Signals

← Signals

☆IEV

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

Flow ranking

Rank#18486
Score / z0.000 / -0.02
Consensus101.62 over 171 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 157.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 36.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 25.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 20.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 14.1 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 12.7 0.0% 2 -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 10.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 9.9 2.7% 5 -0.4 pp -0.6 pp +1.4 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 6.8 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
☆TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 6.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 6.0 2.8% 5 -0.1 pp -0.4 pp -0.6 pp -1.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 5.8 1.8% 5 -0.0 pp -0.1 pp +0.2 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 4.3 0.9% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 4.1 3.9% 5 -0.2 pp -0.6 pp -0.5 pp -0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.9 0.2% 5 -1.0 pp -0.0 pp +0.0 pp -1.5 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.8 0.4% 2 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.7 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 3.7 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 3.5 0.6% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 2.9 1.4% 1 +1.4 pp -0.3 pp -0.6 pp -1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.7 1.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 1.5 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -1.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆swisspartners Advisors Ltd CIK 0001805754 0.592 23 1.4 0.9% 5 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.5 pp -0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 0.0% 5 -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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 1.1 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Growth Capital LLC CIK 0002112081 0.182 136 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 0.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 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 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.7 0.0% 5 -0.5 pp -0.6 pp -0.7 pp -1.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.389 184 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -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% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hedges Asset Management LLC CIK 0001906202 0.125 108 0.5 0.3% 1 +0.3 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 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
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.1 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
☆BLKBRD Asset Management, LP CIK 0002035232 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 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
☆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
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 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
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.6 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 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
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 +0.0 pp -0.3 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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status