Signals

← Signals

☆ACWX

510 in-universe funds with a nonzero position in ACWX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23711
Score / z-0.359 / -0.48
Consensus206.45 over 361 funds
Momentumno 12m return

Price & positioning

250 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)
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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 ▾
☆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 326.1 0.0% 2 -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 272.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 262.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 159.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 95.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 91.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 88.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 88.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.5 0.0% 1 +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 72.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 71.8 0.0% 1 +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 70.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 64.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 63.9 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 59.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 56.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 54.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 50.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TLWM CIK 0001732537 0.888 73 49.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 43.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 42.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 41.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 39.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 37.8 0.0% 1 +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 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 31.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 28.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 27.8 7.1% 3 -0.1 pp +0.7 pp +7.1 pp +7.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 27.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 27.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 25.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 19.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 15.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 15.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 14.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 11.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 11.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.666 49 10.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 9.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 9.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 8.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 8.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.1 0.0% 1 +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 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 5.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 5.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yost Capital Management, LP CIK 0001489859 0.213 13 3.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M.D. Sass, LLC CIK 0000922940 0.313 38 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 3.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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 ACWX). Qtrs Held counts distinct quarters this fund has actually held ACWX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ACWX position size. Δ columns are the percentage-point change in ACWX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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