Signals

← Signals

☆IUSV

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

Flow ranking

Rank#165
Score / z1.267 / 1.60
Consensus243.76 over 459 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-36% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 7,040.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,437.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 853.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 536.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 497.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 459.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 424.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 338.4 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 255.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 216.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 196.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 152.1 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 142.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 130.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 119.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 107.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 99.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 95.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 81.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 77.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 69.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 61.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 59.2 24.3% 1 +24.3 pp +24.3 pp +24.3 pp +24.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 58.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 56.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 54.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 53.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 51.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 43.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 39.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 38.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 35.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 33.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 33.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 33.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 33.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 30.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 29.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 29.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 27.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 27.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 26.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 26.6 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 25.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 24.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 24.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 23.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 23.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 23.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 21.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 20.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 19.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 18.8 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 18.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 18.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 17.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 16.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 15.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 15.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 15.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 15.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 15.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 15.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 14.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 14.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 14.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 13.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 13.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 13.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 13.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 12.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 12.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 11.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 10.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.8 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 9.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 9.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 8.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 8.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 8.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 7.8 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 7.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 7.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 7.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 6.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 6.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 6.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 6.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 5.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 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
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp -0.2 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 IUSV). Qtrs Held counts distinct quarters this fund has actually held IUSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSV position size. Δ columns are the percentage-point change in IUSV'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