Signals

← Signals

☆ACWI

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

Flow ranking

Rank#154
Score / z1.198 / 1.79
Consensus290.52 over 514 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+30% / 3.7d ⚡

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 967.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 449.1 6.0% 2 +2.1 pp +6.0 pp +6.0 pp +6.0 pp
☆P/E Global LLC CIK 0001910344 0.967 8 293.2 58.6% 2 -0.6 pp +58.6 pp +58.6 pp +58.6 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 239.4 11.2% 2 -1.2 pp +11.2 pp +11.2 pp +11.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 233.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 190.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 187.0 2.3% 2 -0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 179.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 178.8 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 158.1 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 155.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 148.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 140.5 3.6% 2 -1.4 pp +3.6 pp +3.6 pp +3.6 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 132.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 126.9 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Granger Management LLC CIK 0001842881 0.871 15 119.6 34.9% 2 +19.8 pp +34.9 pp +34.9 pp +34.9 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 119.5 17.4% 2 -0.1 pp +17.4 pp +17.4 pp +17.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 112.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 109.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 108.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 106.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 104.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 102.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York CIK 0001729522 0.932 2 101.5 43.4% 2 +13.3 pp +43.4 pp +43.4 pp +43.4 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 100.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 98.2 5.1% 2 +1.4 pp +5.1 pp +5.1 pp +5.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 97.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 97.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 96.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 85.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 83.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verger Capital Management LLC CIK 0001627417 0.892 13 75.8 24.6% 2 +5.5 pp +24.6 pp +24.6 pp +24.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 72.7 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 69.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 68.6 5.9% 2 -1.0 pp +5.9 pp +5.9 pp +5.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 66.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 64.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 60.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 59.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 58.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 58.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 57.0 14.7% 2 +1.0 pp +14.7 pp +14.7 pp +14.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 56.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 53.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 51.7 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 47.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 43.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 43.1 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +5.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 41.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BRANDYWINE MANAGERS, LLC CIK 0001135121 0.674 46 40.6 38.9% 2 +1.4 pp +38.9 pp +38.9 pp +38.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 38.8 9.8% 2 +1.2 pp +9.8 pp +9.8 pp +9.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Birnam Oak Advisors, LP CIK 0001997245 0.492 37 38.3 9.4% 2 -1.3 pp +9.4 pp +9.4 pp +9.4 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 36.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 36.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 33.8 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 33.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.4 0.0% 2 -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 29.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 29.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 29.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 29.0 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 28.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 28.7 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 28.7 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 28.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 28.4 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 27.4 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 26.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 25.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 24.5 4.0% 2 -2.3 pp +4.0 pp +4.0 pp +4.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 24.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.2 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 22.3 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 21.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 21.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 19.6 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 18.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 17.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 16.5 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 16.3 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 14.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 13.9 3.7% 2 -0.6 pp +3.7 pp +3.7 pp +3.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 13.7 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 13.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wind River Trust Co CIK 0001657703 0.905 12 13.0 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 12.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 12.1 4.0% 2 +0.9 pp +4.0 pp +4.0 pp +4.0 pp
☆Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 11.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 11.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 11.4 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 11.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 11.2 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 11.2 8.8% 3 -0.9 pp -1.1 pp +8.8 pp +8.8 pp
☆Altrafin AG CIK 0002110313 0.476 44 11.0 3.5% 4 +0.0 pp -0.1 pp +2.3 pp +3.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 10.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 9.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 8.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 8.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 8.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRANDYWINE TRUST CO CIK 0001123803 0.928 33 8.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 8.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 8.3 3.1% 2 -0.8 pp +3.1 pp +3.1 pp +3.1 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 8.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 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 ACWI). Qtrs Held counts distinct quarters this fund has actually held ACWI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACWI position size. Δ columns are the percentage-point change in ACWI'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