Signals

IEUR

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

Flow ranking

Rank#670
Score / z0.197 / 0.27
Consensus167.26 over 300 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-14% / 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)
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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 645.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 530.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 275.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 269.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 240.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 184.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 133.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 104.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 83.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 71.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 68.2 3.1% 3 -0.5 pp -0.7 pp +3.1 pp +3.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 63.2 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 60.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 56.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 56.6 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 47.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 47.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 44.9 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 38.6 12.1% 3 +0.4 pp +2.2 pp +12.1 pp +12.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 38.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 36.2 3.6% 3 +0.3 pp +0.5 pp +3.6 pp +3.6 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 34.8 0.8% 3 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 33.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 33.1 3.2% 3 +0.3 pp +0.8 pp +3.2 pp +3.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 32.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 32.1 4.3% 3 +0.3 pp -0.3 pp +4.3 pp +4.3 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 31.4 2.3% 3 +0.7 pp +1.2 pp +2.3 pp +2.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 26.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 24.7 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 24.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 23.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 21.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 20.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 19.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 18.9 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 16.6 6.3% 3 +0.1 pp +0.1 pp +6.3 pp +6.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 16.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 15.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 13.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 13.8 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 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.9 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 12.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 11.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 11.1 4.3% 3 -0.3 pp -0.6 pp +4.3 pp +4.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 9.8 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
Amundi CIK 0001330387 0.000 1 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 9.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 8.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 8.8 0.9% 3 +0.2 pp +0.6 pp +0.9 pp +0.9 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 8.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 8.2 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 7.9 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 7.9 2.9% 3 +0.0 pp -0.0 pp +2.9 pp +2.9 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 7.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 6.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 6.2 2.2% 3 +0.1 pp -0.4 pp +2.2 pp +2.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 6.1 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 5.5 3.1% 4 -0.1 pp -0.8 pp -1.0 pp +3.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 4.9 1.8% 3 +0.3 pp +1.1 pp +1.8 pp +1.8 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.8 3.1% 5 +0.1 pp -0.1 pp +0.4 pp +0.9 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.5 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 4.3 1.6% 4 +0.1 pp +0.1 pp +1.4 pp +1.6 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 4.3 0.5% 1 +0.5 pp -0.1 pp +0.5 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 4.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Birnam Oak Advisors, LP CIK 0001997245 0.493 37 3.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 3.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 3.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 3.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 3.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.8 0.9% 3 -0.8 pp -0.9 pp +0.9 pp +0.9 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 2.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.5 1.6% 3 +0.4 pp +0.4 pp +1.6 pp +1.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.3 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Burton Enright Welch CIK 0002105919 0.824 136 2.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 2.2 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 2.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 1.9 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 1.9 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 1.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.9 1.0% 3 -0.2 pp -1.3 pp +1.0 pp +1.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
LVZ, Inc. CIK 0001574408 0.889 177 1.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.7 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 1.7 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.6 0.3% 3 -0.0 pp -4.9 pp +0.3 pp +0.3 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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J2 Capital Management Inc CIK 0001586882 0.168 123 1.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
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AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 +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% 4 -0.0 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
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.4 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
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.1 pp +0.0 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
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 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
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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 -0.0 pp +0.0 pp +0.0 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 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
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
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 0.0 0.0% 0 +0.0 pp -0.1 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
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 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
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -1.0 pp -1.0 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
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 IEUR). Qtrs Held counts distinct quarters this fund has actually held IEUR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEUR position size. Δ columns are the percentage-point change in IEUR'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