Signals

← Signals

☆IYF

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

Flow ranking

Rank#17360
Score / z0.000 / -0.01
Consensus167.89 over 312 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 ▾
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 227.2 2.2% 2 +1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 223.5 0.1% 3 -0.0 pp -0.0 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 202.2 0.0% 4 -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 200.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 154.3 1.7% 3 -0.3 pp -0.2 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 135.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 106.6 1.9% 3 +1.3 pp +1.4 pp +1.9 pp +1.9 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 103.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 79.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 79.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 76.1 1.1% 3 -0.0 pp -0.4 pp +1.1 pp +1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 61.3 0.0% 3 -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 58.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 54.0 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 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 46.8 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 37.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 35.2 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 31.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 25.9 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.1 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 16.7 3.0% 3 +0.1 pp +0.0 pp +3.0 pp +3.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 15.1 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 14.5 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.4 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 7.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 7.5 3.5% 3 -0.7 pp -1.0 pp +3.5 pp +3.5 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 7.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 7.0 3.5% 3 -0.0 pp -0.3 pp +3.5 pp +3.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.5 0.9% 3 +0.4 pp +0.5 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.6 3.2% 3 +0.0 pp +0.0 pp +3.2 pp +3.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 4.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 4.1 0.7% 3 -0.5 pp -0.6 pp +0.7 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 3.7 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.4 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 3.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.3 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.7 1.5% 1 +1.5 pp +1.4 pp +1.5 pp +1.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.5 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.3 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 2.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.1 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.9 1.7% 1 +1.7 pp +1.3 pp +1.7 pp +1.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 1.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.5 1.1% 4 +0.1 pp +0.3 pp +0.6 pp +1.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.5 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAM Holding AG CIK 0001438848 0.338 273 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 1.5 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 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
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.3 0.5% 3 -0.3 pp -0.1 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 1.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 1.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 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
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -0.2 pp -0.2 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -5.0 pp -5.4 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 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
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -0.3 pp -0.4 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
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 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
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☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -1.5 pp -1.5 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
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☆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
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -4.1 pp -4.1 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -9.2 pp -9.4 pp +0.0 pp +0.0 pp
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☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 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 (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