Signals

← Signals

☆IEI

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

Flow ranking

Rank#183
Score / z1.056 / 1.49
Consensus283.04 over 549 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-34% / 1.0d

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 2,111.8 0.1% 3 +0.0 pp +0.0 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 789.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 707.1 1.3% 3 -0.0 pp +0.4 pp +1.3 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 512.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 511.8 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 462.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 364.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 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 332.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 325.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 319.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 292.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 271.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 259.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 250.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 249.3 5.0% 3 -0.5 pp -2.3 pp +5.0 pp +5.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 235.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 233.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 193.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 181.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 176.7 16.2% 3 +4.6 pp +3.8 pp +16.2 pp +16.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 162.1 15.0% 3 -0.6 pp +7.5 pp +15.0 pp +15.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 148.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 140.0 3.3% 3 +0.0 pp +0.3 pp +3.3 pp +3.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 139.7 1.4% 3 +0.4 pp +0.8 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 128.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 118.0 8.0% 3 -0.1 pp -0.5 pp +8.0 pp +8.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 115.2 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 112.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 104.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 95.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 89.4 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 76.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 73.4 10.1% 3 -0.1 pp -0.6 pp +10.1 pp +10.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 71.3 6.1% 3 -0.1 pp -0.4 pp +6.1 pp +6.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 70.9 2.7% 3 -0.0 pp -0.3 pp +2.7 pp +2.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 59.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 57.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 55.9 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.6 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 53.4 4.0% 3 +0.4 pp +0.4 pp +4.0 pp +4.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 51.4 5.5% 3 +2.6 pp +2.2 pp +5.5 pp +5.5 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 49.4 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 48.2 2.7% 3 +2.3 pp +2.1 pp +2.7 pp +2.7 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 47.7 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 47.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 44.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 43.1 1.2% 3 +0.3 pp +0.2 pp +1.2 pp +1.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 42.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 42.6 9.3% 3 -0.3 pp -0.8 pp +9.3 pp +9.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 39.2 0.4% 3 +0.1 pp -0.5 pp +0.4 pp +0.4 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 39.1 3.6% 3 +0.0 pp +0.0 pp +3.6 pp +3.6 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 36.3 2.2% 3 +0.3 pp +0.3 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 34.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 34.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 34.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 33.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 33.9 4.3% 4 -0.2 pp -0.8 pp -1.0 pp +4.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 32.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 32.4 3.6% 3 +0.4 pp +0.4 pp +3.6 pp +3.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 30.2 4.4% 3 -0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 30.2 0.7% 4 +0.5 pp +0.4 pp +0.4 pp +0.7 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 30.2 5.5% 3 -0.0 pp -0.3 pp +5.5 pp +5.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 29.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 28.3 2.1% 3 -0.1 pp +0.9 pp +2.1 pp +2.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 27.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 26.4 18.8% 3 +1.3 pp +0.5 pp +18.8 pp +18.8 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 26.4 2.1% 4 -0.1 pp -0.2 pp -0.4 pp +2.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 25.1 12.3% 3 -13.7 pp -16.3 pp +12.3 pp +12.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 24.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 23.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 22.7 1.9% 3 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 22.7 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 22.0 7.1% 3 +1.1 pp +1.7 pp +7.1 pp +7.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 22.0 3.4% 3 +1.3 pp +0.3 pp +3.4 pp +3.4 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 21.8 4.2% 3 +0.2 pp +0.1 pp +4.2 pp +4.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 20.8 0.2% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 20.4 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 19.7 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 19.1 5.8% 3 +0.0 pp -0.6 pp +5.8 pp +5.8 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 19.0 5.2% 3 -0.3 pp +0.7 pp +5.2 pp +5.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 18.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 17.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.6 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.2 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 17.1 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 16.5 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 16.2 12.0% 3 +7.6 pp +9.0 pp +12.0 pp +12.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 16.2 4.5% 3 +0.1 pp +0.1 pp +4.5 pp +4.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 16.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 16.1 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 16.0 4.1% 3 -0.1 pp -0.1 pp +4.1 pp +4.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 15.7 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 15.5 9.0% 3 -2.0 pp -2.1 pp +9.0 pp +9.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 15.0 0.2% 3 +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 15.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 14.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 13.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.2 3.7% 3 -0.2 pp -0.8 pp +3.7 pp +3.7 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 13.2 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 12.7 7.8% 3 -0.2 pp -0.7 pp +7.8 pp +7.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 12.2 4.4% 3 -0.0 pp -0.2 pp +4.4 pp +4.4 pp
☆Rinkey Investments CIK 0001730774 0.601 128 12.1 3.1% 3 -0.1 pp -0.4 pp +3.1 pp +3.1 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 11.8 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 11.8 4.1% 3 +2.7 pp +2.6 pp +4.1 pp +4.1 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 11.7 3.1% 3 +0.0 pp -0.2 pp +3.1 pp +3.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 11.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 11.5 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 10.6 1.5% 3 -0.0 pp +0.8 pp +1.5 pp +1.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 10.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 10.3 4.1% 2 +4.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 10.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 10.0 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 9.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 9.8 2.5% 3 +0.3 pp +0.5 pp +2.5 pp +2.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 9.6 5.2% 2 +0.7 pp +5.2 pp +5.2 pp +5.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 9.6 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 9.5 4.3% 3 +0.3 pp +0.3 pp +4.3 pp +4.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 8.8 4.6% 3 +1.6 pp +1.5 pp +4.6 pp +4.6 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.5 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
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☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 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
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.7 pp -1.3 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.5 pp -0.6 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 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
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -1.7 pp -1.7 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 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
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -6.7 pp -5.8 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
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -5.7 pp -7.4 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 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 +0.0 pp -7.2 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp -0.3 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
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 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
☆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
☆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
☆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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.1 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
☆Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 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 (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