Signals

IESC

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

Flow ranking

Rank#25118
Score / z-3.011 / -3.65
Consensus141.97 over 250 funds
Momentum0.63 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest-16% / 1.1d

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
GENDELL JEFFREY L CIK 0001056581 0.967 103 7,562.2 68.4% 5 +1.3 pp -1.9 pp -8.7 pp -15.6 pp
FMR LLC CIK 0000315066 0.989 5571 1,649.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 649.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 308.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 295.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 279.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 254.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 201.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 196.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 151.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 145.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pertento Partners LLP CIK 0001894571 0.801 14 123.8 8.9% 5 -2.8 pp -0.1 pp +0.2 pp +3.6 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 113.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 109.5 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 93.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 92.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 89.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 78.8 0.0% 1 +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 78.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 78.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AltraVue Capital, LLC CIK 0001740837 0.784 26 70.8 5.1% 5 -0.2 pp +0.5 pp -0.4 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 48.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 48.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ophir Asset Management Pty Ltd CIK 0001844640 0.174 36 46.1 3.8% 5 +0.7 pp +1.2 pp +0.6 pp -0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 41.7 0.0% 2 +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 37.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parsifal Capital Management, LP CIK 0001776090 0.654 14 36.0 4.4% 4 -1.1 pp +0.5 pp +2.0 pp +4.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 35.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 35.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 33.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 27.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 26.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 25.7 3.4% 5 +0.2 pp +0.9 pp +0.9 pp +1.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 23.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 21.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 15.7 1.3% 5 +0.1 pp +0.3 pp -0.2 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisades Investment Partners, LLC CIK 0001427373 0.152 53 11.0 3.1% 4 +0.4 pp +1.1 pp +1.1 pp +3.1 pp
RBF Capital, LLC CIK 0001134621 0.512 506 11.0 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 10.9 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 9.9 1.2% 5 -0.2 pp +0.0 pp -1.0 pp -0.6 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 9.6 0.1% 3 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 9.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 9.2 2.0% 5 -0.2 pp +0.0 pp +0.1 pp +0.3 pp
Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.1 0.0% 5 +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 6.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 6.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RIHO Partners, LLC CIK 0002112884 0.679 14 6.3 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 5.9 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 5.7 0.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 5.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 5.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 4.4 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 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 4.1 0.4% 4 +0.1 pp -0.4 pp -0.4 pp +0.4 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 4.0 2.5% 5 -0.0 pp +0.5 pp +0.5 pp +0.7 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 4.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.6 0.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.6 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 3.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Point Break Capital Management, LLC CIK 0001631943 0.053 20 3.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.9 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peterson Wealth Services CIK 0001906799 0.450 245 2.7 0.6% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIM, LLC CIK 0001364725 0.348 169 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 1.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 1.8 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 1.4 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
David J Yvars Group CIK 0001836266 0.505 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp +0.0 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
FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.429 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
APIS CAPITAL ADVISORS, LLC CIK 0001386892 0.194 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 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 +0.0 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 -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 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
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
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
COMERICA BANK CIK 0000901541 0.812 3711 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 IESC). Qtrs Held counts distinct quarters this fund has actually held IESC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IESC position size. Δ columns are the percentage-point change in IESC'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