Signals

← Signals

☆CWI

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

Flow ranking

Rank#16999
Score / z0.000 / -0.02
Consensus86.24 over 147 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 256.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 125.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 78.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 47.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 37.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 37.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 25.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 23.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.2 0.0% 1 +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 20.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 19.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 18.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 18.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 15.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 15.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 14.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 12.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 11.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 9.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 8.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Friday Financial CIK 0002048792 0.653 108 7.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 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 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.3 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 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 6.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 6.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.1 0.2% 1 +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 5.7 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 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 5.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 5.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 4.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 1 +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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.6 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 2 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sentry LLC CIK 0002004474 0.484 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp +0.0 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 CWI). Qtrs Held counts distinct quarters this fund has actually held CWI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CWI position size. Δ columns are the percentage-point change in CWI'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