Signals

IUSG

1011 in-universe funds with a nonzero position in IUSG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#182
Score / z1.270 / 1.13
Consensus300.02 over 564 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-14% / 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)
Fund Positions
Quarters Held

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 8,185.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 2,256.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,230.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,013.7 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 444.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 303.1 2.3% 4 +0.1 pp +0.1 pp -0.3 pp +2.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 289.7 3.3% 4 -0.2 pp -0.2 pp -0.2 pp +3.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 221.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 212.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 189.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 175.9 3.0% 4 -1.6 pp -0.5 pp -0.4 pp +3.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 175.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 172.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 126.3 2.2% 4 -0.2 pp -0.3 pp -0.3 pp +2.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 122.1 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 120.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 108.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 99.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SHP Wealth Management CIK 0001807060 0.763 1981 77.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 74.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 72.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 69.7 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 68.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 66.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 63.7 10.2% 4 -2.1 pp -2.6 pp -3.2 pp +10.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 54.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 52.8 6.6% 4 -0.2 pp -1.1 pp -0.9 pp +6.6 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 52.6 13.9% 4 -0.8 pp -0.8 pp -0.6 pp +13.9 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 52.5 3.4% 4 -0.2 pp -0.1 pp -0.1 pp +3.4 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 52.2 18.9% 4 -1.6 pp -1.4 pp -0.5 pp +18.9 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 51.3 6.8% 3 -0.9 pp -0.9 pp +6.8 pp +6.8 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 43.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 43.7 2.8% 4 +0.1 pp +0.0 pp +0.0 pp +2.8 pp
Curi Capital, LLC CIK 0001332905 0.548 888 43.5 0.8% 4 +0.1 pp +0.4 pp +0.6 pp +0.8 pp
DDFG, Inc CIK 0001967640 0.535 91 42.4 9.1% 4 -0.7 pp -0.9 pp -0.8 pp +9.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.7 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 41.2 0.6% 4 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 39.4 0.6% 4 -0.2 pp -0.4 pp -0.3 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 38.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 37.6 11.3% 4 -2.9 pp -3.0 pp -3.4 pp +11.3 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 37.4 22.4% 4 +2.3 pp +1.7 pp +2.1 pp +22.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 37.1 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 36.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
Veracity Capital LLC CIK 0001811005 0.270 223 35.4 12.6% 4 -0.1 pp -0.7 pp -0.2 pp +12.6 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 33.3 7.1% 4 -0.2 pp -0.3 pp +0.1 pp +7.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 31.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 30.8 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 30.8 6.1% 4 -0.8 pp -1.2 pp -1.5 pp +6.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 29.5 0.8% 4 +0.8 pp +0.4 pp +0.4 pp +0.8 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 29.2 3.0% 4 -0.4 pp -0.4 pp -0.2 pp +3.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 29.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 26.9 7.6% 4 -0.9 pp -1.0 pp -0.9 pp +7.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 26.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CX Institutional CIK 0001737089 0.437 1568 25.9 0.8% 4 -0.9 pp -1.0 pp -1.6 pp +0.8 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 25.0 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 24.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 23.3 11.3% 4 +0.9 pp +1.0 pp +1.2 pp +11.3 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 23.3 2.3% 4 -0.5 pp -0.8 pp -1.0 pp +2.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 21.5 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.4 0.0% 4 -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 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 21.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 21.0 2.3% 4 +0.2 pp +0.2 pp +0.2 pp +2.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 20.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.5 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 20.1 4.6% 4 -0.9 pp -1.2 pp -1.2 pp +4.6 pp
