Signals

← Signals

☆IEI

1061 in-universe funds with a nonzero position in IEI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#378
Score / z0.560 / 0.66
Consensus263.00 over 496 funds
Momentum-0.24 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-2%
Short interest+14% / 1.4d ⚡

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 1,080.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 803.1 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 508.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 504.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 462.7 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 433.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 402.0 0.1% 5 -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 354.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 338.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 307.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 287.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 270.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 253.9 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 252.2 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 230.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 220.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 219.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 184.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 178.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 169.7 14.4% 5 -1.2 pp -1.8 pp +2.8 pp +2.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 159.9 0.8% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 147.6 1.1% 5 -0.0 pp -0.3 pp +0.2 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 142.5 2.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 134.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 129.2 2.9% 5 -0.6 pp -0.4 pp -0.3 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 108.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 104.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 89.4 6.0% 5 -0.3 pp +2.1 pp +2.5 pp +2.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 85.8 1.5% 5 -0.4 pp -0.5 pp -0.7 pp -0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 79.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 78.4 10.2% 5 -0.8 pp +0.1 pp +0.0 pp -0.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 78.3 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WIT, LLC CIK 0001840025 0.965 24 77.6 1.2% 5 -3.8 pp -3.8 pp -4.3 pp -6.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 77.2 4.7% 5 -3.9 pp -3.3 pp -3.4 pp -3.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 76.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 74.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 67.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 63.1 1.0% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 63.0 5.4% 5 -6.5 pp -9.6 pp -10.2 pp -2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.0 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 52.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 51.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 50.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 48.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 46.3 0.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.4 1.0% 6 -0.1 pp +0.3 pp +0.8 pp +0.7 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 44.4 16.0% 5 +5.8 pp +3.7 pp -10.0 pp -12.6 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 42.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 42.6 2.4% 5 +0.0 pp +0.1 pp +0.5 pp +0.4 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 42.0 3.4% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 40.7 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.0 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 38.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 36.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 34.6 5.5% 5 -0.3 pp -0.0 pp -0.0 pp -0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 34.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 32.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 31.9 6.8% 5 +3.9 pp +4.3 pp +4.6 pp +4.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 30.5 1.9% 4 -0.1 pp +0.0 pp +0.1 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 29.6 2.0% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 29.6 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 29.3 2.2% 5 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 28.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DDFG, Inc CIK 0001967640 0.535 91 27.8 5.5% 5 -4.0 pp -3.8 pp -4.1 pp -4.6 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 27.4 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 26.6 17.3% 5 -2.6 pp -1.6 pp -0.2 pp -1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.6 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 25.4 4.3% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.9 0.1% 5 +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 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 23.9 2.0% 5 -2.2 pp -3.5 pp -0.9 pp -1.3 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 22.9 10.1% 5 +6.6 pp +5.8 pp +6.1 pp +6.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 22.8 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 22.1 8.9% 5 -0.2 pp +1.8 pp +2.8 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 21.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 21.5 9.5% 2 -0.7 pp +9.5 pp +9.5 pp +9.5 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 20.7 5.4% 5 -0.5 pp +0.1 pp -0.2 pp +0.9 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 20.3 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 19.7 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 19.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 18.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 17.8 2.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 17.6 4.2% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 17.0 6.2% 4 -0.5 pp -0.5 pp -0.5 pp +6.2 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 16.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 16.8 1.9% 5 -1.6 pp -1.5 pp -0.2 pp -1.2 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 16.5 4.3% 5 -0.6 pp -1.5 pp -1.5 pp -2.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 16.4 5.1% 4 +0.8 pp +1.1 pp +5.1 pp +5.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 16.2 1.6% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 16.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 15.7 1.4% 5 -0.0 pp +0.6 pp +0.8 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 15.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 15.1 8.4% 5 -0.6 pp +0.6 pp +0.5 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 14.7 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 14.5 3.1% 5 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 14.0 0.7% 3 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 14.0 0.5% 5 -0.1 pp -2.2 pp -2.2 pp -2.5 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 13.8 2.9% 2 -0.9 pp +2.9 pp +2.9 pp +2.9 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 13.0 2.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.0 3.2% 5 -0.4 pp -0.5 pp -0.8 pp -1.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 12.9 0.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 12.6 1.3% 5 -2.5 pp -2.3 pp -1.9 pp -1.9 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 12.4 4.0% 5 -0.9 pp -0.4 pp -0.4 pp -0.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 12.4 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.0 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.8 3.5% 5 +0.9 pp +1.0 pp +1.1 pp +1.2 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 11.7 5.7% 2 -0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 11.7 2.7% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 11.7 2.5% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.6 0.8% 5 -0.1 pp -1.3 pp -1.4 pp -0.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 11.6 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.4 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 10.6 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.4 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 10.2 1.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 10.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 9.7 6.4% 5 -2.7 pp -2.6 pp -4.5 pp -4.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 9.3 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 9.1 4.0% 5 -0.2 pp +0.1 pp +0.3 pp +0.4 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 9.1 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 8.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.8 0.4% 4 -0.4 pp +0.2 pp +0.3 pp +0.4 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.8 2.8% 5 -0.3 pp +0.1 pp +0.3 pp +0.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 8.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 8.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
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☆Benchmark Financial, LLC CIK 0002107260 0.479 54 7.8 6.4% 2 -0.6 pp +6.4 pp +6.4 pp +6.4 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 7.7 3.8% 5 -0.1 pp +0.1 pp +0.8 pp +1.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 7.7 3.5% 5 -0.5 pp +0.4 pp +0.4 pp +1.6 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.6 1.9% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.5 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 7.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -2.7 pp -0.4 pp -0.6 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Global Endowment Management, LP CIK 0001512237 0.755 72 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 0.0 0.0% 0 +0.0 pp -4.1 pp -1.4 pp -1.5 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -6.7 pp -5.8 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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 +0.0 pp +0.0 pp -0.2 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 -0.2 pp -0.6 pp -0.5 pp -0.5 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -5.1 pp -4.6 pp -3.0 pp -3.1 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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -5.7 pp -7.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.4 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
☆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
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 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
☆Bank of New Hampshire CIK 0001870761 0.280 537 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 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARA CAPITAL US, INC. CIK 0001891892 0.086 110 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆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
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.3 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
☆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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.7 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 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
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 +0.0 pp -0.8 pp -1.1 pp +0.0 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.0 0.0% 0 -0.3 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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