Signals

← Signals

☆IVLU

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

Flow ranking

Rank#17334
Score / z0.000 / -0.01
Consensus117.33 over 205 funds
Momentumnot computed

Price & positioning

224 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 272.1 0.0% 3 +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 177.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 139.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 55.1 1.8% 3 +0.4 pp +0.3 pp +1.8 pp +1.8 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 47.1 0.0% 4 +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 41.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 40.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 30.8 2.1% 3 +0.1 pp +0.0 pp +2.1 pp +2.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 28.3 0.8% 3 -0.2 pp -0.0 pp +0.8 pp +0.8 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 26.4 4.4% 3 +0.2 pp +0.3 pp +4.4 pp +4.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 22.2 2.1% 3 -0.8 pp +0.4 pp +2.1 pp +2.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 22.1 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 17.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 16.7 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 16.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 15.7 1.2% 5 +0.4 pp +0.2 pp +1.1 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 14.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 14.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 14.4 2.9% 3 -0.0 pp -0.3 pp +2.9 pp +2.9 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 14.4 3.1% 2 +2.9 pp +3.1 pp +3.1 pp +3.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 14.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 13.0 5.2% 3 +1.6 pp +4.2 pp +5.2 pp +5.2 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 13.0 4.8% 3 +0.4 pp +4.6 pp +4.8 pp +4.8 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 12.9 3.8% 1 +3.8 pp +2.8 pp +3.8 pp +3.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 12.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 11.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.4 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.3 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 10.7 6.2% 3 +0.3 pp +0.5 pp +6.2 pp +6.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.4 1.2% 1 +1.2 pp -0.0 pp +1.2 pp +1.2 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 10.3 4.6% 3 +0.2 pp +0.3 pp +4.6 pp +4.6 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 10.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.9 1.9% 3 +0.1 pp +0.6 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 8.3 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 7.2 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.7 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 6.6 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 5.5 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.1 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.0 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.4 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 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 4.2 1.5% 3 -0.2 pp +0.2 pp +1.5 pp +1.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 3.7 2.6% 3 +0.8 pp +0.7 pp +2.6 pp +2.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 3.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 3.5 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 3.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.2 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.2 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 3.1 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.0 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.9 0.9% 3 +0.3 pp -0.5 pp +0.9 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JBF Capital, Inc. CIK 0001483864 0.803 98 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.8 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 1.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.9 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.8 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.7 0.0% 4 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.6 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.3 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 3 +0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.2 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 3 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 3 -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 0.0 0.0% 3 +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% 1 +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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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% 3 -0.0 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% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 +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% 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% 3 +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 -0.1 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.2 pp -0.2 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.4 pp -0.4 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
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆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
☆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
☆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
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -2.8 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 -0.3 pp +0.0 pp +0.0 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
☆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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆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
☆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
☆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
☆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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 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 -0.3 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
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp -0.2 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
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 (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