Hudock, Inc. CIK 0001543536 0.674 217 20.1 3.0% 4 -0.5 pp -0.5 pp -0.5 pp +3.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 19.7 1.2% 4 +0.1 pp -0.0 pp +0.1 pp +1.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 19.3 1.3% 4 -0.1 pp -0.2 pp -0.1 pp +1.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 19.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 18.9 4.2% 4 -0.7 pp -1.4 pp -1.7 pp +4.2 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 18.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 18.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 18.4 8.9% 4 -0.9 pp -1.4 pp -1.1 pp +8.9 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 18.3 6.5% 4 -0.4 pp -0.6 pp -0.6 pp +6.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 15.6 5.3% 4 -0.5 pp -0.3 pp -0.1 pp +5.3 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 15.5 5.2% 4 -0.4 pp -0.9 pp -0.7 pp +5.2 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 15.4 2.6% 4 -0.3 pp -0.4 pp -0.8 pp +2.6 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 14.9 11.1% 4 -0.4 pp -0.5 pp -0.4 pp +11.1 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 14.2 4.5% 4 -0.9 pp -1.0 pp -1.7 pp +4.5 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 14.1 2.9% 4 -1.4 pp -1.5 pp -1.5 pp +2.9 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 14.1 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 14.0 3.4% 4 +0.2 pp -0.1 pp -0.3 pp +3.4 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 13.7 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Council, LLC CIK 0001883629 0.681 106 13.3 5.1% 4 -0.6 pp -1.2 pp -1.1 pp +5.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 12.5 5.6% 4 -0.2 pp -0.2 pp -0.7 pp +5.6 pp
Creative Planning CIK 0001540235 0.979 4196 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 12.1 6.6% 4 +0.1 pp -0.3 pp +0.1 pp +6.6 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 11.9 3.0% 4 -0.2 pp -0.3 pp -0.4 pp +3.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.561 80 11.8 5.8% 4 +0.0 pp +0.3 pp +2.3 pp +5.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 10.3 2.4% 4 -0.4 pp +0.4 pp +0.9 pp +2.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 9.9 0.4% 4 +0.1 pp +0.1 pp -0.4 pp +0.4 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 9.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 9.7 0.7% 4 -0.1 pp -0.3 pp -0.4 pp +0.7 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.6 0.0% 4 -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 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 8.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
South Shore Capital Advisors CIK 0001852993 0.165 154 7.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 7.6 3.6% 4 +0.1 pp -0.1 pp -0.1 pp +3.6 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 7.2 2.9% 4 -0.2 pp -0.1 pp -0.1 pp +2.9 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 7.1 2.6% 4 -0.4 pp -0.8 pp -0.9 pp +2.6 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 6.9 6.4% 4 -0.6 pp -1.2 pp -1.1 pp +6.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
CWM, LLC CIK 0001535847 0.788 5645 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 6.6 0.5% 4 -0.1 pp -0.1 pp -1.1 pp +0.5 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 6.4 2.0% 4 -0.2 pp -0.2 pp -0.1 pp +2.0 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 6.2 1.9% 4 -1.1 pp -1.4 pp -2.5 pp +1.9 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.2 1.3% 4 -0.1 pp +0.8 pp +0.7 pp +1.3 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 6.2 1.7% 4 -0.4 pp -0.8 pp -1.3 pp +1.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 5.9 3.9% 4 -0.4 pp -1.1 pp -0.8 pp +3.9 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 5.7 2.3% 5 -0.8 pp -0.8 pp -0.8 pp -0.7 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 5.7 1.5% 4 +0.0 pp -0.0 pp -0.0 pp +1.5 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.6 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 5.6 1.3% 6 -0.2 pp -0.2 pp -0.0 pp +0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 5.4 2.4% 4 -0.2 pp -1.0 pp -0.8 pp +2.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 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 -0.2 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
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 -0.1 pp -0.1 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 -0.1 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 -0.0 pp +0.0 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
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 0.0 0.0% 0 +0.0 pp -3.1 pp -3.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 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
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -2.4 pp -2.4 pp -2.3 pp -2.0 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 IUSG). Qtrs Held counts distinct quarters this fund has actually held IUSG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSG position size. Δ columns are the percentage-point change in IUSG'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