -0.2 pp -0.0 pp +1.5 pp +1.5 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 114.6 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 114.3 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 113.3 3.4% 3 +0.2 pp -0.0 pp +3.4 pp +3.4 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 112.8 9.3% 3 +0.4 pp +0.4 pp +9.3 pp +9.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 111.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 110.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 108.8 3.2% 3 -0.0 pp -0.1 pp +3.2 pp +3.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 106.7 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 104.2 3.7% 3 -0.2 pp -0.3 pp +3.7 pp +3.7 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 101.8 9.9% 3 +0.0 pp -0.3 pp +9.9 pp +9.9 pp
Wedmont Private Capital CIK 0001904274 0.771 949 101.2 3.5% 3 -0.2 pp -0.5 pp +3.5 pp +3.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 99.9 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 99.2 7.8% 3 -0.9 pp +1.5 pp +7.8 pp +7.8 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 98.5 10.2% 3 +0.1 pp -0.3 pp +10.2 pp +10.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 98.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bangor Savings Bank CIK 0001352675 0.827 543 96.3 7.7% 3 +0.3 pp +0.6 pp +7.7 pp +7.7 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 96.1 3.2% 3 +0.1 pp -0.0 pp +3.2 pp +3.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 94.0 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 93.6 3.5% 3 +0.2 pp +0.4 pp +3.5 pp +3.5 pp
Arkos Global Advisors CIK 0001769089 0.805 124 93.1 11.9% 3 +0.8 pp +1.9 pp +11.9 pp +11.9 pp
CX Institutional CIK 0001737089 0.437 1568 91.5 2.7% 3 -0.1 pp +2.2 pp +2.7 pp +2.7 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 90.9 5.5% 3 +0.1 pp +2.2 pp +5.5 pp +5.5 pp
Diversified Trust Co CIK 0001479844 0.817 1115 90.7 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 90.6 10.4% 3 -0.6 pp -0.7 pp +10.4 pp +10.4 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 90.5 4.7% 3 +0.0 pp +0.5 pp +4.7 pp +4.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 89.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 88.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 88.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 88.1 5.0% 3 +0.2 pp +0.1 pp +5.0 pp +5.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 86.5 9.5% 5 +0.0 pp +0.1 pp +0.5 pp +1.1 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 83.6 10.0% 3 -0.5 pp -1.0 pp +10.0 pp +10.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 83.5 11.1% 3 +0.1 pp -0.1 pp +11.1 pp +11.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 83.5 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 83.3 8.8% 3 +0.2 pp +0.2 pp +8.8 pp +8.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 83.1 1.8% 3 -0.5 pp -0.4 pp +1.8 pp +1.8 pp
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Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 82.4 5.0% 3 -0.0 pp -0.1 pp +5.0 pp +5.0 pp
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AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 81.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
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Janney Capital Management LLC CIK 0001569855 0.432 253 75.0 4.7% 3 +0.1 pp +0.0 pp +4.7 pp +4.7 pp
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OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 71.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 27.0 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
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Pathway Financial Advisors LLC CIK 0001738828 0.805 130 26.1 3.3% 3 +0.4 pp +1.8 pp +3.3 pp +3.3 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 24.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
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NEPC LLC CIK 0001424799 0.960 53 22.2 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
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MTC Wealth Management LLC CIK 0001821455 0.810 14 21.9 10.3% 3 +0.1 pp +0.1 pp +10.3 pp +10.3 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 21.6 0.6% 3 -0.4 pp -0.3 pp +0.6 pp +0.6 pp
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DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
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Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
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COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
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Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -4.9 pp -5.5 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
University of Massachusetts Foundation, Inc. CIK 0001802874 0.000 0 0.0 0.0% 0 +0.0 pp -15.1 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
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MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
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O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -6.1 pp -5.1 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.6 pp -0.8 pp -3.9 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -3.5 pp -5.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp -23.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.2 pp -0.2 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 IEFA). Qtrs Held counts distinct quarters this fund has actually held IEFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEFA position size. Δ columns are the percentage-point change in IEFA'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