Signals

ACWI

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

Flow ranking

Rank#25178
Score / z-10.766 / -13.00
Consensus324.38 over 570 funds
Momentum-0.12 =

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest+97% / 2.7d

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)
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 1,756.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 776.3 0.4% 5 +0.3 pp +0.2 pp +0.3 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 350.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 318.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 299.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 270.9 10.7% 5 +0.4 pp +0.2 pp -0.5 pp -1.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 250.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York CIK 0001729522 0.932 2 249.6 57.3% 5 -1.9 pp +14.3 pp +13.9 pp +27.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 248.2 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 237.4 1.6% 5 -0.2 pp -0.5 pp -4.3 pp -2.3 pp
P/E Global LLC CIK 0001910344 0.967 8 218.4 14.0% 5 -1.8 pp -4.0 pp -44.6 pp -45.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 217.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 214.3 1.2% 5 +0.1 pp -0.1 pp +0.0 pp +0.5 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 213.0 6.1% 5 +2.1 pp +3.3 pp +3.8 pp +3.0 pp
Granger Management LLC CIK 0001842881 0.871 15 207.5 64.3% 5 -7.5 pp -5.2 pp +29.4 pp +49.2 pp
Mass General Brigham, Inc CIK 0001678378 0.827 6 197.7 54.8% 2 -7.7 pp +54.8 pp +54.8 pp +54.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 185.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 180.0 0.9% 6 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 177.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 164.8 5.7% 5 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 162.9 15.0% 5 +3.1 pp +3.5 pp +9.1 pp +8.1 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 158.6 18.6% 5 +2.3 pp +1.7 pp +1.2 pp +1.1 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 150.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 144.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HF Capital, LLC CIK 0002063476 0.815 5 136.3 45.9% 2 -6.3 pp +45.9 pp +45.9 pp +45.9 pp
Parkwood LLC CIK 0001597823 0.292 71 131.8 9.4% 2 +7.2 pp +9.4 pp +9.4 pp +9.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 126.7 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 125.3 1.8% 5 +0.1 pp +0.1 pp -0.4 pp -0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 124.8 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 124.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 115.1 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 109.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 105.4 0.7% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 103.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copos Capital B.V. CIK 0002111344 0.000 37 102.8 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 98.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 98.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 88.1 25.8% 5 +1.2 pp -0.0 pp +1.2 pp +6.7 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 85.1 3.8% 5 -0.6 pp -0.7 pp -1.3 pp +0.2 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 83.3 2.0% 5 -0.5 pp +0.1 pp -1.7 pp -3.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 82.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 80.9 0.9% 6 +0.1 pp -0.1 pp -0.7 pp -0.7 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 79.8 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 79.3 0.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 76.1 8.8% 2 +0.3 pp +8.8 pp +8.8 pp +8.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 71.9 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 68.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 67.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 66.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 66.2 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 64.3 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 64.0 16.0% 5 +0.4 pp +0.6 pp +1.3 pp +2.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 62.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Birnam Oak Advisors, LP CIK 0001997245 0.493 37 60.4 9.9% 1 +9.9 pp +1.1 pp +0.5 pp -0.8 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 60.4 5.5% 5 +2.4 pp +2.0 pp +0.5 pp +1.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 54.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 54.1 0.0% 5 +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 53.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 52.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 52.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 46.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BRANDYWINE MANAGERS, LLC CIK 0001135121 0.674 46 46.1 22.8% 5 -1.1 pp +2.3 pp -16.1 pp -14.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 43.4 7.3% 5 +0.6 pp +1.0 pp +1.3 pp +1.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 43.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 42.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 42.6 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 40.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 40.4 1.5% 5 +0.4 pp +0.8 pp +1.2 pp +1.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 38.6 0.8% 5 -1.0 pp +0.2 pp +0.2 pp +0.1 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 37.9 1.3% 5 +0.2 pp -0.2 pp -0.9 pp -0.6 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 37.6 4.4% 5 +0.2 pp -0.1 pp -0.1 pp -0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 36.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 35.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 35.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 34.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 34.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 34.2 4.2% 5 -4.8 pp -6.0 pp -5.6 pp -4.4 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 33.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 31.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 31.4 2.1% 5 -2.2 pp -0.4 pp +1.6 pp -2.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 31.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 31.3 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 30.7 2.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 30.6 1.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 30.2 12.5% 1 +12.5 pp +12.5 pp -5.2 pp +12.5 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 29.8 1.8% 5 +0.1 pp +0.6 pp +0.5 pp +0.6 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 29.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 28.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Johns Hopkins University CIK 0001764756 0.949 18 28.4 1.9% 5 +0.1 pp +0.0 pp -1.0 pp -1.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 26.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 25.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 25.4 4.6% 5 +0.2 pp +0.7 pp +0.6 pp -1.7 pp
Sepio Capital, LP CIK 0001751412 0.794 346 24.6 1.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 23.4 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 23.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 23.2 1.6% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 21.8 0.8% 6 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 21.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Topor & Co. Korea CIK 0002113285 0.778 19 20.4 16.1% 2 +0.6 pp +16.1 pp +16.1 pp +16.1 pp
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 19.3 1.7% 5 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashford Advisors, LLC CIK 0001861158 0.927 23 19.0 3.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 18.9 0.2% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 18.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 18.8 15.5% 3 +0.2 pp +0.0 pp +15.5 pp +15.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 18.0 4.0% 4 +1.9 pp +1.6 pp +1.6 pp +4.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 17.6 0.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 17.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 16.4 2.1% 5 +0.0 pp -0.1 pp -0.6 pp -0.4 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 16.1 3.3% 5 +0.2 pp -0.2 pp -0.4 pp -1.0 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 15.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 14.6 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Wind River Trust Co CIK 0001657703 0.905 12 14.5 4.9% 5 -0.0 pp -0.1 pp +0.1 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 14.0 4.5% 5 +0.2 pp -0.3 pp +0.0 pp +0.3 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 13.8 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 13.6 5.5% 6 -0.8 pp -1.3 pp -3.4 pp -4.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 13.5 1.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.4 0.1% 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 13.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NYL Investors LLC CIK 0001606720 0.732 29 13.2 5.1% 5 +0.8 pp +0.9 pp +1.1 pp +2.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 13.0 2.0% 4 +0.1 pp -0.3 pp -0.4 pp +2.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 12.9 1.3% 3 +0.2 pp +0.7 pp +1.3 pp +1.3 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 12.8 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 12.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 12.3 1.4% 5 -0.4 pp -0.6 pp -0.6 pp -0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 11.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 10.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHI TRUST Co LLC CIK 0002013902 0.796 59 10.8 7.0% 2 +5.6 pp +7.0 pp +7.0 pp +7.0 pp
EFG International AG CIK 0002109868 0.615 1088 10.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 10.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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