Signals

ACWI

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

Flow ranking

Rank#82
Score / z2.474 / 3.51
Consensus315.62 over 534 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
Fund Positions
Quarters Held

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 1,193.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 370.7 0.2% 3 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
Granger Management LLC CIK 0001842881 0.871 15 262.9 69.5% 3 +34.6 pp +54.4 pp +69.5 pp +69.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 251.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
P/E Global LLC CIK 0001910344 0.967 8 249.8 18.0% 3 -40.6 pp -41.2 pp +18.0 pp +18.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 244.8 10.5% 3 -0.7 pp -1.9 pp +10.5 pp +10.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 211.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 198.3 2.1% 3 -3.8 pp -1.7 pp +2.1 pp +2.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 196.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 191.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 187.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 186.2 2.8% 3 +0.5 pp -0.3 pp +2.8 pp +2.8 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 178.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 176.4 1.0% 4 -0.1 pp -0.2 pp -0.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 172.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 155.7 1.2% 3 +0.1 pp +0.6 pp +1.2 pp +1.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 155.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 141.3 11.5% 3 +5.6 pp +4.6 pp +11.5 pp +11.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 130.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 128.8 5.2% 3 +0.0 pp +0.1 pp +5.2 pp +5.2 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 120.7 16.9% 3 -0.5 pp -0.6 pp +16.9 pp +16.9 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 119.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 114.7 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 110.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 108.9 1.8% 3 -0.5 pp -0.4 pp +1.8 pp +1.8 pp
Capital International Investors CIK 0001562230 0.968 446 108.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 104.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York CIK 0001729522 0.931 2 103.9 43.0% 3 -0.4 pp +12.9 pp +43.0 pp +43.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 99.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 97.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 95.3 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 91.8 4.5% 3 -0.5 pp +0.9 pp +4.5 pp +4.5 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 87.2 25.8% 3 +1.2 pp +6.7 pp +25.8 pp +25.8 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 86.3 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 79.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 73.5 0.9% 4 -0.6 pp -0.7 pp -0.7 pp +0.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 73.1 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 69.5 1.9% 3 -1.7 pp -3.1 pp +1.9 pp +1.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 68.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 61.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 61.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 59.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 59.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 58.6 15.5% 3 +0.8 pp +1.8 pp +15.5 pp +15.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 57.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 51.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 46.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 46.2 0.2% 3 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 45.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 44.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 41.9 10.2% 3 +0.4 pp +1.6 pp +10.2 pp +10.2 pp
BRANDYWINE MANAGERS, LLC CIK 0001135121 0.674 46 41.6 20.5% 3 -18.4 pp -17.0 pp +20.5 pp +20.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 40.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 40.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 40.8 1.5% 3 -0.7 pp -0.5 pp +1.5 pp +1.5 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 40.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 40.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birnam Oak Advisors, LP CIK 0001997245 0.493 37 39.2 8.8% 3 -0.6 pp -1.9 pp +8.8 pp +8.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 37.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 37.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 35.6 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 35.4 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 31.6 6.3% 3 +0.3 pp +0.5 pp +6.3 pp +6.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 29.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 29.4 2.9% 3 -0.0 pp -0.0 pp +2.9 pp +2.9 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 28.6 2.5% 3 +2.0 pp -1.8 pp +2.5 pp +2.5 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 28.3 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 28.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 28.2 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 27.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 27.5 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 27.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 27.0 3.5% 3 -1.5 pp -0.9 pp +3.5 pp +3.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 26.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 25.6 1.9% 3 -1.0 pp -1.6 pp +1.9 pp +1.9 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 24.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 23.2 3.9% 3 -0.1 pp -2.4 pp +3.9 pp +3.9 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 22.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 22.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 21.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 19.9 0.0% 1 +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 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 19.2 1.1% 3 -0.1 pp +0.4 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 18.6 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 17.3 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
Ashford Advisors, LLC CIK 0001861158 0.926 23 17.1 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 17.0 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 16.8 1.8% 3 -0.1 pp +0.3 pp +1.8 pp +1.8 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 16.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 16.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.5 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 16.4 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 14.8 2.2% 3 -0.5 pp -0.3 pp +2.2 pp +2.2 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 14.6 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 13.7 3.6% 3 -0.2 pp -0.8 pp +3.6 pp +3.6 pp
Wind River Trust Co CIK 0001657703 0.904 12 13.3 5.0% 3 +0.2 pp -0.1 pp +5.0 pp +5.0 pp
PFG Advisors CIK 0001694435 0.248 791 13.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 12.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 12.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 12.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NYL Investors LLC CIK 0001606720 0.731 29 12.4 4.2% 3 +0.2 pp +1.1 pp +4.2 pp +4.2 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 12.2 1.0% 3 +0.1 pp -0.2 pp +1.0 pp +1.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 12.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 12.0 4.8% 3 +0.3 pp +0.5 pp +4.8 pp +4.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.8 0.0% 3 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 11.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 11.7 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 11.5 6.8% 4 -2.1 pp -3.0 pp -3.2 pp +6.8 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 11.4 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Altrafin AG CIK 0002110313 0.476 44 11.2 3.6% 5 +0.1 pp +0.1 pp -0.0 pp +2.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 10.4 3.5% 2 +1.1 pp +3.5 pp +3.5 pp +3.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 9.8 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 9.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
FMR LLC CIK 0000315066 0.989 5571 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 9.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 8.9 2.8% 3 -0.3 pp -1.1 pp +2.8 pp +2.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 8.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BRANDYWINE TRUST CO CIK 0001123803 0.928 33 8.7 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 8.7 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 8.6 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
TD Capital Management LLC CIK 0001483824 0.737 797 8.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 8.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Capital World Investors CIK 0001422849 0.974 637 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 8.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 7.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 7.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Qalhat Capital Ltd CIK 0001884252 0.000 0 0.0 0.0% 0 +0.0 pp -65.6 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 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 -1.5 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 +0.0 pp -0.1 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
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp -0.1 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 (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