Signals

← Signals

☆IEV

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

Flow ranking

Rank#1450
Score / z0.008 / -0.00
Consensus97.75 over 168 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 136.7 0.0% 5 +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 87.4 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 58.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 32.4 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.7 0.0% 3 -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 23.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 15.1 7.8% 3 +0.3 pp +0.7 pp +7.8 pp +7.8 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 13.9 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 9.2 3.4% 3 +2.0 pp +2.0 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 8.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 6.4 1.1% 3 +0.1 pp +0.5 pp +1.1 pp +1.1 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 6.0 3.3% 3 -0.2 pp -0.7 pp +3.3 pp +3.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 4.6 1.9% 3 +0.3 pp +0.1 pp +1.9 pp +1.9 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 4.3 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 4.1 4.6% 3 +0.1 pp +0.5 pp +4.6 pp +4.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.7 0.3% 3 +0.0 pp -1.5 pp +0.3 pp +0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 3.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 3.4 1.7% 3 -0.3 pp -1.1 pp +1.7 pp +1.7 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.2 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 3.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.1 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆swisspartners Advisors Ltd CIK 0001805754 0.592 23 1.8 1.3% 3 +0.7 pp +0.7 pp +1.3 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.6 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 1.3 0.5% 3 -0.5 pp -0.5 pp +0.5 pp +0.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.2 0.4% 3 +0.0 pp -0.9 pp +0.4 pp +0.4 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.8 0.2% 3 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.5 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 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
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 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
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 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
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -1.0 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
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp -0.1 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 IEV). Qtrs Held counts distinct quarters this fund has actually held IEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEV position size. Δ columns are the percentage-point change in IEV'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