Signals

← Signals

☆IEI

834 in-universe funds with a nonzero position in IEI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#169
Score / z1.130 / 1.69
Consensus285.21 over 541 funds
Momentumno 12m return

Price & positioning

226 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 1,973.5 0.1% 2 +0.0 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 841.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 674.4 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 512.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 508.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 439.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 409.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 357.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 342.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 324.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 300.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 263.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 251.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 243.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 243.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WIT, LLC CIK 0001840025 0.965 24 242.6 5.5% 2 -1.8 pp +5.5 pp +5.5 pp +5.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 231.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 220.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 174.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 164.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 157.3 15.6% 2 +8.2 pp +15.6 pp +15.6 pp +15.6 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 138.1 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 125.0 11.6% 2 -0.8 pp +11.6 pp +11.6 pp +11.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 124.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 120.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 114.4 8.1% 2 -0.4 pp +8.1 pp +8.1 pp +8.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 113.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 99.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 95.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 92.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 88.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 72.0 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 71.1 10.2% 2 -0.5 pp +10.2 pp +10.2 pp +10.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 70.9 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 70.9 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 68.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 61.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 57.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 55.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 54.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 51.7 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 50.4 26.0% 2 -2.7 pp +26.0 pp +26.0 pp +26.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 49.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 49.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 46.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 41.6 9.6% 2 -0.5 pp +9.6 pp +9.6 pp +9.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 41.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 37.4 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 36.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 35.4 4.5% 3 -0.6 pp -0.8 pp +4.5 pp +4.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.4 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 31.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 30.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 29.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 29.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 27.6 2.2% 2 +1.0 pp +2.2 pp +2.2 pp +2.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 27.3 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 26.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 25.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 25.1 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 24.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 24.1 0.0% 2 -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 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 23.9 5.1% 2 +0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 23.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 22.9 17.5% 2 -0.8 pp +17.5 pp +17.5 pp +17.5 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 22.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 21.7 11.0% 2 -0.1 pp +11.0 pp +11.0 pp +11.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 21.5 6.7% 2 +0.9 pp +6.7 pp +6.7 pp +6.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 20.9 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 20.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 20.8 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 20.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 19.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 19.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 19.0 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 18.4 5.8% 2 -0.6 pp +5.8 pp +5.8 pp +5.8 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 18.3 5.6% 2 +1.1 pp +5.6 pp +5.6 pp +5.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 17.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 16.5 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 16.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 16.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 16.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 16.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 15.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 15.8 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Columbia Bank CIK 0002017259 0.353 165 15.8 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 15.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 14.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 13.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 13.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.2 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 12.9 8.0% 2 -0.5 pp +8.0 pp +8.0 pp +8.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 12.2 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 12.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 11.8 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 11.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 11.4 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 10.7 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 10.6 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 10.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 9.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 9.6 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 9.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 9.5 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 9.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.9 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 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
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.2 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 +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.5 pp +0.0 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
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.0 0.0% 0 -7.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 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
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.5 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
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -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% 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
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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