Signals

← Signals

☆IUSB

1003 in-universe funds with a nonzero position in IUSB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#115
Score / z1.937 / 1.74
Consensus292.19 over 606 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-74% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6,147.0 1.6% 4 +0.0 pp -0.0 pp -0.2 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,650.7 1.8% 4 -0.4 pp -0.5 pp -0.6 pp +1.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,268.4 0.1% 4 +0.0 pp +0.0 pp +0.0 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 2,289.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,184.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 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 1,199.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 875.2 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 813.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 579.1 3.2% 4 +1.2 pp +1.1 pp +0.8 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 533.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 506.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 463.9 0.5% 4 +0.0 pp +0.0 pp -0.2 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 353.2 6.1% 4 +0.9 pp +0.8 pp +0.1 pp +6.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 350.6 3.4% 4 +0.3 pp +0.2 pp -0.0 pp +3.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 335.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 241.8 7.1% 4 +0.7 pp +0.7 pp +0.8 pp +7.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 233.4 8.5% 2 +8.3 pp +8.5 pp +8.5 pp +8.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 228.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 218.4 1.7% 4 +0.0 pp +0.6 pp +0.6 pp +1.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 215.4 7.8% 4 -0.1 pp -0.1 pp +0.3 pp +7.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 189.5 1.2% 4 +0.0 pp -0.1 pp -0.5 pp +1.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 174.4 2.2% 4 +0.1 pp -0.1 pp -0.3 pp +2.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 154.4 4.1% 4 -0.1 pp +0.3 pp +0.7 pp +4.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 143.5 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 137.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 135.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 133.8 30.6% 4 +0.7 pp +2.4 pp +2.4 pp +30.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 130.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 128.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 123.2 0.7% 4 +0.0 pp -0.2 pp -0.2 pp +0.7 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 116.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 116.0 4.7% 4 +0.2 pp -0.4 pp -2.0 pp +4.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 113.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 110.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 103.9 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 99.7 0.9% 4 +0.1 pp -0.1 pp -1.4 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 86.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 81.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 81.1 7.7% 4 +0.2 pp +0.6 pp +0.2 pp +7.7 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 71.8 3.5% 4 +0.7 pp +0.6 pp -0.3 pp +3.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 68.4 1.6% 4 +0.0 pp +0.1 pp -0.1 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 63.1 8.9% 4 -0.1 pp -0.5 pp -0.7 pp +8.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 62.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 60.4 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 59.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 58.5 5.8% 4 +0.2 pp +1.1 pp +1.5 pp +5.8 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 57.6 9.3% 4 -3.1 pp -2.2 pp -2.0 pp +9.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 56.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 55.1 0.9% 6 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 52.2 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 50.9 2.9% 4 +0.4 pp +0.7 pp +0.8 pp +2.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 50.8 1.6% 4 -0.1 pp -0.2 pp -0.3 pp +1.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 50.4 1.6% 4 -0.1 pp -0.1 pp -0.6 pp +1.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 49.5 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 48.3 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 47.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 47.4 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 47.3 3.1% 4 +0.2 pp +0.0 pp -0.7 pp +3.1 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 45.7 17.7% 4 +0.1 pp +0.2 pp +0.1 pp +17.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 45.4 6.1% 4 +0.1 pp -0.5 pp -2.0 pp +6.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 45.1 8.1% 4 +1.3 pp +0.2 pp -1.4 pp +8.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 45.0 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 44.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 44.9 7.8% 4 +0.9 pp +0.6 pp +0.5 pp +7.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 40.6 1.4% 4 +0.7 pp +0.6 pp -1.7 pp +1.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 40.3 0.8% 4 +0.0 pp +0.2 pp +0.6 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 40.0 1.5% 5 +0.2 pp -0.5 pp -0.5 pp +0.3 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 39.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 37.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 36.8 6.7% 4 +0.6 pp +0.6 pp +0.6 pp +6.