Signals

← Signals

☆ACWX

783 in-universe funds with a nonzero position in ACWX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#228
Score / z1.044 / 0.93
Consensus297.36 over 535 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-86% / 1.0d

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 490.4 0.0% 5 +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 419.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 376.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 315.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 244.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 147.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 123.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 114.9 9.9% 4 +0.7 pp +0.6 pp +0.5 pp +9.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 111.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 104.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 96.7 4.2% 4 +0.1 pp -0.2 pp -0.8 pp +4.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 88.4 3.0% 4 +2.7 pp +2.7 pp +2.7 pp +3.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 87.0 7.1% 4 +0.7 pp +1.2 pp +1.4 pp +7.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 81.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 74.8 2.9% 4 +0.2 pp +0.4 pp +0.4 pp +2.9 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 74.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 73.4 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 72.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 70.8 2.4% 4 +0.2 pp +0.2 pp +0.1 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.2 0.2% 3 +0.0 pp +0.1 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 65.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 64.4 11.6% 4 +2.1 pp +2.1 pp +2.2 pp +11.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 63.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 59.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 58.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 57.0 1.6% 4 +0.2 pp +0.3 pp +0.4 pp +1.6 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 51.3 4.1% 2 +1.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 50.1 0.4% 4 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 47.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 47.7 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 47.6 1.7% 4 -0.1 pp -0.1 pp -0.0 pp +1.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 45.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 43.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHI TRUST Co LLC CIK 0002013902 0.796 59 37.6 28.4% 1 +28.4 pp +28.4 pp +28.4 pp +28.4 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 37.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 36.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 35.1 5.0% 4 -0.8 pp -0.6 pp -0.9 pp +5.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 33.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 32.4 13.4% 4 +3.0 pp +5.5 pp +6.5 pp +13.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 31.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 31.2 1.6% 3 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 31.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 30.2 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 30.1 3.9% 4 +1.6 pp +2.2 pp +2.4 pp +3.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 29.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 29.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 29.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 29.1 0.7% 4 +0.0 pp -0.3 pp -0.3 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 27.3 6.8% 6 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 27.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 26.5 10.2% 4 +4.6 pp +8.7 pp +8.7 pp +10.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 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 23.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.0 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.7 0.2% 4 -0.0 pp -0.1 pp -1.6 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 21.2 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 20.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 19.3 4.2% 4 +1.4 pp +1.4 pp +1.4 pp +4.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 18.1 4.9% 4 +0.7 pp +1.4 pp +4.4 pp +4.9 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 18.0 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 17.4 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 16.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 16.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 15.8 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 15.3 4.3% 4 +2.1 pp +2.4 pp +2.6 pp +4.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 15.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 14.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.5 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 14.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 13.5 6.4% 4 -3.6 pp +0.3 pp -0.8 pp +6.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 13.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 13.3 2.3% 4 -0.5 pp -0.4 pp -0.4 pp +2.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 12.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 12.5 5.0% 2 +2.6 pp +5.0 pp +5.0 pp +5.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 12.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 12.4 4.5% 4 +0.8 pp +0.6 pp +0.4 pp +4.5 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 11.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 11.4 5.9% 4 +0.9 pp +0.9 pp +0.8 pp +5.9 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.666 49 11.4 4.4% 4 +0.2 pp +0.2 pp +0.1 pp +4.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 11.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Trust Co CIK 0001632554 0.769 908 11.2 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 10.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 5 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 8.9 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 8.7 0.4% 4 -0.9 pp +0.1 pp +0.1 pp +0.4 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 8.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 8.5 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 8.5 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 8.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 8.3 6.5% 3 +0.8 pp +1.3 pp +6.5 pp +6.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.0 1.0% 4 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 7.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.3 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.2 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 6.8 5.2% 4 +1.0 pp +2.3 pp +2.5 pp +5.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 6.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.4 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.4 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 6.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 6.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.0 4.0% 4 +0.0 pp -0.2 pp -0.2 pp +4.0 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Mirador Capital Partners LP CIK 0001633446 0.360 216 1.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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