Signals

← Signals

☆IEV

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

Flow ranking

Rank#17082
Score / z0.000 / -0.02
Consensus101.50 over 181 funds
Momentumnot computed

Price & positioning

226 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 145.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.3 0.0% 4 -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 33.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 31.9 0.5% 4 -0.1 pp -0.2 pp -0.6 pp +0.5 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 25.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 19.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 17.5 1.2% 4 +1.0 pp +1.0 pp -0.6 pp +1.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 13.5 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 9.0 3.1% 4 -0.2 pp +1.8 pp +1.8 pp +3.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.2 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 6.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 5.9 3.0% 4 -0.3 pp -0.5 pp -1.0 pp +3.0 pp
☆TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 5.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 5.1 1.9% 4 -0.0 pp +0.3 pp +0.0 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 4.2 0.9% 4 -0.0 pp -0.3 pp -0.4 pp +0.9 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.0 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 3.9 4.1% 4 -0.5 pp -0.3 pp -0.0 pp +4.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.4 1.2% 4 +0.1 pp -0.0 pp +0.0 pp +1.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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 2.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 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 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.0 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆swisspartners Advisors Ltd CIK 0001805754 0.592 23 1.7 1.1% 4 -0.2 pp +0.5 pp +0.5 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.6 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.4 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.4 0.3% 4 -0.2 pp -0.1 pp -1.1 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 1.2 0.5% 4 -0.0 pp -0.5 pp -0.6 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.2 0.0% 4 +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 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 0.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.7 0.2% 4 -0.0 pp +0.1 pp -0.2 pp +0.2 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.7 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 5 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.6 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 4 -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% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.5 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.5 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.4 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
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☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -1.1 pp -1.0 pp -0.6 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -1.7 pp -2.0 pp -2.8 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
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 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
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆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
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -7.8 pp -7.4 pp -7.1 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
☆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
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (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