Signals

← Signals

☆IYF

488 in-universe funds with a nonzero position in IYF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1120
Score / z0.041 / 0.06
Consensus179.81 over 334 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 225.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 200.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 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 196.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 151.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 88.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 84.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 82.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 76.2 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 67.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 60.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.6 0.0% 2 +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 47.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 45.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 40.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 37.9 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 36.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 34.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 30.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 25.7 9.2% 2 -0.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 25.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 19.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 15.0 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 14.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 14.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 13.6 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 9.3 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 8.9 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 8.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 8.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 7.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 7.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 7.1 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 5.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.6 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 4.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 4.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 3.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 3.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 2.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 2.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 2.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 2.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 2.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 1.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 1.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.4 1.0% 3 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -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 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 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
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 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 +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 IYF). Qtrs Held counts distinct quarters this fund has actually held IYF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYF position size. Δ columns are the percentage-point change in IYF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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