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 35.5 2.1% 4 +0.1 pp +0.7 pp +0.5 pp +2.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 34.1 4.3% 4 -0.6 pp +2.1 pp +4.0 pp +4.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 33.0 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 32.8 10.1% 4 +0.6 pp +0.8 pp -0.3 pp +10.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 31.9 11.4% 4 +0.4 pp +0.5 pp +0.5 pp +11.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 31.9 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 31.4 11.8% 4 +0.1 pp -0.0 pp +0.0 pp +11.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 31.4 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.1 0.3% 6 -0.0 pp -0.0 pp +0.3 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 29.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 29.3 0.9% 4 +0.1 pp +0.1 pp -0.0 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 28.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 28.3 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 26.5 2.7% 4 +0.1 pp +0.2 pp -0.5 pp +2.7 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 26.5 1.0% 4 -0.0 pp -0.3 pp -0.6 pp +1.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 26.4 3.6% 4 -0.3 pp -0.3 pp -1.5 pp +3.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 26.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 26.0 2.6% 4 +0.4 pp +0.4 pp -0.1 pp +2.6 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 25.8 9.0% 4 +1.2 pp +1.4 pp +1.2 pp +9.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 25.8 3.2% 4 +0.2 pp -0.1 pp -0.5 pp +3.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 25.6 4.4% 4 +0.1 pp +0.2 pp -0.2 pp +4.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.4 0.4% 5 +0.1 pp +0.2 pp -0.3 pp -0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 25.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 22.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 22.9 0.9% 4 +0.1 pp -0.1 pp -0.4 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 22.8 1.3% 4 +0.1 pp +0.1 pp -0.2 pp +1.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 22.8 6.7% 4 -0.3 pp -1.5 pp -2.1 pp +6.7 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 22.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 22.3 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 21.4 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 21.3 5.5% 4 +0.1 pp -0.1 pp -1.4 pp +5.5 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 21.1 4.4% 3 +1.9 pp +4.2 pp +4.4 pp +4.4 pp
☆KWB Wealth CIK 0001822236 0.452 169 20.8 2.1% 4 +0.0 pp -0.4 pp -0.5 pp +2.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 20.4 2.3% 4 +0.0 pp -0.3 pp -1.1 pp +2.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 20.4 4.7% 4 +0.5 pp +2.3 pp +1.9 pp +4.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 19.8 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 19.8 3.9% 4 +0.0 pp -0.1 pp -0.3 pp +3.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 18.8 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 18.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 18.6 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 18.3 7.5% 4 -0.0 pp -0.5 pp -2.4 pp +7.5 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.2 1.2% 4 -0.1 pp -0.1 pp -0.4 pp +1.2 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 17.1 8.8% 4 +1.4 pp +1.2 pp -0.0 pp +8.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 16.9 0.5% 4 -0.0 pp -0.8 pp -0.8 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.9 2.1% 4 +0.2 pp +0.3 pp -0.4 pp +2.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 16.6 6.6% 4 -0.1 pp -0.6 pp -1.4 pp +6.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 16.4 2.1% 4 -0.3 pp +1.1 pp +1.1 pp +2.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 16.2 3.4% 4 -0.1 pp -0.2 pp -0.4 pp +3.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 16.0 2.7% 4 -0.0 pp -0.0 pp -0.1 pp +2.7 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 16.0 5.3% 4 -0.0 pp -0.0 pp -0.3 pp +5.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.8 2.0% 4 +0.0 pp -0.2 pp -0.3 pp +2.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 15.8 1.9% 4 -0.0 pp +0.1 pp +0.0 pp +1.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 15.6 2.5% 4 -0.2 pp +0.1 pp +0.3 pp +2.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 15.3 3.8% 6 +0.1 pp -0.0 pp -0.3 pp -1.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 15.3 4.6% 5 +0.3 pp -0.1 pp -0.6 pp -1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 15.2 1.2% 4 +0.1 pp +0.0 pp -0.5 pp +1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 15.0 6.7% 5 +0.1 pp +0.1 pp +0.2 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 14.6 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 14.3 4.1% 4 +0.5 pp -0.1 pp -2.0 pp +4.1 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 13.9 5.5% 4 +0.1 pp +0.2 pp +0.0 pp +5.5 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 13.9 1.3% 4 -0.3 pp -0.2 pp +0.4 pp +1.3 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 13.8 7.0% 4 +0.2 pp +1.1 pp +0.3 pp +7.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 13.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 13.3 1.7% 4 -0.1 pp -0.6 pp -0.5 pp +1.7 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.2 1.5% 4 +0.1 pp +0.0 pp -0.2 pp +1.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 13.2 1.0% 4 +0.6 pp +0.6 pp +0.6 pp +1.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 12.7 2.9% 4 +0.6 pp +0.2 pp -0.5 pp +2.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.7 0.7% 4 +0.0 pp -0.2 pp -0.5 pp +0.7 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 12.4 9.2% 4 +5.5 pp +5.8 pp +5.0 pp +9.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 12.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 12.1 1.5% 1 +1.5 pp -0.1 pp +1.5 pp +1.5 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 11.9 3.7% 4 +0.4 pp -0.8 pp -1.2 pp +3.7 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.8 4.3% 3 -0.1 pp +0.4 pp +4.3 pp +4.3 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 11.7 1.6% 4 +0.1 pp +0.2 pp +1.5 pp +1.6 pp
