Signals

← Signals

☆ACWX

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

Flow ranking

Rank#22307
Score / z-0.083 / -0.13
Consensus263.93 over 447 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+3% / 1.4d

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 485.9 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 358.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 298.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 185.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 161.1 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 127.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 114.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 113.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 108.2 9.2% 3 -0.1 pp -0.1 pp +9.2 pp +9.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 95.6 4.1% 3 -0.2 pp -0.8 pp +4.1 pp +4.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 88.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 86.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 75.5 6.4% 3 +0.4 pp +0.7 pp +6.4 pp +6.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 72.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 70.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 70.4 14.8% 3 +0.4 pp +1.6 pp +14.8 pp +14.8 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 68.4 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 65.8 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 63.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 63.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 59.8 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 57.3 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 57.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 56.2 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 52.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 52.1 9.5% 3 +0.0 pp +0.1 pp +9.5 pp +9.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 50.6 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 48.5 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 48.3 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 47.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 46.7 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 44.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 40.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 37.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 34.7 5.9% 3 +0.2 pp -0.1 pp +5.9 pp +5.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 34.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 31.8 10.4% 3 +2.4 pp +3.5 pp +10.4 pp +10.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 31.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 29.5 7.1% 5 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆Cadence Bank CIK 0001299939 0.688 332 29.4 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 29.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 29.1 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 29.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 28.5 1.3% 3 +1.0 pp +1.0 pp +1.3 pp +1.3 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 27.8 10.0% 3 +3.9 pp +2.8 pp +10.0 pp +10.0 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 26.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 25.6 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.7 0.2% 3 -0.0 pp -1.6 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 22.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 20.7 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 20.6 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 19.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 19.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 18.2 2.3% 3 +0.6 pp +0.8 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 17.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 16.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 16.5 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 16.1 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 15.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 15.2 4.2% 3 +0.7 pp +3.7 pp +4.2 pp +4.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 14.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 14.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 14.1 5.6% 3 +4.2 pp +4.1 pp +5.6 pp +5.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.9 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 13.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 13.2 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 12.8 2.7% 3 +0.1 pp +0.0 pp +2.7 pp +2.7 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 12.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 12.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.7 0.0% 3 +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 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 11.3 4.3% 3 +0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Trust Co CIK 0001632554 0.769 908 10.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 10.0 3.7% 3 -0.1 pp -0.4 pp +3.7 pp +3.7 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 9.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 9.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 9.2 5.0% 3 -0.0 pp -0.1 pp +5.0 pp +5.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 9.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 8.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 8.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 8.2 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 8.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 8.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 7.9 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 7.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 6.8 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 6.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 5.9 4.0% 3 -0.2 pp -0.2 pp +4.0 pp +4.0 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 5.9 2.1% 3 +1.7 pp +1.8 pp +2.1 pp +2.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 5.7 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 5.7 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 5.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 5.0 4.2% 3 +1.3 pp +1.5 pp +4.2 pp +4.2 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 4.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 4.8 1.9% 3 -0.4 pp -0.6 pp +1.9 pp +1.9 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.8 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -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% 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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 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 (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