Signals

← Signals

☆IEI

1004 in-universe funds with a nonzero position in IEI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#256
Score / z0.959 / 0.85
Consensus283.03 over 550 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+12% / 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 ▾
☆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 1,096.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 742.2 1.3% 4 -0.0 pp -0.1 pp +0.3 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 509.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 501.9 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 454.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 397.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 373.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 354.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 338.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 337.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 324.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 285.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 275.0 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆WIT, LLC CIK 0001840025 0.965 24 268.5 5.1% 4 +0.1 pp -0.4 pp -2.2 pp +5.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 255.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 241.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 236.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 233.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 189.4 15.7% 4 -0.5 pp +4.1 pp +3.3 pp +15.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 189.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 159.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 151.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 143.0 3.5% 4 +0.2 pp +0.2 pp +0.5 pp +3.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 139.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 128.7 1.1% 4 -0.2 pp +0.2 pp +0.6 pp +1.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 128.6 8.6% 4 +0.7 pp +0.6 pp +0.1 pp +8.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 124.5 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 114.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 109.2 11.9% 4 -3.1 pp -3.7 pp +4.4 pp +11.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 106.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 88.6 1.9% 4 -0.1 pp -0.3 pp -0.4 pp +1.9 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 85.4 6.3% 4 +2.3 pp +2.8 pp +2.8 pp +6.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 76.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 75.8 11.0% 4 +0.9 pp +0.8 pp +0.3 pp +11.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 73.0 6.3% 4 +0.1 pp +0.0 pp -0.2 pp +6.3 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 62.5 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 57.8 1.1% 4 +0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 56.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 56.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 54.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 53.6 0.0% 4 +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 53.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 48.9 0.9% 4 +0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 48.7 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 48.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 48.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 46.3 1.1% 5 +0.4 pp +0.9 pp +0.8 pp +0.8 pp
☆DDFG, Inc CIK 0001967640 0.535 91 44.0 9.5% 4 +0.2 pp -0.1 pp -0.6 pp +9.5 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 43.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 42.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 41.4 4.2% 4 -1.3 pp +1.3 pp +0.9 pp +4.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 40.5 0.4% 4 -0.0 pp +0.0 pp -0.5 pp +0.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 40.0 2.3% 4 +0.1 pp +0.4 pp +0.4 pp +2.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 37.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 37.4 3.7% 4 +0.1 pp +0.1 pp +0.1 pp +3.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 35.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 35.4 4.8% 5 +0.5 pp +0.3 pp -0.3 pp -0.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 34.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 33.1 3.8% 4 +0.2 pp +0.6 pp +0.6 pp +3.8 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 32.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 32.3 5.9% 4 +0.3 pp +0.3 pp +0.1 pp +5.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 30.6 3.9% 3 +3.7 pp +3.7 pp +3.9 pp +3.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 28.7 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 28.2 2.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 27.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 26.9 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 26.8 19.9% 4 +1.0 pp +2.4 pp +1.5 pp +19.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.4 0.2% 6 +0.1 pp +0.1 pp +0.2 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 25.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.818 6 25.0 10.2% 4 -2.1 pp -15.8 pp -18.4 pp +10.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 23.3 3.5% 4 +0.1 pp +1.4 pp +0.4 pp +3.5 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 23.3 1.9% 4 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 22.5 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 22.4 9.1% 4 +2.0 pp +3.1 pp +3.7 pp +9.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 22.1 4.2% 4 +0.1 pp +0.2 pp +0.2 pp +4.2 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.190 21 21.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 21.4 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 20.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 19.4 5.8% 4 +0.6 pp +0.2 pp +1.3 pp +5.8 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 19.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 17.6 0.9% 3 +0.6 pp +0.7 pp +0.9 pp +0.9 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 17.