Signals

← Signals

☆IUSV

838 in-universe funds with a nonzero position in IUSV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#324
Score / z0.607 / 0.85
Consensus275.08 over 515 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-20% / 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 8,552.0 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,682.3 0.5% 3 -0.0 pp -0.0 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 996.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 658.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 608.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 469.0 7.2% 3 +0.1 pp -0.1 pp +7.2 pp +7.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 455.1 5.1% 3 -0.5 pp -0.3 pp +5.1 pp +5.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 386.8 9.5% 3 +0.4 pp +1.5 pp +9.5 pp +9.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 367.3 10.6% 3 -0.5 pp -0.2 pp +10.6 pp +10.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 266.1 2.1% 3 -0.0 pp -0.3 pp +2.1 pp +2.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 238.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 176.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 165.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 151.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 139.0 2.9% 3 +1.1 pp +1.1 pp +2.9 pp +2.9 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 133.0 5.9% 3 +4.8 pp +4.0 pp +5.9 pp +5.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 125.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 122.4 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 119.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 117.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 112.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 112.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 110.8 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 88.6 7.9% 3 +0.6 pp +0.8 pp +7.9 pp +7.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 76.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 72.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 72.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 71.3 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 66.0 8.9% 3 +0.1 pp +0.1 pp +8.9 pp +8.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 64.4 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 62.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 56.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 48.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 47.0 4.4% 3 +0.1 pp +0.4 pp +4.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 44.7 2.1% 4 +0.3 pp +0.5 pp +0.5 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 41.5 12.3% 3 -0.2 pp +0.0 pp +12.3 pp +12.3 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 38.3 3.4% 3 -0.0 pp -0.9 pp +3.4 pp +3.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 37.0 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 36.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 36.5 13.7% 3 -11.1 pp -10.6 pp +13.7 pp +13.7 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 35.8 2.4% 3 +0.0 pp +0.2 pp +2.4 pp +2.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 35.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 32.0 5.8% 3 -0.1 pp -0.1 pp +5.8 pp +5.8 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 31.9 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 31.0 10.8% 3 +0.5 pp +0.6 pp +10.8 pp +10.8 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 30.8 8.9% 3 +0.1 pp +0.2 pp +8.9 pp +8.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 30.1 13.9% 3 +0.4 pp +0.3 pp +13.9 pp +13.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 29.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 29.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 28.9 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 28.7 6.3% 3 +0.0 pp +0.1 pp +6.3 pp +6.3 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 24.8 1.5% 3 -0.4 pp -0.6 pp +1.5 pp +1.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 24.7 1.5% 3 +0.3 pp +0.2 pp +1.5 pp +1.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 24.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 24.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 23.6 1.4% 3 +1.0 pp +0.9 pp +1.4 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 21.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 21.6 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 21.2 12.7% 3 +0.2 pp +0.2 pp +12.7 pp +12.7 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 20.6 3.7% 3 -0.1 pp -0.2 pp +3.7 pp +3.7 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 20.4 10.0% 3 +1.3 pp +1.8 pp +10.0 pp +10.0 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 20.4 9.2% 3 +0.2 pp +0.3 pp +9.2 pp +9.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 18.4 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 17.9 6.0% 3 +0.3 pp +0.4 pp +6.0 pp +6.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 17.6 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 17.1 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 16.9 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 16.7 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 15.6 3.5% 3 -0.5 pp -0.8 pp +3.5 pp +3.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 15.3 3.2% 3 +0.2 pp +0.2 pp +3.2 pp +3.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 14.9 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 14.5 10.7% 3 +0.2 pp +0.0 pp +10.7 pp +10.7 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 14.4 6.4% 3 +0.0 pp +0.0 pp +6.4 pp +6.4 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 14.3 7.3% 3 -0.2 pp -0.1 pp +7.3 pp +7.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 12.9 1.8% 3 +1.6 pp +1.6 pp +1.8 pp +1.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 12.2 3.3% 3 -0.3 pp -1.3 pp +3.3 pp +3.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 12.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 12.0 0.8% 3 -0.0 pp -1.0 pp +0.8 pp +0.8 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 11.7 3.7% 3 -0.0 pp -0.1 pp +3.7 pp +3.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 10.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.6 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 10.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 9.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 9.3 3.7% 3 -0.3 pp -0.5 pp +3.7 pp +3.7 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 9.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 8.9 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 8.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 8.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 8.4 4.6% 4 -0.6 pp -0.5 pp -0.5 pp +4.6 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 8.3 1.9% 3 +0.5 pp +0.6 pp +1.9 pp +1.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 8.3 5.7% 3 -1.8 pp -2.0 pp +5.7 pp +5.7 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 8.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 8.1 4.0% 3 +0.0 pp -0.0 pp +4.0 pp +4.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 7.9 3.2% 3 -0.2 pp -0.4 pp +3.2 pp +3.2 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 7.8 3.3% 3 -0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 7.7 6.7% 3 +0.1 pp +0.1 pp +6.7 pp +6.7 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 7.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 7.6 4.8% 3 -1.1 pp +0.2 pp +4.8 pp +4.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.8 0.3% 3 -0.6 pp -0.1 pp +0.3 pp +0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.5 2.1% 3 -0.3 pp -1.0 pp +2.1 pp +2.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.5 0.2% 4 -0.0 pp -0.3 pp -0.1 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 6.4 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 6.3 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.0 4.0% 3 -0.2 pp -3.2 pp +4.0 pp +4.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.9 3.4% 3 +0.0 pp +0.0 pp +3.4 pp +3.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 5.8 1.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
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☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 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
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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