☆Bensler, LLC CIK 0001965941 0.354 198 11.7 1.2% 4 -0.3 pp -0.4 pp -0.5 pp +1.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 11.6 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 11.5 3.7% 4 +0.0 pp +0.3 pp -0.1 pp +3.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 10.3 3.1% 4 +0.1 pp +0.4 pp +0.3 pp +3.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 10.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 9.9 3.7% 4 +0.2 pp +0.4 pp +0.3 pp +3.7 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 9.8 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.7 1.5% 4 +0.1 pp +0.1 pp -0.3 pp +1.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 9.4 2.4% 4 -0.0 pp -0.2 pp -0.2 pp +2.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.3 0.7% 6 -0.0 pp +0.0 pp +0.5 pp +0.4 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 9.2 2.1% 4 +0.2 pp +0.1 pp -0.0 pp +2.1 pp
☆New Capital Management LP CIK 0001696731 0.833 60 9.0 2.2% 4 +0.0 pp -0.0 pp +0.3 pp +2.2 pp
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☆Veridan Wealth LLC CIK 0002052405 0.434 84 8.8 3.3% 3 +0.3 pp +0.4 pp +3.3 pp -0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 8.8 1.1% 4 +0.1 pp +0.1 pp -0.2 pp +1.1 pp
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☆Kilter Group LLC CIK 0002058915 0.349 1580 8.6 3.7% 5 +0.1 pp -0.1 pp -0.8 pp -2.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 8.3 3.6% 4 +0.1 pp -0.0 pp -0.8 pp +3.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 8.2 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
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☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 7.9 1.8% 4 +0.4 pp +0.6 pp +0.9 pp +1.8 pp
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☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 7.6 2.3% 4 +0.2 pp +0.1 pp -0.2 pp +2.3 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 7.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 7.5 1.4% 4 +0.6 pp +0.5 pp +0.5 pp +1.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.5 1.7% 4 +0.1 pp +0.0 pp -0.6 pp +1.7 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.1 0.6% 4 -0.2 pp -1.2 pp -1.4 pp +0.6 pp
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☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 6.6 4.5% 4 -0.1 pp -0.1 pp +0.6 pp +4.5 pp
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☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 6.3 3.5% 4 -0.3 pp -0.3 pp +0.3 pp +3.5 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.2 3.6% 4 -1.3 pp -1.4 pp -2.0 pp +3.6 pp
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☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.0 3.6% 4 +0.3 pp +0.2 pp -0.0 pp +3.6 pp
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☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.9 1.1% 4 -0.1 pp +0.2 pp -0.2 pp +1.1 pp
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☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 4.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.1 1.4% 4 +0.1 pp +0.2 pp -0.3 pp +1.4 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ASL Financial, LLC CIK 0002105933 0.440 99 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 3.8 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 3.6 1.0% 4 -0.8 pp -0.7 pp -0.8 pp +1.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 3.5 0.6% 4 +0.0 pp +0.1 pp +0.5 pp +0.6 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.5 0.9% 4 +0.0 pp -0.2 pp -0.3 pp +0.9 pp
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☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 3.5 2.1% 4 -0.6 pp -0.9 pp -1.4 pp +2.1 pp
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☆Range Financial Group LLC CIK 0001928635 0.113 206 3.3 1.1% 4 +0.1 pp +0.5 pp +0.5 pp +1.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.2 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
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☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.2 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 3.2 2.0% 4 +0.2 pp -0.0 pp -0.5 pp +2.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.5 pp -0.4 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 -0.3 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.4 pp -1.0 pp -1.1 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.3 pp -1.7 pp -1.8 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp +0.0 pp -6.5 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.9 pp -1.0 pp -1.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 +0.0 pp -0.4 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
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -1.2 pp -1.3 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.7 pp -1.7 pp -2.5 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
☆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
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 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 -0.4 pp -0.8 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 (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