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 17.2 2.3% 4 -0.0 pp -0.0 pp -0.1 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.0 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 16.7 4.9% 4 -1.0 pp -0.9 pp -1.6 pp +4.9 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 16.3 4.3% 4 +0.1 pp +0.1 pp +0.1 pp +4.3 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 16.3 6.8% 3 +0.1 pp +0.0 pp +6.8 pp +6.8 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 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 15.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 15.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 15.1 0.5% 4 -2.1 pp -2.1 pp -2.4 pp +0.5 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 15.0 9.1% 4 +1.3 pp +1.1 pp +0.6 pp +9.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 14.9 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 14.9 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 14.3 9.1% 4 +0.1 pp -1.9 pp -2.0 pp +9.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 13.9 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.8 0.9% 4 -0.3 pp -0.3 pp -0.4 pp +0.9 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 13.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 13.6 3.2% 4 +0.5 pp +0.7 pp +0.7 pp +3.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 13.2 1.4% 4 +0.6 pp +0.8 pp +0.9 pp +1.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 13.2 0.5% 4 +0.1 pp +0.1 pp -0.0 pp +0.5 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 13.2 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.0 3.6% 4 -0.1 pp -0.3 pp -0.9 pp +3.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.8 0.4% 4 -0.8 pp -0.5 pp -0.6 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.5 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 12.3 4.9% 4 +0.5 pp +0.5 pp +0.3 pp +4.9 pp
☆Rinkey Investments CIK 0001730774 0.601 128 12.1 3.1% 4 +0.0 pp -0.0 pp -0.3 pp +3.1 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 11.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 11.8 2.9% 4 +0.4 pp +0.7 pp +0.9 pp +2.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 11.6 3.0% 4 -0.1 pp -0.1 pp -0.3 pp +3.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.5 0.9% 4 -1.3 pp -1.4 pp -0.3 pp +0.9 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 11.5 4.4% 3 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 11.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 11.4 2.6% 4 +0.3 pp +0.3 pp +0.0 pp +2.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.2 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 11.2 1.5% 4 +0.0 pp -0.0 pp +0.8 pp +1.5 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 11.1 2.5% 4 +0.2 pp +0.1 pp +0.2 pp +2.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 11.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 11.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 10.9 1.9% 4 +0.6 pp +0.6 pp -0.0 pp +1.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 10.1 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 10.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 9.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 9.6 1.2% 4 +0.1 pp +0.2 pp +0.1 pp +1.2 pp
☆Columbia Bank CIK 0002017259 0.353 165 9.5 2.7% 4 -1.8 pp -1.7 pp -1.7 pp +2.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 9.3 4.9% 3 -0.2 pp +0.4 pp +4.9 pp +4.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 9.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.1 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 9.0 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 8.9 6.6% 4 -5.4 pp +2.2 pp +3.6 pp +6.6 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.7 3.0% 4 +0.4 pp +0.5 pp +0.8 pp +3.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 8.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 8.3 0.6% 6 -0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.3 0.4% 4 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 8.2 2.7% 4 +0.2 pp +0.2 pp +0.3 pp +2.7 pp
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☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 8.0 1.9% 4 +0.1 pp +0.1 pp -0.0 pp +1.9 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.8 2.2% 4 +0.1 pp +0.2 pp +0.1 pp +2.2 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 7.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 7.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.5 0.6% 4 +0.1 pp +0.0 pp +0.2 pp +0.6 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 7.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 7.4 3.9% 4 +0.9 pp +0.9 pp +2.1 pp +3.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 7.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 7.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 7.2 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 7.1 3.5% 4 -0.8 pp -0.5 pp -0.6 pp +3.5 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.9 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 6.9 3.9% 4 +0.2 pp +1.0 pp +1.1 pp +3.9 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 6.2 4.1% 4 +0.0 pp +0.0 pp -0.7 pp +4.1 pp
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☆Transmarket Holdings LP CIK 0002134828 0.000 33 6.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.6 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 5.5 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.5 0.9% 4 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 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
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 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
☆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
☆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
☆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
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -4.4 pp -4.4 pp -4.5 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
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☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp -0.0 pp -0.4 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
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☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆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
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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