Signals

← Signals

☆ACWX

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

Flow ranking

Rank#148
Score / z1.530 / 1.83
Consensus291.33 over 548 funds
Momentum-0.10 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-2%
Short interest-33% / 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 525.9 0.0% 6 -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 514.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 418.3 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 354.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 268.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 199.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 168.0 12.9% 2 +6.1 pp +12.9 pp +12.9 pp +12.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 156.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 144.2 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 135.2 10.2% 5 +0.3 pp +0.9 pp +0.9 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 126.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 121.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 112.2 0.1% 1 +0.1 pp -0.1 pp +0.1 pp -0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 105.2 7.1% 5 -0.0 pp +0.7 pp +1.1 pp +1.4 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 104.9 4.1% 5 -0.0 pp +0.0 pp -0.2 pp -0.8 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 98.3 3.0% 5 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 89.8 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 82.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 79.1 2.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 78.7 5.1% 5 +0.1 pp -0.7 pp -0.6 pp -0.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 76.3 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 74.8 5.2% 3 +1.2 pp +2.8 pp +5.2 pp +5.2 pp
☆TLWM CIK 0001732537 0.888 73 71.7 11.7% 5 +0.1 pp +2.1 pp +2.1 pp +2.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 69.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 63.2 1.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.9 0.3% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 54.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 52.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 51.8 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 51.4 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 46.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 44.0 5.3% 2 +0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆WHI TRUST Co LLC CIK 0002013902 0.796 59 42.0 27.1% 2 -1.2 pp +27.1 pp +27.1 pp +27.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 40.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 37.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 37.0 0.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 35.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 35.2 4.1% 5 +0.1 pp +1.7 pp +2.3 pp +2.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 35.1 1.6% 4 -0.0 pp +0.5 pp +1.6 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 35.0 8.4% 5 -5.0 pp -2.0 pp +0.4 pp +1.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 33.1 0.0% 5 +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 32.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 32.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 32.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 30.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 29.9 6.8% 7 -0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 29.9 9.7% 5 -0.5 pp +4.0 pp +8.2 pp +8.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 29.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 28.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 28.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 23.5 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 22.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -1.6 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.7 1.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 22.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 22.4 4.1% 5 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 21.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 21.6 4.7% 5 -0.2 pp +0.5 pp +1.2 pp +4.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 21.6 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 17.2 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.9 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 16.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 16.3 5.1% 5 +0.6 pp +1.4 pp +1.3 pp +1.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 16.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 15.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 15.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 15.6 3.9% 5 -2.5 pp -6.1 pp -2.2 pp -3.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 15.2 2.3% 5 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 14.9 0.1% 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 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 14.0 4.0% 3 -0.9 pp +1.7 pp +4.0 pp +4.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 13.8 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 13.7 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 12.6 4.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 12.5 6.1% 5 +0.2 pp +1.1 pp +1.1 pp +1.0 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 12.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 12.1 1.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 10.9 0.9% 5 -0.0 pp +0.7 pp +0.7 pp +0.6 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 10.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 10.6 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 10.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 10.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.2 0.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 10.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 10.0 4.2% 5 +2.0 pp +2.0 pp +3.7 pp +3.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 9.7 6.8% 4 +0.3 pp +1.1 pp +1.6 pp +6.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 9.5 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 9.5 0.4% 5 -0.0 pp -0.9 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 9.4 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 9.4 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 9.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 9.1 0.5% 1 +0.5 pp +0.5 pp +0.3 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 9.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.2 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 8.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 8.1 5.2% 5 -0.1 pp +0.9 pp +2.3 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 7.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 7.6 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 7.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 7.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 7.0 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 6.7 3.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.6 pp -0.6 pp -0.3 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 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
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -2.9 pp -2.7 pp -2.5 pp -2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 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 (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