Signals

← Signals

☆IVLU

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

Flow ranking

Rank#1263
Score / z0.034 / 0.02
Consensus141.73 over 251 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 779.5 0.4% 1 +0.4 pp +0.4 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 292.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 144.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 121.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 109.3 2.3% 5 -0.0 pp +0.6 pp +1.0 pp +0.9 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 70.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 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 63.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 38.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 35.2 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 34.9 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 32.1 0.5% 5 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 29.8 5.6% 4 +0.5 pp +2.5 pp +5.4 pp +5.6 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 28.1 4.2% 5 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 24.4 8.7% 5 -0.4 pp +3.9 pp +4.3 pp +8.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 23.8 2.5% 4 -0.5 pp -0.3 pp -0.3 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 18.2 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 16.6 2.0% 3 -0.9 pp -0.9 pp +2.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 15.9 1.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 15.9 3.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 15.6 5.3% 5 -0.1 pp +0.2 pp +1.7 pp +4.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 15.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 14.1 1.2% 5 -1.0 pp -0.9 pp -1.7 pp -0.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 13.3 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 13.0 3.6% 3 -0.2 pp -0.1 pp +3.6 pp +2.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 12.9 0.8% 7 -0.3 pp -0.4 pp +0.0 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 12.9 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 12.5 6.4% 2 -1.2 pp +6.4 pp +6.4 pp +6.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.9 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 11.8 6.3% 5 -0.0 pp +0.1 pp +0.5 pp +0.7 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 11.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.8 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 10.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 10.3 1.0% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.9 1.7% 5 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 9.7 4.1% 5 -0.7 pp -0.5 pp -0.3 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 8.4 0.7% 5 +0.1 pp -0.6 pp -0.5 pp -0.3 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 8.0 3.2% 5 -0.4 pp -0.2 pp -0.1 pp -0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 7.6 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 7.2 1.0% 4 +0.1 pp +0.3 pp -0.3 pp +1.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.8 3.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 6.8 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 6.1 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 5.7 2.9% 3 +0.5 pp +1.4 pp +2.9 pp +2.9 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.4 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.1 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 5.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 4.0 2.5% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 3.6 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.6 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.4 1.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 3.4 2.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.4 1.2% 5 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.3 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.3 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 3.3 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.2 0.9% 5 -0.1 pp -0.1 pp +0.2 pp -0.5 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.2 1.3% 4 -2.4 pp -2.4 pp -2.9 pp +1.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.265 75 2.9 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.9 0.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.9 0.4% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWLE & CO CIK 0001224014 0.032 59 2.7 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JBF Capital, Inc. CIK 0001483864 0.803 98 2.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.5 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 2.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 2.4 0.7% 5 -0.8 pp -0.8 pp -1.0 pp -0.7 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 1.8 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 1.6 0.7% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.6 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 1.4 2.4% 5 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 1.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.2 0.7% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.1 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.0 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.9 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 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
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 +0.0 pp +0.0 pp -0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -2.6 pp -1.8 pp -1.9 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 +0.0 pp +0.0 pp -0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp -0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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 IVLU). Qtrs Held counts distinct quarters this fund has actually held IVLU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVLU position size. Δ columns are the percentage-point change in IVLU'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