Signals

← Signals

☆IUSV

978 in-universe funds with a nonzero position in IUSV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#165
Score / z1.375 / 1.64
Consensus313.34 over 572 funds
Momentum-0.17 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+12% / 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 9,598.7 0.6% 6 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,920.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 1,078.9 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 889.9 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 834.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 536.6 7.2% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 491.7 9.5% 5 +2.7 pp +0.1 pp +0.5 pp +1.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 466.6 4.9% 5 -0.1 pp -0.3 pp -0.7 pp -0.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 406.0 10.0% 5 -0.7 pp -0.5 pp -1.0 pp -0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 327.9 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 182.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 176.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 173.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 169.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 153.4 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 131.4 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 131.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 124.7 3.3% 4 -0.1 pp -0.0 pp +0.1 pp +3.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 96.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 95.2 2.2% 5 -0.8 pp -0.8 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 93.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 89.1 7.5% 1 +7.5 pp -0.4 pp +0.2 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 82.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 76.6 0.4% 6 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 73.9 0.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 73.2 8.6% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 68.3 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 64.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 63.1 1.0% 5 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 58.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.2 0.0% 5 -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 52.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 49.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 48.9 4.1% 5 -0.3 pp -0.2 pp -0.1 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 47.3 1.8% 6 -0.0 pp -0.3 pp +0.0 pp +0.2 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 45.9 2.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 43.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 43.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 43.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.7 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 42.2 13.6% 5 -0.5 pp -0.1 pp -11.2 pp -10.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 41.3 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 40.6 11.0% 5 -2.2 pp -1.4 pp -1.6 pp -1.3 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 36.5 10.2% 5 -0.8 pp -0.7 pp -0.1 pp -0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 35.2 4.5% 5 -0.6 pp -1.4 pp -1.4 pp -1.5 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 35.2 3.0% 5 +0.1 pp -0.4 pp -0.4 pp -1.3 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 34.3 14.3% 5 +0.2 pp +0.4 pp +0.9 pp +0.7 pp
☆DDFG, Inc CIK 0001967640 0.535 91 33.1 6.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 32.4 8.3% 5 -0.5 pp -0.6 pp -0.4 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 31.1 7.0% 3 -0.7 pp -0.2 pp +7.0 pp +7.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 29.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 27.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.3 0.3% 6 +0.3 pp +0.2 pp +0.2 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 26.8 13.2% 5 -0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 26.2 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 25.6 1.1% 5 -0.3 pp -0.3 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 23.4 1.1% 5 -0.3 pp -0.4 pp -0.8 pp -1.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 22.9 8.0% 2 -0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 22.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 22.8 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 22.5 8.8% 5 -1.2 pp -1.3 pp +0.1 pp +0.6 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 21.5 9.1% 5 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 21.0 1.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 20.9 3.4% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 20.9 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 20.3 6.2% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 20.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 18.1 1.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 17.6 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 17.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 16.1 1.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 15.5 8.0% 5 +0.1 pp +0.7 pp +0.5 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.5 0.3% 5 +0.1 pp +0.1 pp -0.5 pp -0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 14.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 14.8 0.9% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 14.8 6.2% 5 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
☆Keenan, LLC CIK 0002111703 0.676 45 14.6 10.3% 2 -0.1 pp +10.3 pp +10.3 pp +10.3 pp
☆ARWA LLC CIK 0002113621 0.167 139 14.5 6.0% 2 +0.7 pp +6.0 pp +6.0 pp +6.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 14.2 2.9% 5 -0.4 pp -0.7 pp -1.2 pp -1.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 13.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 12.3 2.2% 5 -0.1 pp +0.3 pp +0.8 pp +0.9 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 12.3 3.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 12.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 11.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 11.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.0 0.8% 7 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 10.9 4.1% 6 -0.2 pp -0.4 pp -1.0 pp -1.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 10.6 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 10.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 10.0 3.2% 5 -0.3 pp -0.5 pp -0.8 pp -0.9 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 9.5 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 9.1 3.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 8.9 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 8.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 8.4 3.2% 5 -0.2 pp +1.0 pp +1.1 pp +1.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 8.4 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 8.3 2.8% 5 -0.6 pp -0.4 pp -0.6 pp -0.8 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 8.3 3.4% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 7.8 6.3% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.8 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.4 0.3% 6 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 7.3 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 7.2 1.7% 5 -0.1 pp -0.4 pp -0.7 pp -1.4 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 7.2 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.0 1.8% 5 -1.0 pp -1.5 pp -1.8 pp -2.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 6.6 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 6.5 1.2% 5 +0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.3 4.0% 5 -0.1 pp -0.1 pp -0.3 pp -3.3 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 6.2 1.5% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.2 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆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
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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 +0.0 pp -0.1 pp -0.1 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
☆Balentine LLC CIK 0001586678 0.932 243 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
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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