Signals

← Signals

☆IVLU

316 in-universe funds with a nonzero position in IVLU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#19182
Score / z0.000 / -0.00
Consensus106.09 over 179 funds
Momentumnot computed

Price & positioning

225 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 569.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 259.1 0.0% 2 -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 168.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 132.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 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 38.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 29.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 28.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 27.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 26.3 2.9% 2 +1.2 pp +2.9 pp +2.9 pp +2.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 25.9 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 24.9 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 20.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 15.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 14.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 13.8 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 13.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 13.2 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.3 4.5% 2 +4.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 12.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 11.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 10.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 10.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 10.0 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 9.6 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.4 0.7% 4 -0.3 pp +0.7 pp +0.6 pp +0.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.3 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 8.6 3.6% 2 +2.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 6.4 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 5.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.1 0.0% 2 -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 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 4.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 3.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 3.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 3.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 2.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 2.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.5 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JBF Capital, Inc. CIK 0001483864 0.803 98 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elgethun Capital Management CIK 0001638022 0.537 174 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.2 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
☆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
☆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
☆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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.3 pp +0.0 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
☆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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 -0.3 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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