Signals

IEUR

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

Flow ranking

Rank#755
Score / z0.193 / 0.15
Consensus163.43 over 289 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-18% / 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 711.4 0.2% 4 +0.0 pp +0.1 pp +0.1 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 532.6 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 326.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 270.1 6.5% 4 +5.2 pp +5.3 pp +5.2 pp +6.5 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 249.4 1.2% 2 +0.0 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 211.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 201.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 167.3 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 151.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 144.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 105.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 76.3 3.3% 4 +0.2 pp -0.3 pp -0.5 pp +3.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 76.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 73.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 69.8 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 66.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 56.7 18.0% 4 +5.9 pp +6.3 pp +8.1 pp +18.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 48.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 47.8 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 44.4 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 42.6 4.2% 4 +1.0 pp +1.3 pp +1.8 pp +4.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 38.5 3.7% 4 +0.0 pp +0.3 pp +0.5 pp +3.7 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 36.6 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 36.0 4.8% 4 +0.5 pp +0.8 pp +0.2 pp +4.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 32.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 30.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 28.3 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
ES4, LLC CIK 0002095578 0.524 32 25.2 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 24.8 1.1% 4 -0.0 pp +0.0 pp -0.1 pp +1.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 19.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Altman Advisors, Inc. CIK 0001731671 0.234 93 18.9 7.8% 4 +1.6 pp +1.6 pp +1.6 pp +7.8 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 18.5 1.1% 4 -0.0 pp +0.2 pp +0.2 pp +1.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 16.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 15.4 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
CWM, LLC CIK 0001535847 0.788 5645 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 15.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 14.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 11.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 10.8 1.0% 4 +0.2 pp +0.4 pp +0.7 pp +1.0 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 10.7 4.2% 4 -0.1 pp -0.4 pp -0.7 pp +4.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 10.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 9.5 2.2% 4 -0.0 pp -0.1 pp -0.3 pp +2.2 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 9.4 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 9.0 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 8.7 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 8.4 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 8.0 2.7% 4 -0.2 pp -0.1 pp -0.2 pp +2.7 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 7.7 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 7.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 7.0 2.0% 4 -0.2 pp -0.2 pp -0.6 pp +2.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 6.2 1.9% 4 +0.1 pp +0.1 pp -0.0 pp +1.9 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 6.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 6.0 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 5.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 5.4 2.2% 5 +0.6 pp +0.7 pp +0.7 pp +1.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 5.2 2.0% 4 +0.2 pp +0.4 pp +1.3 pp +2.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.8 3.1% 6 +0.0 pp +0.1 pp -0.1 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 4.7 2.8% 5 -0.3 pp -0.4 pp -1.1 pp -1.3 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AMG National Trust Bank CIK 0001388829 0.744 439 4.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.5 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 4.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.9 0.5% 2 -0.0 pp +0.5 pp -0.1 pp +0.5 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.6 0.9% 4 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 3.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 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 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.9 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 2.8 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 2.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.7 1.7% 4 +0.8 pp -0.0 pp -0.1 pp +1.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.6 0.0% 4 -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 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.5 1.6% 4 +0.0 pp +0.4 pp +0.4 pp +1.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 2.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.4 0.0% 4 +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 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.4 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.3 1.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.1 0.2% 4 -2.1 pp -1.5 pp -0.9 pp +0.2 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 2.1 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
FMR LLC CIK 0000315066 0.989 5571 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burton Enright Welch CIK 0002105919 0.824 136 2.1 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.9 0.6% 4 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 1.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.8 1.0% 4 -0.0 pp -0.2 pp -1.3 pp +1.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.7 0.8% 4 -0.0 pp +0.4 pp +0.4 pp +0.8 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.7 0.0% 4 -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% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 1.7 1.2% 4 +1.0 pp +1.0 pp +1.0 pp +1.2 pp
Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
Balefire, LLC CIK 0001750924 0.097 475 1.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.6 0.3% 4 -0.0 pp -0.0 pp -4.9 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sharper & Granite LLC CIK 0001959415 0.344 109 1.4 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.5 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
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -3.8 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 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -1.2 pp -1.3 pp -1.3 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
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
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 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 +0.0 pp -0.1 pp +0.0 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 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
BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
United Community Bank CIK 0002000314 0.267 534 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
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
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
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 -0.8 pp -0.5 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
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 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
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
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 -1.3 pp -1.3 pp -1.4 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.4 pp -0.8 pp -0.8 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 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
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.2 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 -0.0 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 (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