Signals

← Signals

☆IUSB

805 in-universe funds with a nonzero position in IUSB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#125
Score / z1.441 / 2.16
Consensus205.76 over 403 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,755.8 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,327.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,914.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,177.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,080.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,228.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 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 1,063.5 0.1% 4 -0.0 pp -0.0 pp -0.0 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 919.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 654.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 565.4 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 516.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 424.3 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 418.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 325.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 311.4 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 214.1 7.8% 2 +0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 206.7 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 205.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 199.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 197.2 5.3% 2 -0.7 pp +5.3 pp +5.3 pp +5.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 182.8 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 168.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 152.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 152.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 136.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 122.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 118.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JB Capital LLC CIK 0001879371 0.629 280 118.0 5.1% 2 -1.6 pp +5.1 pp +5.1 pp +5.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 118.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 112.6 28.3% 2 -0.0 pp +28.3 pp +28.3 pp +28.3 pp
☆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 106.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 103.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 82.9 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 82.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 75.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 74.6 11.5% 2 +0.1 pp +11.5 pp +11.5 pp +11.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 73.9 7.1% 2 -0.4 pp +7.1 pp +7.1 pp +7.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 72.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 71.8 1.1% 2 -1.2 pp +1.1 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 68.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 63.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 60.9 9.4% 2 -0.2 pp +9.4 pp +9.4 pp +9.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 59.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 59.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 58.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 57.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 53.2 2.9% 2 -0.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 52.1 7.2% 2 -0.0 pp +7.2 pp +7.2 pp +7.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 51.3 6.6% 2 -1.5 pp +6.6 pp +6.6 pp +6.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 50.1 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 48.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 47.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 46.6 7.8% 2 -1.6 pp +7.8 pp +7.8 pp +7.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 46.3 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 45.6 9.4% 2 -2.0 pp +9.4 pp +9.4 pp +9.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 45.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 44.8 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 44.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 42.8 2.0% 3 -0.0 pp +0.8 pp +2.0 pp +2.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 42.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 42.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 41.5 0.8% 4 +0.8 pp +0.7 pp +0.7 pp +0.8 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 40.6 17.5% 2 -0.1 pp +17.5 pp +17.5 pp +17.5 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 38.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 37.5 0.3% 4 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 35.7 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 35.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 31.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 31.1 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 31.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 30.5 11.9% 2 +0.1 pp +11.9 pp +11.9 pp +11.9 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 30.3 9.3% 2 -1.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 29.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 27.8 11.0% 2 -0.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 27.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 27.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 26.4 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 26.3 8.1% 2 -0.7 pp +8.1 pp +8.1 pp +8.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 25.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 25.5 3.9% 2 -1.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 25.4 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 25.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 24.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 24.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 23.1 2.6% 2 -0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 23.0 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 22.6 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 22.2 7.6% 2 -0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 21.8 0.7% 2 -2.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 21.8 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 20.9 5.7% 2 -1.2 pp +5.7 pp +5.7 pp +5.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 20.8 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 20.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 19.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 18.8 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 18.8 8.0% 2 -1.9 pp +8.0 pp +8.0 pp +8.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 18.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 18.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 17.8 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.7 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 17.6 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 16.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 16.8 2.2% 2 +1.9 pp +2.2 pp +2.2 pp +2.2 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 16.6 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 16.5 7.2% 2 -0.8 pp +7.2 pp +7.2 pp +7.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 16.0 3.8% 4 -0.3 pp -1.0 pp -1.1 pp +3.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 16.0 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 15.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 15.6 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 15.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 15.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 15.0 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.9 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 14.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 14.6 6.7% 3 +0.1 pp -0.2 pp +6.7 pp +6.7 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 14.5 7.6% 2 -1.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 14.5 4.7% 3 -0.5 pp -1.3 pp +4.7 pp +4.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.4 1.8% 2 -0.7 pp +1.8 pp +1.8 pp +1.8 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 14.0 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 13.8 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 13.6 4.2% 2 -1.8 pp +4.2 pp +4.2 pp +4.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 13.4 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.1 0.3% 3 -0.4 pp -0.8 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 12.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.9 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 12.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 12.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 11.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 11.6 5.9% 2 -0.8 pp +5.9 pp +5.9 pp +5.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 11.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
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 IUSB). Qtrs Held counts distinct quarters this fund has actually held IUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSB position size. Δ columns are the percentage-point change in IUSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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