Signals

← Signals

☆IEI

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

Flow ranking

Rank#185
Score / z1.107 / 1.40
Consensus217.87 over 444 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,427.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 809.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 511.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 478.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 434.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 400.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 361.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 327.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 303.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WIT, LLC CIK 0001840025 0.965 24 294.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 291.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 261.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 258.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 250.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 223.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 223.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 214.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 171.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 154.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 125.7 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 121.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 121.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 115.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 113.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 112.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 99.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 92.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 89.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 76.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 76.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 70.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 69.6 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 69.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 69.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 68.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 66.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 65.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 57.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 57.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 54.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 50.1 28.6% 1 +28.6 pp +28.6 pp +28.6 pp +28.6 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 50.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 48.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 45.6 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 42.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 40.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 36.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 35.2 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 34.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 34.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 32.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 30.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 29.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 28.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 28.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 27.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 26.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 25.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 24.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 23.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 23.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 22.8 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 22.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 22.4 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 20.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 18.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 18.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 18.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 17.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 17.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 17.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 17.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 16.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 16.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 16.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 15.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 15.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 15.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 15.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 14.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 12.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 12.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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
☆Rinkey Investments CIK 0001730774 0.601 128 11.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 11.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 11.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 10.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 10.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 9.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 9.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 9.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 9.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 8.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆MFA Wealth Services CIK 0001989379 0.288 134 6.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
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☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IEI). Qtrs Held counts distinct quarters this fund has actually held IEI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEI position size. Δ columns are the percentage-point change in IEI'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